Track both current and former company relationships by contact
Contact Company information is stored in a separate table in the SQL Server database; each company record has a list of its linked contacts. On the Company record in IntelliPad, the Marketing staff sees all linked contacts organized by addresses.
For increased accuracy, when a contact’s company name is changed in Outlook, IntelliPad asks if this is a name change only, or a new company for this contact. If a name change, other contacts linked to the company are updated.
As as a contact moves from one company to the next, the history is retained by IntelliPad and can be displayed in Outlook under “Additional Companies” (which can also be used to track other company relationships for a contact).
Versys Software, Inc.
870 Market Street, Suite 1051 San Francisco, CA 94102 Tel: 415-693-1700 Ext 320 email@example.com