How to enable the scanning of business cards
You can add or edit a lead or partner by scanning their business card. The name, email, phone number, and address is scanned and you, as a user, can verify and tag the information accordingly. This will reflect in the details page of the lead or partner. This feature works for business cards that are in English, Indonesian, Japanese, Thai, and Vietnamese.
How to
You can enable the business card scan feature by following these steps:
- Log in to the Vymo web app and click the gear icon :octicons-gear-16: in the upper-right corner of the screen.
- Click the module for which you want to enable business card scan feature.
- Click JSON Configurations and locate the
featureTypeMappingsobject. - Find the array for
businesscard_scan, and clear the checkbox for Disabled. Or, set thedisabledflag tofalse, like this:
{
"disabled": false,
"order": 20,
"featureType": "businesscard_scan",
"properties": null
}