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US 6,311,191 B1Granted
Method and apparatus for improved contact and activity management and planning
AssigneeAppintec Corporation
InventorRobin M. Retallick
Life of this patent
Estimating the term…
Abstract
Methods and apparatus for improved contact and activity management and planning where subject data, activity data and topic data are created and functionally linked through interfaces and processing modules to organize information in a useful way that permits system users to have access to the information they need to conduct business in an efficient and productive manner.
Claims25
A computer-readable medium for causing a computer to function as a contact and activity manager, comprising;
- a computer program stored on the computer-readable medium;
- said computer program having an interface for accessing a database of subject records containing subject information about a plurality of subjects;
- said computer program having an interface for accessing a database of activity records, said activity records containing data describing human-assisted activities that have taken place or are scheduled to take place in the future wherein at least some of said activity records are linked to a said subject record;
- said computer program having an interface for accessing a database of topic records wherein each said topic record contains information about a designated topic and is linked to and identifies a set of said activity records;
- said computer program having a processing module for selecting all said activity records linked to a subject record;
- and
- said computer program having a processing module for selecting all said activity records linked to a topic record.
4 more elements
A computer-readable medium for causing a computer having a display screen to function as a contact and activity manager, comprising;
- a computer program stored on the computer-readable medium;
- said computer program having an interface for creating and accessing a database of subject records containing subject information about a plurality of subjects and selectively displaying said subject records on the screen;
- said computer program having an interface for creating and accessing a database of activity records, said activity records containing data describing human-assisted activities that have taken place or are scheduled to take place in the future wherein at least some of said activity records are linked to a said subject record and selectively displaying said activity records on the screen;
- said computer program having an interface for creating and accessing a database of topic records wherein each said topic record contains information about a designated topic and is linked to and identifies a set of said activity records and selectively displaying said topic records on the screen;
- said computer program having a processing module for selecting and displaying on the screen said activity records linked to a subject record;
- and
- said computer program having a processing module for selecting and displaying on the screen said activity records linked to a topic record;
- said computer program having an interface for creating and displaying on the screen an identifying list of said activity records linked to a specified said topic record;
- said computer program having an interface for creating and displaying on the screen an identifying list of said activity records linked to a specific said subject record;
- said computer program having a processing module for accessing a said activity record from said displayed identifying list of said activity records linked to a said subject record;
- and
- said computer program having a processing module for accessing a said activity record from said displayed identifying list of said activity records linked to a topic record.
9 more elements
A computer-readable medium for causing a computer to function as a contact and activity manager, comprising;
- a computer program stored on the computer-readable medium;
- a database of subject records containing subject information about a plurality of subjects;
- said computer program having an interface for creating, editing, adding to and deleting a said subject record, and accessing said subject records;
- a database of activity records containing dynamic data about a plurality of human-assisted activities wherein at least some of said activity records are linked to a said subject record;
- said computer program having an interface for creating, recording and storing said activity records and accessing said database of activity records;
- a database of topic records wherein each said topic record contains information about a designated topic and is linked to and identifies a set of said activity records;
- and
- said computer program having an interface for creating, editing, deleting and storing a said topic record and for accessing said database of topic records.
5 more elements
A computer-readable medium for causing a computer to function as a contact and activity manager, comprising;
- a computer program stored on the computer-readable medium;
- said computer program having an interface for creating a database of subject records containing subject information about a plurality of subjects;
- said computer program having an interface for creating a database of activity records, said activity records containing data describing human-assisted activities that have taken place or are scheduled to take place in the future wherein at least some of said activity records are linked to a said subject record;
- and
- said computer program having an interface for creating a database of topic records wherein each said topic record is linked to and identifies a set of said activity records.
2 more elements
Dependencies are inferred from the claim text.