CamCard Business User Guide
Contents
1. 862155663009 8088 Onie gt paa VP of Marketing Sunny Chen ESS INTSIG Information Co Ltd sunny_chen intsig com Tasks Hide a cess to this card B INTSIG Information Co Ltd E a Accessible to Add da VP of Marketing 4 www intsig com Y Business Activity Hide A Cliek here to Add gt 78 Building 3 333 Guoding Rd F accessible departments Shanghai 200433 China Add a new business activity 2015 02 28 Fa Click here to Odd 043 Merge Duplicate Cards 1 Visit b camcard com gt sign in with your CamCard Business account gt click the card icon on the upper left to enter the Company CardHolder gt click Merge Duplicate Card on the upper right del CAMCARD BUSINESS Ba M Switch to Private CardHolder All Cards All Cards 10 2 The system will automatically find duplicate cards for you Please check the duplicate cards and choose Not Now Do not merge these cards or Merge Please note Y When you are not sure which duplicate card is the latest one we recommend you choose Not Now to avoid data loss v Ifyou choose Not Now the same cards will be found when you try to merge duplicate cards next time v If you choose Do not merge these cards then those cards won t be listed when you try to merge duplicate cards next time SHER 2 BFA FER RASH p Business Activities For mobile app 1 Company CardHolder gt2. Recently Viewed gt enter any keywords in the search bar 19 04 m iPod 19 15 Q Recently Viewed Company CardHolder mse Sunny Chen Tasks seno VP of Marketing _INTSIG Information Co Ltd Company CardHolder Filter Business Activities unitjnwm Dale Youngkrantz wee sore Training Manager sonas providing IT finance services cannes Evelyn Avila Notifications ds Marketing Manager CARLYLEFINANCIAL 2 Colleagues Dor Calvin Kumahor su Senior Sales Executive Rights Part Of the rdf mcdiagr My Profile Private CardHolder Ss est preusaeu 2 21H E ARA Tools fae AS E L A PART Behe JER FE DIK MBAIRAARR A A ap Exchange Cards Capture Card Add Card 3 Filter Open CamCard Business app gt enter Company CardHolder page gt Tap Filter button in the upper right corner of the page For more information please refer to View Card Advanced Filter For mobile app 1 Company CardHolder gt tap Filter in the upper right corner gt choose Advanced Filter 2 Onthe Advanced Filter page you can enter any information about the tags creation date created by who and etc and tap OK to quick filter cards Company CardHolder 7 EE el Ph sere ten Meer Tevet Sem Oe mm me IS hon 19 04 mm Filter Q Search Sunny Chen VP of Marketing INTSIG Information Co Ltd Dale Youngkrantz Training Mana
3. 4 My Contacts 093 We didn t find anything to show here Contacts Double click here to create a new Contact Emai Mobi le alice_chen intsig com Password Mail Calendar People Tasks Import Importing Add 22 business card Save to Phone Contacts 1 Open CamCard Business app gt enter the Company CardHolder page gt tap the card you want to save to enter the card details page gt tap the button in the upper right corner to open a popup menu gt choose Save to Contacts 2 Set contact account Open the left sidebar and choose Tools then you can set the default contact account For more information please refer to Contacts Settings Edit Share with Save to Contacts Export to salesforce and SugarCRM For mobile app 1 Open CanCard Business app gt tap the upper left button or slide from left to right to open the left sidebar gt tap Tools gt Export to CRM 2 Choose Sign in Salesforce or Sign in SugarCRM For web app a amp Visit b camcard com gt sign in with your CamCard Business account gt click the tools icon upper right Click Export to CRM in the left sidebar gt choose Sign in salesface or Sign in SugarCRM depends on the settings of the administrator CAMCARD BUSINESS a Y Account Information CRM Settings Sharing Settings NE NA Select a CRM system Manage Users Recycle Bin
4. Tools Guang Hong Nickname SS Copy to Company 2015 02 28 Created t EUA 015 02 28 Created by you For web app 1 Visit b camcard com gt sign in with your CamCard Business account gt click the arrow on the upper left to switch to your CamCard personal account cc CAMCARD CAMCARD BUSINESS 2 On the personal account page click Copy to Company upper right gt select the cards which you want to copy gt click Copy to Company CardHolder CC Bev Led 4 a a Switch to Company CardHolder All Cards fm Copy to Company gt gt Merge duplicate cards Add Card Sort by Date Search Tags Categorize All Cards 11 Card Image Name Company Title Email Telephone Ungrouped 11 ome mome A INTSIG Information Co Ltd Product Director guang_hong intsig com 8618616020169 No Private tag Please visit Tools Private Tag to e Sunny Chen INTSIG Information Co Ltd VP of Marketing sunny_chen intsig com 8613701765464 manage your tags anes E ase ses Oliver Swift SENIOR BUSINESS owen oneskyapp com Manage Cards View Cards For mobile app 1 Open CamCard Business app and enter the Company CardHolder page 2 Tap the Filter button in the upper right corner and you can view the cards based on different tags like All Cards Created by Me Shared with Me Subordinate Cards and etc The Subordinate Cards contains all cards added
5. All Cards Partner sa Caned Leads VIP Ove Recently Viewed Company Title Add Card gt gt Merge duplicate cards Sunny Chen Dale Youngkrantz Evelyn Avila Calvin Kumahor INTSIG Information Co Ltd VP of Marketing providing IT amp finance services to no Training Manager nprofits CARLYLE FINANCIAL 5933 Pes PASES Seer Marketing Manager Rights Part Of the rdf mcdiagroup Senior Sales Executive Search Email Telephone sunny_chen intsig com 8613701765464 8618616330263 dyoungkrantz lumity org savila carlylefnancial com clare kumahor rdfrights com 862155663009 8 3123993927 8664403026 3109549770 800975801 302310232 4402070134587 4402070134401 1 Open CamCard Business app gt enter Company CardHolder page gt tap the button in the upper left corner or slide from left to right to enter the left side bar gt tap Recently Viewed iPod 19 11 rr 5 n Q Recently Viewed a Company CardHolder ENS Business Activities Notifications Colleagues My Profile Private CardHolder Tools Search 1 Quick search Open CamCard Business app gt enter Company CardHolder page gt enter any keywords in the search bar at the top of the page to quick search cards 2 Recently viewed Open CamCard Business app gt enter Company CardHolder page gt tap the button in the upper left corner or slide from left to right to enter the left side bar gt tap
6. Business Activities Assignee Me Due Date Set due date Notifications About About Colleagues Completed My Profile Private CardHolder Note Add notes Tools For web app 1 Click the task icon on the upper left to view the task assigned by you or your subordinates tasks CRITICAN My Tasks 0 A David s Tasks Assigned by me My Subordinates Tasks David Chen Kevin Du Assign Tasks to Colleagues 1 On the Add New Task page click Assignee you can assign the tasks to your colleagues iPod gt 19 18 Cancel Add New Task Assignee David Chen 0 Due Date Set due date About About Completed Note Add notes Share Cards with Colleagues For mobile app 1 Enter Company CardHolder gt tap the card you want to share to enter the card details page gt tap the button in the upper right corner gt choose Share with gt choose the colleagues you want to share with iPod gt 19 20 lt Back Who can view this Colleagues Du Alice The admins and the owner s superior have access to this card Edit Share with Save to Contacts For web app 1 Visit www b camcard com gt sign in with your CamCard Business account gt enter Company CardHolder gt choose the card you want to share gt In the Accessible to columns right side you can add departments and colleagues that can access this card J CAMCARD BUSINESS Sunny C
7. by your subordinates iPod gt 19 15 Q Recently Viewed Company CardHolder Tasks Business Activities Notifications Colleagues My Profile Private CardHolder Tools For web app 19 04 m Company CardHolder Filter mse syon ES Lunt TY ninini e ae kn e e co ae Exchange Cards ALR F 1S DIM ABONA RA A Q Search Sunny Chen VP of Marketing INTSIG Information Co Ltd Dale Youngkrantz Training Manager providing IT amp finance services Evelyn Avila Marketing Manager CARLYLEFINANCIAL Calvin Kumahor Senior Sales Executive Rights Part Of the rdf mcdiagr wets 2208 Bere Be See Et Fale SR an ER an Capture Card Add Card 19 15 Filter All Cards Created by Me Shared with Me Subordinate Cards Advanced Filter Company Tags gob Partner Leads VIP 1 Visit b camcard com and sign in with your CamCard Business account 2 Click the card icon on the upper left to enter the CardHolder page By choosing Created by Me Shared with Me or Subordinate Cards in the All Cards column or choosing different tags in the Tags column you can view cards in different groups The Subordinate Cards includes all cards added by your subordinates Switch to Private CardHolder All Cards All Cards 10 Created by Me 10 Shared with Me 0 Card Image Subordinate Cards Advanced Filter Tags PS EEEN
8. tap any of the cards to enter the card details page gt tap the Business Activities icon 2 On the Business Activities page tap Add in the upper right corner to add business activity v Tap Item to quick add item for the business activity v Tap Enter notes to add texts pictures and etc v Tap Location to get the current location information v Tap Time to add time for the activity v Tap Save to save the business activity 3 After saving tap Seno at the top of the page and you can send the business activity to your superior instantly via email Sunny Chen iPod gt 19 17 m Cancel Add Business Activity Save Item Visit VP of Marketing i INTSIG Information Co Ltd Company News Business Activities Enter notes Tap to add tags CONTACT INFO Key C 8613701765464 O 8618616330263 O Location Get current location Fey 862155663009 8088 Time 2015 02 28 07 17PM E sunny_chenQintsig com COMPANY INFO fm INTSIG Information Co Ltd For web app 1 Visit b camcard com gt sign in with your CamCard Business account gt click the card icon on the upper left to enter the Company CardHolder 2 Click a card as needed to enter the card details page and click Add a new business activity button under the card image Sunny Chen NTSG 2 l Y 0647190643005 etme WP of Marketing Sunny Chen petete i bi TMG teem a INTSIG Information
9. CamCard Business User Guide Contents O A 3 WANS al ojito APP HE o o seesaaucatancaretn 3 Create ManUallVesainoss tico piernas ntacne a easedeectente iria 4 MDO EXO rancios 5 Batch Scan Cards with Scanner oocccoccccnocnnoncncnncnnoncnnnncnnnnnnnonononnnnnonnrnnnnnnnnnnnnnncnnnnnss 6 Ada ONT OC ONAC S sc a 6 CVA Cards ae E E lec arri nes 7 Copy Cards from Private CardHolder to Company CardHolder ccocccocccoccoo 8 Man ad e Cards nee ene ee ee ee eee ene ee eee eee 10 MEW CaO te Ree pe ee oe eee een ee ee ee 10 Recently VICW 6G scctsteeense cxexnecds cctnesa se sacguudevncusasncesenedantencoudiasieedtenuse cedidas 11 lt A AP A 12 AOVAancea Ple strict cita 13 Mew Gard DEIS arrasa 15 VIEW Company NeWS vrecs jccccvedecactsueascesdeievsaessenteseccddactieduncyeecsdeqeccadssecexteedacaksueaieeniceds 16 EAO A In een eee ee et eee ee eee eres 16 Card Management and Collaboration oocooccconcconconnconnconncnnconncncncnnonononnnnnnononinnnnos 17 A A A ey eae AE ET 17 Merde Duplicate Cards sc dl al ein 18 BUSINESS ACUVME Ss dis in 19 PG NEW Tas en Da ees eat 22 Assign Tasks to Colleagues occocccccocccocnoconoconococnonnnonacnonononanonannnnnnnnnnonaninunnnnnns 23 share Cards with Colleges a e a teo ds 23 View the Subordinates CArdS ooccccoccccocnococococonccocnnnnonnononconannononnonnnnnnnnnonnnnennnnenos 25 EX DOR AS ee ara ietod o elo n 26 EXPORT ECO loas eee eer ee 26 Save to
10. Co Lid 5 mp eset ie i 2 hours ago Michael Molloy added to Company Cardholder Tasks Hide A Tast Business Activity Hide A Add a new business activity 3 On the Add a new business activity page you can choose an item for the activity add notes images time info and location info for the activity After editing click OK to save it Add a new business activity 2015 02 28 21 31 4 After saving you can choose to send the business activity via email to your superior fae CAMCARD BUSINESS E M ain A Send the business activity to your superior OK Cancel nta 8613701765464 Sunny Chen wsic o Y 0067935462000 0080 VP of Marketing Sunny Chen cuotas o or tomen INTSIG Information Co Ltd eee 8618616330263 hours ago Michael Molloy added to Company Cardholde oda 862155663009 8088 Add New Task For mobile app 1 Open CamCard Business app gt tap the button in the upper left corner or slide from left to right to open the left side bar gt choose Tasks 2 Tap Add New Task to add tasks 3 On the Add New Task page you can edit the task title and set assignee due date related contacts and status for the task When you finish editing click Save to save the task CamCard will remind you at 9 00 am on the due date of every task iPod gt 19 18 m iPod gt 19 18 Q Recently Viewed Cancel Add New Task Company CardHolder Tasks
11. QUO o a a Do 26 Save OP HONS COntacis oli Aa 28 Export to salesforce and Sugar CRM o oocccnccccccccncncncnoncnococononnnonnonnnnnncnonanonarnnncnnnonos 28 o reree ee emer r nt eee nee nee ree nee eee tne er eee ere ee eee 30 Create Prol a aide 30 Sena MCs o ee en rene ee 30 gt 6 gra ale Oz se gene een rt a a o O 31 CEDEO ae torso eae 32 Private C ardHolden aia o a ata seo 33 A E eo o O A A eee 34 Set Recognition Languages 1 e che 34 Edit Mali UCM PI ALC ica aan 35 Contacts clan Sn baie Mi ede edd ieee 36 Add Cards Take Photo 1 Open CamCard Business app and enter the Company CardHolder page Click the Capture Card button at the bottom of the page to capture card images Y When capturing the card image please make the card fill the frame to the full and ensure a good lighting condition v The app will automatically focus and capture the card image Y Ifyou are not satisfied with the image please tap the Retake button in lower left to re capture an image 2 Tapthe Add Backside button in the upper right corner then you can capture and save the backside image of the card 3 After capturing the card image you can group the card with tags Select Company Tags to save and categorize the cards in Company CardHolder or select Private Tags to save and categorize the cards in your Private CardHolder 4 Tap Next to continue taking photos or tap Done to save the card 5 C
12. an My Superior WeChat Cancel 4 Subordinates 0 Exchange Cards 1 Open CamCard Business app gt Company CardHolder gt Exchange Cards Or you can open the left sidebar to enter My Profile page and choose Exchange Cards You can exchange cards with others via Nearby Contacts or QR Code 2 Choose Nearby Contacts and tap the searching button then you can find people who are also using this feature nearby and exchange cards with them 3 Choose QR Code then you can exchange cards with others via scanning QR code 19 31 iPod gt 19 32 My Profile Michael Molloy Product Manager INTSIG Information Co Ltd e INTSIG INTSIG Information Co Ltd lt My Profile Exchange Cards www camcard com AD Nearby Contacts gt FB http www facebook com Camcard Michael Molloy TW httpy twitter com camcardintsig Product Manager E Michael_mecameard com ojo a QR Code CA Send Card al Q Exchange Cards Re Capture My Card O Mm My Superior 4 Subordinates 0 Set Superior For mobile app Standard users can set superior for themselves on the mobile app Open CamCard Business app gt tap the upper left button or slide from left to right to open the left sidebar gt tap My Profile gt tap My Superior then you can set one of your colleagues as your superior iPod gt 19 32 19 32 lt Back Change Superior My Profile Michael Molloy Produc
13. ard information will be recognized and saved automatically You don t have to manually proofread the card details S INTSIG wwwintsig com T 486 71 5544 3009 8088 M B6 18616330263 Sunny Chen 84 13701765424 an AO Sunny Chen 7B Building 3 333 Guoding Rd Shanghai 200433 China INTSIG Tap Done and the card will be submitted for Proofreading Company News Business Activities Tasks First name Sunny pany Last Name Chen Tap to add tags CONTACT INFO Mobile 8618616330263 C 8618616330263 O Mobile 8613701765464 E 8613701765464 oO Company Tags Private Tags Fey 862155663009 8088 SUNNY CHen intsid Com E sunny_chenQintsig com Retake Proofreading Create Manually 1 For mobile app Open CamCard Business gt Company CardHolder gt Add Card lower right gt Create Manually gt enter card information and tap Save mn iPod Filter lt Cancel Q Search First name mse Sunny Chen smon EE VP of Marketing INTSIG Information Co Ltd Last Name lum tama Dale Youngkrantz Mobile sm gt Training Manager providing IT amp finance services Email came Evelyn Avila Vu Marketing Manager TT Z CARLYLE FINANCIAL Compan y Dos Calvin Kumahor Departm sum Senior Sales Executive ent SF is Rights Part Of the rdf mcdiagr Sm HEH Add from Contacts Job Title A ee EE Bota Create Manually er ig rae anged 02 m OP ea Batch Scan Car
14. arketing Manager savila carlylefnancial com 3109549770 7 Partner a ES SLES BESS SREBS 800975801 Leads Seas 302310232 VIP C Calvin Kumahor Rights Part Of the rdf mcdiagroup Senior Sales Executive clare kumahor rdfrights com 4402070134587 4402070134401 Creation Date From Created by Select Creator Tags Select Tag Email Website Phone Telephone Fax Card Image Add More Filters View Card Details 1 Open CamCard Business app to enter the Company CardHolder page Tap any of the cards to enter the card details page where you can view the contact info company news business activities and tasks 2 Click on the blue area at the top of the page to view the card image Company News Business Activities Tasks Tap to add tags CONTACT INFO E 8613701765464 O A 8618616330263 O FS 862155663009 8088 E sunny_chenQintsig com COMPANY INFO fm INTSIG Information Co Ltd View Company News 1 On the card details page tap the Company News icon to view or search the contact s company news Sunny Chen VP of Marketing INTSIG Information Co Ltd Business Activities Tasks Company News Tap to add tags CONTACT INFO E 8613701765464 O E 8618616330263 E Fey 862155663009 8088 E sunny_chen intsig com COMPANY INFO ma INTSIG Information Co Ltd Edit Card 1 On the card details page tap the button in the upper right corner to get a pop up menu choose Edi
15. d with Scanner SE ES IAP ARMA Al mae C Cancel Exchange Cards Capture Card Add Card g k Ada mara infa 2 For web app Visit b camcard com gt sign in with your CamCard Business account gt Add Card upper right gt enter card information and click Save upper right CAMCARD BUSINESS Switch to Private CardHolder All Cards All Cards 10 Created by Me 10 Shared with Me Subordinate Cards o INT iatio Lid Advanced Filter Tags a ale Youngkrantz providing T finance services to nonprofits All Card Evelyn Av CARLYLEFINANCIAL Partner Came a y Tara r cA t eoi PSA Liit Lead e CAMCARD BUSINESS E K B Training Manager Marketing Manager Edit First name Last name Mobile Telephone Fax Email Import Excel o0 o0 o0 0 Company Info Website Address Nickname Social Network Key Dates Date Received QQ Twitter Birthday X D o0 CEH o0 o0 o0 o0 1 Visit b camcard com gt sign in with your CamCard Business account gt click the tools button in the upper right corner el CAMCARD BUSINESS ba M ain 2 Click Import Excel on the left side and follow the prompts to download the excel template Input your card data into the template and make sure that the data format is consistent with the template Import Excel Step1 Download Template E 3 standard template Step2 Pleas
16. e make sure your format is identical with the excel template Learn More Step3 Import contacts from Excel File size cannot exceed 10MB Item number cannot exceed 2000 import 3 Kindly note a When editing the template please do not delete or modify any of the column names in the first line b The second line is the card information sample for your reference please delete this line before importing the excel file Z v E fe A B Cc D E F G H J K E M N O P Q R S T U 1 Last name First name Nickname Tags Company Departme Title Emaill Email2 Telephon Telephon Telephon Mobile1 Mobile2 Fax1 Fax2 Country1 State1 City1 Street1 Zip1 2 Jones Michael INTSIG Information Co Ltd 141533550 12345678900 141533551 4 After completing the excel file click Import to import the file 5 When importing large amounts of contacts please do not import more than 2000 contacts at one time as too many data may slow down the importing speed Please patiently wait and do not interrupt when the data are importing Batch Scan Cards with Scanner Click here to view the user manual of CamCard scanner Add from Contacts 1 Open CamCard Business app gt Company CardHolder gt Add Card lower right gt Add from Contacts 2 Choose the contacts or the groups you want to add and tap Confirm in the upper right corner to add them into CamCard Business If you have several contact accounts you need to choose an account firs
17. end Send Expo Tags More Set D Edit E App f Set R Feedl Send Email Send SMS Export to CRM Tags Management More Tools Set Default Account for Contacts Edit Email Template App Passcode Lock Set Recognition Languages Feedback Of iPod gt 19 33 lt Tools Recognition Languages English Simplified Chinese Traditional Chinese Japanese Korean French Spanish Portuguese German Italian Dutch Ciuadinkh 1 Open CamCard Business app gt tap the upper left button or slide from left to right to open the left sidebar gt tap Tools gt tap Edit Email Template 2 You can enter your frequently used subject and contents in the email template v When you tap the screen to edit the email content a popup menu will be shown above the keyboard choose any characters like Last Name First Name Full Name or Note then the chosen characters will be inserted into the email content v Don t delete or edit any of the characters you added as the characters of First Name Last Name and Full Name will be replaced by the contact s name and the character of Note will be replaced by the notes about the contact when you send the email v Email template will help you edit email more efficiently iPod gt 19 32 m gt i gt iPod gt 19 33 m Q Recently Viewed Cancel Edit Email Template Save Company CardHolder Subject Hi First Name Tasks Send Send Emai
18. ger providing IT amp finance services Evelyn Avila Marketing Manager CARLYLE FINANCIAL Calvin Kumahor Senior Sales Executive Rights Part Of the rdf mcdiagr ejes See E Se tt Bl Sit RZE ARES ARMA BR GIR Al ae 19 15 Filter All Cards Created by Me Shared with Me Company Tags Partner Leads VIP Subordinate Cards Advanced Filter iPod gt 19 16 lt Back Tags Creation Date Created by Q 4 N i 11 Keywords ompa Other filters Email Telephone Advanced Filter Fax Alahcita d Card Imana 1 Capture Card Add Card Exchange Cards For web app 1 Visit b camcard com gt sign in with your CamCard Business account gt click the card icon in the upper left to enter the Company CardHolder 2 On the CardHolder page click Advanced Filter in the upper left CAMCARD BUSINESS Switch to Private CardHolder All Cards gt Merge duplicate cards Add Card All Cards 10 Created by Me 10 Search Shared with Me 0 J A Card Image Name Company Title Email Telephone Subordinate Cards Fl jun Sunny Chen INTSIG Information Co Ltd VP of Marketing sunny_chen intsig com 8613701765464 a 8618616330263 862155663009 8 Advanced Filter tone Tags Dale Youngkrantz providing IT amp finance services to no Training Manager dyoungkrantz lumity org 3123993927 e e nprofits 8664403026 All Cards eins D Evelyn Avila CARLYLEFINANCIAL M
19. hen Contact Info Edit Accessible to intse a 1 sa an te VP of Marketing Mote one 141390 S Che poeta 8613701765464 i ruta mesura a INTSIG Information Co Ltd 0 Micran maloy Creator rienda D 8618616330263 Product Manager 2 3 hours ago Michael Molloy added to Company Cardholder E 862155663009 8088 Se David Chen Tasks Hide A m sunny_chen intsig com E INTSIG Information Co Ltd The admins and the owner s superior have ac cess to this card aa VP of Marketing Add Colleagues Add Departments o Kevin Du View Selected Only View the Subordinates Cards 1 Open CamCard Business app gt tap the button in the upper left corner or slide from left to right to open the left sidebar gt tap Colleagues to view cards added by your colleagues You can tap any of the cards to enter the card details page iPod 19 20 mm Q Recently Viewed Departments Company CardHolder Q Search Colleague Tasks David Chen Business Activities Kevin Du Notifications Du Alice Colleagues My Profile Private CardHolder Tools Export Cards Only the super admin or the users with the super admin s permission can export cards from the Company CardHolder Standard users without the super admin s permission can only export cards from the Private CardHolder Export to Excel 1 Visit b camcard com gt sign in with your CamCard Business account gt click the tools icon on the upper right to enter
20. l Hi First Name It was very nice to meet you today A A Send Send SMS I m writing to follow up with our conversation about this potential Expo Export to CRM cooperation Looking forward to hearing from you Notifications Tags Tags Management Y JX EE A ZA PA My Profile R ARE a4 Set D Set Default Account for Contacts Private CardHolder Q W E RITIYJUJIJOJP Tools AISIDIFIGIHIJ KIL App App Passcode Lock Off ZIXICIVIBINIM Set R Set Recognition Languages Feedl Feedback 123 0 ah 947 Contacts Settings 1 Open CamCard Business app gt tap the upper left button or slide from left to right to open the left sidebar gt tap Tools gt tap Set Default Account for Contacts iPod 19 32 Q Recently Viewed Company CardHolder Tasks Send Send Email Business Activities Send Send SMS Expo Export to CRM Notifications Tags Tags Management A EEES More More Tools o My Profile Set D Set Default Account for Contacts Private CardHolder Edit E Edit Email Template Tools App App Passcode Lock Set R Set Recognition Languages Feedl Feedback
21. older 1 business activity Hide A Contact Info Edit My Superior a O 8618600000000 m michael_m Wcamcard com My subordinates E INTSIG Information Co Ltd David Chen Product Manager www camcard com www facebook com camcard Facebook twitter com camcardintsig Twitter Outlook plugin Download Mobile App Help Contact us 1 Visit b camcard com gt sign in with your CamCard Business account gt click the arrow on the upper left then you can switch to CamCard personal version CAMCARD IA K B Switch to Private CardHolder All Cards All Cards 14 Created by Me 14 2 For copying cards from Private CardHolder to the Company CardHolder please refer to Copy cards from Private CardHolder to Company CardHolder 3 You can easily manage your Private CardHolder in the CamCard personal version You can still use the CamCard personal version even when the CamCard Business plan expires Other Set Recognition Languages 1 Open CamCard Business app gt tap the upper left button or slide from left to right to open the left sidebar gt tap Tools gt tap Set Recognition Language and choose the language you are using most frequently Setting recognition language can help improve the recognition accuracy iPod 19 32 Q Recently Viewed Company CardHolder Tasks Business Activities Notifications Colleagues My Profile Private CardHolder Tools Edit Email Template S
22. sales CRM Settings or x SUGAR Google Contacts Settings Salesforce SugarCRM Company Tags Security Configuration Disconnect Click Disconnect to disconnect the CRM account with the CamCard Business CRM Settings Configure CRM success Company employees should configure their own username and password to export contacts to Salesforce My Profile Create Profile Open CamCard Business app gt tap the upper left button or slide from left to right to open the left sidebar gt tap My Profile to complete your profile 1 Capture card image Tap Capture My Card to import your own business card By importing business card you can quickly create your profile 2 Importing existing card image Tap the button gt tap Choose Existing Photo to choose a card image from your photo album 3 Create profile manually If you don t have your paper card at hand you can create your profile by entering personal information manually tap your username gt tap the Edit button in the upper right gt enter your personal information iPod gt 19 31 19 31 iPod 19 31 a Q Recently Viewed My Profile lt Cancel Edit Card Save Michael Molloy Product Manager Michael INTSIG Information Co Ltd ewe Sunny Chen Tasks t Name Molloy sayon iSS VP of Marketing INTSIG Information Co Ltd 19 04 ma Company CardHolder Filter Q Searal Company CardHolder Business Activities a unt
23. services dd K a conve Evelyn Avila ma Marketing Manager CARLYLEFINANCIAL Do Calvin Kumahor Senior Sales Executive i Rights Part Of the rdf mcdiagr Son MEETS arma 2 21H sane gt ESE BAER est Ht Press and hold to find contacts who are Found 1 people searching for you to exchange cards with Searching var a aa une cece USAT ARES E FA AMMAR ARA a Exchanae Cards Capture Card Add Card 3 Choose QR Code and you can exchange cards with friends by scanning their QR codes or asking them to scan your QR code iPod gt 19 10 iPod gt 19 10 lt Back Exchange Cards lt Back Card s QR Code Ask friends to use CamCard app to sc an it to add your card Scan QR Code Copy Cards from Private CardHolder to Company CardHolder For mobile app 1 Open CamCard Business app gt tap the button in the upper right corner or slide from left to right to open the left side bar gt choose Private CardHolder 2 Inthe Privare CardHolder choose the card you want to copy and enter the card details page 3 Slide to the bottom of the page and tap Copy to Company iPod 19 11 Q Recently Viewed Company CardHolder Tasks Business Activities q El bs EE PROC6F ae Copy to Company Notifications Are you sure you want to copy this Guoding Nursery card to Company CardHolder Colleagues ong ia 600 Long Unit Cancel Confirm My Profile Private CardHolder
24. sic F INTSIG Information Co Lt umiy Dale Youngkrantz ERRERA Mol 8618600000000 otc Training Manager providing IT amp finance services NANA W Mic Michael Molloy TW helpy iwitter camsramcardintsig I michael m camcard com Cani ct Evelyn Avila Notifications ne _oecamcard com Ise Marketing Manager CARLYLE FINANCIAL Colleagues INTSIG Information Co Ltd Dd Calvin Kumahor Ea CA Send Card az Senior Sales Executive My Profile parti im Rights Part Of the rdf mediagr N a t eN e Private CardHolder YW QD Exchange Cards a SHES ob Product Manager mamn BEDS Lo Le Re Capture My Card E AMA Tools gt www camcard com ay rans Ag cr cry My Superior pire SUFRA E gt JARRE RARE Al ae 24 Subordinates Facebook WW facebook com camcard os Send My Card 1 Open CamCard Business app gt tap the button in the upper left corner or slide from left to right to open the left sidebar gt tap My Profile 2 Tap Send Card then you can send your card via email text message QR code and WeChat Michael Molloy Product Manager INTSIG Information Co Ltd E NTSI G INTSIG Information Co Ltd www camcard com FB httpy wwwacebook com Camcard M i ch a el M o I I oy TW http twitter com camcardintsig Product Manager E Michael_mecameard com Send Card Via 7 Send Card Email AD Exchange Cards Text Message Re Capture My Card QR Code O
25. t mn iPod Filter Cancel Choose Accoun Confirm iPhone Contacts Q Search iPhone Contacts 0 30 oms Sunny Chen som 32 VP of Marketing INTSIG Information Co Ltd Lun tjnum Dale Youngkrantz somos sms Training Manager proa providing IT amp finance services ome Evelyn Avila emm Marketing Manager CARLYLEFINANCIAL Dos Calvin Kumahor sum Senior Sales Executive SP i Rights Part Of the rdf mcdiagr ite BHES Add from Contacts nemna AS BE EAS Create Manually oe Batch S ith O BST Bee atch Scan Card with Scanner ES JRE RRMA RRA A Cancel Exchange Cards Capture Card Exchang Cards 1 Open CamCard Business app gt Exchange Cards lower left 2 Choose Nearby Contacts and tap the exchange icon at the bottom of the page then you can search the people who are also using this feature nearby Once a person found tap the Exchange button on the right side of his or her card to exchange cards 19 04 m iPod gt 19 09 iPod gt 19 10 Company CardHolder Filter lt Back Nearby Contacts lt Back Nearby Contacts Q Search A CamCard Assistant Customer Service eme lt Sunny Chen CamCard smon sss VP of Marketing INTSIG Information Co Ltd A INTSIG INTSIG information Co Lid Luntym Dale Youngkrantz 1 tps comme times wee Training Manager Michael Molloy Y rtte lt omancorinig eee cate gt F Product Manager providing IT amp finance
26. t then you can edit the card Tap Save in the upper right to save changes when you finish the editing Sunny Chen VP of Marketing INTSIG Information Co Ltd Tap to add tags CONTACT INFO E 8613701765464 al E 8618616330263 OQ T 862155663009 8088 E sunny_chen intsig com COMPANY INFO fm INTSIG Information Co Ltd Card Management and Collaboration Set Tags For mobile app 1 Company CardHolder gt tap any of the cards to enter the card details page gt Tap to add tags 2 On the Company Tags page you can add one or more company tags Tap Done when you finish editing Otherwise you can also add tags when capturing card image please refer to Take Photo iPod gt 19 17 Cancel Company Tags Sunny Chen VP of Marketing Tags INTSIG Information Co Ltd Company News Business Activities Tasks CONTACT INFO E 8613701765464 O E 8618616330263 O fe 862155663009 8088 E sunny_chenQintsig com COMPANY INFO ma INTSIG Information Co Ltd For web app 1 Visit b camcard com and sign in with your CamCard Business account Click the card icon on the upper left to enter the Company CardHolder 2 Click any of the cards to enter the card details page In the Tags column click Add to choose tags CAMCARD B Sunny Chen Contact Info Edt Accessible to Add 8613701765464 g Michael Molloy 8618616330263 Product Manager m D
27. t Manager Superior INTSIG Information Co Ltd David Chen NTSIG INTSIG Information Co Ltd wwnwcamcard com Colleagues FB http wwwfacebook com Camcard TW http twitter com camcardintsig David Chen Michael Molloy Product Manager E Michael m ecamcard com Kevin Du Send Card Exchange Cards qa Ook Re Capture My Card My Superior Davi 4 Subordinates 0 Change Superior For web app 20 1 For admin please visit b camcard com gt sign in with your CamCard Business account gt click the settings icon in the upper right gt choose Manage Users in the left sidebar E M CAMCARD BUSINESS ain Account Information Active Sharing Settings Manage Departments Jietu A Recycle Bin Kevin Du CRM Settings Google Contacts Settings David Chen kevin_du yopmail com david_chen yopmail com Company Tags Security Configuration Super Admin User invite Colleagues v s Jietu z Add Superior n Enable v ai Jietu v Add Superior v Enable v 2 For standard users please visit b camcard com gt sign in with your CamCard Business account gt click the profile icon in the upper right gt click My Superior to set superior for yourself E M CAMCARD BUSINESS 4 AA Michael Molloy Product Manager INTSIG Information Co Ltd Michael Molloy mmo Business Activity Sunny Chen INTSIG Information Co Ltd 1 Private CardH
28. the tools page 2 By clicking Export to Excel in the left side bar you can select Export Company CardHolder to Excel or Export Private CardHolder to Excel If you cannot find the Export Company CardHolder to Excel button please contact the admin to enable this feature for you QJ CAMCARD BUSINESS amp B HB Export to Excel Export to Excel Export to CRM Export to Google Contacts All the cards will be exported to Excel Import Excel ga Export Company CardHolder to Excel Change Password xE Export Private CardHolder to Excel Save to Outlook To save cards to Outlook you need to download the Outlook plugin first 1 Visit b camcard com gt sign in with your CamCard Business account 2 Click Outlook plugin at the bottom of the page gt click Download to download and install the plugin fa Outlook plugin Download Mobile App Help 23 Contact us CAMCARD OUTLOOK PLUG IN You can import CamCard amp CamCard Business contacts to your outlook DOWNLOAD e Support Outlook 2003 2013 e Compatible with Window7Mindow 3 After the Outlook plugin is installed open Outlook and click the CC icon on the upper right to sign in your CamCard Business account After signing in all card info will be automatically exported to the Outlook contacts HOME SEND RECEIVE FOLDER VIEW CamCard HOME SEND RECEIVE FOLDER VIEW CamCard Sign in Register Import Help
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