The IntelliPad CRM lets each firm create its own analytical reports. The “View” feature provides selection of any and all IntelliPad tables, and selection of specific data fields from those tables. Filtering criteria can be complex, so that only a limited number of contacts (or companies) will qualify for inclusion, or can be general so that most contacts will qualify. There is no limit to the number or type of Views each firm can create. Because Views contain the data field names to include, i.e. not actual data values: The program obtains the data values when a View is requested; this means the values are always current at the View request time. Next week or next month, some of the values could be different because of changes to contact information, linking to new events or mailing lists, etc.
Some basic examples:
New contacts added last month, showing the company, job title, email address, and attorney
All contacts with their primary attorney and all other linked attorneys
Contacts that have no email consent given, with their companies, addresses, and linked attorneys
Events last year, showing the attendees with their email addresses, business phone numbers, and linked attorneys
Companies in Phoenix, showing the linked contacts and their linked attorneys