Sansan Guide (for general users)

Login, password

• Logging in to the Sansan Web App; when you have difficulty logging in using SSO (single sign-on)
• Changing your password
• Login issues
• If you didn't receive a password reset email
• If you forgot your password
• If you're locked out of your account

Virtual Card

• If “Invalid URL” is shown after accessing the URL on a Virtual Card
• About virtual backgrounds
• Editing Information on a Virtual Card
• Virtual Cards FAQ
• How to set up your Virtual Card (Web App)
• Sending/receiving Virtual Cards (Web App)

Person and biscard details

• Setting a contact as resigned
• How to view a contact's previous business cards
• Fixing digitization errors
• Relationship between Details about this person and Recognition as same person
• Questions and answers regarding Details about this person
• How to access the Business card details screen

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Search

• Searching for private/hidden contacts
• Setting in bulk
• Doing Searches from the Detailed Search Screen
• Searching for data containing Non-enterable character"●".
• Saving search criterias and doing searches from saved search criterias
• Description of card searches and display settings (From screen after the log-in screen)

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Smartphone application

• Identify Incoming Call IDs

View, edit, delete business cards

• Making cards that are awaiting digitization private or deleting them
• Editing cards/contacts owned by other users
• Setting up and editing own cards
• PA Operation
• How display order of contacts' first & last name is determined
• Registering business card data from an image file

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Tags

• Creating, editing, and deleting tags
• Adding tags to multiple cards at once
• Attaching Tags to Business Cards
• Bringing multiple tags together under one tag
• Removing tags attached to a business card
• Tags explained: public, private and shared

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Recognize As Same Person

• Contacts working in more than one company
• About Combining Duplicates
• Manually combining duplicates
• Uncombining duplicates
• Reordering combined cards

News

• Personnel change and contact information change news based on profile information in Eight
• Seeing personnel change information
• About News
• Editing the settings for receiving automatically sent emails from Sansan
• What "News about people you know" is
• Setting News to not be displayed

Company master, organization tree

• Editing and deleting company custom fields
• Setting company custom field data for a company
• About company custom fields
• Creating a new company custom field
• About Activity History
• About activity numbers

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Bulk Email Delivery

• Confirming recipients for bulk email
• Approval settings for bulk email
• Approving bulk email delivery
• About mail recipients (To:)
• If the number of opens or clickthroughs differs from the expected number (email delivery)
• About the unsubscription page

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Reports

• Sharing the contents of Reports through Messaging
• Import events from Google Calendar to Report registration
• Viewing Reports
• What a Report is
• Be notified of reports created by colleagues
• Downloading Report information

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Deal management

• Change the initial setting displayed for Opportunity Masters when creating a new Opportunity.
• Calculating Opportunities
• What Opportunity is
• Displaying opportunities, Advanced searches, Downloading search results, Saving
• Editing / Deleting Opportunities
• Creating new Opportunities

Messaging

• What "Message" is
• Sending messages to colleagues
• Checking, replying to messages
• Changing the notification settings for messages

Download

• Optional settings for business card data download (export)
• Save, change, or delete output template to be used when downloading business cards.
• How to download (export) Sansan contact data

Settings

• Making telephone calls with specific prefixes attached to the telephone number
• Changing user name, sub-email address, language, and time zone
• Changing the display of the business card management screen

Personal Email Settings

• How to do initial settings. Sending emails from Sansan
• How to send. Sending emails from Sansan
• If garbled text appears when calling up email software from Sansan

Digitize

• About multilingual digitization & splitting cards
• Processing in and digitizing business card images from Eight
• Points to consider when scanning cards
• Checking Unreadable Cards
• Select multiple digitization languages
• When cards have been in the transcribing process for a long time

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Sansan Meishi Maker

• What is Sansan Meishi Maker

Others

• About Contact Inbox
• About Sansan Labs
• Checking Sansan's service operation status
• Contact data that counts toward your digitization quota
• Configuring Sansan for MS Teams
• Using Contact Inbox

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