WorldCard for Salesforce User Manual

User Interface Introducing
Add Contact
Edit Contact Information
View and Use the Contact Information
Settings

User Interface Introducing

1. Uploaded area
2. Ready for upload
3. Shooting contact cards
4. In other ways to add contacts
5. Search contacts
6. Account information
7. Select contacts
8. Advanced Functions
9. Index

Return to Menu

Add Contact

WorldCard for Salesforce provides many ways to add contact:

Using Camera to Shoot Business Card
Scanning the Contact's QR Code
Add Contacts From the Email Signature
Add Contacts From Picture

1. Using Camera to Shoot Business Card

   1. After tapping the icon on the main page to launch camera, please check the mode is selected on [Handheld] mode.

   2. Next to the camera icon is the [Recognize Language] option, tap it to select the language you want to use first, and then rotate your mobile phone to portrait or landscape according to the business card, and make sure the business card image is fully loaded in the screen. Shoot above the business card and try to avoid shadows as possible, and then tap to shoot.

3. There are Flashlight , Lighten , Auto Crop functions on the screen for you to choose to turn on/off the flashlight when shooting, or lighten the picture automatically to make the texts become more recognizable, or auto crop the part outside of the business card.

4. After shooting, you will see the result with lighten and cropped in the next step, you can also tap to rotate the picture, if you are not satisfied with result, please tap to shoot again.

5. If the back side of the card also has information, you can tap to add the picture of back side, then turn the card to the back side and remember to choose the correct language for recognize before shooting.

6. If you have lots of cards to be managed, after shooting the first card (include back side), you can tap to do batch shooting for you to shoot all the cards in one time and then do the recognition in the end.

7. Final step, tap to start recognition, once it is recognized, you'll see it in the list of Ready for upload.

2. Scanning the Contact's QR Code

Tap the icon to launch the camera, and slide the mode to [QR code] , and let the camera point to the QR code you want to scan, WorldCard for Salesforce will focus and recognize it automatically. If the shooting environment is too dark, you can tap to enable the flashlight lights constantly.

3. Add Contacts From the Email Signature

   1. Please select and copy the contact's Email signature in the Email first.

2. Open WorldCard Salesforce, and tap icon on the main screen to choose [Email Signature] , the Email signature will paste into the WorldCard for Salesforce automatically, and then tap to start recognizing.

Note: If the pasted signature was mess, please adjust the paragraphs before recognizing.

4. Add Contacts From Picture

Tap icon on the main screen to choose [Add Contact from Album], and select the card images you want to add, and then choose the recognize language on the top of the screen, and then tap to import and recognize, after that, tap icon on the up-right corner to save.

Note: After adding new contacts, you can still add/change the contact's card image and partial the information on the card image to recognize, and also add notes for the contact. Please refer to the next chapter for more details.

Return to [Add Contact]

Edit Contact Information

1. Edit Text Information

   1. After you add a new contact by shooting or your contacts information have changed, you will need to edit your contacts information; Please note that the new contact information needs to be edited/verified then can be uploaded to Salesforce.

   2. Tap the contact you want to edit in [Ready for upload] to enter the editing page, you will see the first field [Save to] under card image, please select Contacts or Leads of Salesforce to save, and check whether there are errors or omissions in the subsequent fields.

   3. When you tap the field you want to edit, the original image area which belongs to that field will appear on the top of the screen for you to double check,  please note this feature only available on the contacts which are added by shooting via this mobile device and import from image, it is not available if the contact is added from email signature.

4. After editing, please remember to top to save, once edited, it will be uploaded to Salesforce and moved to [Uploaded Area].

5. If you use the way of batch shooting/loading multiple card images to add contacts, you will see a mark on those contacts which mean the contacts information has not been verified, and you can just tap them to enter the editing page to confirm.

2. Edit Card Image

   1. Tap a contact to enter information page, and tap the card image to enter card image viewing mode. her you can rotate the image,  refresh or add back side card image, tap icon can delete the image or choose [Image Process].

   2. In the image process page, you can tap to lighten the image to make the texts become more recognizable, and move and scaling the green frame in the image to select the card, and then tap to cut off the extra parts outside the card image, after that, tap to save the changes.

   3. If the contact has no card image, tap can add a card image for this contact.

Return to Menu

View and Use the Contact Information

After establishing your own contacts, you can review and use these contact information anytime.

1. If you have lots of contacts, you can use the full text search function to find your data, you can enter any keyword of any field, and it will list all the results.

2. When you review the contact information, you can tap the following icons to trigger the related functions:

   1. Phone : Tap to call this contact or tap to send text.

   2. Email : Tap to send Email to the contact.

   3. Address : Tap to open the map to search the contact's address.

   4. Web Page : Tap to open the contact's web page.

3. If the contact's card  has double sides information, tap to switch the card image to the other side.

4. When you put your phone horizontally, the screen will automatically switch to [Cover Flow Mode] for you to easily look up the contacts by flipping images, you can slide the card images or the index bar on top to find contacts, and there are   [Call], [Send Email] and [Open the Map of Contact's Address] function buttons at the bottom-right corner for you to use.

5. Tap icon on the up-right corner of the screen to add note for this contact, and then tap to insert the current date for you to do a record. In addition, tap icon to open the menu for you to search the contact on social websites, or share the contact information to other people, also you can edit/delete the contact information or recognize it again.

6. Also when in the main page, you can tap icon to select the contacts, and then tap / to send Email or text to the selected contacts, you can also tap to save to system contacts, or tap to delete.

7. Please note the action of deleting contact only deletes the data in the phone, will not affect the data that has been uploaded to Salesforce.

Return to Menu

Settings

Please tap icon on the main screen to open the menu, and tap [Settings].

• Western Name Display order: Decide how to display the contacts with western name, you can choose to put the first name in the front and the last name in the back or reverse.
• Eastern Name Display order: Decide how to display the contacts with eastern name, you can choose to put the first name in the front and the last name in the back or reverse.
• Index Order: You can use [Modified/Created Time] or [Name/Company Name] to sort the contacts in the contact list. If you use name or company name to sort, you can also choose to use [English Alphabet], [Chinese ZhuYin], [Chinese Stroke] or [Chinese Hanpin] in the [Index Mode] option to sort.
• Format The Telephone Number: The settings here for you to decide to display the phone number in one specific format, E.g. to display as (+1 (510) 897-6600), or just display as (+15108976600). If you choose to use the specific format, you can also choose the [Add Country Code After Recognition] option to ass country code in the phone number automatically.
• Chinese Business Card Recognition Result: The settings here for you to decide to save the Traditional/Simplified Chinese characters exactly the same as the original card, or save them as all Traditional/Simplified Chinese characters no matter the original card is written is Traditional or Simplified Chinese characters after recognizing.

Return to Menu

2019/07/16