CircleBack Support
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What is the maximum turnaround time for a card to be manually transcribed?
Our transcribers transcribe the cards on a first-come-first-serve basis, and typically the turnaround time is 2-4 hours or depending on the volume.
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Can I add captured email signature as a contact in my phone’s local address book?
Yes. To add contacts to your phone's address book, please follow these steps: 1. Open the app 2. Tap on Email Captures 3. Select the captured contacts you want to move to your phone’s address bo...
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How many email accounts can be connected by a user to email signature capture?
Five email accounts per email service provider can be connected to email signature capture.
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How to Remove an Exisiting Email account?
1. Open the app and tap on Email Captures. 2. Tap on All signatures dropdown menu at the top. 3. Tap on Manage Connected Emails. 4. Click Sign Out from Email Capture. 5. Conf...
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How to Add a New Email Account for Signature Capture?
1. Open the app. Tap on Email Captures. 2. Tap on All Signatures dropdown menu at the top. 3. Select the Add Email option. 4. Click Connect an Email. 5. Enter your business ac...
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Which email address/accounts can I use for email signature capture?
You can only use your business email address/accounts for email signature capture.
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How to enable/disable the Auto Export after Scan feature?
1. Launch the app. Go to the home screen. 2. Tap on the Settings icon (gear icon) located at the top right corner of the screen. 3. Tap on Salesforce Settings. 4. Now tap on Auto Export a...
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What is Auto Export after Scan feature?
This is a feature for Premium version Salesforce customers. If this feature is enabled, users will get the "Export" option to export the scanned cards directly to Salesforce. If the...
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How to submit the contact info/business card for Manual Transcription?
1. Launch the app 2. Tap Total Contacts 3. Tap on All Cards or choose specific contact/contacts info which you would like to transcribe. 4. Click Transcribe Card located at the bottom of ...
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How to disable/enable the Quick Scan feature?
1. Launch the app 2. Tap on the Settings icon (gear icon) located at the top right corner of the screen. 3. Locate the Quick Scan feature and enable/disable as required. 4. If you turn off th...