Yes. The IntelliPad CRM keeps a separate table of company records in the central database. When a contact is added in Outlook, and it has a company: The new company is added to this table, with the contact name and address. If the company for a new contact in Outlook has a potential match in the database, a window opens showing these company names and their addresses. The attorney can choose one of the matches, and an address, or proceed to add if the new company is not one of them. If a match is chosen: The new contact with his/her address is added to the company record; if an existing address was selected, the contact is added under it so there are no duplicate addresses for the company.
An “additional companies” section is optionally included on the IntelliPad Marketing page in Outlook. Attorneys can search the companies table and select any companies that a contact has a relationship with. If the company is not in the table, it can be added directly. A firm-defined code for the type of relationship, such as Board of Directors, can be selected for each company. As a result, the firm has a complete picture of all company affiliations of each contact. When a contact’s main company, or one of the additional ones, is changed or removed, IntelliPad maintains the history for the contact.
IntelliPad allows addition of company-only “contacts” in Outlook. “Company” is added as the first name when such a contact is accepted into the database. These company-only contacts are not eligible for selection for mailings or event invitations.