Finding and Removing Duplicates
Finding and Removing Duplicates
CardScan’s Duplicates Wizard finds records with duplicate information for you. It then helps you remove duplicates automatically or as you choose. To start the Duplicates Wizard, choose Card→Find Duplicates.
Safeguarding Your Contacts
To make sure your valuable information is safe and available when you need it, use the Backup Wizard. To start the Backup Wizard, choose File→Maintenance→Backup.
Saving files to CardScan.net. 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 web- accessible backup, you have the option to use the AccuCard Service (introduced next).
Keeping Contact Data Up to Date with AccuCard Service
The AccuCard Service emails your leads four times a year and asks them to review their contact information 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 available updates, choose CardScan.Net→Review AccuCard Updates. The AccuCard Updates Wizard opens and helps you quickly to review and accept or reject any updates.
For more information, please consult the Online Help.
Getting Started with CardScan Lead Qualifier |