What is the format of the scanned text?
The card scanner uses the Optical Character Recognition (OCR) technology to scan the business card and the scanned text is saved in the local database. The database is structured as the CRM database for an easy sync. Commonly used fields like first name, last name, email address, address, phone number, and other details will be automatically filled upon scanning the business card.
Related Articles
Can I change the Name Format in Zoho CRM?
Yes, you can change the name format in Zoho CRM. Click Setup > Personal Settings. Go to Name Format. Drag and drop the fields to rearrange the format. The changes are saved automatically. This format will be applied for all users, leads and contacts ...
How can I validate phone number format in Zoho CRM?
Currently you cannot validate the phone number format. This will be possible very soon. You can, however, limit the number of characters using validation rules.
What is the “Read Format” in the IVR menu configuration?
There is no specific Read Format column in the IVR. However, the user can enter the format in which he wants the message to be read out in the Menu Message column. It could be any of these formats: Key Press followed by Menu Example: Press 1 for ...
Can I change the format of the Case Number?
No, you cannot change the format of the Case Number which appears by default. However, you can hide the Case Number field (Auto Number field type) and create a custom field as per your requirements. To hide fields Log in to Zoho CRM with ...
How can I change the name format to Last Name and First Name?
By default, the name format is set as <Salutation> <First Name><Last Name> for leads, contacts, and users. To change the name format: 1. Click Setup > Personal Settings > Name Format. 2. In the Name Format section, change the name format by dragging ...