For Attorneys & Administrative Assistants
IntelliPlus Module
Features
- Track Emails Sent & Received
- Track Outlook Meetings
- Scrape Email Signatures
- Archive Emails
Collect new statistics, and obtain new contacts from email signature blocks
The optional IntelliPlus module provides email tracking, calendar monitoring, email signature scraping and archiving. Additional details about this module can be seen with the following PDF: IntelliPlus Module Summary
Outlook Calendar Meetings and Email Traffic Monitoring – These statistics were not previously collected by IntelliPad. This data is included with the Contact Communications Discovery shown below if the optional IntelliPlus feature is being used. To create a graph, you can choose a month range, and select any combination of Job Titles, Contact and Company Categories, States, Cities, or Company Names. The application offers a quick lookup for all selection values in the database. (A pie chart is included at the bottom of Contact Communications Discovery page, but is not displayed in the example below. Also, no Contact Selection filters are used in the example below.)
Email Signature Scraping – Whenever an email is received from a new email address, IntelliPad asks whether to add the contact to the IntelliPad database. When desired, the program obtains the contact’s name, job title, and company name from the signature text and sends a new contact record to IntelliPad. The data steward can accept the new contact into the database or match it to a contact already there. If rejected, additional emails from the same email address will not result in repetitive requests. Incoming changes for contacts already in the CRM database are also collected and managed by IntelliPad.
Email Archiving – For selected email folders, IntelliPlus stores sent and received email information and allows consolidated visibility – regardless of how many folders may be used by an individual professional. Statistical summaries are shown by contact and by company. In an available Email Log, the emails can be searched and displayed or printed by time frame, from or to email address, or by keyword. See more information about this feature in the Frequently Asked Questions (FAQ) below.
These selections and the related values are only available if the IntelliPlus feature is in use.
A pie chart displaying the summaries for each of the selected Contact Communication activities is shown below this bar graph.FAQ for this page
First, a list of all contacts with communications of the selected type(s) for the selected month is displayed, with totals at bottom. Additional detail available: Names and company names are clickable to open a window of information that includes “Show Charts” links; these display a trend graph for the contact or company. Numbers in columns are clickable to open a window of detail mail tasks, activity log entries, emails, or etc. for that contact. Hovering the cursor over any pie graph section will display the count of communication for that section. 
IntelliPad automatically captures it from attorney Outlook Calendar meetings where attendees are invited.
In addition to being able to simply type one or more values, the Search feature includes the ability to click a lookup button (an example for Job Title is circled in red below) and select from an alphabetical list of all values in the database. This lookup method is available for Job Title, Contact Category, Company Category, Company State, and Company City. Company Name can be searched with any part of the name.
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