CardScan 700C User Manual download pdf (Page 15)

Finding and Removing Duplicates

Getting Started with CardScan Lead Qualifier 3-3

Finding and Removing Duplicates

CardScan’s Duplicates Wizard finds records with duplicate information for you. It then helps you

remove duplicates automatically or as you choose. To start the Duplicates Wizard, choose

Card→Find Duplicates.

Safeguarding Your Contacts

To make sure your valuable information is safe and available when you need it, use the Backup

Wizard. To start the Backup Wizard, choose File→Maintenance→Backup.

Saving files to CardScan.net. The Backup Wizard allows you to save CardScan files to your

personal, secure account on CardScan.Net (www.cardscan.net). In addition to a secure and web-

accessible backup, you have the option to use the AccuCard Service (introduced next).

Keeping Contact Data Up to Date with AccuCard Service

The AccuCard Service emails your leads four times a year and asks them to review their contact

information as it appears in your file. (The information in the Notes is never revealed to your leads!)

Records with available updates are marked in List view with the symbol.

To review available updates, choose CardScan.Net→Review AccuCard Updates. The AccuCard

Updates Wizard opens and helps you quickly to review and accept or reject any updates.

For more information, please consult the Online Help.

1 2 ... 10 11 12 13 14 15 16 17 18 19 20 ... 23 24

No comments

CardScan 700C User Manual Page 15