CircleBack Support
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How do I scan a business card?
The process for scanning a business card is as follows: 1. Enter the main screen of the app and tap "Scan a Business Card" in the lower right. 2. Your phone's camera will activate. Position the ...
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How do I create an account?
CircleBack now allows for single sign-on (SSO), using Exchange, Microsoft, or Google accounts. When you first launch the app, press the "Create Account" button. The resulting screen will provide op...
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How does swipe functionality work in CircleBack?
CircleBack 2.2 introduces swipe functionality for an easier way to organize your contacts. From the contact list, swipe left to archive or delete a contact. Swiping right gives you the abi...
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How do I review signature captures in CircleBack?
If you have signatures to review, the "Email Captures" circle on the dashboard will display the number of new contacts CircleBack has found. Tapping on the "Email Captures" circle will displa...
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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 swipe to dele...
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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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How do I review contact updates in CircleBack?
If you have updates to review, the "Updates" circle on the dashboard will display the number of updates you have. Tapping on the "Updates" circle will display a list of the updates. Each car...
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What is the CircleBack dashboard?
The dashboard is your location for Circleback Updates. On it, you'll find suggestions for contact updates, new contacts found via signature capture, suggested contact duplicates, and incomplete con...
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Can I manually create a contact in CircleBack?
Yes! In iOS you have 2 ways to create a new contact: Scan a card using our built-in business card scanner From the dashboard click on Add Contact and proceed further.
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What do I do if I receive an inaccurate update suggestion?
If you receive an inaccurate update suggestion, simply choose the "Reject" option, and the information will not be added to your contact. Doing this further trains CircleBack, and ensures it does n...