Grab IT(Contact or Company information from signatures and Consultant resume from clipboard)

Capture Contact Information

• First, copy the selected text (like signature) into the clipboard using copy command or control C.
• On the GrabIT Button (cBizbar), choose GrabIT - Contacts.
• Extracts all the Contact information like Name, Phone Numbers, Email and Mailing address from the selected text which shows in the preview screen.
• You can make corrections either by typing in the grid or by dragging from the text box and dropping into the grid. After making the necessary changes, click on Next to check for duplicates.
• You can check if the Contact already exists by checking the duplicates options. If it is a  duplicate, you can merge only the selected field values, click Next to finish.
• You can select the option of 'Directly add to the database' or 'show Contact form'.
• Click on Finish to complete the process.

Capture Company Information

• First, copy the selected text (like signature) into the clipboard using copy command or control C.
• On the GrabIT Button (cBizbar), choose Grab IT - Company.
• Extracts all the Company information like Company Name, Phone Numbers, Mailing address, WebPage from the selected text which shows in the preview screen.
• You can make corrections either by typing in the grid or by dragging from the text box and dropping into the grid. After making the necessary changes, click on Next to check for duplicates.
• You can check if the Company already exists by checking the duplicates options. If it is a  duplicate, you can merge only the selected field values, click Next to finish.
• You can select the option of 'Directly add to the database' or 'show Company form'.
• Click on Finish to complete the process.

Capture Consultant Information

• First, copy the selected text from the resume into the clipboard using copy command or control C.
• On the GrabIT Button (cBizbar), choose Grab IT - Consultant.
• Extracts all the skills matching the Primary skills of the consultant in the LookUp Values. Also extracts Name, Phone Numbers, Email and Mailing address from the resume.
• You can make corrections either by typing in the grid or by dragging from the text box and dropping into the grid. After making the necessary changes, click on Next to check for duplicates.
• You can check if the Consultant already exists by checking the duplicates option. If it is a duplicate, you can merge only the selected field values, click Next to finish.
• You can select the option of 'Directly add to the database' or 'show Consultant form'.
• You can also choose to attach the resume to the Consultant record, if selected Resume Folder and Name: You can Move/Copy Resume to a default Folder or click on browse to Move/Copy to a particular Folder.
• Click on Finish to process the Resume completely.