Univex NeatReceipts, NeatScan Marking a Contact as a Quick Contact, Emailing a Contact, Continue

3.Type a note in the Notes field.Note: Each note is associated with a specific cell. Be sure that you have selected the cell associated with the note you want to change.

Marking a Contact as a Quick Contact

Marking a contact as a quick contact adds that contact to the list, thereby streamlining the email process.

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

2.Click the checkbox in the Quick Contact column of the Contacts Grid. Note: A Quick Contact must contain either a display name, first name or last name and an email address.

Emailing a Contact

When it's time to get in touch with a contact, you can email them from within NeatWorks. To email a contact:

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

2.From the Toolbar, choose Send Email.

3.Do one of the following:

•Select a Quick Contact from the Contact List and then click on

Continue.

•Click on Continue and type an email address in the To field of the email message box when it opens.

Marking an Action Item as Complete

Once you follow-up with your contact, you can then mark that action item as complete. To mark an action item as complete:

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

2.In the Action Items & Notes tab, click the Completed checkbox next to the item you wish to mark as completed.

What can I do with my business card images?

As the topics below describe, there are various ways that you can work with your business card images:

88