For users of Microsoft Outlook and BlackBerry, however, Copy2Contact is smart… when it detects that no email address was found in the captured text, it guesses that the email address is the same as the sender of the message and alerts you!

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 regularly use both Outlook and Salesforce.com on the same computer, for example, Copy2Contact can be set to capture items to each one.

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.

On the Target Apps dialog you can check each application that you’d like to use with Copy2Contact, then configure a different Shortcut Key on the page of the dialog for each app.

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.

With Copy2Contact installed, every open Outlook contact has an “Copy2Contact” menu on its toolbar (under the Add-ins ribbon in Outlook 2007 and later). Choose the “Copy as Text” option and voilà!

Now paste the plain-text contact information from your clipboard into any document! Works with appointments, too.

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).

Here’s my new address:
Jeff Falkner
945 Memorial Drive
Cambridge, MA 02134
Don’t forget to write me!

The text above and below the address should not be highlighted before capture. Try it!

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!

Highlight the signature block text, then press Copy2Contact’s shortcut key to capture the new contact.

See How Do I Access Copy2Contact? to learn about Copy2Contact’s shortcut key.

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.