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IntelliPad Summary
The Professional's View
Modified Outlook Form
Outlook Marketing Tab
ContactLink - Search and Download
ContactLink - Update Events and Mailing Lists
Change Approval - by Primary Professional
The Marketing View
Data Steward Review
Contact Information
Contact Company Information
Events and Mailing Lists
Linking Architecture
User-defined Views and Reports
Mailing Wizard - Summary
Mailing Wizard - Recipient Selection
Integration with Mail Communicator
Email Tracking
More Product Information
Company Information Comments and Observations
Data Flow - Summary
Data Flow - Details
IntelliPad NewsLetters Outlook IntelliTab
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- January 2010 ...
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Release 5.0.5.(2-3) includes new international address formatting, presentation improvements for custom data fields, an optional prompt to require at least one Practice Area or Line of Business category for a shared Outlook contact, and an optional prompt to confirm the intention to delete a shared Outlook contact.
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- November 2009 ...
View as PDF
Release 5.0.4.1 includes new features to allow attorneys to add personal comments to email, track activities related to individual contact. Administrative control over any database duplications is significantly enhanced with features that find and facilitate the correction for both companies and people - even though the application has a rich set of features to avoid this from happening in the first place.
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- August 2007 ...
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Release 4.0.7 offers the ability of attorneys to indicate whether or not they want to sign Holiday Cards, more flexibility for change of the Primary Professional, additional Blackberry integration, Virtual Users, and drag and drop "form conversion" for VCF’s (VCards).
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- May 2007 ...
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With Release 4.0.5, secretaries can now access ContactLink, attorneys can receive email notice of changes to their contacts with the ability to approve or reject the change, and there is a significantly improved technical architecture in place.
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