1、EnglVersion 4.1CardScan for SalesLogixCardScan for SalesLogix is the fastest, easiest, most accurate way to enter leads and contacts into your SalesLogix database. It maximizes your efficiency with such features as: Capturing records by scanning business cards and importing existing CardScan files a
2、nd text files. Creating records simply by dragging and dropping data from emails, vCards, and other documents directly into the CardScan window. Adding other data that may be required to create Leads, Contacts, and Accounts. Associating contacts with existing accounts, as well as creating new accoun
3、ts. Verifying the data accuracy and completeness, and preventing duplicate entries.NOTE TO ADMINISTRATORS: For all administrative functions, see the CardScanProAdmin.chm Help file on the CardScan for SalesLogix CD-ROM.System RequirementsCardScan for SalesLogix requires the following: MicrosoftWindow
4、s2000, XP Professional, or Vista Internet connection PentiumP1 processor or later 128 MB RAM or greater 100 MB disk space CD-ROM drive USB port for scanner connection CardScan scanner 700c or laterInstalling CardScan for SalesLogixIMPORTANT: Install the CardScan for SalesLogix software before connec
5、ting the scanner to your computer. To install the software1 Locate the software Product Key on the CD-ROM package. You will be prompted for this number during installation.2 Log on as Administrator or to an account with Administrator privileges. 3 Insert the CardScan for SalesLogix CD-ROM. If the Ca
6、rdScan for SalesLogix installation program does not start automatically, choose StartRun, enter D:setup.exe (where D is the letter of your CD-ROM drive), and click OK.4 Follow the on-screen instructions to finish installing CardScan for SalesLogix.To install the scanner Plug the scanners USB cable i
7、nto the computers USB port after you install the software.To install the Administrator application1 Choose Custom in the Setup Type window and click Next.2 Add the Administrator component and continue with the installation.NOTE TO ADMINISTRATORS: For information regarding silent installation, refer
8、to CardScan for SalesLogix Silent Install.doc on the CardScan for SalesLogix CD-ROM.Activating CardScan for SalesLogixYou have a 30-day grace period to activate CardScan for SalesLogix. CardScan may be activated over the Internet or by telephone, if you do not have Internet access. If you do not act
9、ivate CardScan within the grace period, you will no longer have access to the software.Users must activate their own copy of CardScan. When the maximum number of activated users reaches the license limit, no other users will be able to activate CardScan. You must contact CardScan Technical Support t
10、o obtain additional activations.Getting StartedDepending on which CardScan scanner you are using, you may need to calibrate the scanner on your first CardScan for SalesLogix startup.To scan your first business card1 Choose StartProgramsCardScanCardScan for SalesLogix. The CardScan for SalesLogix win
11、dow opens and displays the Calibrate dialog box (only for the CardScan 700c scanner).2 If you have a CardScan 700c scanner, follow the on-screen instructions for calibrating the scanner. If you have a CardScan 800c scanner, you do not have to calibrate the scanner.3 Check the Status line at the bott
12、om of the window. If the scanner is connected properly, the Status line reads: Ready to scan. Please insert card. 4 Begin scanning by inserting a business card into the scanner. The scanner scans the card and displays the Scanning Options dialog box.Information and Support For Online Help, press F1
13、or choose HelpContents. For the ReadMe file, choose HelpView ReadMe. For Online Support, click CardScan Support on the Help menu bar.For InformationCardScan25 First StreetSuite 107Cambridge, MA 02141For Technical Support Call 800-316-8893 or 617-492-4200 10:00 A.M. 6:00 P.M. EST Monday Thursday10:00 A.M. 5:30 P.M. EST Friday Send an email to Visit the Support section at http:/EnglCardScan25 First Street, Suite 107Cambridge, MA 02141 2007 CardScan, A member of the Newell Rubbermaid family of leading brands.
