Adding An Action Item For A Contact; Adding A Note For A Contact - The Neat Company Desktop Scanner NeatReceipts User Manual

• In the Select Range area, choose whether to include all visible contacts
or selected contacts.
• Click the appropriate orientation button (Landscape or P
• In the Set
im ages, contact info only, or images only.
Print
3. Click .
4. In the Print dialog
Adding an Action I
Y ou m ay want to add an action it
yourself to email a contact at a later date.
To add an a ction i tem for a contact:
1. In the Con tacts Grid, select the contact you want to work with.
Acti on Items & Notes
2. In the
A ction Items
on the
Ad
3. Click on the
4. Type or select a date for the action item in the
5. Type or select
new a ction type adds that action to the list so you can use it in the future.
6. Type any additional comments in the
In addition to adding an action item for a contact you can also do the following:
• Add a Note for a Contact
• Mark a Contact as a Quick Contact
• Email a Contact
• Mark an Action Item as Complete
A dd ng a Note for a Contact i
You c an use the Notes field to add additional information about a contact. To do so
1. In the Contacts Grid, select the contact you want to work
Action Items & Notes
2. In the
Notes
the tab (if necessary).
Output area, choose whether to include full contact info and
OK
box, click .
tem for a Contact
em to a contact if, for example, you want to remind
area below the Contact Image viewer, click
tab (if necessary).
d
link.
an action type in the
area below the Cont
Action Date
Action Type
column. Note that typing a
Comment
field.
act Image area, click on
ortrait).
column.
:
with.
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