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Provided by Small Business Resource Referral Network, content partner for the SME Toolkit.

Make money by improving your marketing outreach and your lead follow-up. Quickly and accurately capture important business contact information, categorize contacts, synchronize with mobile devices, export to other programs and safely back up your contact lists online. Access information from any web browser and run automatic updates so that contact information is always accessible and always current.

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Problems Solved

Below are areas where today's Contact Management technologies offer significant productivity improvements that can lead to improved customer relations, increased sales and higher profitability.

Scanning Capabilities
Eliminate typing
Facilitate batch scanning
Support color scanning
Include notes and categories while scanning
Capture back of business cards
Are USB powered - no power supply to plug in.

User Interface Benefits
Automatically zooms to show card image
Highlights suspect fields for quick verification
Notes field
Time stamp
Date stamp
Drag and drop contact information from the web or email
Save card image
Customize view
Pre-made categories
User-defined categories
Displays unverified cards
Tool tips
Tips of the Day
Context-sensitive menus

Searching and Sorting Capabilities
QuickSearch by typing a few letters
Search for multiple strings
Search by name
Search by company
Search all fields
Search Notes field
Search multiple databases
Limit search to specific fields
Search across multiple databases
Remembers recently used search criteria
Sort by last name
Sort by company
Sort by verified
Custom sort

Compatibility with Other Applications
Microsoft Outlook, ACT!, Lotus Notes, GoldMine.
Virtually all PDA's and smart phones: Palm, Windows Mobile Devices.
Copy card text to clipboard
vCard support
Drag and drop card info into OLE applications

Pre-defined import and export templates
Custom import and export templates
Import ASCII text
Export ASCII text

Business Card Processing Features
Batch processing
Background processing
Card catcher keeps cards neat

Enhanced Utilities
Web-based backup (
Your address book online (
Contact information updating service (AccuCard)
Send email to contacts with one click from CardScan
Directly access contact's web site with one click
Send email to multiple recipients
Send cards as email attachments
Multiple email applications supported
Register via Internet
Create a Microsoft Outlook Signature Card

Printing Features
Prints to paper organizers
Print Avery labels
Custom page layouts
Print to CoStar label printer
Print to DYMO label printer
Preview output
Print Selected cards
Print Wizard for easy printing

Dial telephone numbers
Supports TAPI (Telephony Application Programming Interface, connects PCs running Windows to telephone services)

Managing Card Databases
Powerful and easy to use Find Duplicates wizard
Create multiple databases
Password protection of database
Merge databases
Backup/Restore, local
Synchronize databases

Copyright (c) Knowledge Institute, Inc., 11 Court Street, Exeter, NH 03833, USA
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