OA Desktop Apps Guide
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Table of Contents
OA Desktop Apps Guide
Phone Book
Calendar
CIT Tool Bar
Email Marketing
Quick Tips
Miscellaneous
Terms and Conditions
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Table of Contents
OA Desktop Apps Guide
Phone Book
Main Menu
File Menu
Print Contact Review
Print Wizard
Selected Contact
Current Search Result
Print Listing on Screen
Folder and List Names
List of Categories
List of Custom Merge Fields
Print Labels
Selected Contact
Current Search Result
Return Address
Enter Your Own Text
Setup Login Recovery
Change Your Password
Clear All Auto Login Settings
Clear Password Auto-Login Only
Assign Contact Owner
Assign Selected Contact Owner to Me
Assign Contact Owner to No Owner
Assign Selected Contact Owner To
Assign Search Result To
Edit Standard Fields
Edit Custom Fields
Edit Custom Field Panels
My Account
Change My Password
Change Login Recovery Email
Administrator Console
Assigning a Title Bar Description
Manage Your Credit Card
Account Balance/Statements
Add/Remove Users
Manage User Licenses
Disable User
Manage User Proxies
Assigning User Admin Rights
Change User Password
Disable Login Recovery
Reset Login Recovery
Delete User Sessions
Administrator
User Right Settings
Accelerator Menu Add-In Custom Field
Search by User My Phone Book
Search for User Created, Edited or Owner
Search By Contact Access Level
CRM Options
General
On Startup
Return Address
Send Email Settings
Customize Main Screen
Customize Search Criteria
Toggle Advanced Search Mode
Search in Folder Options
Search Result Columns
Folder Options
Toggle Fast Search
Toggle Search Result View
Search Result Text Size
Default Sort on Search
Word Processor Path
Public Document Path
Exit
Contact Menu
Edit Contact
Review Contact
Copy to Clipboard
Edit Categories
Edit Activity Log
Edit Document Links
Edit Contact Links
New Calendar Item
Appointment
Advanced Appointment Settings (Save/Edit)
Linking a Contact(s) to a New Appointment
Setting a Reminder
All Day Event
Task
Delete Contact
New Contact
Add a New Contact Using the Selected Contact
Print Contact
Print Contact Label
Send Email
Go to Contact Website
Map - Street
Driving Directions To
Dial Phone
Folders Menu
New Folder
New List
Mailing List Folders
Delete Folder or List
Display Contacts NOT in the List
Remove Contact(s) from Folder or List
Refresh Contact Folders
Properties
Results Menu
Group Change
Group Address Change
Group Phone Number Change
Group Email Domain Change
Group Website Change
Group Set Company Link
Group Clear or Set Field
Group Copy Custom Fields
Group Delete Contacts
Undo Last Search
Clear Current Search Result
Remove Contact from Current Result
Save (or Remove) Contacts to (from) a Category
Activate Previous Search Result
Merge All of Previous with Current
Group Common of Previous with Current
Remove Common of Previous from Current
Keep Checked Contacts
Keep Unchecked Contacts
Check All Contacts
Uncheck all Contacts
Check/Select Contact Range
Sort By
Categories Menu
Create, Delete or Modify Category Properties
Create a New Empty Top Level Category
Create a New Empty Subcategory
Modify Category Properties
Copy Owner/Access to Subcats
Delete Category
Save (or Remove) Contact to (From) a Category
Restore Deleted Categories
Marketing Menu
Email Marketing Console
Create and Edit Email Documents
How to Make an Email Document for Email Marketing
New Copy (Making a Copy of an Existing Email Document)
Editing an Existing Email Document
Deleting an Email Marketing Document
Undelete Email Marketing Documents
Preview and Send Test Email
Email Document Properties
Show or Hide Email Marketing Documents
Refresh Email Marketing Document List
Send Emails
Quick Campaign
Advanced Campaign
Send Marketing Email (Single Recipient)
View and Improve Campaign Results
Campaign Snapshot
Compare Campaigns to Improve Your Positive Response Score
Compare Campaigns to Improve Your Open Email Score
Compare Campaigns to Improve Your Referral Score
Create and Edit Campaigns and Campaign Groups
Create a New Campaign
New Copy (Making a Copy of an Existing Campaign)
Edit an Existing Campaign
Delete an Existing Campaign
Undelete a Campaign
Campaign Properties
Show or Hide Inactive Campaigns
Refresh (Email Marketing Campaigns)
Campaign Groups
Manage Verified Email Addresses
Customize Email Marketing Website
Create and Edit Email Documents
Send Marketing Emails
Email Marketing Setup Wizard
Pipeline Manager
Lead Alert Console
Marketing Options
Contact Marketing Folders
Contact Pipeline
Contact Mailing Lists
Send Marketing Email to Contact
Tools Menu
Task Inbox
Show Task Inbox
Send Contact to Task Inbox
Send New Task to Task Inbox
Duplicate Contact Removal
Advanced Duplicate Contact Removal
Merge Selected Contacts
Remove Duplicate Emails, Phones, Etc.
Restore Deleted Contacts
Add to Contact Activity Log
History - Contacts
History - Searches
Import Contacts Wizard
Export Address List
Accelerator Tool Bar
Word Processor
Calculator
Zip Code Lookup
Zip Code Distance Search
Help Menu
Office Accelerator Website
Online User Guide and Support
Check for Updates
About
Add-Ins Menu
Enabling the Accelerator Menu in Word
Enabling the Accelerator Menu in Corel WordPerfect
Office Accelerator Outlook Sync
Guest List Folder Builder
Event Folder Builder
Contact Reference Search
Enable Background Intel
Enabling the Task Inbox
Enabling the Accelerator Referral Field
Spell Check
Email Marketing Tool Bar
Office Accelerator Website
The OA Email Marketing Console
Create and Edit Email Documents
Send Marketing Email
Lead Alerts
Import Contacts
Marketing Options
OA Support Site
Main Tool Bar
Search Modes
Search In Folder
Folders Tab
A-Z Tabs
Search Result Buttons
Search Result Tool Bar
Current Search Result
Personal Dashboard Button Bar
Print
Folders
Mailing List
Categories
Marketing
My Data Sheet
Add to Calendar
Send Email
Send Marketing Email
Copy to Clipboard
Personal Dashboard
Address Pane
Data Sheet Tab
Mailing List Tab
Folders Tab
Marketing Tab
Categories Tab
Referrals Tab
Calendar Tab
Sent Emails Tab
Notes Tab
My Notes Tab
Fields Tab
Log Tab
Background Tab
Links Tab
Accelerator Notification Console
Edit Contact Screen
Contact Tab
Notes Tab
My Notes Tab
Fields Tab
Folders Tab
Categories Tab
Log Tab
Background Intel
Contact Links Tab
Doc Links Tab
Details Tab
User Access Level Tab
Disable Autotext Formatting
Accelerator Macro Suite
Create Edit Letter Format
Create Edit Label Format
Create Edit Envelope Format
Create Edit Form Format
Create Edit Phone Book Report
Calendar
Main Menu (Calendar)
File Menu (Calendar)
Print Selected Day (Calendar)
Print Date Range (Calendar)
Print Monthly Calendars (Calendar)
Print Wizard
Print Days
Weeks
Months
Setup Login Recovery (Calendar)
Change Your Password (Calendar)
Clear all Auto-Login Settings (Calendar)
Clear Password Auto-Login Only (Calendar)
Exit (Calendar)
Edit Menu (Calendar)
New Task
New Appointment (Calendar)
New All Day Event (Calendar)
Set Color for Day (Calendar)
New Day Color (Calendar)
New Category (Calendar)
Repeat (Copy) Appointment (Calendar)
Repeat (Copy) Task (Calendar)
Search for Calendar Items (Calendar)
View Menu (Calendar)
Split Day View at 50 Percent (Calendar)
Day View (Calendar)
Day View - Appointments Only (Calendar)
Day View - Tasks Only (Calendar)
Week View (Calendar)
Month View (Calendar)
Year View (Calendar)
Refresh Current View (Calendar)
Today in Day View (Calendar)
Tomorrow in Day View (Calendar)
Previous (Calendar)
Next (Calendar)
Tools Menu (Calendar)
Show Task Inbox (Calendar)
Send a Task to Task Inbox (Calendar)
Show Reminders (Calendar)
Remove Exact Duplicate Events (Calendar)
Day Calculator (Calendar)
Open Phone Book (Calendar)
Calculator (Calendar)
Remove Default Holidays (Calendar)
Preferences (Calendar)
Display Preferences (Calendar)
Appointment Preferences (Calendar)
Task Preferences (Calendar)
Reminder Preferences (Calendar)
Default View Preferences (Calendar)
Contact View Preferences (Calendar)
Category View Preferences (Calendar)
Comment View Preferences (Calendar)
Help Menu (Calendar)
Office Accelerator Web Site (Calendar)
Online User Guide and Support (Calendar)
Check for Updates (Calendar)
About
Main Tool Bar (Calendar)
Show Calendars For (Calendar)
Show Multiple Calendars (Calendar)
Mini-Calendars (Calendar)
Sending a Text Message from OA Mobile Desk
Monthly Subscription
Account Contact
Current Usage
Credit Card
Billing
Adding an Accelerator User
CIT Tool Bar
Sending Accelerator Data to Other Applications
Go to the Phone Book
Search the Phone Book on Highlighted Text
Get a Contact from the Phone Book
Send the Highlighted Text to a Phone Book Contact
Send the Highlighted Text to a New Phone Book Contact
Go to the Calendar
CIT Tool Bar Options
Moving the CIT Tool Bar
CIT Script Editor
Comments
Variable Declarations
Command Reference
Error Handling
Labels
Equations
Constants
Interacting with the Screen
Conditional Commands
Message Box
Input Box
Message and Input Box Response Handlers
String Functions
Clipboard
Saved Settings
Application
Sounds
Miscellaneous
Phone Book Status
Search Result
Get Contact Data
Button Pad
Email Marketing
Installing Office Accelerator
Run the Email Marketing Setup Wizard
Make Your First Email Document
Send Your First Email
Email Marketing Reports
Importing Your Contacts
Quick Tips
OA Zip Code Distance Search
Merging Duplicate Contacts in the Search Result
Adding Contacts to a Folder
Restoring Deleted Contacts
How to Send a Group Email
How to Print Shipping Labels
How to Use the Contact Reference Search Feature
How to Group Change an Email Address Domain Name
How to Setup Multi-View Calendars
Learn How to Use the OA Zip Code Utility
How to Search for a Contact by Email Address Using the Office Accelerator CIT Tool Bar
How to Undelete Categories
How to Use OA Advanced Search
How to Group Delete Contacts
How to Export Contacts to Excel
How to Search and Sort by Zip Code
How to Remove Contacts from a Folder in Office Accelerator
How to Find Contacts that have Specific Similar Attributes
How to Create a Custom List of Contacts
How to Drag and Drop Contacts to Other Applications
Sending a Task Inbox Message
"Moving" Contacts from One Folder to Another
Fixing Search Result Discrepancies
How to Customize the Interface
How to Make and Use Custom Fields
How to Search Using Custom Fields
How to Search for Contacts Edited within a Date Range
Searching and Sorting Contacts using the A-Z Tabs
Customize Search Result Columns
Discover the Power of Multi-Category Search
Save Time with the CIT Tool Bar
Adding Contacts from One Category to Another
Fixing Missing Zip Codes
Searching for All Contacts Containing an Email Address
Creating Multiple Envelopes
How To Manage Bad Email Addresses in Email Campaigns
Finding More Information About a Contact
Find a Contact in OA From an Outlook Email
How to Repeat a Task in the Calendar
Finding a Contact(s) that You've Recently Entered
Schedule an Appointment from the Phone Book
Importing and Retrieving Newly Imported Contacts
Miscellaneous
Microsoft Office Customization Error
Accelerator Merge Documents Spawn Microsoft 'Trust Center' Error
Manage Your Office Accelerator Billing Information
Download the Latest Version
Release Notes
Supported Windows Versions
Release Notes Archive
How to Export Contacts from Gmail
Exporting Contacts From Other Sources
Login Recovery
Accelerator Outlook Sync VSTO Error Fix
Accelerator Multiple Instance Auto-Login
Web Proxy Fix
Accelerator & WebRoot Secure Anywhere
Responsive Emails for Mobile Devices
Installing the Accelerator Menu into WordPerfect
Adding All Contacts to the My Phone Book Folder
Find Contacts with Same Company (Phone Book)
Remote Session
Importing Data to Accelerator From an Excel Spreadsheet
Touch Screen Mode
How to Manually Add the CIT Tool Bar to Windows 8 Startup
Office Accelerator Firewall Information
Accelerator Email Editor Buttons Not Responding
Copying Accelerator Macro Suite Documents to Another PC
AOL and Yahoo Policies
Rocket
Office Accelerator API
OA External Web Site Form Capture
Terms and Conditions
End User License Agreement (EULA)
Data Security
Prohibited Content and Use Statement
Privacy Policy
Anti-Spam Policy
Termination Policy
Credit Card Expirations or Declines
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