Method and system for customer contact reporting
A method and system for customer contact reporting. In embodiments, a document may be generated at a first computer system that has contact report fields. Appointment data may be extracted from a groupware application's data set, and data may be entered within the contact report fields in the document based on the extracted appointment data.
1 . A method for customer contact reporting, the method comprising:
generating at a first computer system a document comprising a form, the form comprising a plurality of contact report fields;
extracting appointment data for a customer contact from a calendar application's data set; and
entering data within the contact report fields in the document based on the extracted appointment data.
2 . The method of claim 1 , wherein the method further comprises:
forwarding the document from the first computer system to a customer relationship management system.
3 . The method of claim 2 , wherein the method further comprises:
adjusting an activity data object in the customer relationship management system based on data in the contact report fields in the document.
4 . The method of claim 3 , wherein the activity data object that is adjusted was created based on receipt of the document at the customer relationship management system.
5 . The method of claim 1 , wherein the document is a spreadsheet formatted document.
6 . The method of claim 1 , wherein the document is a Portable Document Format document.
7 . The method of claim 1 , wherein the contact report fields include data fields for at least one of business partner data, contact person data, territory data, appointment data, date data, time data, and product value help data.
8 . The method of claim 1 , wherein the calendar application is a groupware calendar application.
9 . The method of claim 1 , wherein the document further comprises fields that are pre-populated with information relevant to the customer contact for use in providing details about the customer contact.
10 . The method of claim 9 , wherein the pre-populated information comprises identifying information for a plurality of products.
11 . The method of claim 1 , wherein the method further comprises:
recording identifying information for a product ordered during the customer contact; and
submitting the document, wherein said submitting automatically causes the identified product to be ordered.
12 . A machine-readable medium storing a set of instructions, the set of instructions capable of being executed by a processor to implement a method in a computer system comprising:
generating at a first computer system a document comprises a form, the form comprising a plurality of comprising contact report fields;
extracting appointment data for a customer contact from a calendar application's data set; and
entering data within the contact report fields in the document based on the extracted appointment data.
13 . The machine-readable medium of claim 12 , wherein the method further comprises:
forwarding the document from the first computer system to a customer relationship management system.
14 . The machine-readable medium of claim 13 , wherein the method further comprises:
adjusting an activity data object in the customer relationship management system based on data in the contact report fields in the document.
15 . The machine-readable medium of claim 14 , wherein the activity data object that is adjusted was created based on receipt of the document at the customer relationship management system.
16 . The machine-readable medium of claim 12 , wherein the document is a spreadsheet formatted document.
17 . The machine-readable medium of claim 12 , wherein the document is a Portable Document Format document.
18 . The machine-readable medium of claim 12 , wherein the contact report fields include data fields for at least one of business partner data, contact person data, territory data, appointment data, date data, and time data.
19 . The machine-readable medium of claim 12 , wherein the calendar application is a groupware calendar application.
20 . The machine-readable medium of claim 12 , wherein the document further comprises fields that are pre-populated with information relevant to the customer contact for use in providing details about the customer contact.
21 . The machine-readable medium of claim 20 , wherein the pre-populated information comprises identifying information for a plurality of products.
22 . The machine-readable medium of claim 12 , wherein the method further comprises:
recording identifying information for a product ordered during the customer contact; and
submitting the document, wherein said submitting automatically causes the identified product to be ordered.
23 . A method for customer contact reporting, the method comprising:
creating an appointment entry in a calendar application based on a set of appointment data;
determining if an option was selected to generate a customer report and, if so, performing the following:
generating a document comprising a form, the form comprising a plurality of contact report fields;
extracting data from the calendar entry that was created;
entering data within the contact report fields in the document based on the extracted data; and
attaching the document to the calendar entry.
24 . The method of claim 23 , wherein the document is attached to the calendar entry as a Portable Document Format document.
25 . The method of claim 23 , wherein the contact report fields include data fields for at least one of business partner data, contact person data, territory data, appointment data, date data, time data, and product value help data.
26 . The method of claim 23 , wherein the calendar application is a groupware calendar application.
27 . The method of claim 23 , wherein the document further comprises fields that are pre-populated with information relevant to the customer contact for use in providing details about the customer contact.
28 . The method of claim 23 , wherein the method further comprises:
recording identifying information for a product ordered during the customer contact; and
submitting the document, wherein said submitting automatically causes the identified product to be ordered.