JP2002300266A - Device for displaying customer information - Google Patents

Abstract

PROBLEM TO BE SOLVED: To simplify input work and to increase a ratio of the display of customer information in retrieval by a telephone number. SOLUTION: When a telephone call is received through a line, the telephone number is received, a customer telephone number retrieval function 31 retrieves a customer telephone number file 35 with the telephone number as a key and displays customer information. However, when the corresponding customer telephone number file can not be retrieved, retrieval is performed with a customer name, the customer information (customer code, customer name, address, telephone number, etc.), is displayed on a screen from a customer information file 36, and the received telephone number of the caller and the displayed customer code are registered in the customer telephone number file 35.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer information display device for displaying customer information.

[0002]

2. Description of the Related Art In a telephone call from a customer, a caller's number is received via a line, customer information is automatically searched using the telephone number as a key, and information on the customer is displayed. In the case of a customer using multiple telephone lines, the caller ID is not registered in the customer data file, so the information of the customer is not displayed, and the operator enters a search key from the screen and searches for the customer. Information (customer code, customer name, address, telephone number, etc.) is displayed, and the telephone number is additionally registered in the customer data file.

[0003]

SUMMARY OF THE INVENTION As described above, the present invention focuses on the reduction of input work when there is no corresponding telephone number in a customer telephone number file, and collects telephone numbers used by the customer. Accordingly, an object of the present invention is to increase the display ratio of customer information (customer code, customer name, address, telephone number, etc.), simplify the operation of an operator, and quickly display customer information.

[0004]

According to the present invention, when a telephone call is received via a line, the telephone number is received, and when there is no telephone number corresponding to the customer telephone number file (35), the operator can retrieve the customer information. Search by customer name by function (33), customer information (customer code, customer name, address,
Phone number etc.), customer phone number registration function (34)
Then, the received telephone number and customer code are registered in the customer telephone number file (35).

Accordingly, the customer telephone number file (35) is automatically searched based on the telephone number of the customer, and then the customer information file (36) is searched for the customer information search function (33) using the corresponding customer code as a key. ) And the customer information (customer code, customer name, address, telephone number, etc.) is displayed on the screen. By registering a plurality of telephone numbers of the line used by the customer in the customer telephone number file (35), it is possible to increase the ratio of displaying the customer information to the incoming telephone number.

[0006]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS One embodiment of the present invention will be described below in detail with reference to FIGS.

The exchange (2) has an interface for transmitting and receiving data to and from a computer, acquires data when receiving a telephone call from a customer, automatically extracts the telephone number of the caller, and sends the data to the computer. Notify.

The computer (3) receives the telephone number of the caller notified from the exchange and performs various processes. The computer telephone number search function (31), the customer telephone number registration function (34), It comprises a customer information search function (33), a display function (32) and the like.

Screen (4) is a screen for displaying customer information (customer code, customer name, address, telephone number, etc.) on the display.

The keyboard (5) is for inputting data and giving commands to the computer on the screen (4).

The mouse (6) is for giving instructions to the computer on the screen (4).

The customer telephone number search function (31) automatically retrieves a customer telephone number file (35) by using the telephone number of the caller received from the exchange (2) as a key and extracts a corresponding customer code. It is.

The customer information retrieval function (33) retrieves the customer information file (36) with the customer name, customer code, etc., and extracts customer information (customer code, customer name, address, telephone number, etc.). .

The display function (32) includes a customer information file (36) retrieved from the customer telephone number file (35) by the customer telephone number retrieval function (31) as a key and a customer information retrieval function (33). ) Automatically displays the customer information (customer code, customer name, address, telephone number, etc.) and the caller's telephone number on the screen (4). The customer information (customer code,
The customer name, address, telephone number, etc.) and the telephone number of the caller are displayed on the screen (4).

[0015] The customer telephone number registration function (34)
Using the telephone number of the caller received from (2) as a key, the customer telephone number file (35) is automatically searched, and if there is no corresponding telephone number, the telephone number of the caller received from the exchange (2) The customer code retrieved by the customer information retrieval function (33) is registered in the customer telephone number file (35).

The customer telephone number file (35) is a file in which a customer code is registered using a telephone number as a key. The customer information is displayed by a customer information search function (33), and the operator confirms and registers the customer information. If it is acceptable, the file is a file for registering a telephone number and a customer code by the customer telephone number registration function (34).

The customer information file (36) is a file in which a customer name, an address, a telephone number and the like are registered in advance using a customer code as a key.

Next, the operation of the configuration will be described with reference to the flowchart of FIG. In P1, the customer calls the line connecting the computer and the exchange.

In P2, the exchange receives the customer's telephone and notifies the computer of the received customer's telephone number via the interface.

P3 receives the telephone number according to the notification of P2, and searches for the customer telephone number of the computer (31).
Uses this telephone number as a key for the customer telephone number file (3
5) Search.

P4 determines whether there is a corresponding telephone number as a result of the search in P3. In the case of Yes, the customer information (customer code, customer name, address, telephone number, etc.) of the telephone number and the telephone number of the caller are displayed on the screen (4) in P5. On the other hand, in the case of No, the operator searches the screen (4) by the customer information search function (33) using the customer name or telephone number heard by telephone at P6, and at P7 the customer information (customer code, customer code). (Name, address, telephone number, etc.) and the telephone number of the caller are displayed on the screen (4), and the process proceeds to P8. At P8, the operator determines whether to register the customer information (customer code, customer name, address, telephone number, etc.) displayed on the screen (4) and the telephone number of the caller received at P3. In the case of Yes, the operator operates the mouse (6) at P9, presses the registration button, proceeds to P10, and registers the telephone number and customer code in the customer telephone number file (35) at P10. N
At time o, the operator does not perform any operation. As described above, the telephone number of the customer who made the call can be easily registered in the customer telephone number file (35), and the customer information (customer code, customer name, address, telephone number, etc.) can be displayed immediately after the second telephone call. .

[0022]

As described above, according to the present invention,
A configuration is adopted in which the telephone number of the customer received via the line and the corresponding customer information (customer code, customer name, address, telephone number, etc.) are displayed on the screen, and the customer code is registered in one operation. Therefore, the customer's telephone number can be easily registered in the master, and the ratio of display of customer information (customer code, customer name, address, telephone number, etc.) can be increased for subsequent calls.

[Brief description of the drawings]

FIG. 1 is a configuration diagram illustrating an embodiment of the present invention.

FIG. 2 is a flowchart showing processing of the present invention.

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 Customer's telephone 2 Exchange 3 Computer 4 Screen 5 Keyboard 6 Mouse 31 Customer telephone number search function 32 Display function 33 Customer information search function 34 Customer telephone number registration function 35 Customer telephone number file 36 Customer information file

Claims (1)

[Claims] 1. A customer telephone number file (35) in which telephone numbers and customer codes are registered, and customer information (customer codes,
A customer information file (36) in which customer names, addresses, telephone numbers, etc. are registered; a customer telephone number search function (31) for searching the customer telephone number file (35) using telephone numbers as keys; The customer information file (3)
6) a customer information search function (33), and a customer telephone number registration function (3) for registering the telephone number (caller number) received via the line and the customer code retrieved by the customer information search function (33). 34), the customer telephone number registration function (34) stores the caller number and the customer code of the customer information (customer code, customer name, address, telephone number, etc.) extracted by the customer information search function (33). A customer information display device characterized in that it is registered in the customer telephone number file (35).