Business Card Scanner

Summary

Business Card Scanner allows reps to instantly create new Company or Person records by scanning a business card, eliminating manual data entry after in-person meetings.

From the mobile app, reps can scan a card, review parsed details, and save a fully populated record in seconds. Key fields like name, company, phone, email, and address are automatically extracted and mapped into the appropriate form.

To scan a business card:

1. Tap the plus(+) button on the bottom center of the screen.
2. Tap Scan card in the bottom right of the menu.
   
   1. If you have not already, allow MMC to access your device's camera.
3. Position the business card in the marked area of the camera view.
   1. If camera does not automatically detect the card. Position the card to the best of you ability and press the blue capture button.
4. Specify to save the contact as a Company or Person
   1. Select Scan back of card if you business card has more information on the back.
5. Review the captured information and select Add Company.
   1. Click the popup at the top of the page when returning to camera view if you would like to preview the added Company or Person. Otherwise continuing steps 3 through 5 to scan additional cards.