Sansan Guide (for general users)
Login, password
Virtual Card
- About virtual backgrounds
- Editing Information on a Virtual Card
- Virtual Cards FAQ
- How to set up your Virtual Card (Mobile App)
- Sending/receiving Virtual Cards (Mobile App)
- How to set up your Virtual Card (Web App)
Person and biscard details
- Setting a contact as resigned
- 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
- How to access the Details about Indivisual infomation
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
- PA Operation
- How display order of contacts' first & last name is determined
- Registering business card data from an image file
- Editing multiple business cards at the same time
- What a Card ID is
- Deleting business cards
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
Recognize As Same Person
News
Company master, organization tree
- What the Heat Map is
- Changing items displayed in the Company list
- Company page and organization tree explained
- Downloading company information
- Following Companies
- Consider making an approach using Client companies
Bulk Email Delivery
- Setting the Sender Domain for Bulk Email
- About Card Holder
- Send bulk emails in HTML format
- What plain text is
- Selecting type of email
- If you do not want to send to certain email addresses (Email delivery)
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
Deal management
Messaging
Download
Settings
Personal Email Settings
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
- Checking the expected completion date of transcribing for scanned business cards
Others
- Connect to Google Calendar
- Calling colleagues
- Connect to Microsoft Teams
- Use lists to send bulk emails
- About Lists
- About Colleagues