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よくある質問FAQ
Depending on the plan you use and your
settings,
you may not be able to use some of the functions described in this help
site.
ご利用ガイドGuide使用指南
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Sansan Guide (for general users)
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Login, password
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Virtual Card
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Person and biscard details
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Setting a contact as resigned
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How to view a contact's previous business cards
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Fixing digitization errors
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Relationship between Details about this person and Recognition as same person
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Questions and answers regarding Details about this person
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How to access the Business card details screen
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How to access the Details about Indivisual infomation
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Summary of the Details about this person screen / What the most recent card is
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About career history
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Summary of the Business card details screen
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Personal IDs and how they may be combined
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Setting a contact as resigned
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Search
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Searching for private/hidden contacts
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Setting in bulk
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Doing Searches from the Detailed Search Screen
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Searching for data containing Non-enterable character"●".
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Saving search criterias and doing searches from saved search criterias
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Description of card searches and display settings (From screen after the log-in screen)
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Searching by tags (OR, AND, NOT searches)
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Searching for business cards by date registered (date scanned)
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Searching for private/hidden contacts
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Smartphone application
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View, edit, delete business cards
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Making cards that are awaiting digitization private or deleting them
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Editing cards/contacts owned by other users
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Setting up and editing own cards
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PA Operation
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How display order of contacts' first & last name is determined
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Registering business card data from an image file
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Editing multiple business cards at the same time
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What a Card ID is
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Deleting business cards
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Manually creating a new contact/card
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Copying business card information and creating a new business card
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Changing the front and back, top and bottom of images of business cards, and enlarging them
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Editing business card data
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Writing memos on business cards / What you can do with memos
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Checking Company Keyword
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What automatically attached memos are
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About own cards
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Making cards that are awaiting digitization private or deleting them
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Tags
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Creating, editing, and deleting tags
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Adding tags to multiple cards at once
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Attaching Tags to Business Cards
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Bringing multiple tags together under one tag
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Removing tags attached to a business card
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Tags explained: public, private and shared
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Setting parent-child relationships for tags
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When scanning, I put on the wrong tag, and I would like to change it (Replacing tags)
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Creating, editing, and deleting tags
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Recognize As Same Person
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News
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Company master, organization tree
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Editing and deleting company custom fields
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Setting company custom field data for a company
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About company custom fields
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Creating a new company custom field
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About Activity History
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About activity numbers
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Organization tree explained
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What the Heat Map is
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Changing items displayed in the Company list
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Doing advanced searches for companies
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Company page explained
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Downloading company information
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Following Companies
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What contact points are
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Editing and deleting company custom fields
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Bulk Email Delivery
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Confirming recipients for bulk email
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Approval settings for bulk email
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Approving bulk email delivery
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About mail recipients (To:)
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If the number of opens or clickthroughs differs from the expected number (email delivery)
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About the unsubscription page
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Setting the Sender Domain for Bulk Email
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About Card Holder
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Send bulk emails in HTML format
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What plain text is
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Selecting type of email
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If you do not want to send to certain email addresses (Email delivery)
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Bulk emailing explained
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How to apply templates and add fields in bulk email
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Excluded contacts
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Delivery reservation - Cancelling / Preview - Test delivery (Email delivery: Delivery)
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Managing filters for bulk emails
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Checking your bulk email results
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If the number of addresses specified and number for delivery don't match (email delivery)
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Confirming recipients for bulk email
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Reports
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Deal management
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Messaging
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Download
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Settings
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Personal Email Settings
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Digitize
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About multilingual digitization & splitting cards
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Processing in and digitizing business card images from Eight
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Points to consider when scanning cards
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Checking Unreadable Cards
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Select multiple digitization languages
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When cards have been in the transcribing process for a long time
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Editing cards during digitization
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About multilingual digitization & splitting cards
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Sansan Meishi Maker
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Others
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About Contact Inbox
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About Sansan Labs
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Checking Sansan's service operation status
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Contact data that counts toward your digitization quota
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Configuring Sansan for MS Teams
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Using Contact Inbox
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Connect to Google Calendar
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Calling colleagues
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Install the Sansan app in Microsoft Teams
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Use lists to send bulk emails
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About Lists
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About Colleagues
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What a Public Profile is
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Using two-factor authentication for logging in
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Profile Pages
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Changing the date received of business cards
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Checking the number of business cards that have been put into Sansan
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Setting reminders
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About Contact Inbox
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Sansan Guide (for administrator)
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About an Administrator, Settings of Users and Authorities
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Syncing user profiles with own cards
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Inactivating a user
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PA Settings
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Editing a user profile
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What an Administrator is: What to do when an Administrator leaves his or her position
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What a sectional administrator is
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Bulk adding, changing, or deleting users from a file
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Fields and privileges for adding/editing users
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Adding users
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Changing user information (giving permissions)
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Deleting users
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Changing the order of users
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Changing user display order through file import
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Replacing users
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Resetting user passwords (for administrators)
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Regarding input rules for files (For adding, changing, and deleting multiple users at one time)
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Writing user information into a file (Downloading, exporting)
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What to consider when giving permissions and the risks involved
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Syncing user profiles with own cards
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Virtual Card
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Department
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Adding, editing, and deleting departments
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Batch adding, editing, and deleting departments (CSV file import)
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Regarding individual items in the file (Adding, editing, deleting multiple departments at the same time)
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Changing department hierarchy and order of display
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Changing permissions for departments from a file (Access control)
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Manage accessibility of departments
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Adding, editing, and deleting departments
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Change Holder
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Import Card Data
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Reports
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Oppotunities Setting
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Security Settings
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SAML Authentication Usage Settings
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Setting up SAML Authentication
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Making two-factor authentication mandatory (security settings)
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Requiring passcode lock for the Mobile App (Security Settings)
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Authorizing devices that can use the Mobile App
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Cacheless Mode
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Setting access restrictions based on IP addresses (PC, Smartphone) (Security Settings)
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Limiting access for the Smartphone application (Security Settings)
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Change login password policy
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SAML Authentication Usage Settings
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Connect with using API
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Smartforms
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Sansan Meishi Maker
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About Sansan Meishi Maker (for admins)
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About Sansan Meishi Maker admins
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Setting Sansan Meishi Maker admins [Sansan Meishi Maker]
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How to create and edit card data (Sansan Meishi Maker)
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Authorizing requests(Sansan Meishi Maker)
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Approval flow settings (Sansan Meishi Maker)
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Batch Adding, Modifying, Deleting Approval Flows from Files (Meishi Maker)
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Items in Approval Flow Batches (Meishi Maker)
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File Entry Rules (Meishi Maker: Approval Flow Batches)
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How to order and allocate cards (Sansan Meishi Maker)
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Select shipping address (Sansan Meishi Maker)
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About images (Sansan Meishi Maker)
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About templates (Sansan Meishi Maker)
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Sansan Meishi Maker FAQ
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About Sansan Meishi Maker (for admins)
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Salesforce Opportunity Integration
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Risk Intelligence
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Surveys
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Other (Permissions, Sansan scanner settings, checking actual usage)
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When items don't show in the admin settings
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Integration with Exchange Online
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Integration with Gmail™
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About Smart Activity Management
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Manually sending business cards/contacts to Concur Expense
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Configuring Sansan Labs settings
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Integration with Contract One
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Setting up Smart Activity Management
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Integrating Smart Activity Management with Microsoft 365
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Setting direct mail managers
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Email Signature contact creation setup
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Configuring Google Cloud and Google Workspace for Contact Inbox integration
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Regarding Apache Log4j and Sansan
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Integrating Outlook with Contact Inbox
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Contacts/cards that can be sent to Concur Expense
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Contact information that integrates with Concur Expense
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Start integration with Concur Expense
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Setting up Contact Inbox
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About Virtual Card keys
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Google Calendar integration
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Connect to Phone Appli People
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About Contact Analysis
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Customizing download permissions
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Setting download permissions
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What contact info will be linked to Outlook
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Connect to Outlook
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About the items in the file (Message Usage Record)
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What the Usage log is
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About each item in the file (Usage log)
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Checking contacts/cards added
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When items don't show in the admin settings
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Trouble Shootings and Tips for Advanced Usage
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Trouble Shootings
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★
FAQs on Web
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FAQ on uploading images
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I scanned an old business card and accidentally set the exchange date set to the current/scan date
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Cannot access the link for resetting my password
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About Country Identification
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Setting cards to "private"
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Adding images in bulk emails
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Differences between Messaging and colleagues you follow
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Can deleted data (users or business cards) be recovered?
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When a user is deleted, are their business cards, tags, and contact reports also deleted?
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I am receiving incorrect Contact Updates / double copies of Contact Updates.
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"You do not have permission to use this" came up.
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Business cards have not been recognized as the same person
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I did a search for a card but could not find it. What should I do?
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How can I change the email address for logging in?
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I cannot add a user. What should I do?
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I have collected a lot of "Contact Updates". What is the best way to make updates to the business card information?
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Why am I not receiving "Contact Updates"?
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I would like to download the most recent information about a selected business card
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The download file I am trying to create does not become complete. What should I do?
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What VP is?
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Can I print onto postcards or labels?
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Why are there blanks in the data I downloaded?
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Is there a way to specify tags or addresses or other conditions and then download the data?
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Can I do a search across different "Opportunity Master"?
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Can I Import the opportunities that were managed on Excel before?
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If there is a person I do not want to send emails to, what should I do?
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If there are two of the same business cards, will two separate emails be sent?
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How can I check the log of who has used tags?
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Why can I not add or edit tags from the Tag management screen?
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★
FAQs on Web
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Trouble Shootings about the Smartphone application
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Can I use the Smartphone application from tablets such as iPads?
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Can I log in to the Smartphone application from multiple terminals at the same time?
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When I open the Smartphone application, the screen goes all white
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FAQs on Smartphone App
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The Smartphone application is acting strange
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The display still says "Data being input" (Smartphone application)
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How to synchronize Sansan business card data with the contact list in your telephone
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Conditions for using IP Address restrictions (Smartphone application)
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Downloading the smartphone app
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Scanning cards on the Mobile App
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How to sync
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Setting cards that could not be read to not be displayed (Smartphone application)
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Checking your version of Sansan (Mobile App)
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Changing Profile and Background Images from the Mobile App
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Can I use the Smartphone application from tablets such as iPads?
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Trouble Shootings about the Sansan Scanner
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Trouble Shootings about the Sansan API
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Can API keys be issued in bulk by the administrator?
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A 404 error is occurring with the Person acquisition API.
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Can the API register business cards previously recognized as being from the same person?
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Can a Person ID change be obtained by API?
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When will the business card Updated Date be revised?
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For business cards just registered, are registered date and updated date the same value?
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Why is there null data for exchangeDate?
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I would like to know how to connect Sansan to kintone or Dynamics 365
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Integration with Zapier
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Can API keys be issued in bulk by the administrator?
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Others
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Sansan Scanner
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Scanning business cards
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Scanning business cards as private
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How to scan cards
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Scanning business cards with handwritten dates to be used as date received.
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Attaching tags to cards when scanning
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Setting the language (English, Japanese, Chinese, Korean, German, French, Spanish, Portuguese, Thai, Indonesian, Vietnamese) for card input on the scanner
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Sending unsent business cards
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Deleting or changing card holders for unprocessed cards
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Scanning business cards as private
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Setting up the Sansan scanner
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Setting up the Sansan scanner
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How to do device settings (DELL Latitude 3140)
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How to do device settings (Field3 PCT01)
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How to do device settings (DELL Latitude 3190)
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How to do device settings (Microsoft Surface GO)
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How to do device settings (DELL Inspiron 11)
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How to do device settings (HP x2 210 G2)
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How to do device settings (Lenovo Yoga)
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How to do device settings (Lenovo)
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How to do device settings (HP)
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How to do device settings (Dell)
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Connecting to the internet with wireless LAN
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How to set up proxy servers
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How to set fixed IP addresses
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When connecting with automatic IP address acquisition (DHCP)
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How to find the tablet's MAC address
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If you are using a Data Communication Card (au_U01) rented from Sansan
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If you are using a Data Communication Card (au_HWD12) rented from Sansan
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If you are using your own Data Communication Card
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The scanner is not working / If "The ScanSnap power has been disconnected" is displayed
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Setting up the Sansan scanner
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Trouble Shootings
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When the scanner (iX500) turns off automatically
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An error saying "Business card image could not be recognized" comes up.
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Even after I connected the communication card to the Tablet PC, there is no connection.
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The Scanner is not working, or the scanner is not being recognized.
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The orange lamp on the square scan button is flashing orange.
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The Wi-Fi lamp of the Scanner is flashing orange.
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I cannot scan business cards because there is not enough available memory on the disk
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Scanner App cannot connect to the network
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When a firmware update message comes up
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How to open the cover on the scanner (when a card is jammed or if there is a line on the business card image)
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Error message indicates ScanSnap is unavailable. Tapping "Scan" doesn't give a response.
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After scanning, a dialog box asking where to save comes up, and data is not sent
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Starting up the Tablet PC
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When the scanner (iX500) turns off automatically
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Others
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Manually switching from ScanSnap Manager to ScanSnap Home
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Windows updates for tablet PCs
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Update to Windows 11
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Windows 10 22H2 Update for Devices Using Windows 10
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We broke the Tablet PC.
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If I scan the same card twice, will I still be charged for it?
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About cable locks
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How to disconnect and reconnect cables and restart the Tablet PC
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Setting the time on the tablet PC
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Adjusting the volume on the Sansan Scanner (Tablet PC)
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If the Scanner app has not been synchronized
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Exiting the Scanner App / Restarting
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How to set the Scanner App ID and Password
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How to check device management numbers: "Tablet No. (Profiler No.)" Scanner No.", and "Scanner App ID".
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Can I set a login password for the tablet PC's OS.
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Manually switching from ScanSnap Manager to ScanSnap Home
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Sansan's Global Edition
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About Features
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About Sansan's Pricing
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ヘルプサイトを見ても解決しない場合は、お問い合わせください。
If you cannot get the answer to your question
from the help site,
use the form below to contact us.
如果查看帮助页面后仍未能解决问题，请联系我们。
※ Salesforce は Salesforce, Inc.
の商標であり、許可のもとで使用しています。
* Salesforce is a trademark of Salesforce, Inc., and is used here with
permission.
* Salesforce is a trademark of Salesforce, Inc., and is used here with
permission.