Contact Company Information

Track both current and former company relationships by contact

Contact Company information is stored in a separate table in the SQL Server database; each company record has a list of its linked contacts.

On the Company record in IntelliPad, the Marketing staff sees all linked contacts organized by addresses.

For increased accuracy, when a contact’s company name is changed in Outlook, IntelliPad asks if this is a name change only, or a new company for this contact.

As as a contact moves from one company to the next, the history is retained by IntelliPad and can be displayed in Outlook under “Additional Companies” (which can also be used to track other company relationships for a contact).

Marketing Department View

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