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 Indivisual infomation
- Summary of the Details about this person screen / What the most recent card is
Search
- Doing advanced searches for companies
- 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)
Smartphone application
Smartphone web
View, edit, delete business cards
- Registering business card data from an image file
- Editing multiple business cards at the same time
- What a Card ID is (Checking Card IDs)
- Deleting business cards
- Creating new business cards
- Copying business card information and creating a new business card
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
- The differences between shared, private, and public tags
Recognize As Same Person
- Contacts working in more than one company
- What Recognize As Same Person is (with my data)
- Manually recognizing two cards as being from the same person
- Undoing the status of recognition as same person
- Changing most recent status of business cards recognized as the same person / Changing most recent business card
News
Company master, organization tree
Bulk Email Delivery
- ★ Procedure for Bulk Email Delivery
- ★ Collection of template samples (Email delivery, body)
- About Card Holder
- Sending HTML format emails with Bulk email delivery
- What plain text is
- Selecting type of email
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
Download
Settings
Personal Email Settings
Digitize
- Processing in and digitizing business card images from Eight
- 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