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Chapter 6 Maximizing Your Contact Potential with CardScan.Net

6-6

Corex Technologies

1

About AccuCard Service Updates

If you are using the AccuCard Service, the CardScan desktop software:

• Shows you the AccuCard status for your contacts (see an example

below).

• Notifies you when there are updates on CardScan.Net.
• Takes you directly to CardScan.Net to review the updates.

Keywords:

“AccuCard”, “AccuCard Service”

The contact has an

AccuCard,

and

the

information is
up to date.

The contact has an

AccuCard, and an
update is available

The contact’s email

address is not valid.

The contact has

no AccuCard.

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Содержание 600c

Страница 1: ...User s Guide Getting Started with CardScan...

Страница 2: ...expressly set forth in this agreement Corex Technologies Corp disclaims and excludes any and all implied warranties of merchantability title or fitness for a particular purpose Corex Technologies Corp...

Страница 3: ...rdScan for Your Scanner 2 3 If a Previous Version is Installed 2 4 Uninstalling CardScan 2 4 Converting Files Created with Earlier Versions 2 4 Chapter 3 Creating Your Address Book Scanning Business C...

Страница 4: ...to Find Groups of Contacts 5 3 Managing Duplicate Contacts 5 4 Finding Duplicate Contacts 5 4 Safeguarding Your Contacts Against Loss 5 5 Backing Up Your Contacts 5 5 Chapter 6 Maximizing Your Contact...

Страница 5: ...ocket PC Devices Setting up ActiveSync 9 1 Synchronizing Selected Files 9 3 Removing Corex CardScan ActiveSync Module 9 3 Chapter 10 Communicating with Your Contacts Reaching Your Contacts From Summar...

Страница 6: ...Table of Contents iv Corex Technologies THIS PAGE IS INTENTIONALLY LEFT BLANK...

Страница 7: ...lications on page 7 1 Save copies of your CardScan files to a secure private account on CardScan Net and have a guaranteed backup as well as access to your contacts from anywhere using your password a...

Страница 8: ...zard to help you pick the method that suits you best CardScan Synchronization to exchange contact information between CardScan and your favorite supported contact manager or PIM and keep consistent ad...

Страница 9: ...features you would appreciate the most and The topics in the Online Help describing each feature in detail Each section in this Guide includes keywords for you to use when searching the Help Index fo...

Страница 10: ...r more directions to Corex Technical Support see the cover of this book Balloon Help Point at any feature in the CardScan window and a balloon help topic appears describing the usage of the feature Fo...

Страница 11: ...ree hard disk space for a minimum installation and 110 MB for a full installation CD ROM drive USB port for scanner connection Modem for autodialing optional Windows compatible network for multiple us...

Страница 12: ...e Software To install the software 1 Insert the CardScan CD ROM The Autorun screen appears 2 Click Install CardScan The CardScan InstallShield Wizard appears 3 Follow the Wizard s prompts to complete...

Страница 13: ...rt on your PC Setting Up CardScan for Your Scanner The Scanner Setup Wizard enables you to set up CardScan to work with your scanner to calibrate the scanner and to scan your first busness card To sta...

Страница 14: ...ith administrator privileges 2 Choose Start Settings Control Panel The Windows Control Panel dialog appears 3 Double click Add Remove Programs select CardScan from the list of programs and click Remov...

Страница 15: ...can files to simplify the use of your CardScan address book and make it more efficient There are several ways to create and expand your address book These include Scanning business cards in this chapt...

Страница 16: ...hen you open CardScan for the first time it creates a file named Untitled 1 Therefore when you scan and process the contact information it is collected in Untitled 1 until you save the file with an in...

Страница 17: ...ong in the same category Keyword Batch Click Close to save the scanned images without transforming them into contacts 3 Scan a few more cards and click Process CardScan processes the image s closes th...

Страница 18: ...e AccuCard Service see About AccuCard Service Updates on page 6 6 Importing Contacts from Contact Managers and PIMs You can import contacts into CardScan from any contact manager or PIM that can expor...

Страница 19: ...otes 4 6 or later or Microsoft Outlook 98 or later the Data Exchange Wizard will guide you to the CardScan Synchronization a new feature that is more efficient than Import See Exchanging Data with Oth...

Страница 20: ...e DELIMIT BY option to TAB 7 To import using a predefined template choose it from the IMPORT TEMPLATES dropdown list and go to step 11 To create your own import template go to step 8 8 For each column...

Страница 21: ...pping Text from Emails and Electronic Documents You can create contacts in a CardScan file by selecting text in another application then dragging and dropping it into List view This is useful for crea...

Страница 22: ...and click OK This dialog appears The default choice in this dialog offers you the benefits of a private secure account on CardScan Net which only you can access from anywhere with a browser and unique...

Страница 23: ...ormation at your convenience As needed CardScan reminds you about unverified contacts for example Displays warnings when unverified contacts may cause problems Marks unverified contacts in List view w...

Страница 24: ...this arrow in the ADDRESS field the 2ND ADDRESS field opens To verify the previous or next contact click the or button respectively You can also use the PageUp and PageDown keys to move from contact...

Страница 25: ...The cursor changes to while performing these actions You can also right click on the information and choose a command from the context sensitive menu Checking Details of Names and Addresses People s n...

Страница 26: ...contacts click Next or Previous 4 Click OK to save changes and close the dialog Adding Information to Contacts This section describes Adding Phone Numbers Email and Web addresses Editing Phone and Ema...

Страница 27: ...t is saved in the dropdown list for future use Adding Email and Web Addresses Each contact displays one email and one Web address You can add and label up to six more email or Web addresses 1 Click in...

Страница 28: ...s Categorize your contacts to organize and find them quickly Assign one or more categories to any contact Assign categories to multiple contacts all at once Categorizing One Contact To categorize a co...

Страница 29: ...gories Assign or press Ctrl R The Assign Categories dialog appears 3 Click boxes for categories to assign and click OK CardScan assigns these categories to the selected contacts You can verify the res...

Страница 30: ...assigning notes and categories to a batch Keywords Batch Deleting Contacts To delete any contacts 1 Display the contact to delete in Edit or Summary view or select it in List view To delete multiple c...

Страница 31: ...f contacts in a file Sort contacts by various criteria Select multiple contacts to manipulate them at once Reviewing the Status of Your Contacts From List view you can learn a lot about the status of...

Страница 32: ...oduces Finding Contacts with QuickSearch Simple methods to Find Groups of Contacts Keywords Finding QuickSearch Finding Contacts with QuickSearch QuickSearch has two components in CardScan s user inte...

Страница 33: ...them in List view It narrows the list as you type You can also use various methods to search on multiple words Keyword QuickSearch Methods to Find Groups of Contacts There are several methods to find...

Страница 34: ...Duplicate Contacts Duplicates are contacts with the same first and last name or in the absence of first and last names with the same company name If all the information in duplicate contacts is identi...

Страница 35: ...ount on CardScan Net which only you can access with your unique password Backing up locally that is saving a copy of the file to a different medium or at least a different drive on your computer The f...

Страница 36: ...t the default location for the file C My Documents or browse for a different one and click Next This dialog appears 3 Use the Backup Wizard to safeguard your contacts the way you like Keywords backup...

Страница 37: ...ter where you make changes Cardscan Net keeps both copies up to date with each other Changes made in one place are automatically reflected in the other copy AccuCard Service Your contacts are one of y...

Страница 38: ...nter the required information make sure to read the Terms of Service and Privacy Statement before you check the Agreement box then click Sign Up CardScan creates your account on CardScan Net and signs...

Страница 39: ...ing changes have been made to any contact in the local and CardScan Net copies of the file This section introduces the basic concepts of Conflict Resolution Manual Synchronization Automatic Synchroniz...

Страница 40: ...apply the resolution specified in the settings see page 6 5 Manual Synchronization Manual synchronization includes two options Synchronize one file Synchronize all files in the CardScan Net account Sy...

Страница 41: ...never you open CardScan You can avoid being prompted to enter your password every time automatic synchronization signs you in To do so choose Remember my password on the Sign In dialog You can always...

Страница 42: ...the AccuCard status for your contacts see an example below Notifies you when there are updates on CardScan Net Takes you directly to CardScan Net to review the updates Keywords AccuCard AccuCard Serv...

Страница 43: ...Scan and the other application This chapter introduces two major data exchange features The Data Exchange Wizard CardScan Synchronization Data Exchange Wizard Whenever you need to get contacts from Ca...

Страница 44: ...Synchronization to maintain consistent contact data in CardScan and supported contact managers and Personal Information Managers PIMs CardScan Synchronization copies the contact information from CardS...

Страница 45: ...ard and saving the file with a name you will use for synchronization Use the same CardScan file for all subsequent synchronizations with the same application To configure the CardScan Synchronization...

Страница 46: ...on has not been configured or the current configuration doesn t meet your needs configure synchronization as appropriate For instructions refer to the Online Help 3 Click Synchronize The progress dial...

Страница 47: ...handheld and CardScan rather than between the handheld and the Palm Desktop Some applications may not support switching between conduits Make sure to consult their documentation You can synchronize A...

Страница 48: ...save it Always synchronize with the same CardScan file This prevents CardScan from adding deleting or modifying cards unintentionally 2 Choose File Data Exchange Conduit for Palm from the CardScan wi...

Страница 49: ...our CardScan file is password protected you may enter the password here so you are not prompted for it during synchronization 6 Click the SYNCHRONIZATION tab 7 Choose the synchronization method 8 Opti...

Страница 50: ...button on the cradle to start synchronization The progress dialog appears When the synchronization completes successfully the progress dialog closes For information about controlling duplicate contact...

Страница 51: ...o synchronize with CardScan your Pocket PC must be running Microsoft Windows CE 3 0 or later If Windows CE Services 3 0 or later has been installed on your computer the ActiveSync module is installed...

Страница 52: ...contact information with only one service at a time 4 On the Sync Mode tab select when you want synchronization to occur 5 On the Rules tab specify the conflict resolution and file conversion rules 6...

Страница 53: ...nection for ActiveSync 9 Click OK to close the CardScan ActiveSync Options dialog Synchronizing Selected Files To synchronize 1 On the Microsoft ActiveSync Window click the Sync button to synchronize...

Страница 54: ...Removing Corex CardScan ActiveSync Module 9 4 Corex Technologies 1 THIS PAGE IS INTENTIONALLY LEFT BLANK...

Страница 55: ...Reaching Your Contacts From Summary View When a contact is displayed in CardScan s Summary view just a click of the mouse will Open a preaddressed email message Dial a phone number Display a MapQuest...

Страница 56: ...Message Format options Enabling Signature Card CardScan s Signature Card Wizard helps you to enable this feature 1 Choose Tools Signature Card This screen appears 2 Choose to scan your business card o...

Страница 57: ...ontacts to print What information to print from each contact How to lay out the information on the page Before using the Print Wizard choose the contacts to print If you are printing a single contact...

Страница 58: ...Technologies 1 You can sort the contacts before printing see Sorting Contacts on page 5 2 1 Choose File Print The following dialog appears 2 Select cards and follow the Wizard to print your contacts t...

Страница 59: ...Corex such as adapters and cables COREX MAKES NO OTHER WARRANTIES EXPRESSED IMPLIED OR OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE FOR THIS EQUIPMENT OR SOFTWARE Replacement of the scanner...

Страница 60: ...Appendix A CardScan Scanner Warranty Corex Technologies 1 THIS PAGE IS INTENTIONALLY LEFT BLANK...

Страница 61: ...ion 6 3 getting started with 6 1 guaranteed backup remote access to contacts 1 1 safeguard contacts 1 2 saving contacts to 3 8 synchronization automatic 6 5 Categories assigning to contacts 4 6 find c...

Страница 62: ...oving duplicate contacts 5 4 contacts with Alphabet Bar 5 3 contacts with QuickSearch 5 2 duplicate contacts 5 3 5 4 groups of contacts 5 3 Finding Contacts with Categories 1 1 with Quicksearch 1 1 H...

Страница 63: ...erences scan 3 1 Printing contacts with Print Wizard 11 1 overview 11 1 with Print Wizard 11 1 Q QuickSearch find contacts with 1 1 5 2 R Remote Access with CardScan Net 6 1 S Safeguarding contacts ag...

Страница 64: ...ners guidelines for using 2 3 using with CardScan 1 1 U Uninstalling CardScan software 2 4 USB port for scanner 2 1 V Verifying and editing contacts 4 1 checking details 4 3 Views Edit view to verify...

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