CircleBack Support
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What criteria is used to find duplicates?
To remove duplicate contacts you'll need to run the analysis on your app. Tap on 'Analyze' and the app will display results with duplicate contacts for you to review. Once you are satisfied with th...
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How do I export my contacts from ScanBizCards?
Here is how you can export your scanned contact cards into an external CRM. Note: All options are not available for all devices iPhone For exporting in BULK• From the main screen of your app, ta...
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How do I export from ScanBizCards to Excel (CSV)?
Exporting your contacts to Excel (CSV) puts them into a simple enough format for most third-party software to import and understand. We recommend exporting to Excel (CSV) format in order to import ...
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Cropping
You can crop your card image by clicking on diagonal box (left corner of the card image after scan) after scanning. Drag the blue boxes around the outline of the business card to crop the sides,...
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What happens if i change a password on one of my synced networks?
If your synced networks' credentials change, you'll need to login within CircleBack app and provide the updated credentials.
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How can I edit a signature capture before saving it as a contact?
When reviewing a signature, press "Problem?" in the upper right corner. On the following screen, press "Something's incorrect". Edit the incorrect information. You can even s...
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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” circle on your CircleBack dashboard 2) If you have no previously connected an account, you will...
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What are Groups?
CircleBack allows users to organize contacts into groups by marking important contacts as "Favorite" and moving less-frequently accessed contacts to the "Archive". In addition, ...
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How do I set up user permissions?
Once you have followed the instructions in the Installation Guide, you can begin setting up settings profiles for your users. You may refer to 'Create Permission Sets' section available in Install...
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How do I install the ScanBizCards Enterprise package in Salesforce?
To install the ScanBizCards Enterprise managed package in Salesforce, go to https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4XwXEAV and press the green "Get It Now" ...