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Manuel d’utilisation CardScan 700C

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Summary
  • CardScan 700C - page 1

    1 Chapter Getting S t arted with CardScan Lead Qualifier ...

  • CardScan 700C - page 2

    1 Copyright © 2005 CardScan, Inc. All rights reserv ed worldwide. This gui de is protected by federal copyright law . No part of this guide may be reproduced or distributed, transcribed, stored in a retr ieval system, translat ed into any spoken or computer language or transmitted in any form or by any means whatsoever without the prior written co ...

  • CardScan 700C - page 3

    Table of Contents Getting Started with CardScan Lead Qualifier i 1 Welcome to CardScan Lead Qualifier! Introducing Lead Qualifier Forms .......................................... ............ 1- 1 About this Booklet and Other Resources ............... ............................... 1-3 2 Scanning Forms and Completing Records Scanning and Processin ...

  • CardScan 700C - page 4

    ii CardScan, Inc. This page is intentionally left blank. ...

  • CardScan 700C - page 5

    Introducing Lead Qualifier Forms Getting Started with CardScan Le ad Qualifier 1-1 1 Welcome to CardScan Lead Qualifier! Events, such as trade shows, co nferences, and seminars are exp ensive but important vehicles fo r showcasing your product or service and, most im po rtantly , making ne w contacts! T oo often those new leads are not collected or ...

  • CardScan 700C - page 6

    1 Welcome to CardScan Lead Qualifier! 1-2 CardScan, Inc. 1 As shown in the i llustration, after processing: • The business card data has been placed in the appropriate contact-information fields. • The multiple-choice answers have been placed in the fields of the Form Data tab. The only information not tra nsforme d automatical ly is your handw ...

  • CardScan 700C - page 7

    About this Booklet and Other Resources Getting Started with CardScan Le ad Qualifier 1-3 About this Bookle t and Other Resources This booklet provide s the basic instructions for using Lead Qualifier forms and suggests good practices that may increase your efficiency . The following table summarizes your othe r resources. CardScan Lead Qualifier In ...

  • CardScan 700C - page 8

    1 Welcome to CardScan Lead Qualifier! 1-4 CardScan, Inc. 1 This page is intentionally left blank. ...

  • CardScan 700C - page 9

    Scanning and Pro cessing Forms Getting Started with CardScan Le ad Qualifier 2-1 2 Scanning Forms and Completing Records This chapter describes tra nsforming a completed form into a usable re cord. This requires: • Scanning and processing forms • V erifying data accuracy , and editin g the record for completeness Scanning and Processing Forms T ...

  • CardScan 700C - page 10

    2 Scann ing Forms and Completing Records 2-2 CardScan, Inc. 1 Verifying and Completing Records T o verify th e accuracy of a record, you should verify the contact data and the data recorded in the fields of the form. Lead Qualifier simplifies your tasks by saving the im age of the form as two separate components: a) an image of the card affixed to ...

  • CardScan 700C - page 11

    Verifying and Completing Records Getting Started with CardScan Le ad Qualifier 2-3 3. T o verify th e accuracy of the form data, click on the Form Data tab to open its fields, and then double-click anywhere on thi s tab (or choose Vie w → Big Picture ) to display the scanned image. As you move the cursor from field to field, note a rectangle high ...

  • CardScan 700C - page 12

    2 Scann ing Forms and Completing Records 2-4 CardScan, Inc. 1 Viewing Records in Your File Click the List view tab to view the contacts in your file. Reaching Leads from Summary View Double-click a lead in List view to display i ts cont act data in Su mmary view; then use Au toActions to create a preaddressed email , display the street address o n ...

  • CardScan 700C - page 13

    Organizing Leads wi th Ca tegories Getting Started with CardScan Le ad Qualifier 3-1 3 Organizing and Managing Leads CardScan Lead Qualifier provi des you with powerful f eatures to organize and safeguard your leads. This chapter introduces: • Organizing Leads with Categories • Merging and S plitting Files • Finding Records with QuickSearch ? ...

  • CardScan 700C - page 14

    3 Organizi ng and Managing Leads 3-2 CardScan, Inc. 1 5. Press and hold the mou se button until the cursor changes to the icon. Drag the mouse over to the filename “Contacts-2” on the File Bar (as illustrated below). 6. Release the mouse b utton. The window di splays “Contacts-2” with records copied from “Contact s.” 7. Click “Contact ...

  • CardScan 700C - page 15

    Finding and R emoving Du plicates Getting Started with CardScan Le ad Qualifier 3-3 Finding and Remo ving Duplicates CardScan’s Duplicates Wizard finds records with duplicate info rma tion for you. It then helps you remove duplicates automatically or as you c hoose. T o st art the Duplicates Wizard, choo se Card → Find Duplicates . Safeguarding ...

  • CardScan 700C - page 16

    3 Organizi ng and Managing Leads 3-4 CardScan, Inc. 1 This page is intentionally left blank. ...

  • CardScan 700C - page 17

    Exporting Lead Data to Microsoft Excel Getting Started with CardScan Le ad Qualifier 4-1 4 Sharing Lead Data CardScan Lead Qualifier pro vi des you with vari ous methods to share lead data. For example: • If you send lead records via email to people with CardSca n Lead Qualifier on their computers, they can use these records as full y as you do. ...

  • CardScan 700C - page 18

    4 Sharin g Lead Data 4-2 CardScan, Inc. 1 2. Click Next . This screen opens: 3. Scroll down the list to select the appropriate template : 4. Click Next , and fo llow the wizard’s prompts to complete exporting the lead data. ...

  • CardScan 700C - page 19

    Sharing Lead Records via CardScan.net Getting Started with CardScan Le ad Qualifier 4-3 Sharing Lead Records via CardScan.net The ability to share lead records via your private account on CardScan.net can save you much ti me and money . Y ou can apply the power of your entir e team to the project, while you are the only person attending the event. ...

  • CardScan 700C - page 20

    4 Sharin g Lead Data 4-4 CardScan, Inc. 1 This page is intentionally left blank. ...

  • CardScan 700C - page 21

    A-1 Appendix A: Good Practices Y our success at and after the e vent largely dep end s on your coming prepared for various scenarios. Consider the followin g recommendations: • Create and practice using y our account on CardScan.net. • Prepare for capturing contacts without business cards. • Practice using forms. • S trategize! • Prevent ...

  • CardScan 700C - page 22

    Appendix A: Good Practices A-2 CardScan, Inc. 1 Strategize! Because the only task you must accomp lish directly at the event i s filling out forms, consider various options for completing the remaining tasks (that is, scanning, processing, verifying accuracy , organizing and sharing data). Answer these questions: • Would it be possible to scan fo ...

  • CardScan 700C - page 23

    B-1 Appendix B: Compliance with FCC and EC FCC Statement This equipment has b een tested and found t o comply with th e limits for a Class B digita l device, pursuan t to Part 15 of FCC rules. These limi ts are designed to provide reasonabl e protection agains t harmful inte rference in a resid ential installation. This equipment gen erates, uses a ...

  • CardScan 700C - page 24

    B-2 CardScan, Inc. 1 This page is intentionally left blank. ...

Fabricant CardScan Catégorie Scanner

Les documents que nous recevons du fabricant de l'appareilCardScan 700C peuvent être divisés en plusieurs groupes. Ceux-ci sont, entre autres:
- dessins techniques CardScan
- manuels d’utilisations 700C
- fiches produit CardScan
- dépliants
- ou étiquettes-énergie CardScan 700C
Tous sont importants, mais les informations les plus importantes du point de vue de l'utilisation de l'appareil se trouvent dans le manuel d’utilisation CardScan 700C.

Un groupe de documents appelé manuels d’utilisation est également divisé en types plus spécifiques, tels que: Manuels d’installation CardScan 700C, manuels d’entretien, brefs manuels ou manuels de l’utilisateur CardScan 700C. Selon vos besoins, vous devriez chercher le document dont vous avez besoin. Sur notre site, vous pouvez voir le manuel le plus populaire d’utilisation du produit CardScan 700C.

Manuels d’utilsiation similaires

Manuel d’utilisation complet de l’appareil CardScan 700C, quelle devrait-elle être?
Le manuel d’utilisation, également appelé le mode d’emploi, ou tout simplement le manuel, est un document technique destiné à aider à utiliser CardScan 700C par les utilisateurs. Des manuels sont généralement écrits par un rédacteur technique, mais dans un langage accessible à tous les utilisateurs CardScan 700C.

Le manuel d’utilisation complet CardScan, devrait inclure plusieurs éléments de base. Certains d'entre eux sont moins importants, tels que: la couverture / page de titre ou pages d'auteur. Cependant, la partie restante, devrait nous fournir des informations importantes du point de vue de l'utilisateur.

1. Introduction et des conseils sur la façon d'utiliser le manuel CardScan 700C - Au début de chaque manuel, nous devrions trouver des indices sur la façon d'utiliser le document. Il doit contenir des informations sur l'emplacement de la table des matières CardScan 700C, FAQ ou des problèmes les plus fréquents - les points qui sont les plus souvent recherchés par les utilisateurs de chaque manuel
2. Table des matières - index de tous les conseils pour lCardScan 700C qui peuvent être trouvés dans le document courant
3. Conseils sur la façon d'utiliser les fonctions de base de l’appareil CardScan 700C - qui devraient nous aider dans les premières étapes lors de l'utilisation CardScan 700C
4. Troubleshooting - séquence systématique des activités qui nous aideront à diagnostiquer et ensuite résoudre les principaux problèmes de CardScan 700C
5. FAQ - questions fréquemment posées
6. Détails du contact Informations sur l'endroit où chercher le contact avec le fabricant / service CardScan 700C dans un pays donné, si le problème ne peut être résolu par nous-mêmes.

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