Category: Copy2Contact Tips

If you use different Outlook folders to store information for different projects, you might want to configure Copy2Contact to use those folders instead of the defaults.

Open Copy2Contact’s Target Apps settings by clicking the Copy2Contact icon in your system tray (next to your clock) and choosing Utils, then Target Apps. Then on the Outlook page of the dialog, press the “Default Folders” button.

This is particularly useful with Business Contact Manager for Outlook, which stores contacts in its own folder.

Click here to open Copy2Contact’s Outlook Target Apps settings now (Copy2Contact must be installed on your computer).

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 or Firefox to streamline your experience with Copy2Contact.

With 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.

Configure Copy2Contact to work with a shortcut key so that you can you can capture text with just one keypress!

A different shortcut key can be chosen for each target application you capture to, e.g. press F12 to capture to Outlook, or Shift-F12 to capture to Salesforce.com.

Just highlight text in any open application or document and hit the shortcut key!

To configure Copy2Contact’s shortcut keys, open Copy2Contact’s Target Apps settings. See our Getting Started Guide for details or click here to open Copy2Contact’s Target Apps settings now (Copy2Contact must be installed on your computer).

It may be hard to believe, but Copy2Contact sometimes makes mistakes. Fortunately, Copy2Contact has a few features that make it easy to quickly fix common foul-ups.

If Copy2Contact creates an appointment when you want a contact, for example, just use the Rescan as… menu on the item itself. Or use the Swap menu to swap the name and company name if they were reversed.

Outlook users:

This menu can be found on the toolbar of the new item in Outlook versions up to 2003. Outlook 2007 users will find it buried under the “Add-ins” ribbon.

Salesforce.com users:

The rescan and swap menus are located in the main Copy2Contact menu, found in the lower right corner of your browser window when using Direct Capture mode.

The Copy2Contact menu has a few other options that you may find useful as well, including “Copy As Text“, which does the reverse of Copy2Contact!

Hold your mouse cursor over the Copy2Contact icon in your system tray area (next to your clock) to remind yourself how Copy2Contact is configured. You may need to click the tiny arrow to expose unused icons.

In this example, F12 is the shortcut key that will tell Copy2Contact to capture an item. Press the F12 key after you have highlighted some text in a document or email to activate Copy2Contact.

You can also access all of Copy2Contact’s settings and options by clicking the icon to expose the Copy2Contact menu.

More details can be found in our brief Getting Started Guide.