For the IT Department

Custom Data Fields

an unlimited number of custom data fields

Add custom fields for contacts, companies, events, users, and person to event links

IntelliPad already provides firm-specific Practice Areas and Contact Types for contacts, and Categories for companies, events, and all types of links. But firms may want to maintain additional data for all or some of these. Custom data fields are easily defined, as shown below, with various types of data such as a list of choices, date, money, integer, text, or Yes/No.
Custom fields are available for entries in the web interface; contact and company custom fields can optionally be available on the Outlook Marketing page. The custom field values are imported into the CRM database along with the other data elements, and can be included in the firm-defined IntelliViews.