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What is ACS Quick View?


ACS Quick View is a tool you can use to quickly look up information about all the people in your database. It accesses the same data as your ACS software. Since ACS Quick View is a smaller program, you can use it to look up basic information such as addresses and phone numbers more quickly.

You can use ACS Quick View on a computer that has the single PC version or network version of ACS.

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How can I install ACS Quick View?


When you have installed ACS 9.0.1.3 or above, you have ACS Quick View and a Quick View icon appears in your ACS Technologies program group.

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How do I grant access to ACS Quick View Setup?


You can grant access to ACS Quick View through the Add/Edit Users option.

 

 To grant access to ACS Quick View Setup
  1. Log into the ACS People Suite.
  2. From Advanced Tools, click the Admin Utilities tab.
  3. From the drop-down list, click Add/Edit Users and click Go .
  4. Select the user to whom you want to grant access and click Edit.
  5. On the Security tab, expand People.
  6. Change the Quick View Setup rights to All.
  7. Click OK.

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Can I add and remove fields to the Personal Information Area?


Yes. You can add up to 10 custom fields to the Personal Information area. These fields can be either standard fields or Additional Fields that you have defined.

 To add fields to the Personal Information area
  1. Log into ACS Quick View.
  2. On the ACS Quick View window, click File>Setup.
  3. Under Field Settings, select the fields you want to add from the drop-down lists.
  4. Click OK.
 To remove fields from the Personal Information area
  1. Go to File>Setup.
  2. Under Field Settings, select the field you want to remove and press Delete.
  3. Repeat step 2 as many times as necessary.
  4. Click OK.

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Can I change the type of e-mail address that displays in ACS Quick View?


Yes. By default, ACS Quick View displays the first e-mail address listed for a person but you can select a specific default e-mail type. If that type of e-mail address exists for a person, it displays, otherwise, the first e-mail address listed for the person displays.

 To set the default individual e-mail type
  1. Go to ACS Quick View File>Setup.
  2. Under General Settings, select the Default E-mail Type from the drop-down list.
  3. Click OK.

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Can I view pictures in ACS Quick View?


Yes. Pictures are helpful for putting a name with a face, especially in large organizations. If you have a person's individual or family picture in ACS, you can view it with ACS Quick View.

 To view an individual or family picture
  1. Select the person whose picture you want to view.
  2. Click View Picture .

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How do I sort and group people?


By default, people are sorted alphabetically by last name but you can also group them by family or sort them by first name.

 To sort people by last name

1. Right-click in the Name list.
2. Click Sort by Last Name.

 To sort people by first name

1. Right-click in the Name list.
2. Click Sort by First Name.

 To group people by family

1. Right-click in the Name list.
2. Click Sort by Family.

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How do I search for people in ACS Quick View?


By default, all of the people in ACS are listed in the Name list. You can search for specific people by name, address, or phone number. When searching for people, you can enter a full or partial name, address, or phone number.

 To search by name
  1. In the Last Name, First Name field, enter all or a portion of the person's last name. You can also use a comma and enter some letters of the first name. For example, enter the letters "gai,m" (without quotes) to search for Michele Gainey.
  2. Press Enter. The people whose names meet the criteria are listed in the Name list.
 To search by address
  1. In the Address field, enter all or part of the address you want to search for.
  2. Press Enter. The people whose names meet the address criteria are listed in the Name list.
 To search by phone number
  1. In the Phone field, enter all or part of the phone number you want to search for.
  2. Press Enter. The people whose names meet the phone criteria are listed in the Name list.

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Can I map directions to people's addresses in ACS Quick View?


Yes. With ACS Quick View and an Internet connection, you can quickly get directions to a person's home or office. Directions are from your organization's address as entered in ACS under Site/Account Information to the person's home or office. If your organization's address is not in ACS, ACS Quick View provides a map of the general vicinity of the person's address instead of directions.

 To get directions to a person's address
  1. Select the person to whose address you want directions.
  2. If more than one address exists for the person, select the address to which you want directions by clicking the address tabs.
  3. Click the address. Your browser opens with directions to the person's address.

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Can I print reports or profiles for individuals displayed in ACS Quick View?


At this time, you are unable to print reports and/or profiles from within ACS Quick View. However, you can print the Individual Profile report in the People module.

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ACS Quick View is not in the program menu, how do I get it to display?


You need to run the acsgroup.exe to rebuild the ACS Program Group.

 To run acsgroup.exe
  1. On the Windows Taskbar, click Start.
  2. Select Programs>ACS Technologies>ACS Tools>Utility Manager.
  3. Click Rebuild Program Group.

If this does not work, you need to manually run the .exe.

 

 To manually run acsgroup.exe.
 
  1. On the Windows Taskbar, click Start>Run.
  2. In the Open field, type X:\acsnet\acsgroup.exe (X:\ represents the network drive for ACSNET).
  3. Click OK.

For Organizations, where are the individuals seen in ACS Quick View?


Once you open ACS Quick View, select the Staff tab and the individuals in your database display.

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Can Quick View be loaded while ACS is running?


Yes, which is especially helpful when you are in the middle of entering and posting gifts, setting up a report, etc.

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