Firm-defined Data Views

The powerful IntelliPad CRM Report Writer easily creates firm-defined views

The IntelliPad View Definition feature gives the Marketing staff an easy-to-use tool for analysis of contact information collected from all of the firm’s professionals. All data fields, in all IntelliPad tables, can be included and used for sorting, filtering, and presentation. The Views are provided in a browser with single-click linking to contact or company details.

The contents of any View can be exported to Microsoft Excel or to Word, and can be used as the basis to create a list of participants for a planned event. Selected Views can be made available to attorneys in Outlook/ContactLink.

Marketing Department View