Card Scanner

[Pierpont Oldham]

Itwould be great to disable (or ability to select per scan) the business card scanner feature. Scanning documents that are of similar size or shape bring up the business card features even when you are not scanning a business card.

Sorry my original post wasn't very clear - instead of signing into evernote by clicking the "Evernote" button in the app, you'll need to click "More" and choose Evernote from the list of apps... I know this is weird but it won't "Business Card" the scans.

App still disconnected from my evernote account, but the problem is: Evernote extension isn't one of the"more" options anymore. Still got FB, google+, icloud and some other extensions, but evernote disappear. Went to check if extension was disable, but it's simply not shown on the extension list page. That's weird, since it's there in Safari

+10 off the business cards. Scannable - kind of useless, and two clever for its own pants - please just switch off the whole business card thing, don't want it, don't need it... I do want to scan my receipts, at present cannot... back to genius scan I suppose. The work around above is much too long-winded.

The workaround which I found was to copy the scanned image, create a new note, and paste the image in as the body before deleting the "business card" (unfortunately this needs to be done for each note).

I have to jump on here.. often when I am scanning a document, it "thinks" it is a business card. Worse yet, if I didn't take the time to go make sure what was saved in Evernote, yet tossed the paper, I have lost one side of my scan (if it was two sided). This is a huge flaw.

Hello, my team enjoys using the business card scanner. Especially during large meetings or trade shows. It's helpful to be able to scan as they go. However, when they scan business cards, they are not prompted to enter the required fields and therefore our data is less than stellar. Is there a way to add fields or make certain fields required prior to saving? What is the point of having required fields upon entry if they're not prompted for it every time they enter a new contact?

Customising the scanner properties is something we would like to see as well. It would be great for our data cleanliness to allow our business advisors to enter the minimum required informationwe need to our CRM via the app, whenever scanning a business card or QR code. It would save a lot of time going back to add essential information later on when it's less fresh, especially after events.

As a Minimum you should be able to transfer any of the data fields from the scanned card over to the contacts page. The fact you cannot import the Company Name, Street Address, Region, State, etc.. is very unacceptable and makes the app less than useful.

This is critical for us too. It's a great feature when at conferences but if you then have to go back to find them to add the required fields for lead tracking it becomes counter productive. Has anyone found a workaround with a workflow or other automation?

Yes, please! Our Asian teams use the app heavily because badge scanners at tradeshows aren't always available or we have to wait weeks for the data. However, being able to require the population of specific fields such as notes and a lead's status (hot, warm, cold) is imperative. Hoping the can be added because I have staff suggesting other platforms to use that will provide this feature while I'd rather keep it all in HubSpot.

And to add to this I just realized that "Conditional Properties" used does not get prompted in the HubSpot App, this really causes an issue since when creating a "form" with mandatory fields and conditional properties to ensure data is air tight - it all falls to pieces if the sales person uses the mobile app.

For example, if I scan a business card at an event I may want to direct this lead to our consumer or B2B teams however there is no option to pull in additonal contact properties only what is available on the card once saved. This would allow these leads to get pulled into the dedicated workflow based on this property instead of going back into the contact and then manually updating the contact type.

As for how to manage the contacts once you input them with the scanner, we can edit them once they're in and change properties and add them to lists. It may not be super fluid on mobile, but I've used the app to change properties. For example, if you plan ahead of time you could create an active list where the criteria is "added these dates by this user" so that anyone you add during an event gets put into a list. Then this list could trigger the workflow. Hopefully that helps spark an idea or two for you.

Hi @danmoyle

I'm having similar issues to the above but more so with contacts already on the system. If we are not to use contact create date, how would we log the business cards scanned for existing contacts too.

Hi Dan - your insights are very helpful! I'm in a boat similar to Melissa's and I think the way you set up an active list to pull anyone who has been imported via offline->business-card-scanner is great. I followed all of your steps and the problem is that this only works for a contact that has never been entered into the system (i.e. their true original source is from the business card). Occasionally we have sales reps going to meetups or events and talking with people for the first time, but it's not the first time they've ever been in contact with our business. As in, they may have visited our website in the past, attended a webinar, or even chatted with someone else, so they exist in the system. When we use the business card scanner app, and if a contact already exists, the business card scanner forces a merge. Once the merge happens, there is no trace of the business card scan being an original source. Do you have any ideas for how we can still capture leads/contact info from reps at events that may already exist in our system? Is there another way to pull the business-card-scanner property into a list other than Original Source?

Like you, I would have looked at "latest source" for the information. You could also maybe set up a list that looks at a recent update, like that merge, and if it's within the date of the event that would likely be your list of folks you met at the event.

I mostly add one contact at a time from business cards here and there throughout each week. It's a tedious process. Add the email address first...spin, spin... then start adding in all the fields. We need business/work/company addresses in to maintain our different sales territories...tabbing through to get to "work" physical address (wish there was a default I could pick for fields to add, because we will never use home, and it's first in the scrolling down process).

I didn't know about scanning a business card through the app. I was excited to learn about that option...until I tried it with (4) different business cards, of different varieties and designs. Unfortunately, it only captures the email address. I still have to enter all the other contact details. How does that make this easier?

Thanks for following up with these details! Because your experience is different from the original thread you commented on, we have moved your post into a thread of its own. We have also opened your idea up so other users can weigh in as well on wanting to collect additional details when using the business card scanner.

Yes - I agree. If they have given us their business cards to opt-in to communications, I don't understand why the other info. is not imported. What's the point of the scanner when you still have to type in the other fields, such as job title and company, which is tedious and time-consuming.

We have a few of these Fujitsu scanners and they seem to do everything but dance. They are pricey, but before we had enough for all computers in the department that uses them, I had to move one and the PDF software every couple of months.

These will take anything you can throw at them. We routinely give it multiple materials and paper sizes in one stack and it handles it well (usually letter paper, plastic ID, laminated paper, legal paper, in that order.)

Hello, I would like to know how we can scan the business cards using Monday mobile app and update the contacts board with the Monday CRM application. Any one already done this can please help out. Thanks.

Hey Rachel and Brindha - happy to share that we just released Business Card Scanner that is now available in the app marketplace!

You can read more at: -studios.com/business-card-scanner-for-monday-com/

The Ambir DS687 has everything you need for mobile card scanning. It begins with USB power, which eliminates your search for a power outlet, while a compact footprint means the DS687 ID card scanner fits on cramped desks, mobile carts or in any laptop bag.

The Ambir DS687 has everything you need for mobile card scanning. It begins with USB power, which eliminates your search for a power outlet, while a compact footprint means the DS687 fits on cramped desks, mobile carts or in any laptop bag.

3a8082e126