For the IT Department

Firm-Specific Help in Outlook

Add a Link to a Firm-Defined “Help Document”

Create and internally publish your own help document for Outlook users

The IntelliPad options for Outlook include a path to a file, such as a PDF document, and a name for the link that will be shown to Outlook users (in the IntelliPad area above the contact information). For example, “CRM Data Quality Guidelines” in the example shown below. This document could provide instructions for attorneys, or be a statement from the Executive Committee as to why sharing contact information is so important for the firm, or have any other content deemed necessary or helpful.
All Word features–such as providing email or text message links for Outlook users to ask CRM questions, or creating an index with internal links to desired content–can be used in the document because they are converted to PDF.

FAQ for this page

Can a firm publish its own help document for the CRM?
Yes. The IntelliPad CRM’s Outlook Options dialog can include a path name to a document or other type of file anywhere on the firm’s server, and a description for the clickable link such as “Miller Johnson CRM Help for Attorneys.” These options are published to all Outlook users in the firm. When present, the link to the help file is located in the IntelliPad area at top of the contact information. Users open the document or spreadsheet with one click; it opens on top of the contact form and when closed, the user remains in the contact form.
Do CRMs have online help in Outlook?
Yes. IntelliPad provides an online Windows help file for Outlook, which is opened from the “View Help” link in the IntelliPad area at top of the contact information. As described in the answer to the question above, each firm can also publish its own help document, such as a “.pdf” file or Excel spreadsheet, which is available to users in Outlook by means of the “Custom Help” (or other description) link.