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The Quick Form option is used to
automatically merge data from Accelerator into a Form format of
your choice. To use this feature, do the following:
- Open your Word processor and select the
Accelerator menu. From the menu, choose |Quick Form| (Shown
Below).
- The Accelerator application will open.
Search for a contact that you would like to create a Form for, and
click the |Continue Form| button (shown below).
-
Select the Recipients Address for the Quick
Form. Use the |Next Address| button to select alternate
addresses for the selected contact. Click the |Continue|
button.
- The Quick Form
screen is used to create the Form for merging to your word
processor. There are 6 sections that you may use to customize
your Quick Form. Below each section is described.
-
Business
Form Format:
Accelerator ships
with predefined Business form formats (templates). In this example,
we will use the |Invoice| form format. The following is a
list of the available formats, to create your own template, see
Creating and Editing a
Custom Form.
- Fax Cover Sheet
- Invoice
- Memo 1
- Memo 2
- Packing Slip
- Purchase Order
- Quotation
- Statement
- Date: Use this option to
specify the date format for the form.
-
Name Field: Use this field to
specify the name format, i.e. salesperson, etc.
-
Printing your Return Address: Use this option to specify how and which return
address to print.
-
Printing Format Options: Use
this section to select to print your form with all caps (per postal
regulation) and/or with a barcode (usually used for bulk mailing,
check with your local Post Master for details).
-
Log Document Tracking: Use
this section to select the optional document tracking option.
Document tracking will appear in the log section of the selected
Quick Form contact, and can be viewed in the personal
dashboard.
Print Options
Once you have made your selections, click the
|Continue| button, the following screen will appear: You may
select from one of the following merge destinations for your Quick
Form:
- Print the Quick Form to your default
printer
Display the Quick Form in your Word Processor
Send to Email
Printing to Default Printer
To print your Quick Form to the default
printer, select the |Print to Default Printer| option and click the
|Continue| button. The Quick Form will be sent to your
printer. (To change your default printer settings, select the
|Change Printer Selection| button and choose an alternate
printer.
Display in Word Processor
The Display in Word Processor option will
merge the data to your word processor in the form of a
document. The data can be viewed, manipulated, saved, and
printed. The following is an example of a Quick Form using
the display option with an Invoice.
Send to Email
Selecting the |Send to Email| option will
send the Quick Form to your default email client. To use this
feature you must have Microsoft Outlook 2000 or above properly
configured on your system.