Visual representation for permission to contact

摘要

Embodiments of the invention include systems and methods for assigning visual representation to contacts. The embodiments include receiving selection criteria, identifying data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts, determining that at least one contact associated with each customer comprises one or more contact statuses, and assigning one or more indicators to the at least one contact based on the one or more statuses. In particular embodiments, the one or more statuses are related to a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and/or a permission-to-communicate status.

主权项

1. A system for assigning visual representation to contacts, the system comprising:
a computer apparatus including a processor and a memory; and a software module stored in the memory, comprising executable instructions that when executed by the processor cause the processor to:
receive selection criteria;identify data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;determine that at least one contact associated with each customer comprises one or more contact statuses; andassign one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status; anddetermine whether the one or more indicators assigned to the at least one contact indicates a communication restriction, said determining comprising:
identifying a requirement to receive permission associated with the customer for communication with the at least one contact;determining whether permission has been received from the customer; anddetermining that communication with the at least one contact is restricted when permission from the customer to communicate with the at least one contact has not been received, wherein the one or more indicators assigned to the at least one contact indicates the communication restriction.