Setting Up My First Quick Fields Session
Using the Wizard made setting up Real Time Look-Up in Quick Fields 8 extremely easy.
October 7th, 2009 by Rosalind Collins
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I just set up my first Quick Fields session using Real Time Lookup and it was so amazingly easy! The lookup process is very easy to use if you’ve dealt at all with ODBC Data Sources. Once I had my ODBC data source set up to know what database on what network drive, the rest was simply a matter of knowing the data and where it goes on the document template. I was even able to go to the ODBC data sources configuration from within the Quick Fields window, instead of having to go through Control Panel. The wizard walked me all the way through with no trouble at all.
I had been using Quick Fields Zone OCR and zoom fields to process our business personal property returns for years, so I was familiar with form identification and field population, document naming, etc in Quick Fields. I have even set up a couple of sessions myself – after getting hands-on training from Laserfiche!
But then we were looking at a new program, new processes and new documents for this Housing Affordability Grant program. Applicants send in a signed application with a copy of their federal return, which we must retain. When they are entered in the database designed for this process, a “cover sheet” is printed and placed on top. Since the cover sheet is the same format for all the documents, it was an easy Quick Fields fit. But we didn’t want to have to try to OCR the name and other data into the Laserfiche document template, because it’s already available in the program’s database and user entry or even OCR entry would potentially lead to errors and repairing. 100% accuracy could be achieved only by using the database data. So, we have Quick Fields OCR the parcel number and go get the name and other information from the database based on the parcel number match! So simple and yet, without the right tool, a complex programmatic issue!
More to come very soon about a Virginia Statewide User Group Seminar Dec 1st in Chesterfield, VA. Stay tuned ….
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Author Info
Laserfiche
Luminary
Rosalind Collins is Deputy Commissioner of the Revenue for Charlottesville, VA, and serves as Charlottesville's Laserfiche Administrator. Rosalind is also the founder and leader of the Central Virginia Laserfiche User Group.
Tags: Quick Fields, user groups
October 14th, 2009 at 1:03 pm
Way to go Roz!
November 6th, 2009 at 10:57 am
I am working in the Fresno County Assessor’s office in California, and looking at a migrating from LF 7 to 8 soon. As I deal with Quick Fields on a daily basis and am always looking for ways to speed up the process, I’m going to look closely at how you’ve been able to populate the metadat fields. Thanks for sharing your experience.
March 1st, 2010 at 1:47 pm
i am just starting to use quick fields for my a/p checks. i am looking to find a report to show by checknumber all the checks that have been scanned, so i can verify i did not miss scanning a check. any help on exporting or running a report by sorting by check number…. i would appreciate any help
thansk, kris
March 10th, 2010 at 12:25 pm
Are you capturing the check numbers with Quick Fields? If so, what are you doing with them?
From Quick Fields, if you are capturing the check numbers during the session, you might be able to save the information from the Processing Information Pane or Output Pane as a text file each time you run a session, and use that to track the check numbers.
Are you storing the check numbers somewhere? For instance, does your Quick Fields session place the check numbers in a field? In that case, you might be able to find the information from your Laserfiche repository.