IP Library Granted Patent US 9,536,228
Granted Patent B2
US 9,536,228 · App. 14/448,310 · Granted Jan 3, 2017

Contact management systems

Inventors: William Earl Vernon (Lake Worth, FL); Lisabet Summa (Lake Worth, FL)
Assignee: Gretel, LLC
G06Q10/107H04L51/28H04L51/38H04L67/306H04L51/00H04M1/274516H04W4/08Y02B60/50
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Quick Facts
Patent No.
US 9,536,228
App. No.
14/448,310
Filed
Jul 31, 2014
Granted
Jan 3, 2017
Kind
B2
Art Unit
2876
USPC
235/492
Abstract

An improved contact management system allows users to establish contact sharing relationships with one another and store updating contacting information for these users alongside static contact information for other users in personal, private data collections. The system may allow a user to specify various levels of information sharing and customize communication options by which other users may contact them. The system may provide seamless integration with legacy contact management and/or and communication systems.

Claims (48)

1. A contact management system, comprising:

a first software module for use on a mobile device associated with a first user, the first software module including instructions stored on a non-transitory computer readable medium that:

receives contact information of the first user;

transmits the contact information of the first user to a server computer;

receives contact information for each of a first entity and a second entity, the contact information comprising a phone number;

transmits the contact information of the first entity and the second entity to the server computer; and

a second software module for use on the server computer, stored on a non-transitory computer readable medium that:

receives the contact information of the first user;

creates an account associated with the first user;

receives the contact information for the first entity and the second entity;

determines that the first entity corresponds to a registered user of the contact management system by comparing the contact information for the first entity to a phone number associated with the registered user;

determines that the second entity does not correspond to any registered users of the contact management system;

establishes a contact information sharing relationship between the first user and the first entity only if the contact information for the first entity corresponds to the phone number of the registered user;

retrieves previously stored contact information for the first entity; and

stores, in a collection of data associated with the first user, the contact information of the first user, the retrieved contact information for the first entity, and the received contact information for the second entity.

2. The contact managing system of claim 1 , where the first software module further includes instructions that import contact information from another contact management system.

3. The contact management system of claim 1 , where the instructions that determine that the first entity corresponds to a registered user of the contact management system makes that determination based on the contact information for the first contact.

4. The contact management system of claim 3 , where the instructions that establish a contact information sharing relationship between the first user and the first entity further comprise instructions that send an invitation to the first entity.

5. The contact management system of claim 4 , where the second software module further includes instructions that provide the invitation to the first entity in accordance with a communication preference.

6. The contact management system of claim 5 , where the communication preference specifies a time period.

7. The contact management system of claim 3 , where the contact information for the first entity includes a phone number and where the determining that the first entity corresponds to a registered user of the contact management system is based on the phone number for the first entity.

8. The contact management system of claim 1 , where the first software module further includes instructions that store the contact information of the first user, the retrieved contact information for the first entity, and the contact information second entity on the mobile device.

9. The contact management system of claim 1 , where the previously stored contact information for the first entity includes an inbound communication preference for the first contact, and

where the first software module further includes instructions that associate the inbound communication preference for the first entity with a user interface control provided to the first user.

10. The contact management system of claim 9 , where the inbound communication preference for the first entity specifies at least one of an email address and a phone number.

11. The contact management system of claim 1 , where the registered user is a commercial entity and where the second software module further includes instructions that cause the first user to be compensated for establishing a contact information sharing relationship with the registered user.

12. A method for managing contact information, comprising:

receiving, by a first software module running on a mobile device, contact information of a first user;

transmitting, by the first software module, the contact information of the first user to a server computer;

receiving, by a second software module running on the server computer, the contact information of the first user

creating, by the second software module, an account associated with the first user on a contact management system;

receiving, by the first software module, contact information comprising a phone number for each of a first entity and a second entity;

transmitting, by the first software module, the contact information of the first entity and the second entity to the server computer; and

receiving, by the second software module, the contact information for the first entity and the second entity;

determining, by the second software module, that the first entity corresponds to a registered user of the contact management system by comparing the contact information for the first entity to a phone number associated with the registered user,

determining, by the second software module, that the second entity is not a registered user of the contact management system,

establishing, by the second software module, a contact information sharing relationship between the first user and the first entity only if the contact information for the first entity corresponds to the phone number of the registered user;

retrieving, by the second software module, previously stored contact information for the first entity; and

storing, by the second software module, in a collection of data associated with the first user, the contact information of the first user, the retrieved contact information for the first entity, and the received contact information for the second entity.

13. The method of claim 12 , further including importing, by the first software module, contact information from another contact management system.

14. The method of claim 12 , where the determining that the first entity corresponds to a registered user of the contact management system is based on the contact information for the first contact.

15. The method of claim 14 , where the establishing a contact information sharing relationship between the first user and the first entity includes sending an invitation to the first entity.

16. The method of claim 15 , further including providing, by the second software module, the invitation to the first entity in accordance with a communication preference.

17. The contact management system of claim 16 , where the communication preference specifies a time period.

18. The method of claim 12 , further including storing, by the first software module, the contact information of the first user, the retrieved contact information of the first entity, and the received information of the second entity on the mobile device.

19. The contact management system of claim 12 , where the previously stored contact information for the first entity includes an inbound communication preference for the first entity, and

where the method further includes associating, by the first software module, the inbound communication preference for the first entity with a user interface control provided to the first user.

20. The method of claim 19 , where the inbound communication preference for the first entity specifies at least one of an email address and a phone number.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 7, 2019
From: GRETEL, LLC
To: GRETEL, INC.
Reel/Frame 049987/0623 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 15, 2015
From: VERNON, WILLIAM EARL; SUMMA, LISABET
To: GRETEL LLC
Reel/Frame 036107/0518 →
Continuity (1)
Related Publication 20160037331A1 · Feb 4, 2016