Business Cards and Network Sources — from card to contact, from fair to deal

• Card to contactName, title, company, e-mail, phones, website, address and tax number are read.
• Company found or createdSearched by tax number, e-mail domain, website, then name.
• No duplicatesA contact with the same e-mail or phone is completed, never copied.
• Where we metFair, event, conference, visit; contacts per source.

Business cards no longer stay in a drawer after the fair. Every card becomes a contact, and a company when needed, and remembers where you met.

Scanning a Card

1. Open Contacts › Scan a Card.
2. Photograph or upload the front of the card (and the back, if any).
3. The text is read and split into fields. Review every field before saving.
4. Save and Scan the Next keeps the source and the date, so a stack of cards from one fair goes in a row.

With PORTWARE AI installed the card is read from the picture. Without it the card text is pasted and rule-based reading fills the fields.

Company and Duplicates

The company is searched by tax number, e-mail domain (free mail domains are ignored), website, then name. If none matches it is created from the card. A contact with the same e-mail or phone is not created again; its missing fields are filled in.

Network Sources

Every contact can carry a network source: a fair, an event, a conference, a visit or a referral. Sources have their own category, dates and place. The list shows how many contacts each brought in. Contacts group and filter by source and category.