Convenience interfaces for contact recording

§ GDPR: When registering persons, you must observe the GDPR and privacy! See GDPR-compliant registra­tion of persons.

Groupware

The integrated Groupware interface enables you to transfer your contacts, e.g. from MS Outlook or Lotus Notes to JustRelate CRM. You can also transfer contacts from the CRM to the Groupware. JustRelate CRM automatically cre­ates new contact records in the database.

Attention

Attention: It is required for this that after JustRelate CRM has been installed, the settings in Microsoft Outlook or the Groupware permit communicating with the CRM. If you are using Microsoft Exchange with Outlook, the administrator should check the installation of the Microsoft Office Collaboration Data Objects.

Contact import using vCards

Drag and drop is supported for vCards .

If a vCard (.vcf file) is dropped into the main window of the CRM web client, the contact import starts, just like the client-side import of a contact from the groupware. The preset modal person master form is presented.

CRM App for tablet and smartphone

The business card recognition in the app primarily serves to quickly capture and create contacts in the CRM app. The local JustRelate CRM business card scanning app can be used for OCR if you are offline, and an external web service (ABBYY, CAMCARD) if you are online.

The field service (FS) can already correct the data provided by OCR in the app if required and – if online – execute a duplicate check and duplicate cleanup.

See also: BC-Scan and post-processing assistant for contacts: Contact postprocessing

CardScan business card scanner (only in former JustRelate CRM versions)  

Attention: The manufacturer Cardscan/DYMO has discontinued the production of business card scan­ners. With these scanners, software was always included that is necessary for using them with JustRelate CRM. During the installation, this software accesses a license server on cardscan.com, which was switched off on Dec. 31, 2019, at 23:59. We recommend that you test your device before using it again. If you experience any problems while using it, please contact our support (support@justrelate.com) so that we can help you.

The following information applies to existing JustRelate customers using the business card scan­ner mentioned below.

With this business card scanner, it is possible to copy the contact information of business cards directly as new contact records into the CRM. Afterwards, the business card itself is also available as a separate document of the Business card type in the contact record. You also can use the card scanner to attach an image (e.g. a passport photo or company logo) to the record.

For this, you require an installed and connected business card scanner (CardScan) that has already been cali­brated prior to installing JustRelate CRM. If the business card scanner is installed afterwards, the CRM client must be installed once more with the CardScan option for the add-ins to be registered. You can find information about the device itself in the provided documentation.

Note: In the newer Cardscan version 8, an inserted business card will be read automatically by default, making it impossible to read it with the CRM interface. To fix this problem, please open the CardScan ­software and deactivate "read card automatically" in the preferences in the "Edit" menu.

The CardScan software can be installed by running setup.exe.

  • Always first install CardScan on the system before the CRM client is installed! Otherwise, please reinstall the client.
  • Always install the CardScan software version matching the CardScan hardware! Afterwards, it may be required to restart the system.

The CardScan device must always be configured

Launch the CardScan program and follow the instructions. Also use the mode for configuring and cali­brating the device.

Scanner test

Insert a business card as specified. Open the CardScan program or wait for the scan to start automatically.

Database import (DB Import)

Using the CardScan device, the interface allows importing contacts from a CardScan database (only from CardScan).