Abstract: A computerized system and method for providing event-driven routing to provide user assistance and marketing functions in an order entry system is provided. One or more user-initiated events capable of being recognized by the computer are defined, as are one or more application points. Each of the application points is associated with at least one of the user-initiated events. An action is assigned to each of the application points. The actions assigned to a particular application point are dynamically invoked upon initiation of the user-initiated event associated with that application point, so the user is provided with the action at a point during the placement of an order at which the action is needed.

Abstract: A computerized source searching system and method for the placement of an order for at least one offer via a terminal having a display is disclosed. The system includes system storage for storing offer information, and for storing electronic reproductions of offer sources corresponding to the offer information. The system includes source searching capabilities for locating an offer source, including a display for displaying electronic offer source images, a filtering mechanism for displaying electronic offer source images corresponding to entered source search criteria, and a selection mechanism for selecting one of the electronic offer source images displayed. One or more of the offers associated with the selected electronic offer source image can be located by displaying a segment of the electronic offer source image, and selecting one or more offers in that segment. A user can thereby locate an offer by searching through an electronic equivalent of the offer source used by the person placing the order.

Abstract: A customer contact management system is described. The system can be customized in order to provide custom contact types and sub-types for the types of contacts relating to individual customers, groups of customers, and business entities. User preferences may be defined to further customize the system to provide the most convenient and time efficient searching, entry, and response actions. Prior contacts can be searched and located by generating filter criteria through the order-independent selection of contact types, contact sub-types, customer identification, and customer contact dates. Records detailing the nature of the customer contact can be stored, whether the contact is user-initiated, system-initiated, or customer-initiated. Internal messages and scripted messages are provided to assist the user of the system in conducting customer service activities. The number and frequency of the internal and scripted messages can be altered according to the experience level of the user.