Tip of the Month: Mailing holiday cards has never been so easy!
We all know how important it is to send holiday greetings to clients, customers, friends, co-workers, and family. With the new features in CardScan version 8 software, you can capture, categorize and print labels faster than ever before.
Don’t have a contact’s business card but have an email with their address in the signature? Use the CardScan drag-and-drop feature and grab their information in seconds.
How to drag-and-drop:
Open CardScan contact management software.
Highlight the information within your email or web page you would like to capture.
With the mouse, hold the left button down and drag the contact to the windows toolbar at the bottom of your screen to the CardScan software.
The CardScan software will appear to the front of your open windows.
Release your left mouse in the List view or within the Navigation Bar contact list.
The contact information is now displayed within CardScan.
See it in action:
Categorize as you scan and capture.
Assign a “holiday card” category to every contact that you would like to send a card. Click Categories on the navigation bar and there is your “holiday card” list.
How to assign a category to one contact:
Open CardScan contact management software.
Display the contact in Edit or Summary view.
Click the Categories tab to display all categories.
Click the Add button to the right of the list to add “holiday card” to the list
Check off the box to the left of “holiday card” to assign the category
*You can assign a category when you scan a business card or after you drag and drop a contact into CardScan.
How to assign a category to more than one contact:
Open CardScan contact management software.
In List view highlight the contacts you would like to assign “holiday card”
Use Shift+click to select a series of contacts. Use Ctrl+click to select non-sequential contacts.
Choose Categories -> Assign or press Ctrl+r. The Assign Categories dialog appears.
Select categories by clicking their checkboxes.
How to display Categories within Navigation Bar:
Open CardScan contact management software.
Click View on the software toolbar
Click on Navigation Bar to display the Navigation Bar
Click on Categories to display each category assigned in the list
Select “holiday card”
Express label printing.
Print your address labels in just two clicks with a DYMO LabelWriter. If you don't have a LabelWriter use the CardScan Print Wizard to guide you through creating the perfect labels using your own printer.
How to print labels from CardScan contact software from a DYMO LabelWriter:
Install the DYMO LabelWriter software
CardScan version 8.0.4 software will add a “Print label” icon next to the Navigation Bar automatically the first time CardScan opens
Display the “holiday card” list in the List view of CardScan (see above for how to display the list of categories).
Use Ctrl + A to select all the cards in the list.
Click on the DYMO “print label” icon (DYMO software must be installed for CardScan to add icon).
Verify the addresses individually by clicking on the Check address button
Click Print to print your labels
How to print labels or envelopes from your printer:
Display the “holiday card” category list in the List view of CardScan (see above for how to display the list of categories).
From the main toolbar select File menu and Print
Select "All cards in list".
Follow Print Wizard to select the format of your labels or envelopes.