User's Manual

Introduction Overview
Scan2CRM for Act! User Guide, version 3.5 1
1. INTRODUCTION
OVERVIEW
Scan2CRM for Act! is an add-on application
for the Act! CRM software suite.
Depending on the scanner that is used, it scans
business cards, ID cards and American driving
licenses, and automatically inputs both their
textual data and image to a new contact record
in Act.
Within seconds of placing a card into the
scanner, Scan2CRM for Act! pulls the
information off the card using OCR – Optical
Character Recognition technology, and
automatically populates the text fields of a new
Act! contact record (name, title, phone number,
etc.), while also capturing an image file of the
card.
Scan2CRM for Act! works directly from within
Act!, making it the only business card scanning
package that does not require cards to be
scanned into a 3rd party application before the
information can be imported into Act!.
Scanner/card type specification

Scanshell 800N scanner – scans business
cards only

Scanshell 800 scanner – scans business
cards, ID cards and American driving
licenses