What is the CardScan for CRM – Administrator tool?
The CardScan for CRM – Administrator is a software program that allows users (or administrators) to customize their CardScan for CRM application. There are 5 features that this tool addresses: • Required Fields Required Fields Select fields that must be present e.g. First Name, Country, etc. • Fields Mapping If your CRM contact fields were customized, use this feature to map fields to match that customization. • Additional Fields Show your commonly used CRM fields in the CardScan interface to further simplifies entry of extra data. E.g. If you want to assign a fields such as Lead Source to every new Lead captured with CardScan for CRM, this feature makes it easy. • Users This feature enables a user who captures contact data to assign ownership of the record to another CRM user. This is common after an event or trade show. • Duplicate Rules Allows you to select the criteria to identify duplicates in your CRM system.
Related Questions
- the last check in the diagnose tool fails, reporting lack of priviliges, but Im logged in with local administrator. Whats wrong?
- Im not a system administrator, and Im not very technical. Would I want to use the CardScan for CRM - Administrator software?
- What is the CardScan for CRM - Administrator tool?
