For the Marketing Department

Contact Communications

Explore the History of:

  • Invitations & Attendance
  • Mailings
  • Business Development Activities
  • Email Sent & Received
  • Meetings

Analyze trends for communications and business development

Discovering trends for activities and contacts is extremely easy. Statistics which were not previously monitored by IntelliPad (Email Sent, Email Received, and Meetings) are available as part of the optional IntelliPlus feature. All available data types are displayed with the Contact Communications Discovery shown below. To display a graph, choose a month range, and select any combination of Job Titles, Contact Categories, Company Categories, States, Cities, or Company Names. The application offers a quick lookup for all selection values in the database.

Drilldowns to lists of contacts are available by clicking on any bar for a Calendar month. Further drilldowns to detailed information are also available for contacts and companies. Hovering the cursor over any bar or pie chart section will display the related communications count. (A pie chart is included at the bottom of Contact Communications Discovery page, but is not displayed in the example below. Also, no Contact Selection filters are used in example below.)

FAQ for this page

What is shown when a month is selected for a drilldown from the bar graph?

First, a list of all contacts with communications of the selected type(s) for the selected month, with totals at bottom. Numbers in columns are clickable to open a second drilldown window of detail mail task, activities, email, etc. for that contact. The names and company names are clickable to open a window of information that includes "Show Charts" links -- these display a further trend graph for that contact or company or company only. In the main window's Show Chart display, hovering the cursor over any pie graph section will display a tip with the count of that communication type for the entire selected period, e.g., current year, quarter.

Contact Communications Discovery Drilldown with Detail
How is the "Meetings" information collected?
IntelliPad automatically captures it from attorney Outlook Calendar meetings where attendees are invited and accept.
Do I need to know Job Titles or variations of other search values to find contacts?

No. The Search feature includes the ability to click a lookup button (an example for Job Title is circled in red below) and select from an alphabetical list of all values in the database. This lookup method is available for Job Title, Contact Category, Company Category, Company State, and Company City. Company Name can be searched with any part of the name.

Contact Communications Discovery - Select Job Titles from the Database