If you use different Outlook folders to store information for different projects, you might want to configure Anagram to use those folders instead of the defaults.
Open Anagram’s Target Apps settings by clicking the Anagram icon in your system tray (next to your clock) and choosing Utils, then Target Apps. Then on the Outlook page of the dialog, press the “Default Folders” button.
This is particularly useful with Business Contact Manager for Outlook, which stores contacts in its own folder.
Click here to open Anagram’s Outlook Target Apps settings now (Anagram must be installed on your computer).
Anagram can easily be configured to work with more than one target application.
If you regularly use both Outlook and Salesforce.com on the same computer, for example, Anagram can be set to capture items to each one.
Open Anagram’s Target Apps settings by clicking the Anagram icon in your system tray (next to your clock) and choosing Utils, then Target Apps.
On the Target Apps dialog you can check each application that you’d like to use with Anagram, then configure a different Shortcut Key on the page of the dialog for each app.
If you use Anagram with Salesforce.com, be sure you have Anagram set to Direct Capture mode (the default). For now, this only works with Internet Explorer but support for Firefox is being tested for release soon.
With Direct Capture turned on, Anagram immediately loads a captured contact or appointment directly into your browser instead of showing an intermediate dialog. This means you never have to leave the Salesforce.com interface that you’re working in!
Anagram also adds a small menu with some extra features to the lower-right corner of your browser window.
To turn on Direct Capture mode, click the Anagram icon in your system tray (next to your clock), then Utils, then Target Apps. See the Getting Started Guide for details.
Wish you had some way to paste a plain-text version of a contact into an email message?
With Anagram installed, every open Outlook contact has an “Anagram” menu on its toolbar (under the Add-ins ribbon in Outlook 2007). Choose the “Copy as Text” option and voilà!
Now paste the plain-text contact information from your clipboard into any document! Works with appointments, too.
Configure Anagram to work with a shortcut key so that you can you can capture text with just one keypress!
A different shortcut key can be chosen for each target application you capture to, e.g. press F12 to capture to Outlook, or Shift-F12 to capture to Salesforce.com.
Just highlight text in any open application or document and hit the shortcut key!
To configure Anagram’s shortcut keys, open Anagram’s Target Apps settings. See our Getting Started Guide for details or click here to open Anagram’s Target Apps settings now (Anagram must be installed on your computer).
Anagram is really smart. But you have to help it out a little bit by highlighting only the text that should appear in a new contact or appointment item. For example:
Here’s my new address:
Jeff Falkner
945 Memorial Drive
Cambridge, MA 02134
Don’t forget to write me!
The text above and below the address should not be highlighted before capture. Try it!
It may be hard to believe, but Anagram sometimes makes mistakes. Fortunately, Anagram has a few features that make it easy to quickly fix common foul-ups.
If Anagram creates an appointment when you want a contact, for example, just use the Rescan as… menu on the item itself. Or use the Swap menu to swap the name and company name if they were reversed.
Outlook users:
This menu can be found on the toolbar of the new item in Outlook versions up to 2003. Outlook 2007 users will find it buried under the “Add-ins” ribbon.
Salesforce.com users:
The rescan and swap menus are located in the main Anagram menu, found in the lower right corner of your browser window when using Direct Capture mode.
The Anagram menu has a few other options that you may find useful as well, including “Copy As Text“, which does the reverse of Anagram!
Everyone receives emails from people who include their contact information at the end of each message. With Anagram you can instantly capture this contact info without retyping.
Highlight the signature block text, then press Anagram’s shortcut key to capture the new contact.
See How Do I Access Anagram? to learn about Anagram’s shortcut key.
Hold your mouse cursor over the Anagram icon in your system tray area (next to your clock) to remind yourself how Anagram is configured. You may need to click the tiny arrow to expose unused icons.
In this example, F12 is the shortcut key that will tell Anagram to capture an item. Press the F12 key after you have highlighted some text in a document or email to activate Anagram.
You can also access all of Anagram’s settings and options by clicking the icon to expose the Anagram menu.
More details can be found in our brief Getting Started Guide.
