IntelliPad Product Development in 2020
Enhancements in the Web Interface
Active Users Page
Mail Task Exceptions Page, Duplicate Email Addresses
Management Menu Logs
- Selection Criteria: Added Quick Date choices Today and Yesterday.
- Display pages: Added Print View button for all logs, and Export Results to Excel button for some logs (such as Batch Cycle, Application Messages, Outlook Tasks).
- Mail Actions: Added Type “Unlink” to Selection Options.
New Business Development Log
Scheduled Tasks Utility
From 22.214.171.124 Patches
Company Consolidation by Batch (p8)
Contact Changes Review “Contacts” option (p11, p12)
The Contact Changes Review main page has a new display option “Contacts”, with choices All, Existing, New, or New Links (i.e. new with at least one link to an Event or Mailing List). This option enables the reviewer to focus on the type of review records of interest, instead of having to page through all records alphabetically.
Contact Removal utility, new option (p15)
Enhancements in Outlook Marketing page
All enhancements are in the Activity Log for Business Development:
- Creation of log entry: As applicable to the Activity Code, recurrences are created and displayed for 12 months from the original entry Start Date.
- Editing of log entries with recurrences: Removed the “Select Edit Type” popup window; instead, the choice is made in the edit window itself.
- Open Activity Report: The link to “Edit Business Development Activities” was moved to the top of the report for easier access; the resulting edit page sorts in ascending order like the report.