Customer Information System

Number of patents in Portfolio can not be more than 2000

United States of America Patent

SERIAL NO

12698978

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ATTORNEY / AGENT: (SPONSORED)

Importance

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Abstract

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A system is provided for managing incoming communications placed in response to advertising, online content, and/or special service numbers. Information extracted from incoming communications can be received by a system server and cross-referenced with a database to obtain cross-referenced customer information pertaining to previous customer communications in the form of online communications, telephone calls, and/or in person customer meetings. The cross-referenced customer information can be passed to a client workstation and displayed to the user in the form of an industry-specific template formatted in accordance with the business needs of the user. The template can be automatically populated with the cross-referenced customer information. The user can view and update the customer information, thereby maintaining a retrievable record of the communication. With regard to the multi-housing industry in particular, customer information can be displayed in the form of a guest card template and/or a service card template.

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Patent Owner(s)

Patent OwnerAddress
YARDI SYSTEMS INC430 S FAIRVIEW AVENUE GOLETA CA 93117

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Goldberg, Marla Lake Forest, US 4 52
Goldberg, Richard Lake Forest, US 21 193
Maguire, Brian Santa Ana, US 11 195
Maguire, Karen Santa Ana, US 4 52
McCullough, William Costa Mesa, US 8 126

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