CardScan Quick Search

CardScan version 8’s Quick Search feature finds contacts as you type – so you can find virtually any contact or group of contacts in seconds, with just a few keystrokes. We’ve put together just a few of the most popular ways our customers use Quick Search; no doubt you’ll find a more of your own.

• Know who is calling before you answer the phone.
  
  
• Make the most of your business trips.
  
  
• Never lose a contact in your CardScan files.

Know who is calling before you answer the phone. Using your caller ID and CardScan’s Quick Search bring up a contacts record while you’re phone is still ringing, review your notes and you will know exactly who is calling when you answer.

1. Open CardScan contact management software
2. In Quick Search box type in last 4 digits of the callers phone number
3. If your caller is in your CardScan file the record will be available in the list view
4. Double click on contact to view contact details in Edit to read the notes and to make new notes
5. Answer the phone

Make the most of your business trips. Plan contact visits before or during a trip. Search your contact file by the state or city you’re visiting – or already in – for a list of contacts you should call or visit while you’re there.

1. Open CardScan contact management software
2. In Quick Search box type in city, state or zip you are in or traveling to
3. List view will display all contacts in file meeting your criteria

Never lose a contact in your CardScan files. If you maintain multiple CardScan contact files and can’t remember which file contains your contact, don’t worry: You can use Quick Search over multiple files.

1. Open CardScan contact management software
2. Open multiple files so the file name is displayed on File tabs
3. In Quick Search box type in contact info
4. CardScan searches and selects matching contacts in all open files.
5. CardScan indicates which files contain matching cards by highlighting the name in the File bar.