Filter
Top Products
2 Scanning Forms and Completing Records
2-2 CardScan, Inc.
1
Verifying and Completing Records
To verify the accuracy of a record, you should verify the contact data and the data recorded in the
fields of the form. Lead Qualifier simplifies your tasks by saving the image of the form as two
separate components: a) an image of the card affixed to the form and b) an image of the rest of the
form. When Lead Qualifier displays the record in Edit view, the window looks like this, prompting
you to verify data read from the business card:
1. Verify the accuracy of the lead’s contact data by comparing the data in the fields with the data
in the card’s image. As you move the cursor in the text, note a rectangle highlighting that text on
the image. Make sure you have reviewed fields and lines of text that may be hidden from view.
2. Check details of names and street addresses. Start by clicking either the Name or the Address
button in Edit view, and use the Check Card Details dialog.
The contact displayed
in the window is
highlighted in the
Contact List.
To display a different
contact, click the
name in the Contact
List.
Verify and
edit your
lead’s
contact data.
Click on the
Form Data tab
to verify and edit
data captured
from the fields of
the form.
Edit tab
• The button indicates an additional field or additional lines of text. When clicked,
the arrow changes to and the field opens.
• When the fields containing information are not visible, CardScan displays this
symbol . To view the hidden information, click directly above the symbol.
Pay attention to the following buttons: