Patent ID: 6823053
Filing Date: 2004-11-23
Classification: G06Q,H04M

Abstract:
The method for displaying information for a customer service representative rendering services for a plurality of customers, comprising:grouping identity information of a particular one of the customers into an identity information section; grouping the respective identities of one or more products associated with the particular one of the customers into a product information section; providing a notes section operable to display one or more notes; identifying a plurality of categories of transaction information associated with the particular one of the customers, each one of the categories identified in a corresponding one of the plurality of tabs, each of the tabs, when selected, operable to initiate a display of a corresponding identified one of the categories of transaction information through a window, wherein one of the categories includes a first portion of transaction information concerning a long distance telephone service provider of the particular one of the customer, the first portion of the transaction information comprising the identity of the long distance telephone service provider, a date that the particular one of the customers selected the long distance telephone service provider, and a link operable to, when selected, initiate a display of one or more previous long distance telephone service providers that served the particular one of the customers, and another one of the categories includes a second portion of transaction information concerning a history of contacts with the particular one of the customers, the second portion of the transaction information comprising a date column for one or more contact dates and a time column for corresponding one or more contact times; and displaying, on a same single layout, the identity information section, the product information section, the notes section, the plurality of tabs, and the window.