ご利用のプランや設定状況によっては、当サイト内で紹介されている一部の機能についてはご利用いただけません。
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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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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Setting in bulk
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Smartphone application
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View, edit, delete business cards
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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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Setting up and editing own cards
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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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Checking the expected completion date of transcribing for scanned business cards
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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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CloudSign Contract Management
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Other (Permissions, Sansan scanner settings, checking actual usage)
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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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Special edition: FAQs for transfer season
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Integration with Exchange Online
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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 the version(Smartphone 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。
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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.