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Finding Shared Contacts
Using the ContactLink Button in Outlook
Quick access to shared contact information for attorneys
Clicking the “ContactLink” button in Outlook opens a browser view of contact information. With available choices, it is easy to: search for contacts by name or company name or phone number, see all contacts for a company, and see which attorneys work with each contact.
After selecting a contact, attorneys can copy and paste the full address for an envelope, email the contact or an attorney linked to the contact, and if desired download the contact into their own Outlook contact folder.
Address can be copied and pasted into any application
Email contact directly from here
Hover pointer over address, then click to open map
Email attorney, or other contact, directly from hereFAQ for this page
Can attorneys find shared contacts quickly?
Yes. IntelliPad includes a browser-based contact view, opened from Outlook, where attorneys can search the entire central database for contacts by name, company, phone, or Practice Area. The results provide all contact and marketing information, including other linked attorneys. Contacts not currently in the attorney’s Outlook folder can be downloaded.
Can attorneys find contacts by company?
Yes. IntelliPad’s browser-based view, explained in the answer to the question above, provides a search by company. The results include all contacts linked to each found company, and all attorneys that share each of these contacts.
