各功能指南(面向普通用户)
登录、密码
Virtual Card
人物名片、名片详情
- 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
搜索
- 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)
- Searching by tags (OR, AND, NOT searches)
智能手机应用
名片查看・编辑・删除
- 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
- Registering business card data from an image file
- What a Card ID is
标签
- Creating, editing, and deleting tags
- Adding tags to multiple cards at once
- 在名片上贴标签
- Bringing multiple tags together under one tag
- Removing tags attached to a business card
- 关于标签的共享、非公开和公开的区别
合并重复联系人
新闻
公司基本数据、组织结构图
- 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
批量邮件群发
- 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)
- Setting the Sender Domain for Bulk Email
报表
商机管理
消息
下载名片
设置
个人邮件设置
数字化、输入
- 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
Sansan Meishi Maker
其他
- 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