Systems and methods for handling email in a customer management system
US10956527B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | May 11, 2019 |
| Grant date | Mar 23, 2021 |
| Priority date | — |
| Expiry date | Jul 16, 2039 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q30/01
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
A method includes providing a server having a system email address for receiving emails and including a processor and a memory coupled to the processor and defining a database organized to store data for a plurality of customer matters, respective matters having matter numbers, and, for each matter, the database including a notes location associated with the matter; providing a graphical user interface using which a user can review information relating to matters, including notes; determining, in response to receiving an email having a subject line and body, if the email subject line contains a matter number matching a database matter number and, if not, rejecting the email; and if the email is not rejected, routing at least a portion of the non-rejected email to the notes location of the matter having the matter number that corresponds to the number contained in the email subject line. Other systems and methods are provided.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.