Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Professional Groups

415 693-1700 ext. 32

info@versys.com

 

 
  Outlook IntelliTab
 
Integrate Outlook Contacts to your own database information

Integrate existing or planned case management, relationship management, or financial management to Outlook and to our consolidated SQL Server contact database. Use the Web development tools, widgets, or the web development language of your own choice. You may already have an ability to see existing financial information with web API tools. With the Outlook IntelliTab feature, you could easily integrate existing case information to Outlook contacts. We offer a simple way to create a new Tab on the Contact form, named to fit your needs, e.g. "Case Management", "Projects".
 
The new Outlook Contact tab (shown in example below as "Case Management") uses an Outlook browser object to open your custom web pages. We add the IntelliPad People table PersonID as a URL parameter. In addition to adding your own tables to the IntelliPad database, or any other SQL Server database, we also have up to 10 custom data fields in IntelliPad (no programming required) that can be edited on your tab. The web pages for your queries and user interactions can be developed in ASP, ASP.NET, PHP, or ColdFusion (just to name a few obvious choices).
 

Keeping track of email recipient actions with the Dynamic Mail Communicator from Apex Pacific, Ltd.

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