When new contacts are added, an organizational option controls the default setting of the Marketing Database checkbox, whether or not the contact will be shared. Also, with our automated conversion, we offer an option to add contacts to IntelliPad that are not marked in Outlook as “Private”.
For shared contacts, IntelliPad can automatically search the database, or prompt the user to search it, for both contact and company names; any matches found are shown. Users can select a match and download into their folders, if applicable, or ignore matches and add the new contact. When new contacts are added, an organizational option controls the setting of the Marketing Database checkbox.