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Quick Form (AMS)

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:

  1. Open your Word processor and select the Accelerator menu.  From the menu, choose |Quick Form| (Shown Below).
  1. 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).
  1. 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.
  1. 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.

  1. 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.
  1. Date: Use this option to specify the date format for the form.
     
  2. Name Field: Use this field to specify the name format, i.e. salesperson, etc.
     
  3. Printing your Return Address: Use this option to specify how and which return address to print.
     
  4. 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).
     
  5. 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:


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.