Tag Archive for 'Tips'

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!