|
IntelliPad Summary
The Professional's View
Modified Outlook Form
Marketing Information Page in Outlook
Find Shared Contacts in Firm-wide Database
Manage Mailings and Events for "My" Contacts
Optional Control by "Primary" Professional of Changes Made by Others iPhone and Android Access to Contacts
The Marketing View
Data Steward Features for Information Consistency
Contact Information
Contact Company Information
Events and Mailing Lists
Linking Architecture
User-defined Views
Mail Manager - Summary
Mail Manager - Additional Activities
Integration with Constant Contact Email Tracking
More Product Information
Company Information
Comments and Observations
IntelliPad NewsLetters
Outlook IntelliTab
| |
- January 2013 ...
View as PDF
Release 6.2.0.1 has also taken over a year of development work and delivers a range of new controls for the management of contact-specific mailing preferences, increased visibility for professionals when deciding about event and mailing list participation for their own contacts, and a series of administrative features to increase efficiency for the marketing and IT staff. Between major releases, smaller releases were provided to address specific customer issues and requirements.
|
- November 2011 ...
View as PDF
Release 6.0.1.1 is the largest release in IntelliPad development history. It has taken over a year of development work and delivers significant improvements in many areas. A new Outlook Add-In version of the Contact form is now offered as well as many other features summarized in this November 2011 newsletter. During the interim period, smaller releases were provided to address specific issues and requirements.
|
|
|
- January 2010 ...
View as PDF
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.
|
|
|
- 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.
|
|
|
|
|
- August 2007 ...
View as PDF
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).
|
- May 2007 ...
View as PDF
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.
|
|