Tag Archive for 'Knowledgebase'

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When Copy2Contact guesses wrong…

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.

Rescan MenuOutlook 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 MenuSalesforce.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!

Capture email signatures

emailsigEveryone receives emails from people who include their contact information at the end of each message. With Copy2Contact you can instantly capture this contact info without retyping.

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.

How do I access Copy2Contact?

Taskbar IconHold 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.