For Attorneys & Administrative Assistants
Modified Outlook Form
significant additional functionality
Professionals continue to work in Outlook, which increases acceptance and minimizes training
Small changes to the standard Outlook contact form result in significant additional functionality. The “IntelliPad General” Region can be expanded as shown below or contracted to a single line. If preferred, the IntelliPad General Region can be shown on the bottom of the Outlook contact form.
There are two additional pages in Outlook: The Marketing page, which provides entry of additional IntelliPad information about the contact, including links to events and mailing lists, and an available IntelliMap feature in Outlook to show maps, driving directions, and both Google and Google News searches for the contact, company, and combination of both.
When new contacts are added, IntelliPad automatically looks in the shared database and displays possible matches. If a contact is already in the shared database, all of the Outlook contact information will be filled-in for the user.
FAQ for this page
IntelliPad, from Versys Software, captures new contacts and contact changes from Outlook and sends them to a central database. Attorneys need do nothing different to add a new contact or update contact information. The CRM provides additional features such as marking contacts for inclusion in mailings or events, and keeping a log of business development activities.