Category: Support

Did you miss Tips #2?

Capture To A Specific Folder

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 preferences (described in the previous tips), click on the page for Outlook, and press the “Default Folders” button.

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Create Tasks Instead of Events

If you organize your time using tasks with assigned due dates more than you use your calendar, you might want Copy2Contact to create tasks instead of appointments by default.

Copy2Contact automatically creates a new appointment when you capture date information. To make Copy2Contact create a task by default instead, check the “Create tasks by default” box in Copy2Contact’s Events/Tasks preferences. 

You can find that setting by clicking the Copy2Contact icon near your clock as described in previous tips.

Reverse Copy2Contact?

Wish you had some way to paste a plain-text version of an Outlook contact into an email message? 

That hidden Copy2Contact window on your taskbar that we showed you in the last email has a “Copy as Text” option in the “Utils…” menu.

Click it and voilà! Now you can paste the plain-text contact information from your clipboard into any document! Works with appointments, too.

How’s It Going?

Having any issues getting Copy2Contact to work for you? If so, please contact us!

Or, do you want to give us a 5 star rating?

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That’s All

This is the final installment of the Get The Most From Copy2Contact tips series.

We hope you found these tips to be useful and encourage your feedback. Feel free to contact us!

Don’t forget these helpful resources:

• Getting Started Guide – Installing and accessing Copy2Contact
• Examples – What you can use Copy2Contact for
• Support – Resources, FAQs, and how to get help

How Do I Access Copy2Contact?

Hold your mouse over the Copy2Contact icon to see Copy2Contact’s setup (missing?).

In this example, Control-c-c is the shortcut key you can use anywhere to capture an item to Microsoft Outlook.

First, highlight text describing a contact or appointment in a document or email.

Then activate Copy2Contact by pressing and holding the Control key, then pressing the ‘c’ key twice quickly. It’s like copying text but with an extra ‘c’.

Tip: Be sure to hit the shortcut key immediately after highlighting the text you want. Clicking somewhere else first will de-activate the highlighted text and prevent Copy2Contact from finding it.

Top Use: Email Signatures

We often receive email messages from people who include their contact information at the end of each message in an “email signature”.

With Copy2Contact you can instantly capture this contact info without retyping.

Highlight the contact info in the signature block only, then press Copy2Contact’s shortcut key to capture the new contact. Voila!

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Highlight Only The Text You Need

Copy2Contact is really smart. But you have to help it out a little bit by highlighting only the text that should appear in a new contact or appointment item. For example:

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 activating Copy2Contact since it might confuse it. Try it!

Examples

Try using Copy2Contact to capture these examples (see more). Be sure to highlight only the text of the contact you want to grab.

Bill Clinton
President
1600 Pennsylvania Ave. NW
Washington, D.C. 20500
phn. 202-456-1111
mob. 202-456-1212
 

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James Cameron
Director
Dreamtime Studios, Inc.
100 Santa Monica Blvd.
Beverly Hills, CA 90210
jcameron@dreamtime.co
(310) 176-5754 (ofc)
(310) 194-2458 (cell)

More

In the next tips, we’ll show you some ways to fine-tune Copy2Contact and how to work with events.

Don’t forget these helpful resources:

• Getting Started Guide – Installing and accessing Copy2Contact
• Examples – What you can use Copy2Contact for
• Support – Resources, FAQs, and how to get help

On to Tips #2 > >