Cards R provides several ways of contact creation.
You can enter fields of the entry form to create a contact.
You need to enter one of a first name, a last name or an email.
You can upload a card image in your PC with a Web browser to create a contact.
The OCR extracts field text to set the contact.
When [Front only] is selected, you can enter multiple files at a time.
The web browser uploads each file sequentially.
When you close the web browser, all uploading and waiting processes are canceled.
Enter a scanned image of cards placed side by side on a flatbed scanner.
Upload the image from your PC,
then each card is cropped individually and each contact is created.
When [Both sides] is selected, you can set the front and back image of a card at one time.
To scan the front and back images, each card should be turned over in the same position.
Upload CSV files or Zip files of CSV/images exported from SkyDesk Cards / Cards R. i.e. Import from File.
You can add contacts and companies with uploading CSV files exported from SkyDesk CRM Contacts/Accounts/Vendors. You can upload CSV files at Settings > System Settings > Maintenance.
With the mobile application, Cards R for iOS or Cards R for Android, you can capture a business card to create a contact.
The contacts become unconfirmed after created by Create with a Card Image, Create with Cropping Cards and Create with Cards Data *1. You have to set confirmation status to the contacts to handle them in other views. *1 If [Set confirmation] option is No
To create a contact linked to a company department, show the company department in the company contact list and create the contact from the view.
When you do [Add New No Image] and move to the other page without [Cancel] and [Create], a blank contact is saved as an unconfirmed contact.