Systems and methods for handling email in a customer management system
US11709904B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Oct 17, 2022 |
| Grant date | Jul 25, 2023 |
| Priority date | — |
| Expiry date | Oct 17, 2042 |
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 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. Other systems and methods are provided.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.