CircleBack Level 1 Support
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Activity overview
Latest activity by CircleBack Level 1 Support-
CircleBack Level 1 Support created an article,
How can I edit a signature capture before saving it as a contact?
CircleBack introduces the ability to edit a contact while in the email capture interface. When reviewing a signature, press "Problem?" in the upper right corner. On the following screen,...
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CircleBack Level 1 Support created an article,
How do I review signature captures in CircleBack?
Tapping on the "Email Captures" bubble on CircleBack app's home screen will display a list of the new contacts to review. If the contact is flagged as "NEW", then it is a contac...
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CircleBack Level 1 Support created an article,
How do I connect accounts for Email Signature Capture?
Here’s how to connect email accounts for signature capture in CircleBack: 1) Tap the “Email Captures” bubble on your CircleBack dashboard. 2) If you have no previously connected an account, you wil...
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CircleBack Level 1 Support created an article,
How to save Email Signatures into Mobile Address Book and Salesforce CRM?
As an ScanBizCards Enterprise user, while reviewing the contact in Email Capture, once you tap on 'Save' button at the bottom of the screen, you will be asked to Export the same contact to Salesfor...
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CircleBack Level 1 Support created an article,
How can I edit a signature capture before saving it as a contact?
ScanBizCards introduces the ability to edit a contact while in the email capture interface. When reviewing a signature, press "Problem?" in the upper right corner. On the following scree...
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CircleBack Level 1 Support created an article,
How do I review signature captures in ScanBizCards?
Tapping on the "Email Captures" button on ScanBizCards app's home screen will display a list of the new contacts to review. If the contact is flagged as "NEW", then it is a cont...
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CircleBack Level 1 Support created an article,
How do I connect email account for Email Signature Capture?
Here’s how to connect email accounts for signature capture in ScanBizCards: 1) Tap the “Email Capture” button on ScanBizCards app home screen. 2) Tap on 'Connect an email' button and choose the con...
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CircleBack Level 1 Support created an article,
I have installed the ScanBizcards app but it does not have Email Capure button available on app's home screen. Why?
If you have installed the ScanBizCards app from US App Store and have not installed our CircleBack app; only then you will be able to use the Email Capture feature as same is available in our Circl...
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CircleBack Level 1 Support created an article,
I did tap on Save button after reviewing the contact in Email Capture; however, contact is not there in my ScanBizCards contact list. Why?
The ScanBizCards app can now capture email signatures from your connected email accounts and save them into the same connected email account contact list.
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CircleBack Level 1 Support created an article,
How can I edit a signature capture before saving it as a contact?
ScanBizCards introduces the ability to edit a contact while in the email capture interface. When reviewing a signature, press "Problem?" in the upper right corner. On the following scree...