Enable or disable saving of business card image
By default, any business card that is scanned is stored as an image and associated with the Lead or Contact record. A system administrator can configure this option to enable or disable this setting.
Enable or disable saving
You can enable or disable this option from the App settings page.
In the Sales Hub app, select the Change area icon
in the lower-left corner and then select App Settings.Under General Settings, select Productivity tools.
Select Business card scan.
Set Scan and digitize business cards to Yes or No depending on whether your organization wants to save and associate the business card images with the contact or lead record.
Save the changes.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
Related information
Scan business cards
Customize the business card scanner control