Sansan Guide (for general users)

Login, password

• Logging in to Sansan for PC / Having trouble logging in
• If you don't receive a password reissue email
• If you forgot your password or lost your account information email (reissuing a password)
• If you're locked out of your account (reissuing a 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

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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)

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Smartphone application

• Identify Incoming Call IDs

Smartphone, Feature phone web

• 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
• Logging in to Sansan for Mobile (Smartphone web version)

View, edit, delete business cards

• Registering business card data from an image file
• 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

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Tags

• Attaching tags to cards when scanning
• The differences between shared, private, and public 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

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Recognize As Same Person

• 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

• Personnel change and contact information change news based on profile information in Eight
• What "News" is
• 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

• Downloading company information
• Changing items displayed in the Company list
• Consider making an approach using Client companies
• What a Company Master (Organization Tree) is
• What Relationship is

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

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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
• Receiving Emails about Reports registered by other users
• 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 Deals, Advanced searches, Downloading search results, Saving
• Editing / Deleting Opportunities
• Creating new Opportunities

Messaging

• What Messaging 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.
• Downloading (exporting) Business Card Data

Settings

• Changing your password
• Changing User Name, Sub-Email Address, and Language
• 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
• How to send when the limit of the number of characters in the mail has been exceeded
• If garbled text appears when calling up email software from Sansan

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

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Others

• What a User Profile page is
• What Cards Analysis is
• Changing the date received of business cards
• Checking the number of business cards that have been put into Sansan
• Setting reminders
• What a Card ID is (Checking Card IDs)