CardScan 700C manual

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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 system, translated into any spoken or computer language or transmitted in any form or by any means whatsoever without the prior written consent of:

CardScan, Inc.

810 Memorial Drive

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 promise not expressly set forth in this agreement. CardScan, Inc. disclaims and excludes any and all implied warranties of merchantability, title, or fitness for a particular purpose. CardScan, Inc. does not warrant that the software or documentation will satisfy your requirements or that the software and documentation are without defect or error or that the operation of the software will be uninterrupted.

LIMITATION OF LIABILITY: CardScan, Inc.’s aggregate liability, as well 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 made by or for you for the license. This limited warranty gives you specific legal rights. You may have others which vary from state to state. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you.

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Contents Getting Started with CardScan Lead Qualifier Page Table of Contents Getting Started with CardScan Lead QualifierThis page is intentionally left blank Introducing Lead Qualifier Forms Welcome to CardScan Lead QualifierIntroducing Lead Qualifier Forms Welcome to CardScan Lead Qualifier CardScan, IncAbout 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 Merging and Splitting Files Organizing and Managing LeadsOrganizing Leads with Categories Organizing Leads with CategoriesFinding Records with QuickSearch Organizing and Managing LeadsFinding 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 Arrange to have Internet access at the event Appendix a Good PracticesStrategize Appendix a Good PracticesAppendix B Compliance with FCC and EC This page is intentionally left blank CardScan, Inc