Salesforce.com users: Capture directly to your browser

If you use Copy2Contact with Salesforce.com, be sure you have Copy2Contact set to Direct Capture mode (the default). This mode works directly with Internet Explorer, Chrome, or Firefox to streamline your experience with Copy2Contact.

Salesforce MenuWith Direct Capture turned on, Copy2Contact immediately loads a captured contact or appointment directly into your browser instead of showing an intermediate dialog. This means you never have to leave the Salesforce.com interface that you’re working in!

Copy2Contact also adds a small menu with some extra features to the lower-right corner of your browser window.

To turn on Direct Capture mode, click the Copy2Contact icon in your system tray (next to your clock), then Utils, then Target Apps. See the Getting Started Guide for details.