What are the details extracted from the card?
The app exacts all the details in the business card. Some of the details extracted are First Name, Last Name, Company, Job Title, Email Address (multiple, if present), Contact Numbers, Website, Location Address, and Twitter ID.
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Business Card View
The Business Card view in Record Details page gives a quick preview of details like record owner, email address, phone number etc. Sometimes, agents may need to lookup for more information in the business card while they are on a call with a customer ...
How do I push the data to Zoho CRM?
Once the business card is scanned and the details extracted from it; you will have the options to save the record either as a Zoho CRM Contact or a Zoho CRM Lead.
How to update my Credit Card information?
As part of your Zoho CRM service subscription, you can update your credit card information periodically. Note that your credit card details are not stored anywhere in our applications. The details you provide are secured and authenticated by ...
Where can I find the Unit Price, Quantity in Stock, and Total After Discount details in the line item?
Once a line item is added to the Quotes, Invoices, and Orders, the Quantity in Stock and Unit Price of the product can be seen by hovering over the Product Name/ Product Code in the line item. To view the Total amount after Discount in the line item, ...
Can I make payments using my Amex card?
Yes. You can make payments using your Amex card. While entering the credit card details, you can select the Amex card option from the drop-down list. Related Link How to update my Credit Card information?