Table of Contents

Office Accelerator User Guide Phone Book Calendar CIT Tool Bar Email Marketing Quick Tips Miscellaneous Terms and Conditions

Table of Contents

Office Accelerator User Guide

Print Contact Review

Selected Contact

Current Search Result

Print Listing on Screen

Folder and List Names

List of Categories

List of Custom Merge Fields

Selected Contact

Current Search Result

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

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

Manage User Proxies

Assigning User Admin Rights

Change User Password

Disable Login Recovery

Reset Login Recovery

Delete User Sessions

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

Send Email Settings

Customize Main Screen

Customize Search Criteria

Toggle Advanced Search Mode

Search in Folder Options

Search Result Columns

Toggle Fast Search

Toggle Search Result View

Search Result Text Size

Default Sort on Search

Word Processor Path

Public Document Path

Copy to Clipboard

Edit Categories

Edit Activity Log

Edit Document Links

Edit Contact Links

New Calendar Item

Advanced Appointment Settings (Save/Edit)

Linking a Contact(s) to a New Appointment

Setting a Reminder

Add a New Contact Using the Selected Contact

Print Contact Label

Go to Contact Website

Driving Directions To

Mailing List Folders

Delete Folder or List

Display Contacts NOT in the List

Remove Contact(s) from Folder or List

Refresh Contact Folders

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

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

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

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

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

Zip Code Lookup

Zip Code Distance Search

Office Accelerator Website

Online User Guide and Support

Check for Updates

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

Email Marketing Tool Bar

Office Accelerator Website

The OA Email Marketing Console

Create and Edit Email Documents

Send Marketing Email

Import Contacts

Marketing Options

OA Support Site

Search In Folder

Search Result Buttons

Search Result Tool Bar

Current Search Result

Personal Dashboard Button Bar

Add to Calendar

Send Marketing Email

Copy to Clipboard

Personal Dashboard

Mailing List Tab

Sent Emails Tab

Accelerator Notification Console

Edit Contact Screen

Background Intel

Contact Links 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

Main Menu (Calendar)

File Menu (Calendar)

Print Selected Day (Calendar)

Print Date Range (Calendar)

Print Monthly Calendars (Calendar)

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 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)

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

Adding an Accelerator User

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

Variable Declarations

Command Reference

Interacting with the Screen

Conditional Commands

Message and Input Box Response Handlers

String Functions

Phone Book Status

Get Contact Data

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

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

Microsoft Office Customization Error

Accelerator Merge Documents Spawn Microsoft 'Trust Center' Error

Manage Your Office Accelerator Billing Information

Download the Latest Version

Supported Windows Versions

Release Notes Archive

How to Export Contacts from Gmail

Exporting Contacts From Other Sources

Accelerator Outlook Sync VSTO Error Fix

Accelerator Multiple Instance Auto-Login

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)

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

Office Accelerator API

OA External Web Site Form Capture

Terms and Conditions

End User License Agreement (EULA)

Prohibited Content and Use Statement

Anti-Spam Policy

Termination Policy

Credit Card Expirations or Declines

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