For the Marketing Department
firm-Defined Data Views
Access to all CRM data
Design analytical views of contact, company, event, link, and other data
The IntelliPad View Definition feature gives the Marketing staff an easy-to-use tool for analysis of contact information collected from all of the firm’s professionals, and from IntelliPad activities such as Event and Mailing List participation. All data fields, in all IntelliPad tables, can be included and used for sorting, filtering, and presentation; multiple tables can be used in one View. The View contents are shown in a browser with single-click linking to contact or company details. Views are not static reports; if contact information changes, the new information will be shown the next time a View is displayed.
The contents of any View can be exported to Microsoft Excel or to Word, and can be used as the basis for a list of participants for a planned event or mailing list. Selected Views can be made available to all or specific attorneys in ContactLink.