摘要 |
A computer-implemented method of enabling a customer service agent to retrieve customer and contact information from a database coupled to a computer system. The method may include steps of receiving a communication from a person; asking the person from whom the communication was received to provide contact details and a customer, if any, with which the person is affiliated; entering search criteria that include at least one of the provided contact information and customer affiliation into the computer system to retrieve matching customer and contact information from the database; causing the computer system to search the database based upon the entered search criteria and to retrieve all customers and contacts from the searched database that match at least one of the entered search criteria, and viewing, on a single screen displayed by the computer system, a first search results box that is configured to display information relating to contacts retrieved from the database as a result of the search of the database and a second search results box that is configured to display information relating to customers retrieved from the database as a result of the search of the database.
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