Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Organizations

Versys Corporation is a Constant Contact Partner

415 693-1700 ext. 32

info@versys.com

 

 
 
  Contact Company Information
 
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. The sample screen shows how Marketing staff sees information about contacts at a Company. IntelliPad also also provides visibility of all shared contacts for professionals working in Outlook.
 
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.
 

Browser-based view of Company information in the IntelliPad SQL Server database

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