Sansan Guide (for general users)
Login, password
Person and biscard details
- Feedback about digitization function
- 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
- How to access the Details about this person screen
- Summary of the Details about this person screen / What the most recent card is
Search
- 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)
- Searching by tags (OR, AND, NOT searches)
- Searching for business cards by date registered (date scanned)
Mobile
- Taking pictures (scanning) business cards from Sansan for Mobile (smartphone)
- Creating a shortcut to the log-in page on smartphone home screens
- Making telephone calls with specific prefixes attached to the telephone number
- Checking news from mobiles
- Registering and viewing contacts from mobile phones
- Making phone calls and sending emails to business cards from mobile phones
View, edit, delete business cards
- Editing multiple business cards at the same time
- Deleting business cards
- Creating new business cards
- Copying business card information and creating a new business card
- Changing the front and back, top and bottom of images of business cards, and enlarging them
- Editting business card data
Tags
- Attaching tags to cards when scanning
- The differences between shared, private, and public tags
- What tags are (examples of tags and tag usage)
- Creating, editing, and deleting tags
- Adding tags to multiple cards at once
- Attaching Tags to Business Cards
Recognize As Same Person
News
- Personnel change and contact information change news based on public profile information in Eight
- What "News" is
- Editing the settings for receiving automatically sent emails from Sansan
- What "News about people you know" is
- Checking business card information from "News about people you know" emails
- Setting News to not be displayed
Company master, organization tree
Bulk Email Delivery
- ★ Procedure for Bulk Email Delivery
- ★ Collection of template samples (Email delivery, body)
- What alternative text is
- If you do not want to send to certain email addresses (Email delivery)
- How to create templates / How to insert / Attachment files (Bulk Email Delivery, body)
- About "To" (recipient) (Email delivery: "To")
Reports
- Sharing the contents of Reports through Messaging
- Import events from Google Calendar to Report registration
- Viewing Reports
- What a Report is
- Receiving Emails about Reports registered by other users
- Downloading Report information
Deal management
Messaging (Beta Version)
Download
Settings
Personal Email Settings
Digitize
- Things to be aware of when scanning cards -Please be sure to check!-
- What Transcribe Both Sides is
- Checking Unreadable Cards
- Scanning business cards to Transcribe Both Sides
- Checking the expected completion date of transcribing for scanned business cards
- Checking business cards that are still being transcribed (What you can do while cards are still being transcribed)