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

 

 
 
  The Modified Outlook Form
 
Professionals continue to work in Outlook, which increases acceptance and minimizes training

Small changes to the standard Outlook contact form results in significant additional functionality.  The "IntelliPad General" Region can be expanded and used as shown below.
 
There is also a next page after Contact, "Marketing", which provides entry of additional, optional IntelliPad information about the contact, including links to events and lists.
 

Contacts are selectively shared to the Microsoft SQL Server database.  The Outlook contact form is slightly modified to track additional information.

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