Using Scan2CRM for Act! Scanning cards
8 Scan2CRM for Act! User Guide, version 3.5
Your card will be automatically detected,
scanned in, and inserted automatically into a
new Act! Contact record.
Note: By default, the Act! Contact's layout does
not contain a special image field, and images
are kept in the "Notes" section of the Contact
record. You can however add an image field to
the contact layout, by selecting Design Layouts-
>Contact under the Act!'s Tools menu. For
detailed explanation on how to perform this
procedure, please see
Appendix B: Adding an
Image field to the Act! contact layout, page
18,
or consult Act!s user guide.
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