201135615 六、發明說明： 【發明所屬之技術領域】 本發明係關於一種客戶及物件管理系統，尤指一種可 上傳及下載資料庫、媒合客戶及物件、進行統計分析記 载備註事項及發送訊息給篩選客戶❾客戶&物件可攜式管 理系統。 【先前技術】 如何將公司龐雜眾多的產品與可能的客戶作一媒合， 廷是業務人員每曰出門前都須做的基本工作，如何將客戶 的需求與公司提供的產品進行快速及有效的比對以找尋出 最^適的拜訪對象，或是㈣出售的產品須儘速找到合適 的買主，同時使客戶服務的滿意度增加，實乃提升業務工 作成效的不二法門。 舉例而t，目前的房㈣者的業務人員雖也配備簡單 的客戶及物件官理系統於其筆記型電腦中，但主要係儲存201135615 VI. Description of the Invention: [Technical Field] The present invention relates to a customer and object management system, and more particularly to a method for uploading and downloading a database, matching a client and an object, performing statistical analysis, recording remarks, and sending a message. To screen customers, customers & objects, portable management systems. [Prior Art] How to combine the company's numerous products with potential customers. The court is the basic work that every business person must do before going out. How to make the customer's needs and the products provided by the company fast and effective. The comparison is to find the most suitable visitor, or (4) the products to be sold must find the right buyer as soon as possible, and at the same time increase the satisfaction of customer service, which is the only way to improve the effectiveness of business work. For example, the current business staff of the house (4) is equipped with a simple customer and object management system in their notebook computers, but mainly stores
客戶及物件相關的資料’無論對於從客戶角度或物件角度 找尋合適的物件或客戶，針對客戶或物件提供相關統計分 析資訊’公司隨時提供業務人員新開發客戶及物件資訊， 附加備註事項以防業務人員遺漏重要約會及事項，安裝於 業務人員筆記型電腦的現有房仲#者的客戶及物件管理夺 統均付諸闕如，更遑論可隨時上傳業務人M新加人客戶及 物件資料或下載公司内部資料庫的最新客戶及物件資料以 維持公司内部資料庫的即時性及業務人員手頭資料的一致 性。Information about customers and objects' Whether you are looking for suitable items or customers from the perspective of customers or objects, provide relevant statistical analysis information for customers or objects. 'The company provides new information on customer and object development at any time, and additional remarks to prevent business. The omission of important appointments and events, the existing customers of the business staff notebook computer and the object management of the system are all in the same place, let alone upload the business person M new plus customer and object information or download company The latest customer and object data of the internal database to maintain the immediacy of the company's internal database and the consistency of the information on hand.
因此，業務人員一旦出門 現有房仲業者的客戶及物L W 3 201135615 件管理系統即無法掌据县 整客戶行程、因應客戶：：客戶及物件資訊以機動調 及物件的通知亦無法t於新客戶 了建用，導致業務人員時間 費、服務品質不佳及商機的流失。 的/良 【發明内容】 有鑑於此，本創作太 一要目的係提供一種客戶及物件可 攜式管理系統，可立g權〜 獲侍客戶及物件的最新資訊並迅速Therefore, once the business personnel go out of the existing room and the customer's customer and goods LW 3 201135615 management system can not be based on the county's entire customer journey, in response to the customer:: customer and object information to move the object to notify the new customer The construction has resulted in the loss of business personnel time, poor service quality and business opportunities. In view of this, the purpose of this creation is to provide a portable management system for customers and objects, which can be used to obtain the latest information on customers and objects.
產生客戶及物件的媒合。 欲達上述目的所使 件可攜式管理系統包括 備。 用的主要技術手段係令該客戶及物 至少一遠端主機及—可攜式終端設 . ，^ ώ π —合尸夂物件資料庫。 以可攜式終端設備係透過網際網路與該至少 機連接，並包含有一使用者 、、 錄管理模組及-物件管理模組。 路❹-通讯 該使用者資料庫係包含有複數筆 件資料’該等客戶資料至少包含 人：及：數筆物 條件，該等物件資料則包含有一基本資料。 *求 該網路模組係連結至該至少一 戶及物#眘<螭主機，並轉換該客 :件Γ❹使其資料可下裁至該使用者資料庫。 錄官理模組係該使用者資料庫連接， 客戶資料的據選自該使用者資料庫内的— 二=需求條件找尋並經由-通訊方式將符合 μ戶而未條件的物件資料送達該選擇客戶資料的聯絡 201135615 人0 該物件管理模組係與該通訊錄管理模組及該使用者資 料庫連接’供該使用者輸入該等物件資料，並根據選自該 使用者資料庫内的一物件資料的該基本資料找尋並經由該 通訊方式將該物件資料送達符合該基本資料的客戶資料的 聯絡人。 本發明的使用者資料庫可經由與遠端主機的該客戶及 φ 物件貝料庫連結及下載更新該使用者資料庫的客戶及物件 資料，是故業務人員外出後仍能隨時獲得客戶及物件的最 =資訊，並依此迅速產生客戶及物件的媒合，並從而利用 簡訊及電子郵件發送相關的物件資訊給媒合的客戶，有效 率掌握商機並達成交易。 【實施方式】 /八切π °』褐式管理系統包 括一可攜式終端設備⑴及至少一遠端主機（2斗該可攜式 *終端設備⑴透過網際網路分別與該至少—遠端主機⑺及複 電腦（3,3’）連接，並透過-電信網路分別與複數個 =，4，)連接；該可攜式終端設備可為筆記型電腦、 USB仃動碟、移動式硬碟或固定式硬碟。 該可攜式終端設備⑴包含有_使用者資料庫， 由網際網路發送電子郵件至該等客戶電腦 ' 信網路發送簡訊至該等客戶手機（4,4，）。（’）或經由該電 該至少-遠端主機⑺分別具有一客戶及物 由可攜式終端設備⑴轉換並上傳 ：庫’ 料至該客戶及物件資料庫，並轉換及下載= 201135615 料庫既有的客戶及物件資料至 用者資料庫。該使用者資料庫二：式終端設，⑴的該使 料;該客戶資料至少包含有聯故人有客戶貝料及物件資 機號碼及電子郵件帳號）、洽訪° j地址、聯絡方式（手 條件；舉例而言，該物件佟：、父易記錄及物件需求 區、售價2000萬内、坪數 市大t -基本資料及__物^、」，·㈣件資料包含有 , 片貝枓；以房仲業為例，該基本資 及銷售記錄等。 彳數、屋齡、格局、客訪記錄 請參閱第二圖，本發明的可攜式終端設備⑴進一步包 括有-人機介面⑼、-通訊錄管理模組（12)、—物件管理 模組（13)、—通訊模組（14)、—即時訊息模组（⑺、一設定 模組（15)一統計分析模組〇6)、—備註模組⑽及一網路 模組（19)。 該人機介面（11)係提供使用者登入或登出該客戶及物件 • 可攜式管理系統，並顯示所有操作選項，當使用者選擇一 操作選項後會切換至其對應模組及顯示對應的操作晝面， 並於執行該對應模組完畢後，恢復該人機介面（】丨）的晝面。 該通訊錄管理模組（12)係與該使用者資料庫、該人機介 面（11)、該物件管理模組（π) '該通訊模組（14)、該統計分 析模組（16)及該備註模組（18)連接，包含有一個人管理單元 (121)及一專業分析單元（122);其中該個人管理單元（121)用 來讓一使用者將該等客戶資料輸入後再儲存至該使用者資 料庫，並經由該通訊模組（14)、該備註模組（1 8)及該物件管 理模組（13)提供通訊服務、備註事項服務及物件媒合服務。 6 201135615 其中該通訊服務係根據所 簡訊及電子郵件戶貧科争聯絡方式發送 ’仵以告知該位聯絡人符 的物件資料；該備註事項服務择奸播於、，、件吊表條件 別標記對庫的備1@ ' ' 選取的客戶資料分 了應的備s主事項，該備事 提醒事項及一偌4 β 争貝了為一預約行程、一 ' 備° ，以房仲業為例，該預約;^ ρ % & 約看屋行程，例如··「今天早上可為一預 孝吏踗γ ^ 早上9點至1〇點帶趙先生看忠 孝東路χ & χ號的物件， . 另7Γ 了接收並增加來自.主管安排 、王」’又例如：「8月份目標營業額為1千萬，強打物 件為信義區.兮描 強打物 「我Lj ’該k醒事項可為僅提醒使用者的事項，譬 如分屋主急欲脫手標的物件」；該備註則為提醒使用者 =客戶的事項’譬如，「客戶不偏好㈣屋、海砂屋及= 七’屋内需重新粉刷等」；該物件媒合服務係根據所選取 的客户資料中的物件需求條件自該客戶資料庫中選取配對 的物件貝料。至於該通訊錄管理模組（12)的該專業分析單元 (122)係經由該統計分析模組⑽提供客戶統計分析服務、 個人統計分析服務及報表列印服務，該客戶統計分析服務 可產生報表及工作日總以分別分析所選擇客戶資料的聯絡 =洽訪記錄及交易記錄。以房仲業為例，該洽訪記錄為一 f看物件記錄；該個人統計分析服務係提供該使用者的當 月銷售狀況、以成交物件地區分佈及須關注地區的分佈等 統計分析。至於該報表列印服務則可輸出該等報表及工作 日諸。 該物件管理模組（13)係與該使用者資料庫、該人機介面 (11)、該通訊模組（14)、該統計分析模組（16)及備註模組（18) 連接並包含有一規格管理單元（13 〇及一相片管理單元t u .201135615 (132)。該規格管理單元（131)係提供使用者輸入物件資料並 經由該通訊模組（14)、該通訊錄管理模組（12)、該統計分析 模組（16)及備註模組（18)提供通訊服務、客戶媒合服務、物 件統計分析服務及備註事項服務。又，而該客戶媒合服務 係根據所選取的物件資料之基本資#，由使用纟自行或由 該規格管理單元（131)自動自該客戶f料中選取配對的聯絡 人；該通訊服務係根據所選取配對的聯絡人，經由該通訊 模組（14)將所選取的物件資料對其發送簡訊及電子郵件；該 物件統計分析服務則根據客戶媒合服務所媒合的基本資料 經由該統計分析模組（16)產生報表以及工作日U分析物件 的客訪記錄及鎖售記錄。以房仲業為例，該客訪記錄為一 帶看客戶記錄，例如：安和路m X樓之x號帶 劉先生及張小姐等看房。又， 少 5乂備3主事項服務係針對所選 取的物件資料加註備註事項，例如：南京東路乂段又號感 興趣的人有林太太及吳先生等。 心 u 土今上述相片管理皁兀（132 新增物件相片資料並與相關的物件資料之基本資料建立連 結以增加或讀取選取物件資料所對應的物件相片資料。 …該通訊模組⑽係與該人機介面⑴）連接，並包含一簡 s孔單元（141)及一電子郵件單 Μ干早7〇(142)，其中該簡訊單元（14 可於通訊錄管理模組（12)選敌交ό 1 取客戶貝料時，編輯簡訊内容並 對選取的聯絡人發送簡訊 1 ^ 周先生您好：目前有— 物件位於仁愛路x段 % »千細貝科如下. 並 管理模組⑽自該使用者」物件 負针犀中選取早一或多筆物件眘粗 時，將該等物件資料針 牛貧枓 〇〇 , 了 α適客戶發送簡訊；該電子郵件 早兀（142)可於通訊錄營 官里模組（12)選取客戶資料時，對選 8 201135615 取的聯絡人寄送雷+垂* 千郵件，並可於物件管理模組（13)自該使 用者資料庫中選取單一或多筆物件資料時，將該等物件資 料針對合適客戶寄送電子郵件。 該即時訊息模組（17)係與該設定模組（15)及該至少一遠 端主機（2, 2，）連接，並包含有一廣播系統單元（ΐ7ι)及一簡 單聯合訊息訂閱單元（Real】y Simple加⑴㈤⑽，娜） (Π2)。該廣播單元（171)係查閱及編輯來自該至少—遠端主 機(2’ 2，)的即時客戶或促銷物件的訊息。又，該簡單聯合 訊息訂閱單元(172)係查閱來自訂閱指定網站的網頁内容， 並其將有興趣的資訊直接取得及編輯，來源包括新聞網站 及部落格，所編輯後的即時訊息内容可經由通訊模组以簡 訊或電子郵件送出。 該設定模組（15)係與該即時訊息模組（17)及備註模組 (18)連接’並包含'系統設定單元（151)及—個人設定單元 (152)系統設定單元（151)可以開啟或關閉查閱及編輯所 有廣播單元（171)及簡單聯合訊息訂閱單元（172)的即時訊 息；該個人設定單元（151)可以經由該備註模組（18)查閱及 編輯所有備註事項、預約行程及提醒事項，並可將常用軟 體’例如：Excd及0utlook等’拖良新增於人機介面⑴） 的晝面上。 該統計分析模組（16)係與該使用者資料庫連接，並包括 一報表單元（161)及一工作日誌、單元（162);其中該報表單元 (161)可產生統計報表，用以查看及列印選取聯絡人出現在 該客訪記錄或該銷售記錄的所有物件資料及選取物件名稱 出現於s玄洽访§己錄或該交易記錄的所有客戶資料，例士 . 201135615 “山X號的物件已售出’買方為胡先生，看過屋的人 太，·.」，如此有利於二次開發。該工作曰諸單元(162) :丨可產生工作曰諸，用以查看所選取客戶於一指定時段内 *現在該客訪記錄或該銷售記錄的所有物件資料，以及登 取物件名稱出現於該洽訪記錄或該交易記錄的所有客戶； 料。至於該統計分析模組⑽尚可提供選項提供管理期 統計資料，例如：區域銷售狀況 塵Μ“ 市場需求、最佳業務人 鲁 員、物件分佈及各業務人員狀況管理等。 該備註模組（18)係與該㈣者資料庫連接，並包含有一 提醒事項單元（181)、—預約 _;其中該提醒事項單元⑽)二 D主5己及查閱應提醒該使 用者注忍的事項於所選取的客戶資料或物件資料中。 約行程單元⑽）係輸人及查閱_與選取的客戶請或物件 資料相關的預約行程或主管臨時交辦的行程。又該借注單 兀⑽作標記及查閲所選取的客戶資料的該聯絡人的直好 於該選取客戶資料中，或標記所選取物件資料的應注咅事 項於選取該物件資料中。 W爭 k码路模組（19)係與該至少一遠端主機（2, 2，）連接並 包含有-上傳下载翠元⑽）及—連結單元（ 载單元（191)係係一剎田共s W h J乎係制榻取-轉換-载入（Exiract iransf〇rm :ad’ ETL)原理:斤撰寫的客製程式，用以轉換一遠端主機内 乂客戶及物件貝料庫使其與本發明的使用者資料庫的資料 形式相容，或轉換使用者所輸入的客戶資料及物件資料， 使其：該至少—遠端主機内該客戶及物件資料庫的資料形 式相容。當該上傕, 上傳下載早το (191)接獲一使用者的下載指令 [Si 10 201135615 時’該客戶及物件資 卜當該上傳 冑的貝科可下载至該使用者資料庫 該使用者所新輸八的客戶資料及物件資料可戶 及物件資料庫中；#j上m至該客戶 連接。 〜連、、·。早元係用來與該至少-遠端主機 業務人貝外出時，仍可經由網際網路將遠端主機上的 客戶及物件資料座的 端設備内，經由通J 物件資料下載至其可攜式終 ° f官理杈組及物件管理模組對客戶及 :產生媒合’並依此媒合結果利用簡訊及電子郵件 供針對客戶及物件、個人銷售管理及管理者的== 備5主模組則可提醒使用者在行程安排以及針對使用者完 戶及物件應注意的事項，即時訊息模組^_ :及物件訊息立即傳送，且可提供業務人“取相關= 貝訊，於編輯後轉傳給客戶。所以本發明的客戶及 攜式管理系統充分掌握最新客戶及物件資m，並可於 分析後迅速產生謀合，提升客戶服務的品f，達到成交的 【圖式簡單說明】 統的 第一圖：係本發明的一客戶及物件可攜式管理系 操作環境架構圖； 理系統的 第二圖：係本發明的該客戶及物件可攜式管 功能方塊圖。 【主要元件符號說明】 201135615 (1)可攜式終端設備 (2)遠端主機 (3)客戶電腦 (3’）客戶電腦 (4)客戶手機 (4’）客戶手機 (11)人機介面 (12)通訊錄管理模組 (121)個人管理單元 (122)專業分析單元 (13)物件管理模組 (131)規格管理單元 (132)相片管理單元 (14)通訊模組 (141)簡訊單元 (142)電子郵件單元 (15)設定模組 (1 5 1)系統設定單元 (152)個人設定單元 (16)統計分析模組 (161)報表單元 (162)工作日誌單元 (17) 即時訊息模組 （171)廣播系統單元 (172)簡單聯合訊息訂閱單元 (18) 備註模組 （181)提醒事項單元 (182)預約行程單元 (183)備註單元 (19)網路模組 (192)連結單元 (191)上傳下載單元 12Produce a match between customers and objects. For the above purposes, the portable management system is included. The main technical means used is to enable the customer and the object to have at least one remote host and a portable terminal set up, ^ ώ π - a corpse object database. The portable terminal device is connected to the at least one device through the Internet, and includes a user, a recording management module, and an object management module. Roller-Communication The user database contains a plurality of documents. The customer data contains at least people: and: a number of pen conditions, and the object data contains a basic information. * The network module is linked to the at least one household and the # caution < 螭 host, and converts the user: the data can be cut to the user database. The official module is connected to the user database, and the customer data is selected from the user database - two = demand conditions are searched and the information corresponding to the μ household and unconditional is sent to the selection via the communication method. Contact for customer information 201135615 person 0 The object management module is connected to the address book management module and the user database for the user to input the object data, and according to one selected from the user database The basic information of the object data is sought and the material of the object is sent to the contact person of the customer data conforming to the basic data via the communication method. The user database of the present invention can link and download the customer and object information of the user database with the client and the φ object library of the remote host, so that the business personnel can still obtain the customer and the object at any time after going out. The most = information, and quickly generate the combination of customers and objects, and thus use the newsletter and e-mail to send relevant information to the media customers, effectively grasp the business opportunities and reach a deal. [Embodiment] The eight-cut π ° brown management system includes a portable terminal device (1) and at least one remote host (2) the portable* terminal device (1) through the Internet and the at least-distal The host (7) and the complex computer (3, 3') are connected, and are connected to the plurality of =, 4, respectively through the telecommunications network; the portable terminal device can be a notebook computer, a USB flash drive, a mobile hard Disc or fixed hard drive. The portable terminal device (1) includes a user database, and the Internet sends an email to the client computers to send a text message to the customer phones (4, 4,). (') or via the electricity, the at least-distal host (7) respectively has a client and the object is converted and uploaded by the portable terminal device (1): the library is sent to the customer and object database, and converted and downloaded = 201135615 Existing customer and item information to the user database. The user database 2: type terminal setting, (1) the material; the customer data includes at least the customer has the customer's material and the item number and email account), the visit j address, contact information (hand condition) For example, the object 佟:, the father's easy record and the object demand area, the price of 20 million, the ping number city big t-basic data and __ things ^,", (4) pieces of information contain, 枓贝枓; Taking Fangzhong Industry as an example, the basic capital and sales records, etc. The number of turns, the age of the house, the pattern, and the visit record are referred to the second figure. The portable terminal device (1) of the present invention further includes a human-machine interface (9), - Address Book Management Module (12), Object Management Module (13), Communication Module (14), Instant Message Module ((7), One Setting Module (15) - Statistical Analysis Module 〇 6) - Remarks module (10) and a network module (19). The human machine interface (11) provides users with login or logout of the client and object. • Portable management system and displays all operating options when used. After selecting an operation option, it will switch to its corresponding module and display the corresponding operation. After the execution of the corresponding module, the face of the human interface (]丨) is restored. The address book management module (12) is associated with the user database and the human machine interface (11) The object management module (π) 'the communication module (14), the statistical analysis module (16) and the remarking module (18) are connected, and includes a personal management unit (121) and a professional analysis unit. (122); wherein the personal management unit (121) is configured to allow a user to input the customer data and then store the customer data in the user database, and via the communication module (14), the remarking module (1) 8) The object management module (13) provides communication services, remarks services and object matching services. 6 201135615 The communication service is sent according to the newsletter and e-mail account. The object information of the contact person; the remarks service chooses the smuggler, and the condition of the hanging table is marked with the s main item of the customer information selected for the library 1@ ' ', the reminder of the preparation And a 偌 4 β contend for an appointment trip, a 'prepared Take Fang Zhongye as an example, the appointment; ^ ρ % & about the house trip, for example, "This morning can be a pre-filial piety γ ^ 9:00 am to 1 pm with Mr. Zhao to see Zhongxiao East Road χ & The object of the nickname, . The other 7 Γ received and increased from the supervisor arrangement, Wang" and, for example: "The target turnover in August is 10 million, and the strong object is the Xinyi District. The slapstick is "I Lj" The wake-up event can be a matter that only reminds the user, such as an item that the owner of the house is eager to get rid of the hand mark; the note is to remind the user = the customer's matter 'for example, 'the customer does not prefer (4) house, sea sand house and = seven 'The house needs to be repainted, etc.'; the object mediation service selects the paired object beaker from the customer database according to the object requirements in the selected customer data. The professional analysis unit (122) of the address book management module (12) provides a customer statistical analysis service, a personal statistical analysis service, and a report printing service via the statistical analysis module (10), and the customer statistical analysis service can generate a report. And the working day is always to analyze the contact information of the selected customer data = visit record and transaction record. Taking Fangzhong Industry as an example, the interview record is a f-watch object record; the personal statistical analysis service provides statistical analysis of the user's current month's sales status, distribution of the transaction object area, and distribution of areas of concern. As for the report printing service, these reports and working days can be output. The object management module (13) is connected to the user database, the human machine interface (11), the communication module (14), the statistical analysis module (16), and the remark module (18). There is a specification management unit (13) and a photo management unit tu. 201135615 (132). The specification management unit (131) provides a user input object data and via the communication module (14), the address book management module ( 12) The statistical analysis module (16) and the remarking module (18) provide communication services, customer match-up services, object statistical analysis services and remarks services. Moreover, the customer match-up service is based on selected objects. The basic resource of the data is selected by the user or by the specification management unit (131) automatically from the customer f material; the communication service is based on the selected pair of contacts, via the communication module ( 14) sending the newsletter and email to the selected object data; the statistical analysis service of the object generates the report and the working day U analyte according to the basic data of the customer matchmaking service via the statistical analysis module (16) For the guest visit record and the lock sales record, take Fang Zhongye as an example. The visit record is a look at the customer record, for example: the x section of the M X building of Anhe Road, with Mr. Liu and Miss Zhang, etc. Less than 5 equipment 3 main service department is responsible for adding remarks to the selected object data. For example, the people interested in the section of Nanjing East Road are also interested in Mrs. Lin and Mr. Wu. 132 Add the photo data of the object and link with the basic data of the related object data to add or read the photo data of the object corresponding to the selected object data. ... The communication module (10) is connected with the human machine interface (1) and includes A simple s-hole unit (141) and an e-mail list are 7 (142), wherein the short message unit (14 can be selected in the address book management module (12). Newsletter content and send a newsletter to the selected contact person 1 ^ Mr. Zhou Hello: Currently there is - the object is located in the section of Renai Road x section%»Qianbeibeike as follows. And the management module (10) from the user" object negative needle rhinoceros selected early When one or more objects are cautious, The information on the object is inferior, and the customer is sent a newsletter; the e-mail (142) can be used to select the contact information of the 8 201135615 when selecting the customer information in the communication module module (12). Sending Thunder + Dang * Thousands of E-mails, and when the object management module (13) selects single or multiple pieces of object data from the user database, send the e-mails to the appropriate customers. The message module (17) is connected to the setting module (15) and the at least one remote host (2, 2,), and includes a broadcast system unit (ΐ7ι) and a simple joint message subscription unit (Real) y Simple plus (1) (five) (10), na) (Π 2). The broadcast unit (171) is a device that consults and edits instant customers or promotional items from the at least-remote host (2' 2,). Moreover, the simple joint message subscription unit (172) refers to the content of the webpage from the subscription designated website, and directly obtains and edits the information of interest, the news source includes the news website and the blog, and the edited instant message content can be The communication module is sent by SMS or email. The setting module (15) is connected to the instant messaging module (17) and the remarking module (18) and includes a system setting unit (151) and a personal setting unit (152) system setting unit (151). Turn on or off the instant message of all broadcast units (171) and simple joint message subscription unit (172); the personal setting unit (151) can view and edit all notes and reservations via the note module (18). And reminders, and the common software 'for example: Excd and 0utlook, etc.' can be added to the surface of the human-machine interface (1). The statistical analysis module (16) is connected to the user database, and includes a report unit (161) and a work log, unit (162); wherein the report unit (161) can generate a statistical report for viewing And print all the object information that appears in the visit record or the sales record and the name of the selected item appear in all the customer data of the s Xuanqiu § recorded or the transaction record, example. 201135615 “山山号号The object has been sold 'the buyer is Mr. Hu, the person who has seen the house too, ·..", which is conducive to secondary development. The work unit (162): 丨 can generate work to view all the object data of the selected customer within the specified time period*, the current visit record or the sales record, and the name of the retrieved object appears in the All customers who have visited the record or the transaction record; As for the statistical analysis module (10), it is still possible to provide options to provide management period statistics, such as: regional sales situation, "market demand, best business person, staff distribution, and business personnel status management." 18) is connected to the (four) database, and includes a reminder unit (181), - reservation _; wherein the reminder unit (10)) two D main 5 and the review should remind the user of the matter of tolerance Selected customer data or object data. About the trip unit (10)) is the input and inspection _ the appointment itinerary related to the selected customer or object information or the temporary assignment of the supervisor. The debit note (10) is marked and checked. The contact person who reads the selected customer data is directly better than the selected customer data, or marks the selected items of the selected object data in the selected object data. The W code k code road module (19) is The at least one remote host (2, 2,) is connected and includes - uploading and downloading Cuiyuan (10)) and - connecting unit (the carrying unit (191) is a brake field total s W h J system basis - conversion - loading (Exiract ir Ansf〇rm :ad' ETL) Principle: A custom program written by Jin to convert a client and object library in a remote host to be compatible with the data format of the user database of the present invention, or to convert The customer data and object data input by the user are such that: at least the data form of the customer and the object database in the remote host is compatible. When the uploading, uploading and downloading early το (191) receiving a user Download order [Si 10 201135615] The customer and the item will be downloaded to the user database. The user information and object information of the user can be downloaded from the user database and the object database. ; #j上m to the customer connection. ~连,,·. The early element is used to communicate with the at least-remote host business person, the client and object data on the remote host can still be accessed via the Internet. In the end device of the seat, through the J object data download to the portable terminal and the object management module to the customer and: generate mediation and use the newsletter and email for the mediation result Customer and item, personal sales management The manager's == backup 5 main module can remind the user of the schedule and the matters that should be paid attention to for the user's home and objects. The instant message module ^_: and the object message are transmitted immediately, and the business person can be provided. Take the relevant = Beixun, transfer it to the customer after editing. Therefore, the customer and the portable management system of the present invention fully grasp the latest customer and object resources, and can quickly generate a product after the analysis, and improve the customer service product f, The first figure of the system is a diagram of the operation environment of a client and object portable management system of the present invention; the second diagram of the system: the client and the object of the invention are portable Block diagram of function tube [Description of main component symbols] 201135615 (1) Portable terminal equipment (2) Remote host (3) Client computer (3') Client computer (4) Customer mobile phone (4') Customer mobile phone ( 11) Human Machine Interface (12) Address Book Management Module (121) Personal Management Unit (122) Professional Analysis Unit (13) Object Management Module (131) Specification Management Unit (132) Photo Management Unit (14) Communication Module (141) Short message unit (142) Mail unit (15) setting module (1 51) system setting unit (152) personal setting unit (16) statistical analysis module (161) report unit (162) work log unit (17) instant message module (171) Broadcast System Unit (172) Simple Joint Message Subscribing Unit (18) Remarks Module (181) Reminder Unit (182) Reservation Stroke Unit (183) Remarks Unit (19) Network Module (192) Link Unit (191) Upload Download unit 12