CardScan 700C manual Verifying and Completing Records

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Verifying and Completing Records

3.To verify the accuracy of the form data, click on the Form Data tab to open its fields, and then double-click anywhere on this tab (or choose View→Big Picture) to display the scanned image. As you move the cursor from field to field, note a rectangle highlighting the corresponding part of the image.

Note the blank fields labeled for the handwritten data.

The Big Picture allows you to view all the images included with the record.

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 check the “Verified” box, CardScan Lead Qualifier will display warnings whenever you try to use the record.This is to prevent you from applying features to inaccurate records. Consider, for example, the importance of accuracy when using AutoActions in Summary view (see “Reaching Leads from Summary View” on page 2-4).

Getting Started with CardScan Lead Qualifier

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Contents Getting Started with CardScan Lead Qualifier Page Getting Started with CardScan Lead Qualifier Table of ContentsThis page is intentionally left blank Introducing Lead Qualifier Forms Welcome to CardScan Lead QualifierIntroducing Lead Qualifier Forms CardScan, Inc Welcome to CardScan Lead QualifierAbout this Booklet and Other Resources About this Booklet and Other ResourcesPage Scanning and Processing Forms Scanning Forms and Completing RecordsScanning and Processing Forms Arrow changes to Field opens Verifying and Completing RecordsScanning Forms and Completing Records Verifying and Completing Records Click the List view tab to view the contacts in your file Viewing Records in Your FileReaching Leads from Summary View Organizing Leads with Categories Organizing and Managing LeadsOrganizing Leads with Categories Merging and Splitting FilesOrganizing and Managing Leads Finding Records with QuickSearchFinding and Removing Duplicates Safeguarding Your ContactsKeeping Contact Data Up to Date with AccuCard Service Finding and Removing DuplicatesPage Exporting Lead Data to Microsoft Excel Sharing Lead DataExporting Lead Data to Microsoft Excel Sharing Lead Data Sharing Lead Records via CardScan.net Sharing Lead Records via CardScan.netPage Appendix a Good Practices Arrange to have Internet access at the eventAppendix a Good Practices StrategizeAppendix B Compliance with FCC and EC This page is intentionally left blank CardScan, Inc