Cardscan 700C Users Manual 700_online

700C to the manual 3dc19392-db48-4af8-ac88-f4acc81bee39

2015-02-05

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Chapter  i Getting Started with CardScan Lead Qualifier  1 Copyright © 2005 CardScan, Inc. All rights reserved worldwide. This guide is protected by federal copyright law. No part of this guide may be reproduced or distributed, transcribed, stored in a retrieval organization, translated into any spoken or figurer language or transmitted in whatsoever class or by any ways any without the prior written consent of: CardScan, Inc. 810 Memorial Bulldoze Cambridge, MA 02139 Tel: (617) 492-4200 Fax: (617) 492-6659 Trademarks: CardScan and CardScan.net are registered trademarks of CardScan, Inc. Windows is a trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. Disclaimer of Warranties: CardScan, Inc. makes no warranty, representation or hope not expressly set forth in this agreement. CardScan, Inc. disclaims and excludes any and all implied warranties of merchantability, championship, or fitness for a particular purpose. CardScan, Inc. does not warrant that the software or documentation volition satisfy your requirements or that the software and documentation are without defect or error or that the functioning of the software will be uninterrupted. LIMITATION OF LIABILITY: CardScan, Inc.'s aggregate liability, also as that of the authors of programs sold by CardScan, Inc., arising from or relating to this agreement or the software or documentation is limited to the total of all payments fabricated by or for you for the license. This limited warranty gives you specific legal rights. Y'all may have others which vary from state to country. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the higher up limitation or exclusion may not apply to you.  Table of Contents  1 Welcome to CardScan Lead Qualifier! Introducing Atomic number 82 Qualifier Forms ...................................................... 1-1 About this Booklet and Other Resource .............................................. 1-three 2 Scanning Forms and Completing Records Scanning and Processing Forms ...................................................... Verifying and Completing Records ..................................................... Viewing Records in Your File........................................................... Reaching Leads from Summary View .................................................  ii-1 2-2 2-4 2-iv  three Organizing and Managing Leads Organizing Leads with Categories ..................................................... Merging and Splitting Files ............................................................. Finding Records with QuickSearch .................................................... Finding and Removing Duplicates ..................................................... Safeguarding Your Contacts ........................................................... Keeping Contact Information Up to Appointment with AccuCard Service ...........................  iii-1 3-one 3-2 3-3 3-3 iii-3  4 Sharing Pb Data Exporting Pb Data to Microsoft Excel ............................................... iv-one Sharing Lead Records via CardScan.net .............................................. four-3  Appendix A: Good Practices Create and Practice Using CardScan.net Account ........................................... A-1 Gear up for Capturing Contacts without Business Cards ................................... A-ane Practice Using Forms ................................................................................ A-1 Strategize! ............................................................................................... A-2 Forbid Scanning Trouble .......................................................................... A-two  Appendix B: Compliance with FCC and EC FCC Statement ........................................................................................ B-one EC Declaration of Conformity ...................................................................... B-one  Getting Started with CardScan Pb Qualifier  i  This page is intentionally left blank.  ii  CardScan, Inc.  Introducing Pb Qualifier Forms  1 Welcome to CardScan Lead Qualifier! Events, such as trade shows, conferences, and seminars are expensive but important vehicles for showcasing your production or service and, most importantly, making new contacts! Also often those new leads are not collected or acted on quickly enough. CardScan Pb Qualifier enables you to maximize the value of your leads past allowing you to: • • •  Collect lead data with forms. Browse the forms into electronic records. Share the records with your squad at remote locations.  Introducing Pb Qualifier Forms Lead Qualifier forms allow you to capture not only the person's concern card (that is, contact) information but also the data for qualifying this person as a pb. When you scan and procedure a grade, Lead Qualifier transforms the information as illustrated below.  Lead-Qualifier Form  Electronic Record  Getting Started with CardScan Lead Qualifier  ane-1  1 Welcome to CardScan Lead Qualifier!  i  As shown in the illustration, after processing: • •  The business organization card information has been placed in the appropriate contact-information fields. The multiple-pick answers have been placed in the fields of the Form Data tab.  The only information not transformed automatically is your handwriting (for instance, any notes in the form'south MEMO, names of products and services, and your initials). Y'all have to copy this data to the fields by typing. Because the form allows you to record and then much data, Lead Qualifier alleviates the force per unit area on you to enter the data into your reckoner as soon as possible. Equally a upshot, you tin stay focused on the opportunities presented by the event. Still, at big events, you lot may benefit from scanning and processing the forms the soonest possible. This is because Lead Qualifier allows you to share atomic number 82 data with your team remotely, which further increases your efficiency at the event. If you save pb records to your private account on the secure website CardScan.net, the team members—given the password—tin can access this data from anywhere, at whatsoever time. This ways the opportunity to obtain prompt feedback and to delegate some tasks. The tasks to perform in gild to brand the well-nigh of your leads may include: •  Verifying data accuracy and editing records  •  Organizing records (for example, categorizing, finding and removing duplicates, etc.)  •  Copying lead data to other applications, for example, exporting it to Microsoft Excel or synchronizing with Microsoft Outlook.  Whether you lot practice it yourself or delegate the piece of work to others, CardScan Lead Qualifier minimizes the endeavor by providing yous with the features introduced in this booklet. The post-obit department describes this booklet and other Lead Qualifier resources.  i-2  CardScan, Inc.  About this Booklet and Other Resources  About this Booklet and Other Resources This booklet provides the bones instructions for using Pb Qualifier forms and suggests good practices that may increment your efficiency. The post-obit table summarizes your other resources. CardScan Lead Qualifier Installation and Setup Getting Started with CardScan  CardScan Online Help  CardScan Website  CardScan Technical Support  This document is included with the CD-ROM containing the CardScan and Pb Qualifier software. This booklet provides an overview of CardScan'due south features and describes the basics of scanning and managing data with CardScan. Use the online help for detailed descriptions of CardScan features, instructions, and troubleshooting tips. For dialog assistance, click Help on the dialog. The dialog aid is displayed in a tri-pane window, with tabs to display Contents, Index, Search, and Glossary. You tin also access the help by pressing the F1 central on your keyboard or from CardScan'southward Help menu. Visit www.cardscan.com for: • Software updates • Documentation downloads • Knowledge Base, by Technical Support Contact our Technical Back up, as follows: Tel: 617-492-4200 Fax: 617-492-7505 http://www.cardscan.com support@cardscan.com 10:00 A.M. - six:00 P.One thousand. EST, Monday - Th ten:00 A.Yard. - 5:30 P.Thou. EST Friday  Getting Started with CardScan Lead Qualifier  one-3  one Welcome to CardScan Lead Qualifier!  ane  This page is intentionally left bare.  i-4  CardScan, Inc.  Scanning and Processing Forms  2 Scanning Forms and Completing Records This chapter describes transforming a completed form into a usable tape. This requires: • •  Scanning and processing forms Verifying information accuracy, and editing the record for abyss  Scanning and Processing Forms To scan and procedure the forms, you demand a CardScan Executive scanner and a computer with the CardScan Lead Qualifier software installed. If you lot cannot bring your scanner and figurer to the event, you can scan and process forms in your hotel room or even after you have returned to the office. If yous have scanned business cards with CardScan before, the process of scanning forms may not seem any different. The only divergence—and a very important one—is in calibrating the scanner correctly when you don't have the standard calibration card. NOTE: Your scanner's accurateness depends on appropriate calibration. To calibrate appropriately, use the CardScan Executive calibration card that came with the scanner. If you don't take this calibration carte du jour, use a form inserted into the scanner with the bare side facing upwards. To begin scanning forms: i. On the desktop, cull Start→Programs→CardScan→CardScan. 2. If you are opening CardScan for the beginning time, follow the instructions to fix your scanner and create your CardScan file. 3. Scan a course. This dialog appears: You can choose to process the saved prototype or to proceed scanning and then process the scanned images all at once. If you cull the latter, consider using Batch Options. This feature allows you to begin organizing your leads early, by assigning them to the aforementioned category or by attaching the same note to all records processed together. If you lot need aid, click Assistance and utilize the CardScan online aid. 4. Click Procedure. When CardScan finishes processing, it displays the record created last in Edit view, along with the image of the business card, so you tin verify the accurateness of the contact information—equally described in the following section.  Getting Started with CardScan Lead Qualifier  2-i  2 Scanning Forms and Completing Records  1  Verifying and Completing Records To verify the accuracy of a record, yous should verify the contact data and the information recorded in the fields of the course. Atomic number 82 Qualifier simplifies your tasks past saving the paradigm of the form as two split up components: a) an image of the menu affixed to the grade and b) an paradigm of the residuum of the grade. When Lead Qualifier displays the tape in Edit view, the window looks like this, prompting you to verify data read from the business organization carte: Edit tab The contact displayed in the window is highlighted in the Contact List. To display a different contact, click the proper noun in the Contact List.  Verify and edit your atomic number 82's contact data.  Click on the Form Data tab to verify and edit information captured from the fields of the grade.  1. Verify the accuracy of the lead's contact data by comparing the data in the fields with the data in the card's paradigm. Equally y'all motility the cursor in the text, annotation a rectangle highlighting that text on the image. Make sure you take reviewed fields and lines of text that may be hidden from view. Pay attention to the following buttons: •  The button indicates an additional field or additional lines of text. When clicked, the pointer changes to and the field opens.  •  When the fields containing information are not visible, CardScan displays this symbol . To view the hidden information, click directly to a higher place the symbol.  ii. Check details of names and street addresses. Start by clicking either the Name or the Address push button in Edit view, and utilise the Check Card Details dialog.  ii-2  CardScan, Inc.  Verifying and Completing Records  three. To verify the accuracy of the class data, click on the Form Data tab to open up its fields, and so double-click anywhere on this tab (or choose View→Big Picture show) to brandish the scanned image. As you motility the cursor from field to field, note a rectangle highlighting the respective part of the epitome.  Notation the blank fields labeled for the handwritten data.  The Big Picture allows you to view all the images included with the tape.  4. If the image contains any handwritten information, copy this information to the fields by typing. When confident that the record is accurate, check the box labeled "Verified."  If you don't bank check the "Verified" box, CardScan Atomic number 82 Qualifier will display warnings whenever you endeavor to use the tape.This is to prevent you lot from applying features to inaccurate records. Consider, for example, the importance of accuracy when using AutoActions in Summary view (encounter "Reaching Leads from Summary View" on page 2-4).  Getting Started with CardScan Pb Qualifier  2-3  two Scanning Forms and Completing Records  1  Viewing Records in Your File Click the List view tab to view the contacts in your file. AccuCard Status (run across folio 3-iii.)  View All button displays all contacts in file  Verification Status indicates unverified contacts with the symbol.  List view tab Letter Bar enables y'all to list merely contacts that start with the aforementioned letter. Choose View→Customize List to include any lead-specific information (for example, Lead Follow-up) in the display.  Contact List is displayed with any view (List, Edit, or Summary). To hide it, click the  button.  Number of Contacts in File  Status Bar  Reaching Leads from Summary View Double-click a atomic number 82 in List view to display its contact data in Summary view; so use AutoActions to create a preaddressed email, brandish the street address on MapQuest, dial a phone number, or launch your browser to the lead's website (as illustrated below).  To get-go an autoaction, betoken at an address or phone number, and click when the cursor changes to the appropriate symbol.  2-4  CardScan, Inc.  Organizing Leads with Categories  three Organizing and Managing Leads CardScan Atomic number 82 Qualifier provides you with powerful features to organize and safeguard your leads. This chapter introduces: • • • • • •  Organizing Leads with Categories Merging and Splitting Files Finding Records with QuickSearch Finding and Removing Duplicates Safeguarding your Leads Keeping Lead Records Up to Appointment  Organizing Leads with Categories Categories allow you to organize contacts into meaningful groups. This helps you find records speedily, select them for specific projects or simply for printing mailing labels, etc. For more than data, please consult the Online Help. Y'all tin can assign categories to: •  Individual leads, by opening the tape in the Edit view, and clicking the Categories tab  •  Multiple leads, by selecting them in the List view, and choosing Categories→Assign.  Merging and Splitting Files Lead Qualifier allows you to open multiple files and to drag and drop records from one file to another. These features enable you to merge and split files as needed. For example, to split a file "Contacts" into two, follow these steps: 1. Choose File→Open, and open the file "Contacts." The filename "Contacts" appears on the File Bar. two. Create the file "Contacts-2," by choosing File→New. CardScan opens a blank file, and the filename "Untitled" appears on the File Bar. 3. Choose File→Save As, and salvage file "Untitled" with the name "Contacts-two."  iv. Click Contacts on the File bar to switch to the file "Contacts," and select contacts you want to move to "Contact-2."  Getting Started with CardScan Atomic number 82 Qualifier  3-one  three Organizing and Managing Leads  1  5. Press and hold the mouse button until the cursor changes to the to the filename "Contacts-2" on the File Bar (as illustrated beneath).  icon. Drag the mouse over  vi. Release the mouse button. The window displays "Contacts-2" with records copied from "Contacts." 7. Click "Contacts" on the File Bar to display the file "Contacts." The copied records are notwithstanding selected. 8. Choose Carte du jour→Delete to delete the copied records from the file "Contacts."  Finding Records with QuickSearch You can search for contacts in any number of open files. On the QuickAccess Toolbar, the QuickSearch component looks similar this: For refined searches, click this push, and use the QuickSearch dialog.  To repeat a discussion search you have done before, utilize this dropdown list of previously used discussion combinations.  To search with words included in the contact, type the words.  QuickSearch allows y'all to search by: • • •  Simply typing words from the contact you are looking for Specifying fields to be searched Combining words and fields  To refine your search, click the QuickSearch button, and use this dialog: Blazon search words in box.  Cull field to search. Choose word combinations from the dropdown list.  3-ii  CardScan, Inc.  If multiple files are open, cull file to search from the dropdown list.  Finding and Removing Duplicates  Finding and Removing Duplicates CardScan's Duplicates Wizard finds records with indistinguishable information for you. It then helps yous remove duplicates automatically or as you choose. To showtime the Duplicates Magician, choose Card→Find Duplicates.  Safeguarding Your Contacts To make sure your valuable information is safe and available when you demand it, employ the Backup Wizard. To start the Backup Wizard, choose File→Maintenance→Backup.  Saving files to CardScan.internet. The Backup Wizard allows you to save CardScan files to your personal, secure account on CardScan.Net (www.cardscan.net). In addition to a secure and webaccessible fill-in, you have the option to use the AccuCard Service (introduced next).  Keeping Contact Data Upwardly to Date with AccuCard Service The AccuCard Service emails your leads iv times a year and asks them to review their contact data as it appears in your file. (The information in the Notes is never revealed to your leads!) Records with available updates are marked in List view with the symbol. To review bachelor updates, choose CardScan.Net→Review AccuCard Updates. The AccuCard Updates Wizard opens and helps you speedily to review and accept or pass up any updates. For more data, delight consult the Online Aid.  Getting Started with CardScan Lead Qualifier  3-3  3 Organizing and Managing Leads  one  This folio is intentionally left blank.  3-4  CardScan, Inc.  Exporting Atomic number 82 Data to Microsoft Excel  4 Sharing Lead Information CardScan Lead Qualifier provides you with various methods to share atomic number 82 information. For example: •  If y'all send pb records via email to people with CardScan Lead Qualifier on their computers, they tin can use these records as fully equally you lot practise. This method, of class, may not exist the most efficient or secure. For data on emailing contacts, use the Online Help.  •  You lot can copy your records to Microsoft Outlook or to any other desktop application supported past CardScan Synchronization. Still, in society to copy all the form-data fields to another application, y'all must edit the default field-mapping scheme for that application. For information on CardScan Synchronization, use the Online Help.  •  You can consign lead records to Microsoft Excel, as described in this chapter.  •  For maximum efficiency in teamwork, yous may choose to share leads via a private, secure business relationship on CardScan.net—every bit mentioned on page 1-1. For a more all-encompassing introduction to using CardScan.net, see "Sharing Lead Records via CardScan.internet" on page four-3.  Exporting Atomic number 82 Data to Microsoft Excel CardScan's Consign Magician includes a special template to enable you to consign the information into a file that Microsoft Excel can import. To consign Lead Data to Microsoft Excel, follow these steps: 1. Kickoff CardScan, choose File→Data Substitution→Export. The Export Wizard screen opens:  Getting Started with CardScan Atomic number 82 Qualifier  four-i  iv Sharing Lead Data  ane  two. Click Side by side. This screen opens:  3. Roll down the list to select the appropriate template:  four. Click Next, and follow the magician's prompts to complete exporting the pb data.  iv-ii  CardScan, Inc.  Sharing Lead Records via CardScan.net  Sharing Lead Records via CardScan.net The power to share lead records via your individual account on CardScan.net tin salvage you much time and coin. Y'all tin apply the power of your entire team to the project, while yous are the only person attention the event. To take advantage of this characteristic, you must: •  Create an business relationship on CardScan.net. To do so, choose Tools→Welcome Magician, and follow the on-screen prompts to create your account.  •  Exercise saving files to CardScan.net, opening files from CardScan.net, and synchronizing CardScan.net files. For complete information and instructions, meet Online Help.  NOTE: When viewing the file directly on CardScan.net, y'all will not be able to see the form information fields. In order to view and edit entire records, you must synchronize and work on the local copy. The following scenario illustrates this requirement. Before using CardScan.cyberspace for an event, practice the post-obit scenario: ane. You scan and process filled-out forms, and and so relieve the file to CardScan.net. 2. The team opens the file from CardScan.internet and saves a local copy. iii. The team works on the local re-create to verify the accuracy and complete the records. Information technology provides feedback on any record in the Notes field. 4. The squad synchronizes the file with CardScan.internet. five. Y'all synchronize the files. 6. Review records completed by the squad. seven. Cheque Notes for feedback. To find any feedback quickly, utilise QuickSearch and search the field "Notes" (run across "Finding Records with QuickSearch" on page three-two). NOTE: For more on sharing leads via CardScan.cyberspace, meet "Appendix A: Skillful Practices."  Getting Started with CardScan Lead Qualifier  4-3  4 Sharing Lead Data  1  This page is intentionally left bare.  4-4  CardScan, Inc.  Appendix A: Good Practices Your success at and after the result largely depends on your coming prepared for various scenarios. Consider the following recommendations: • • • • •  Create and exercise using your account on CardScan.net. Prepare for capturing contacts without business cards. Practice using forms. Strategize! Prevent troubles scanning  Create and Practice Using CardScan.net Account Your account on CardScan.net could testify your team's best asset. For instance, if you are at a evidence running for several days, you may need to share some lead information with the squad as presently as possible—to make further steps toward new partnerships. •  To use this secure pipeline efficiently, practice saving files to CardScan.net and synchronizing with your desktop. Decide what team members will have access to the files.  •  Adapt to have Net access at the event.  Set up for Capturing Contacts without Business Cards TIP: If the person does not have a business concern carte, write their information on the back of your own card, and braze that card to the grade. Better even so, prepare a few card-size pieces of paper (as shown beneath) in advance, and accept them set to use at the show.  Practice Using Forms To apply forms efficiently, reserve some time for this: •  Study the form supplied with your Pb Qualifier software.  •  Do filling it out by interviewing your colleagues.  •  Think of how y'all would utilize the handwriting areas, specially the MEMO area. Exercise handwriting, scanning, and and so viewing the images with Big Movie. To view all the images associated with a record, select the record and choose View→Big Picture.  A-1  Appendix A: Good Practices  1  Strategize! Because the only task you must achieve directly at the event is filling out forms, consider various options for completing the remaining tasks (that is, scanning, processing, verifying accuracy, organizing and sharing data). Answer these questions: •  Would it be possible to scan forms as you converse with your potential leads? If you work in your own booth, you may exist able to set up the scanner and a PC or laptop with the appropriate software. If, nevertheless, you will take to move around a lot, consider where and how you can scan your forms at a later fourth dimension.  •  Will there be an Net connection readily available, then you can save the records to your CardScan.net account and receive any feedback? If there will be no Internet access either from your hotel or from the event, brand sure you are able to salvage a backup copy of your file to a dissever medium.  •  If you are planning to transmit your leads via CardScan.net, exercise you accept to create an account for yourself or for the squad? You must have everything gear up up before leaving for the event.  •  Which members of the team should accept the CardScan.net password? As well, make sure to write downward your CardScan.net countersign to bring it with you besides save it in a location accessible by you or a team fellow member staying behind.  •  Exercise the members of your team know how to synchronize records on CardScan.cyberspace with the desktop?  Preclude Troubles Scanning You should clean the scanner if dark vertical lines announced on scanned images or if the scanner has been exposed to the adhesive fabric on the form. Clean the scanner with the cleaning pads included in your package. The cleaning pads contain isopropyl alcohol only, and are harmless if used as directed. To make clean the scanner: 1. Scan the pad equally you would a business card. Repeat scanning the same pad two to 3 times. 2. Await thirty to sixty seconds for the booze to dry on the scanner'southward roller and sensor. NOTE: We recommend that you clean the scanner one time every two months. You can purchase more than cleaning pads at www.cardscan.com.  A-2  CardScan, Inc.  Appendix B: Compliance with FCC and EC FCC Argument This equipment has been tested and constitute to comply with the limits for a Form B digital device, pursuant to Part fifteen of FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and tin can radiate radio frequency free energy and, if not installed in accord with the instructions, may crusade harmful interference to radio communications. However, at that place is no guarantee that interference volition non occur in any installation. To comply with office 15 of FCC rules, you must utilise the cablevision provided with the scanner. If this equipment does cause harmful interference to radio or television reception, which tin can be determined by turning the equipment off and on, the user is encouraged to correct the interference by 1 of the post-obit measures: • Reposition the receiving antenna. • Increase the distance betwixt the equipment and the receiver. • Connect the scanning and computer equipment to an outlet on a excursion different from the receiver'southward.  EC Declaration of Conformity Equipment Description: Twelvemonth of Industry:  Model CardScan 700c Information Technology Equipment Carte Scanner 5 vdc, 500mA 2005  Applicable Directives:  73/23/EEC, Depression Voltage Directive 89/336/EEC, EMC Directive  Applicable Standards:  EN 60950-1:2002 Information Engineering science Equipment - Safety EN 55022: 1998 Information Engineering Equipment - Radio Disturbance Characteristics - Limits and Methods of Measurement EN 55024: 1998 It Equipment - Amnesty Characteristics - Limits and Methods of Measurement  Peter Dikeman Vice President Engineering science CardScan, Inc. December 2005  B-ane  i  This page is intentionally left bare.  B-2  CardScan, Inc.

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