January 5th, 2010
5 Vital Things You Should Know About Cardscan Executive
The Cardscan Executive is a diamond in the rough. And like a gemstone, it takes patience and practice to maximize it’s value.
Here are the 5 things you should know about CardScan Executive:
1. Batch Processing – Instead of scanning and verifying a card 1-by-1, you can use the batch feature to scan multiple cards, and assign common notes and categories to them. See the "Scanning Multiple Cards" for an example.
2. Show / hide the Categories pane - Once you have 50 or more cards in cardscan, and each card belongs to 2 or more categories, using the Navigation Bar is a great way to see all cards in a particular category, and the overlapping sub-categories.
- Click View -> Navigation Bar to show/hide this feature.
- Show it to navigate by category
- Hide it when you need more screen real estate
3. Sorting Cards – Sorting "By Verified" or "By Modified Date" lets your see your most recent cards on top. These may the the cards you scanned recently, or the ones that were updated recently.
4. Difference between VIEW ALL and LIST buttons - When you perform a QuickSearch by typing something into the quicksearch field, Cardscan shows you matching records.
- Click on a card to see details for that card
- Click the LIST tab to see all the other cards that match that search
- Click the View All button to ignore the search and see all your cards
5. De-duplicating contacts – Duplicate contacts are a fact of life. Whether you duplicate them accidentally by scanning in the same card multiple times, or because they’re imported from multiple spreadsheets, it happens. However, once they’re in Cardscan, there’s no reason to put up with duplicate contacts. Use the "De-Duplicating Cards" chapter to see how you can get rid of duplicates permanently, and quickly.
