With IntelliPad, contact data is always current for all attorneys and Marketing because of the central database which is updated with contact changes from Outlook. The changes are also exported to the Outlook folders of all attorneys who share the contact, so no attorney has a contact missing the most recent changes. As a result, no time must be spent trying to find out the most current addresses or email addresses of contacts.
Attorneys mark their contacts for a holiday card right in Outlook, when adding a new contact, or use the convenient browser view, opened from Outlook, where they choose the holiday card mailing list then add and remove contacts as desired. These links are updated to the central database immediately, so Marketing has the complete list of holiday card recipients from all attorneys. Optional features are a “Sign Card” checkbox and a personal greeting that attorneys can mark and enter in Outlook or the browser view. Marketing will use the Sign Card value to route paper cards to attorneys for signature, if used, or to include “signer” attorney names and greetings in the email holiday card.
The optional IntelliPad Extended Queries application supports holiday card production, for mailed paper cards, with easy creation of the following:
- Avery formatted Labels for all Single-Signers, paged by Signer
- Avery formatted Labels for all Multiple Signers
- Paged routing slips showing the contact name and attorneys who will sign a Holiday Card