Automatic tracking of contact interactions

• US 9,798,757 B2
• Filed: 10/29/2015
• Issued: 10/24/2017
• Est. Priority Date: 09/16/2010
• Status: Active Grant

• Current Assignee: Bullhorn Incorporated
• Original Assignee: Bullhorn Incorporated
• Inventors: Greene, Geoffrey D., Papas, Arthur L. P., Leeds, III, Richard L., Baxter, Christian M.
• Primary Examiner(s): Thieu, Benjamin M
• Application Number:
  US14/926,493
• Publication Number:
  US 20160110400A1
• Time in Patent Office: 726 Days
• CPC Class Codes: G06F 16/162 Delete operations erasing in storage systems G06F3/0652
• CPC Class Codes: G06F 16/22 Indexing; Data structures therefor; Storage structures
• CPC Class Codes: G06F 16/23 Updating
• CPC Class Codes: G06F 16/245 Query processing
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 30/01 Customer relationship services
• CPC Class Codes: H04L 43/04 Processing captured monitoring data, e.g. for logfile generation
• CPC Class Codes: H04L 51/046 Interoperability with other network applications or services

Abstract

Difficulty exists in ensuring a consistent level of activity tracking in a Customer Relationship Management System, Applicant Tracking System, or other tracking application among users (e.g., recruiter or sales representatives) within a single firm. This difficulty is due in part to the manual and time consuming mechanics of logging the activity. Example embodiments of the present invention include a system that automatically logs such activity. The system determines the sender and recipient of the email, as well as, whether the email contains calendar event information. The system then searches a database to determine if the sender or recipient is a contact in the tracking application. If a match is found, the system automatically adds the email to the contact'"'"'s activity record as an inbound or outbound email or appointment. Activity tracking is, thus, consistently maintained among users of the firm, ensuring a higher quality of activity-based metrics.

Claims

1. A computer-implemented method of tracking correspondence between a plurality of users and contacts in a tracking system, the method comprising:

executing said tracking system, the tracking system is structured such that a plurality of users coordinate managing interactions between the plurality of users and a given contact, and for different contacts, there being different activity records of the tracking system, the tracking system being structured according to contact and automatically logs ongoing interactions between the plurality of users and each different contact in a different activity record associated to the different contact, the different activity records being associated to the different contact in a manner that enables tracking ongoing interactions of the different contact with multiple different users, wherein the executing of the tracking system includes;

monitoring electronic mail messages between the plurality of users and the given contact;

automatically making a copy of an electronic mail message for the tracking system;

parsing the copy of the electronic mail message to determine a sender and a recipient of the electronic mail message;

searching a database of the tracking system for the sender and the recipient; and

adding the copy of the electronic mail message to an activity record for the given contact in the database, if the sender or the recipient is the given contact found in the database, the activity record containing a log of ongoing interaction between the given contact and the plurality of users.

2. The method of claim 1, wherein adding the copy of the electronic mail message to the activity record includes adding an indication as to whether activity associated with the copy of the electronic mail message is inbound activity or outbound activity.

3. The method of claim 2, wherein the copy of the electronic mail message is added to an activity record for the sender of the electronic mail message, if the electronic mail message is an inbound message.

4. The method of claim 2, wherein the copy of the electronic mail message is added to an activity record for the recipient of the electronic mail message, if the electronic mail message is an outbound message.

5. The method of claim 1, further comprising deleting the copy of the electronic mail message, if neither the sender nor the recipient is found in the database.

6. The method of claim 1 further comprising, detecting an electronic invitation for a calendar event included in the copy of the electronic mail message.

7. The method of claim 6, further comprising storing information about the calendar event in the database.

8. The method of claim 6, further comprising searching the database for one or more invitees of the calendar event.

9. The method of claim 8, further comprising adding information about the calendar event to an activity record for each of the one or more invitees in the database.

10. The method of claim 6, further comprising, if the electronic invitation is a cancellation, deleting information about the calendar event from the database, including deleting information about the calendar event from the activity record for each of the one or more invitees of the calendar event.

11. A computer system for tracking correspondence between a plurality of users and contacts in a tracking system, the system comprising:

a processor configured to execute said tracking system, the tracking system is structured such that a plurality of users coordinate managing interactions between the plurality of users and a given contact, and for different contacts, there being different activity records of the tracking system, the tracking system being structured according to contact and automatically logging ongoing interactions between the plurality of users and each different contact in a different activity record associated to the different contact, the different activity records being associated to the different contact in a manner that enables tracking ongoing interactions of the different contact with multiple different users; and

a memory with computer software instructions stored thereon, the memory operatively coupled to the processor such that, when executed by the processor, the software instructions cause the processor to implement;

a mail transfer module to monitor electronic mail messages between the plurality of users and the given contact and to automatically make a copy of an electronic mail message for the tracking system;

a parsing module to parse the copy of the electronic mail message to determine a sender and a recipient of the electronic mail message, and to search a database of the tracking system for the sender and the recipient; and

a tracking module to add the copy of the electronic mail message to an activity record for the given contact in the database, if the sender or the recipient is the given contact found in the database, the activity record containing a log of ongoing interaction between the given contact and the plurality of users.

12. The computer system of claim 11, wherein the tracking module adds an indication to the activity record as to whether activity associated with the copy of the electronic mail message is inbound activity or outbound activity.

13. The computer system of claim 12, wherein the tracking module adds the copy of the electronic mail message to an activity record for the sender, if the electronic mail message is an inbound message.

14. The computer system of claim 12, wherein the tracking module adds the copy of the electronic mail message to an activity record for the recipient, if the electronic mail message is an outbound message.

15. The computer system of claim 11, wherein the tracking module deletes the copy of the electronic mail message, if neither the sender nor the recipient is found in the database.

16. The computer system of claim 11, wherein the parsing module determines whether the copy of the electronic mail message includes an electronic invitation for a calendar event.

17. The computer system of claim 16, wherein the tracking module stores information about the calendar event in the database.

18. The computer system of claim 16, wherein the parsing module searches the database for one or more invitees of the calendar event.

19. The computer system of claim 18, wherein the tracking module adds information about the calendar event to an activity record for each of the one or more invitees of the calendar event.

20. The computer system of claim 16, wherein the tracking module, if the electronic invitation is a cancellation, deletes information about the calendar event from the database, which includes deleting information about the calendar event from the activity record for each of the one or more invitees of the calendar event.

21. A non-transitory computer readable medium having computer readable program codes embodied therein, the computer readable medium comprising:

a portion of the computer readable medium enabling computer readable program codes that configure a processor to track correspondence between a plurality of users and contacts in a tracking system, the computer readable medium program codes including instructions that, when executed by the processor, cause the processor to;

execute said tracking system, the tracking system is structured such that a plurality of users coordinate managing interactions between the plurality of users and a given contact, and for different contacts, there being different activity records of the tracking system, the tracking system being structured according to contact to automatically log ongoing interactions between the plurality of users and each different contact in a different activity record associated to the different contact, the different activity records being associated to the different contact in a manner that enables tracking ongoing interactions of the different contact with multiple different users, wherein the tracking system is executed to;

monitor electronic mail messages between the plurality of users and the given contact;

automatically make a copy of an electronic mail message for the tracking system;

parse the copy of the electronic mail message to determine a sender and a recipient of the electronic mail message;

search a database of the tracking system for the sender and the recipient; and

add the copy of the electronic mail message to an activity record for the given contact in the database, if the sender or the recipient is the given contact found in the database, the activity record being associated with the tracking system containing a log of ongoing interaction between the given contact and the plurality of users.