Using the Business Card Scanner in the Mobile App
Introduction
You can now quickly add new contacts to your CRM by scanning their business cards directly from the mobile app. This feature uses your phone's camera to automatically read the information on a card and populate a new contact form, saving you time on manual data entry.
How to Scan a Business Card
To begin scanning a business card, first ensure you have the correct sub-account selected within the mobile app. You can access the scanner from three different locations:
- From the main Contacts page, tap the + (plus) icon and then select Scan Business Card.
- On the standard contact creation screen, tap the scan icon in the top-right corner.
- Tap the bolt icon for quick actions and choose Scan Business Card.
Capturing and Editing the Information
Once the scanner is open, position the business card so it fits within the rectangular guide on your screen. The app will automatically capture an image and extract the text details.
After the scan is complete, the extracted information will appear in a new contact form. You can review and edit the details in two ways:
- Use the chips (small, editable text blocks) that appear at the bottom of the screen. You can drag a chip to the correct field to fix any parsing errors.
- Type directly into the contact fields using your keyboard.
When you are satisfied with the contact information, tap Save to create the new contact in your CRM.
Tips for Best Results
- For the most accurate scan, place the business card on a flat surface with good lighting and a plain, high-contrast background.
- Hold your phone steady to avoid blurring the image.
- If a scan fails or information is missing, try recapturing the card in better light.
Frequently Asked Questions
What if the scan is incorrect or misses details?
Always review the scanned information before saving. You can manually correct any fields. Scan accuracy can be affected by the card's design, font, or lighting conditions.
Is the image of the business card saved?
No. The app only saves the contact information that was extracted from the scan. The original image of the card is not stored.
Where can I find the contact after saving?
The new contact will appear in your Contacts list within the mobile app and will be synced with your main CRM account, where you can manage it like any other contact.