The Business Card Scanner feature empowers you to effortlessly scan business cards to create new contacts. The addition of the Business Card Scanner allows users to create contacts in a much more seamless and user-friendly manner. This feature simplifies the process of inputting contact information, ensuring accuracy and efficiency. By automating the extraction of details from business cards, users can save time and reduce the likelihood of errors, making contact creation simpler than ever before.

How It Works #

Begin by opening the mobile app and choosing an entry point to start scanning. You can begin from either the Contacts page or the Contact Creation screen.

Contacts Page #

First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.

Next, click the Book icon to access all the Contacts within your CRM.

Tap on the “+” icon, and select “Scan Business Card.”

Contact Creation Screen #

Tap on the scan icon at the top right of the contact creation screen.

Position the Business Card #

Once the scanner is open, position the business card within the rectangular box. The device will automatically extract the details from the card.

Edit Details #

After the scan is completed, users can edit the details using the chips at the bottom or by typing manually with the keyboard.

Save the Contact #

Once all the details are captured accurately, hit save to create the contact.

Please Note: This feature is only available on iOS or Android devices with Version 3.74 or later.

By integrating the Business Card Scanner into our Mobile App, we aim to enhance your experience and streamline your workflow. Download the latest version of our app today and take advantage of this tool!

Frequently Asked Questions #

What is the Business Card Scanner? #

It is a mobile app feature that scans physical business cards and automatically extracts the contact details to create a new contact in your CRM, saving time and reducing manual data entry errors.

Where can I start scanning a business card? #

You can start from two entry points: the Contacts page (tap the “+” icon and select “Scan Business Card”) or directly from the Contact Creation screen (tap the scan icon at the top right).

Can I edit the details after scanning? #

Yes. Once the scan completes, you can edit the extracted information using the chips at the bottom of the screen or by typing manually with the keyboard before saving.

Which devices and app versions support the Business Card Scanner? #

The feature is available only on iOS or Android devices running Version 3.74 or later. Update to the latest version of the app to use it.

How accurate is the scanned information? #

The scanner automatically extracts details from the card to improve accuracy, but you should always review the captured fields and make corrections before saving the contact.

Do I need to position the card a certain way? #

Yes. Position the business card within the rectangular box shown on screen so the device can automatically detect and extract the details.