Company and contact information system and method

A method for handling an incoming phone call from a caller associated with a caller's company to a first user associated with a firm by serving data via screen pops to the first user on a first display device and to a second user associated with the firm via a second display device, comprising:

• receiving the incoming phone call to the first user;
• generating and serving by, at least one computer having operatively associated memory, screen-pop data to the user that is displayed on the first display device of the user, and to the second user that is displayed on the second display device of the second user, wherein generating and serving the screen-pop data comprises:
• in response to the incoming phone call from the caller, displaying an incoming number of the incoming phone call to both the first user and the second user;
• in response to the incoming phone call being answered by the second user, displaying to the first user call status data indicating that the second user is on the incoming phone call;
• selecting by one of the first user and the second user an identity of the caller and, in response to identifying the caller, displaying caller information to both the first user and the second user;
• in response to the incoming phone call being answered by the first user, displaying to the second user call status data indicating that the first user is on the call;
• and
• in response to call termination, closing the screen-pop for at least one of the first user and the second user;
• generating and serving by the at least one computer to the first user a user interface that is displayed on the first display device of the first user, the user interface comprising:
• a company tile comprising an indicator of a subject company, wherein a state of the company tile indicates a property of the subject company;
• a financial information module displaying financial information regarding the subject company;
• a subject individual module displaying information regarding a subject individual related to the subject company;
• a relationship module, wherein the relationship module graphically displays relationships between a plurality of individuals, wherein the plurality of individuals comprises the subject individual, an analyst of the subject company and an individual associated with the firm;
• and
• a navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company.

A method for handling an incoming phone call from a caller associated with a caller's company to a first user associated with a firm by serving data via screen pops to the first user on a first display device and to a second user associated with the firm via a second display device, comprising:

• receiving the incoming phone call to the first user;
• generating and serving, by at least one computer having operatively associated memory, screen-pop data to the first user that is displayed on the first display device of the first user, and to the second user that is displayed on the second display device of the second user, wherein generating and serving the screen-pop data comprises
• in response to the incoming phone call from the caller and identifying the caller, displaying caller information to both the first user and the second user;
• in response to the incoming phone call being answered by the second user, displaying to the second user a template for preparing a message for the first user, wherein the template includes fields listing the caller, the caller's company, the time of the call, and a comments field;
• and
• after the second user completes the template, forwarding the completed template to the first user.