各功能指南(面向普通用户)
登录、密码
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)
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
- PA Operation
- Registering business card data from an image file
- 什么是名片ID(确认名片ID)
- Deleting business cards
- Manually creating a new contact/card
- Copying business card information and creating a new business card
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
- About activity numbers
- Organization tree explained
- Changing items displayed in the Company list
- Doing advanced searches for companies
- Company page explained
- Downloading company information
批量邮件群发
- 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
- About Card Holder
报表
- Sharing the contents of Reports through Messaging
- Import events from Google Calendar to Report registration
- Viewing Reports
- What a Report is
- Receive reports from colleagues you follow
- Downloading Report information
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
- Checking the expected completion date of transcribing for scanned business cards
Sansan Meishi Maker
其他
- Checking Sansan's service operation status
- Contact data that counts toward your digitization quota
- Configuring Sansan for MS Teams
- Using Contact Inbox
- Install the Sansan app in Microsoft Teams
- Use lists to send bulk emails