Univex NeatScan, NeatReceipts Adding an Action Item for a Contact, Adding a Note for a Contact

•In the Select Range area, choose whether to include all visible contacts or selected contacts.

•Click the appropriate orientation button (Landscape or Portrait).

•In the Set Output area, choose whether to include full contact info and images, contact info only, or images only.

3.Click Print.

4.In the Print dialog box, click OK.

Adding an Action Item for a Contact

You may want to add an action item to a contact if, for example, you want to remind yourself to email a contact at a later date.

To add an action item for a contact:

1.In the Contacts Grid, select the contact you want to work with.

2.In the Action Items & Notes area below the Contact Image viewer, click on the Action Items tab (if necessary).

3.Click on the Add link.

4.Type or select a date for the action item in the Action Date column.

5.Type or select an action type in the Action Type column. Note that typing a new action type adds that action to the list so you can use it in the future.

6.Type any additional comments in the Comment field.

In addition to adding an action item for a contact you can also do the following:

•Add a Note for a Contact

•Mark a Contact as a Quick Contact

•Email a Contact

•Mark an Action Item as Complete

Adding a Note for a Contact

You can use the Notes field to add additional information about a contact. To do so:

1.In the Contacts Grid, select the contact you want to work with.

2.In the Action Items & Notes area below the Contact Image area, click on the Notes tab (if necessary).

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