For the IT Department

Settings for Unique Requirements

Customizable Features in Outlook

Select what attorneys see in Outlook, and customize many IntelliPad features

As shown in the first image below, there are many categories of features and options for customization. The second image shows the sections available for attorneys to see on the Marketing page in Outlook, and other options for that page.
“Mail Management Settings” determine default values for Email Consent and Mail Preference for contacts, and define other aspects of IntelliPad mailings. “Primary User Review” lets each contact have an attorney designated as “primary;” options determine how the primary approves contact changes made by other attorneys. “System View” consists of format choices for date, time, and number display, and default timezone and country.
“Activity Log” provides business development contact follow-up features, “Marketing Events” and “Mailing Lists” enable attorneys to link their contacts to events and lists as created by marketing staff, “Users Sharing this Contact” displays all linked attorneys for the contact, and “History of Changes” displays all contact data and link changes that have been made by all attorneys.

NOTE: If a customized integration with other internal systems is desired, as a separate page in Outlook, IntelliPad supports pointing to an internal website and passing along a parameter for the identity of the IntelliPad contact in the SQL Server database.