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.
FAQ for this page
Can a CRM track data that Outlook does not include?
Yes. IntelliPad lets each firm define custom data fields for contacts, companies, events, users, and activities (i.e. log for business development), and for the “links” between contacts and events or mailing lists (e.g. meal type for an in-person event, or subscription type for a mailing list). The contact and company custom fields can be made available for entries/selections in Outlook.
How can law firm marketing include their proprietary contact data in a CRM?
IntelliPad lets each firm define any number of custom data fields for contacts and companies, and these fields can be made available for attorneys to enter or select data for their contacts and companies in Outlook, on the IntelliPad Marketing page. These data values are updated to the contact, and company, records in the central database, and thus can be used by Marketing in analytical reports or “Views” of data. For example, if Professional Organizations is a custom contact field, and if attorneys record them for as many of their contacts as possible, Marketing could create a View that selects a specific Organization and shows all the contacts linked to it, with their company names and job titles, and with the attorneys who share each contact.