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CSSN ScanShell 800N User Manual

Cssn scanshell 800n: supplementary guide.

 
CSSN
Scan2CRM
for Act!
The ideal business and
ID card scanning solution
User Guide
Version 3.5
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Summary of Contents

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    CSSN Scan2CRM for Act! The ideal business and ID card scanning solution User Guide Version 3.5...

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    This publication contains proprietary information of the Card Scanning Solutions Company, provided for customer use only. No other uses are authorized without the express written permission of Card Scanning Solutions. Warranty Card Scanning Solutions provides this publication “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or suitability for any particular...

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    reflected in the manual. Generally, if such changes or variations are known to exist and to affect the product significantly, a release note or “read me” file accompanies the user guide and/or the distributed software. In that event, be sure to read the release note or “read me” file before using the product.

  • Page 4: Table Of Contents

    Notice to user ...2 Publication...3 Trademarks ...3 ABLE OF ONTENTS INTRODUCTION... 1 ... 1 VERVIEW Scanner/card type specification ...1 Features ...2 Scanner specifications ...2 GETTING STARTED ... 3 EFORE USING THE SCANNER INIMUM SYSTEM REQUIREMENTS ONNECTING THE SCANNER ... 5 NSTALLATION ...

  • Page 5: Table Of Contents

    Table of Contents APPENDIX A: TROUBLESHOOTING ..15 APPENDIX B: ADDING AN IMAGE FIELD TO THE ACT! CONTACT LAYOUT..18 Scan2CRM for Act! User Guide, version 3.5...

  • Page 6: Introduction, O Verview

    3rd party application before the information can be imported into Act!. Scanner/card type specification Scanshell 800N scanner – scans business cards only Scanshell 800 scanner – scans business cards, ID cards and American driving licenses Scan2CRM for Act! User Guide, version 3.5...

  • Page 7: Features

    Act! Capture both data and image Just a few seconds per scan Auto detect function - just place the card in the scanner (text face down) Scanner specifications Powered by the computer USB – No external power source is needed...

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    USB port Act! installed CONNECTING THE SCANNER The scanner is connected to the computer via the USB port. To connect the scanner, do the following: Place the scanner on a flat, firm, solid surface with easy access. Plug the USB interface cable into the USB port of the computer Scan2CRM for Act! User Guide, version 3.5...

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    You’ll find the driver on the Installation CD at: < CD-ROM drive >:/Driver/800 (for the ScanShell 800 or 800N scanner model for ScanShell 800N) After you specify the driver, click Next. You will be presented with a standard Windows message: Click Continue Anyway.

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    Getting Started INSTALLATION To install the software on the computer, do the following: 1. Close all programs. 2. Insert the CD into the CD ROM drive. 3. Wait until the install program begins and follow the instructions on the screen. 4.

  • Page 11: Using Scan2crm For Act

    Note: If Scan2CRM for Act! is enabled, the application will detect the scanner status (connected/disconnected) automatically, and switch the icon color accordingly. If the application is disabled, no detection of scanner status is performed. Scan2CRM for Act! User Guide, version Description...

  • Page 12: S Canning Cards

    If the card is a horizontal card, place the card into the scanner horizontally and if the card is vertical, place the card into the scanner vertically. (If you do not do this, the software will automatically rotate the card.) Scan2CRM for Act! User Guide, version 3.5...

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    Using Scan2CRM for Act! Your card will be automatically detected, scanned in, and inserted automatically into a new Act! Contact record. Note: By default, the Act! Contact's layout does not contain a special image field, and images are kept in the "Notes" section of the Contact record.

  • Page 14: Configuration, W Indow

    Configuration 4. CONFIGURATION SCAN2CRM FOR ACT! WINDOW Open the Scan2CRM for Act! window by pressing the Scan2CRM for Act! button on the Scan2CRM for Act! toolbar. Scan2CRM for Act! User Guide, version 3.5 Scan2CRM for Act! Window...

  • Page 15: About Tab, General Tab

    ID card – for scanning ID cards and American driving licenses. Note: the grayed-out options (ID card/Business card and ID card) are not available with ScanShell 800N scanner. Scan2CRM for Act! User Guide, version Scan2CRM for Act! Window - allows you to select the...

  • Page 16: Maintenance Tab, Scanner Calibration

    Scanner calibration resets the scanner color sensor and generates higher accuracy in the OCR detection process. When you use the scanner for the first time, you will be prompted to calibrate the scanner. Calibrating the scanner is also a good idea if you notice deterioration in scanning and OCR quality.

  • Page 17: Calibrating The Scanner, Cleaning The Scanner

    Open the Scan2CRM for Act! window. Click the ‘Clean Scanner’ button. Insert the cleaning paper that came with the scanner. You can add a few drops of alcohol or cleaning solution to the cleaning paper. Click OK. Scan2CRM for Act! User Guide, version...

  • Page 18: Id Settings Tab

    Image of ID cards is saved. Note: This tab is unavailable with the ScanShell 800N scanner. Auto Detect State – Select this option for automatic detection of the issuing American state when scanning American ID cards and driving licenses.

  • Page 19: Image Tab

    Scan Size - Specify the scanned area size: Auto – The scanner detects the card size automatically. Default – Save the image in a default visit card size of 3.60X2.20 inch. This is the best option for scanning dark color cards.

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    5. APPENDIX A: TROUBLESHOOTING Description When I try to Scan2CRM for Act! can not work while enable another CSSN application is running. To Scan2CRM activate Scan2CRM for Act!, close the other for Act! I get application and press on the state button in an error the toolbar.

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    This usually occurs when the computer turns working after off the USB port to save power. Try being idle for unplugging the scanner and then plugging it in a while again. For a permanent solution: 1. Right click on "My Computer" and 2.

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    Appendix A: Troubleshooting 5. Choose the "Power 6. Repeat this for each "USB Root 7. Restart the computer You may also need to install an update from Microsoft. For more information, http://support.microsoft.com/?kbid=822603 Any other Contact our technical support at problem or www.Scan2Act.com.

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    Appendix B: Adding an Image field to the Act! contact layout 6. APPENDIX B: ADDING AN IMAGE FIELD TO THE ACT! CONTACT LAYOUT By default, Act! Databases do not include an image field as part of the Contact layout. You can add an image field to the contact layout as follows: 1.

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    Appendix B: Adding an Image field to the Act! contact layout 3. In the left tool bar, select "Picture Field" and then draw a square in the selected layout, in which the image will be displayed. (If the "Picture Field" is not available in the left tool bar, select "Field") Select Field Dialog...

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    Appendix B: Adding an Image field to the Act! contact layout Fill in a name for the field e.g., "Member Photo". Select Picture from the Field Data Type dropdown list. Leave other default selections as they are. Click Finish. 5. The field you created will now appear in the field list of the Select Field dialog.

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    Appendix B: Adding an Image field to the Act! contact layout Scan2CRM for Act! User Guide, version 3.5...

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