Unanet CRM (Cosential) users individually install the Unanet CRM Add-In in their Outlook. The steps below, walk you through how to get the Unanet CRM for Outlook Add-in and set up your preferences.  Step 1: With Outlook Open, click on "Get Add-ins" Step 2: On the left hand panel, click on "Admin-managed" Step 3: Once you see the Unanet CRM for Outlook add-in, click "Add"  Step 4: Go back to Outlook and you should see Unanet CRM has now been added. If the add-in is not showing up, exit and restart your Outlook application. Step 5: After clicking on the Unanet CRM Add-in, you will be prompted to enter your Unanet credentials. Please enter the domain using swinerton or the firm access code 1491.  Step 6: To access your Opportunity Pipeline. Click on the dots in the lower left corner of your screen.  Step 7: Click on "Add-in" Step 8: To configure your Opportunity Pipeline for the first time, click on Preferences.  Swinerton Best Practices New Opportunities You will need to check the "Automatically associate yourself to Opportunities you create as" and select your role. It should match what you have in the web version.  Total Values = Column Total Opportunity Stages You can choose to turn some of these off, however, it is best practice to keep them all on.  Card Details The three pieces of information that will display on the card. You can choose whatever you would like, but we recommend you select Anticipated Date of Award, Potential Swinerton Revenue, and Win Probability.  Card Labels You can select a specific firm organization to display on each card. For example, if you work across different Job Departments, you want to select this display field so the Job Departments are displayed on your opportunity cards. Opportunity Flags These are fully customizable based on your preferences for visual cues. 

Unanet CRM (Cosential) users can individually install the app on their mobile device. The steps and video below will walk you through how to download and login to Unanet CRM. Step 1: In you mobile's App Store, search for "Unanet CRM" and download the application. iOS App Store: https://apps.apple.com/us/app/unanet-crm-for-mobile/id1549705844  Android Google Play: https://play.google.com/store/apps/details?id=com.unanet.cosentialformobile Step 2: When logging in for the first time, you must enter Swinerton's Firm ID code or domain: 1491 or Swinerton.com Step 3: Swinerton's Single Sign-On (SSO) is enabled and if using an Apple mobile device, the app will also recognize Face or Touch ID and SSO should automatically log you in for future logins. NOTE - If you are on a Division's secure Wi-Fi, Swinerton's SSO won't work when logging in.  Turn off Wi-Fi and complete the login, then you can turn Wi-Fi back on and it will operate normally.  Step 4: You should now be logged in. Click on the below Unanet CRM for Mobile guide to learn more.

Leverage Unanet CRM’s powerful business intelligence capabilities directly from within Outlook, where you already connect with your clients. The following article outlines how to set up your Unanet CRM Outlook add-in and highlights all the available features. Overview Unanet CRM for Outlook is a Microsoft Outlook add-in enabled by the Unanet CRM team and installed by users or your Microsoft Administrator via the Microsoft Add-in Store. With this add-in, users can perform the following tasks directly in Outlook:  See Company, Contact, and Personnel details and associations to Unanet CRM records Associate Outlook emails to Unanet CRM records Create a Company, Contact, Lead, or Call Log from an email Enhance Company/Contact details from social media accounts Create and manage your Opportunities Install Review the following guide to learn how to install the add-in: How to: Access Unanet CRM from Outlook Configurations Create Contacts With A Single Click Enabled by default, Create Contacts with a Single Click is a feature that allows users to create Contacts with minimal effort. When enabled, all users in your firm will have single-click create functionality. When users select the + icon next to a Contact that does not yet exist in Unanet CRM, Unanet CRM will create a Contact record without them having to enter a single field! Unanet CRM will automagically populate the record with details found in the email signature and social media. Unanet CRM for Outlook will prompt you if required fields are missing data. When this feature is enabled, users will have a Preference in Unanet CRM for Outlook to enable or disable single-click create a Contact for themselves.   Email Signature Parser Unanet CRM has developed the Email Signature Parser feature to minimize user effort and maximize data accuracy. This feature, when enabled, is on for all Unanet CRM for Outlook users and utilizes machine learning to find the signature in an email and either update an existing Unanet CRM Contact or prepopulate a new one. The feature will improve as you provide feedback and the system learns more signature compilations. Unanet CRM for Outlook reads the signature and checks the data against Unanet CRM Contacts when you open an email.   Create Contact If the Contact does not exist in Unanet CRM, and the add icon ( + ) to the right of the signature Contact is selected, the Create Contact screen is prepopulated with data from three sources: Email Signature (highest priority) Outlook Social Media (lowest priority)   Existing Contact Update A bell appears in the People panel if Unanet CRM for Outlook finds a matching Contact and new or different data. Clicking on the bell pops out a modal with potential updates.  Updates from the email signature appear in blue, with the current Unanet CRM data to the right (struck through & gray) and a checked box to the left of the data. Deselecting a checkbox will exclude the associated data from the update. Resolve Later: Clicking this will close the window without updating the Contact. The next time you click on the email, CRM for Outlook will display the alert again. Do Not Update: Clicking this will close the window, not update the Contact, and ignore the parsed data the next time you view the email. Update: Clicking this will update the checked items on the Unanet CRM Contact record. If Unanet CRM for Outlook finds multiple Contacts with the same email address, you can click on each Contact and decide which one you want to update. The system will update the visible Contact record.   User Preferences Access Preferences, Help, Version History, and Log out from the ellipses (...) Users can configure if they want to take advantage of Unanet CRM's auto-associate features, creating contacts with a single click, hiding personnel, and enriching contacts.   Contacts  Enable this feature by selecting to create contacts with a single click. You can enable or disable this feature if Create Contacts with a Single Click is enabled for your firm in the App Market > Unanet CRM for Outlook > Configure. This feature is disabled by default. You can select a default value for Contacts they create for Personnel Relationship Type, Firm Org Office, Firm Org Division, Firm Org Studio, Firm Org Practice Areas, or Firm Org Territories. Hide Personnel in the Main Panel You and your users can show or hide Personnel in the main panel. This feature is disabled for all users by default. Enrichment  If you’ve enabled Create Contacts with a Single Click for your firm in the App Market > Enrichment, users can enable/disable this feature for themselves. This feature is enabled for all users by default. The Enrichment feature finds public data on social media sites, and either prepopulates new records or updates existing records with the data found. Help. If users need help, this area provides the following:  A click-thru tour of the Add-in How-to videos Link to the Unanet CRM Support Center How To Main Panel From an email, you can see all Contacts and Personnel listed as the sender, recipient, cc, or bcc AND any Unanet CRM Contacts associated with the email.  An email icon next to a name indicates the Contact exists in Unanet CRM  If the Contact does not exist in Unanet CRM, a plus icon will appear  The people icon indicates Personnel   The record is not associated with the email if the mail icon is gray. If it is green, the email is associated with the record. Detail Panels Click on the name to access the Companies, Contacts, and Personnel detail panels. These panels summarize the record's Contact data and associated Unanet CRM records. Click on the enrichment icon and Unanet CRM will find and add data, including a profile photo from more than 50 Social Media sites. Hover over the associated records for additional details.   Associate Email To CRM Records Unanet CRM will read through the email and find and suggest potential records to associate with the email if approval is required. Suggestions are made based on the following: Contacts that are listed as recipients or senders exist in Unanet CRM. Contacts are identified by their email address. When a Contact is associated, the email will also be associated with the Company record the Contact belongs to. An opportunity is suggested if a contact in the sender/recipient list is only associated with one open Opportunity. The email will also be associated with the Company record listed as client and owner of the Opportunity. A project is suggested if a contact in the sender/recipient list is only associated with one open project. The email will also be associated with the Company record listed as client and owner of the project. Click on a potential association to display a list of the suggested associations. Approve or deselect any you do not want, and then click Approve. If you do not wish to add any associations, click Cancel. Manual Association: Click the email icon next to a record to associate it with the email. If the icon is gray, it has not been associated, if it is green, it has been associated. An email associated with any Unanet CRM record will also be associated with all Personnel included as a sender/recipient. If Unanet CRM for Outlook does not display the record on the panel that you would like to associate with the email, you can search through all Unanet CRM records using the search tool.   Once the record is associated, it will display on the main panel. Create Contact From An Email When you create a Contact from an Email, Unanet CRM for Outlook automatically associates the email to both the Contact and the Company records. To create a Contact from an email: To create a Contact from an email: Click +New Click Contact The Contact formwill appear prepopulated according to the User's configuration and available data from Enrichment, Signature Parser, and Outlook. The data is applied as follows: Signature Parser (highest priority) Outlook Enrichment (lowest priority) Upon saving, CRM for Outlook will notify you that the system successfully created the Contact.   Note: For the best experience using Unanet CRM for Outlook and Mobile, please make sure to make the Contact Email Address and Company website URLs required fields.   Single-Click Create Contact Unanet CRM for Outlook created the Single-Click Create Contact feature to help increase user adoption and give Business Developers an easy way to get Contacts into Unanet CRM. It is important to note that required Company fields are not honored when Unanet CRM creates a Company using Single-Click Create Contact. The next time a user edits the Company record, it must be populated.    Clicking the plus icon has multiple paths. Matching Companies are checked based on the email domain of the Contact and the Company URL.   When Unanet CRM Does Not Find Matching Companies  Unanet CRM creates the Company record. Unanet CRM creates the Company record with the Company name (determined by either Enrichment or from the Contact's domain) and URL (as defined by Contact's domain, ex. joe@acbcompany.com = www.abccompany.com) along with any Enrichment data that is found (if you have Enrichment enabled in the App Market).  Required Company fields will need to be populated the next time a user opens the  Company record.   Contact is created and associated with the new Company.   Unanet CRM enriches Contact.   If you have enabled Signature Parser and Signature Parser finds the signature, Unanet CRM includes data in the new Contact record.  While Unanet CRM creates the Contact, a message is displayed, and all other functions are disabled.  Once Unanet CRM creates the Contact, it shows a success banner.  The banner displays for 10 seconds and then fades.  If your mouse hovers over the success banner, the 10-second timer should pause until you move the mouse.  The new Contact Name is a link to the Contact Detail Panel.  The new Company Name is a link to the Company Detail Panel.  You can click the X to close the banner at any time.    When Unanet CRM For Outlook Finds A Single Matching Company Contact is created and associated with the matching Company.  Unanet CRM enriches the Contact record. If you have enabled Signature Parser  and the Parser finds a signature, then CRM includes data in the new Contact record While creating a Contact, a message is displayed, and all other functions are disabled. Once the Contact has been created, a success banner is shown The flag displays for 10 seconds and then fades. If you put your mouse over the success banner, the 10-second timer should pause until you move the mouse. The new Contact name is a link to the Contact Detail Panel The existing Company name is a link to the Company Detail Panel Click the X to close the banner at any time   When Multiple Matching Companies Are Found, Or Additional Contact Fields Are Required  Two conditions will open the Create Contact form instead of creating or updating the Contact.  Unanet CRM requires fields for the new Contact that Enrichment or Sig Parser did not populate.   Unanet CRM finds multiple matching Companies.   When Create Contact Form Is Displayed Unanet CRM for Outlook will prepopulate the form with data An error message will display at the top with links to missing data.  Potential matching Companies are displayed (if applicable) Select one of the suggested Companies,  Search for another company, or  Create a new Company   Create Lead From Email To create a Lead from an email: Click New Click Lead The Lead Create form will appear prepopulated with the following data Email Subject becomes the Lead Name The email body becomes the Comments field You are associated with the Lead as the created by and assigned to Personnel Any Contacts or Personnel included as senders or recipients of the email will be associated to the Lead The Lead will appear on the leads section of the central panel of Unanet CRM for Outlook. When you save, CRM lets you know you successfully created the Lead.   Use Unanet CRM As Your Address Book Users can add Unanet CRM Personnel and Contacts as recipients/invitees when composing an email or meeting in Outlook. The Unanet CRM for Outlook Add-in allows you to search through Unanet CRM. Clicking on the Company name adds them as a recipient/invitee.   How To Create an Event From an Email Click New Click Event The Create Event form will appear prepopulated with the following data You are associated with the Event as the Organizer/Caller Any Contacts and Personnel included as senders/recipients of the email will be associated to Event as Attendees The Event will appear in the Event section of the central panel of Unanet CRM for Outlook. Upon saving, CRM for Outlook will notify you that you successfully created the Event.   Manage Your Opportunities Another critical aspect of Unanet CRM for Outlook is creating and managing your Opportunities directly from Outlook. The My Opportunity Pipeline view allows users to do the following: Access my current Opportunities now in Outlook Search through my Opportunities Choose the sort order of my Opportunities Create a new Opportunity Move an Opportunity to a different stage Edit Opportunity records Access full Opportunity record in the Web app Mass edit Opportunities   Important Things to Note The Pipeline is currently only available for Microsoft Windows Desktop users. The Pipeline view is available in Outlook using Microsoft Module Extensions supported by Outlook 2016 or later Windows. Unanet CRM for Outlook does not yet support multi-currency, date localization, or Opportunity forms. How To Access My Current Opportunities Directly In Outlook You can access your Pipeline by clicking Add-ins in the Outlook navigation menu. NEW OUTLOOK VERSION Microsoft has a new version that is currently in beta that can be enabled in the top right corner. If you have the new version enabled, you will access the Pipeline. If you have other add-ins installed, you may need to click on Unanet CRM in the left-hand navigation bar to access the Pipeline.   Configure Your Pipeline Before using the Pipeline, you must configure it to suit your needs. To get set up, click on the Preferences icon in the top navigation bar. Set up your Pipeline board. Select the currency field that matters to you Display Days in Stage Make your card data matter to you Configure key fields to display Setup Opportunity flags Configure one Firm Org to display on cards Note that Unanet CRM for Outlook autosaves Preferences as you make changes.   New Opportunities Would you like to be automatically added to the Opportunities you create? If so, check this box and select the Staff Team Role you would like assigned. Note that this setting is also available in the web app Preferences. These settings are linked. Changing settings in one place will change it globally.   Total Values Select the currency field that matters most to you. Your selection will be the field to calculate the total values displayed in the main and column headers.   Average Days In Stage Choose if you want to display the Average Days in Stage in the headers for each column.   Card Details Please configure your cards to display key data that matters most to you. Opportunity Name, Client, and Owner Company will show by default. You get to choose up to three additional fields to display. Best Practice: Select the most important currency field (usually the same one selected for the header), a date field, and Days in Stage. If Days in Stage is unimportant, choose another key field or leave the final selection blank.   Card Labels Firm Orgs are fundamental categorizations throughout Unanet CRM. You can configure one Firm Org to display on the Opportunity cards.   Opportunity Flag You can select one of the available value lists for Opportunity flags. Once you choose the field, you can apply a color flag to four available values. The configured color will appear on Opportunities with that value set for the field. Use Pipeline Board Sort You can select the order in which your Opportunities appear. Click the down arrow to get a complete list of available fields. You can toggle between ascending and descending by clicking the arrow to the right of the selected field.   Search When you type in the search field, CRM searches all data displayed on the cards. Only cards displaying the search text will display on the board.   Create New Opportunity Click the New Opportunity button to create a new Opportunity. The Create Opportunity form will open with the required fields highlighted in teal. Enter all required fields and any additional details you may have, and click Save. When you create a new Opportunity – if you are associated as a staff team member – it will appear in the appropriate column of your Pipeline.   Move Opportunity To Another Stage (Edit Opportunity) Move Opportunities in two ways. Click and drag the Opportunity card to another Stage. If the new Stage requires additional data, the edit Opportunity form will open with an error message calling out the missing data. Clicking the field name in the error message will jump you to the field. Complete all necessary data and save. Click the ellipses on the top left corner of the card to access the menu, then Edit Opportunity. If you change the Stage on the edit form, the card will appear in the new Stage's column when you save the Opportunity.   Access The Full Opportunity Record In The Web App You can access the full Opportunity record by clicking the ellipses on the top right corner of the card and then Opportunity Details. You will go to the complete Opportunity record in your default web browser. You must be logged in to Unanet CRM to access complete records in the web app. The best practice is to log into Unanet CRM in the morning so that all links work as expected. If you aren't logged in, you can go to the Unanet CRM login screen.

Overview This document covers the functionality and features of the CRM Mobile app. Learn how to log in and configure your preferences and view, add, and edit a record from your mobile device. Supported Versions iOS: iOS Version 13+, iPhone 6+ Android: 6.0 Marshmallow - 23 or later.   Install and Access The CRM mobile app is available in their respective App Store for iOS and Android devices. Scan the QR code to install.   Log In When you log in for the first time, you must enter your firm’s identifier – Firm ID or Domain. Our Firm ID is 1491. Not sure what your Firm ID is? You can use your firm’s domain as the identifier which is "swinerton" Single Sign-on (SSO) Enabled Once you have entered your Firm’s identifier, you can use the Single Sign-on (SSO) feature to bypass entering your login credentials.  Bio-Authentication When you first log into the CRM mobile application, the application asks you to enable Face/Touch ID, which we have toggled on by default. Leave on to log into your account using your biometrics instead of login credentials. You can turn it off anytime from “Preferences,” - accessed by tapping your avatar in the top left corner. Remember Me Check Remember Me to remember your login credentials. User Preferences Go to Preferences to configure the Unanet CRM mobile app to suit your needs. To access, tap on your avatar in the top left corner of your screen, then tap Preferences. Here you can set the following preferences: General Cellular Data. Choose whether the Unanet CRM mobile app can use your cellular data “On” by default. Face/Touch ID. Enable or disable bio-authentication on your device "On” by default. Caller ID. Displays if Caller ID is enabled or not. If not, you can follow the page's instructions to enable it. Maps Set the default zoom radius when searching a location. Navigation   Accessing the User Menu Tap on your avatar to access the User Menu and the following information: Tap Your Personnel Record to view your Personnel details Tap Preferences to access the mobile user preferences. Coming Soon: Tap Help to access the Support Center Tap Logout to log out of your Unanet CRM account Version Number - Current version of the mobile app installed on your device Environment - The environment you are currently logged into Search Tap on the magnifying glass icon to search your records. Recently viewed records are displayed before you start typing. Tap the Search box and begin typing to Search. All record types are searched by default. Swipe to filter results to a specific record type. Main Menu The main menu is fixed to the bottom of the screen and gives you access to all modules available on mobile. Home, Contacts, Opportunities, and Projects are immediately available; all other modules can be accessed from the More menu.   Create a Record On your Home Screen, tap the + icon to create a(an): Call Log Company Contact Lead Opportunity Note: In a specific module, the + icon launches the create icon for that record type. For example, tapping the +icon from the Company list view launches the Create Company.     Home The CRM Mobile home screen includes several widgets providing quick access to items requiring your attention.   Widgets Widgets displayed on your home screen are enabled by default and cannot be disabled now. Disabling the widgets displayed on your home screen will be available in an upcoming release.    Scanned Contacts Displays scanned contacts and their status.  Tap on View All to go to the Scanned Contacts list view. Tap on a status to go to the Scanned Contacts list view filtered to contacts in that status.   My Activities Due Today Displays all Activities listing you as Organizer/ Caller or Attendee where the due date is the current date. Tap on View All to see more records. Tap on a record to see the details.   Past Due Activities Displays all Activities listing you as Organizer / Caller or Attendee where the status is Not Started and the Event date has passed. Tap on View All to see more records. Tap on a record to see the details.   What’s Nearby Displays the map zoomed in to the default radius centered on your location.  Tap the module icons to toggle the record type on/off to see what is near you. Tap the label icon to toggle labels on/off. Tap the map icon to be taken to the full map view.   My Leads to Check In On Displays a list of Leads you created or are associated with as Assigned to, and the tickler date has passed or is within the next seven days.   My Proposals/Bids Due This Week Displays a list of Opportunities you have created or are associated with as Staff Team, and the Proposal's Due Date falls in the current week. Tap on a record to see the details.   My Top 10 Opportunities Displays the top 10 open Opportunities you’ve created or are associated with as Staff Team based on the metric (money field) selected in My Preferences. Tap on a record to see the details. Note:  For Opportunity widgets to work, select a key metric field in Preferences.   Accessing Records Core modules (Companies, Contacts, Leads, Opportunities, Projects) all work the same. List Views The landing page of the core modules (Companies, Contacts, Leads, Opportunities, Projects) displays a list of records. What this list displays can be adjusted by applying filters and adjusting the sort. Filtering Filtering is available throughout the application to make it easy to focus on the data that matters to you. The applied filter is displayed in the top right corner of the list. Default is all records. You can change the filter by tapping on the existing filter name. Default Filters For each module, we provide a set of commonly used default filters. Tap a filter to apply it to the associated list view. Custom Filters To create a custom filter, tap on Custom Filter. Here you can add as many filters as needed. CRM will display the total records found with your configured filters in parenthesis to the right of the apply button. Save Filters If you Apply the filter without saving it, the app will not save the filter. To save a filter, you must: Tap the Save Filter button Give your filter a name Tap Save CRM returns you to the main filter screen, where you will see the new filter listed with the Saved filters. Tap to apply the filter.   Manage Filters To manage your saved custom filters, tap Edit in the top right corner of the main filter screen. Delete - Tap the red delete icon to the left of custom filters to remove Edit - Tap the pencil icon to the right of a custom filter to edit the filter name Reorder - Tap and drag the hamburger icon to the right of the edit icon to change the filter order When you finish with your edits, tap Done. Sorting The applied sort is displayed in the top left corner of the list. You can change the filter by tapping on the current sort name. A list of available sort options is displayed. Tap a sort option to apply it. Mapping From the list views of Companies, Contacts, Opportunities, and Projects, you can tap on the map icon to see the filtered list of records on the map. Access records the same way you do in the web application. Each module is the same, and this is how each module works: Viewing a Record You access records by tapping the record panel anywhere in the app. On search or recently viewed results On the list view On the Associations tab On Activities On the map module   Core data modules all have the same structure to make it easy to quickly get to the data you need.   Header The header displays the primary identifying data for the record. When you swipe up to see more data, the header will collapse to give you maximum screen space. Company and Contact headers contain an action bar. Companies Call – Tap the phone icon to launch a call to the Company. If multiple numbers are available, you see a list of options. Tap the one you want to call. The app prompts you to log the call when you hang up. Access Website – Tap the globe icon to go to the Company’s website. Enrich – Tap the globe icon to update the Company with information available from social media.   Contacts Call – Tap the phone icon to launch a call to the Contact. If multiple numbers are available, you see a list of options. Tap the one you want to call. The app prompts you to log the call when you hang up. Text – Tap the text icon to launch a text message to the Contact. The app prompts you to log the message when you return to CRM mobile. Email – Tap the envelope icon to launch an email to the Contact in your device’s default mail app. Enrich – Tap the globe icon to update the Contact with information available from social media. Tabs Under the header is a tab bar to quickly get to the data that matters to you. Details Displays Key Info, including general details, phone and address details, and categorization. Metrics & Lifecycle/Cost & Schedule This tab is only available for Opportunities (Metrics & Lifecycle) and Projects (Cost & Schedule). Displays dates and dollars for the selected record. Activities Displays a list of Events and Emails associated with the record.  Sorting and filtering for Activities work the same as in the other mobile list views. Tap the + icon to create a new Event associated with the record. Tap an event to view and edit the details. Associations Displays associated Contacts, Leads, Opportunities, Projects, and Relationships (Personnel) Each panel displays the records of that type associated with the record you are on. The total number of associated records is displayed in the panel header. Up to three records are displayed per panel. Tap View all to see the complete list of records. Where available, tap the link icon to add an association. Tap an associated record to view details.   Notes Allows quick access to notes. Tap to view, edit, or add additional notes.   Editing a Record From the record details, tap Modify details as needed. Tap Save to save your changes and return to the detail view.     Caller ID  Caller ID displays the name and associated Company of CRM Contacts calling you that do not exist in your phone.  Company and Contact data from CRM refreshes every time you log into the app. Suppose you would like to auto-refresh the data anytime. You can do so from within Preferences > Caller ID by tapping the refresh icon. iOS You must add Unanet CRM to the Caller ID in your device's Settings > Phone > Call Blocking & Identification to enable caller ID. iOS devices display Contact data from CRM directly within the call notification. Android You must enable notifications and set Unanet CRM as your default caller ID provider in your device's Settings> Default apps > Caller ID Android devices display a notification message on the screen and within the notification drawer, which displays CRM contact data.   Note that you will be prompted to enable the appropriate permissions when logging into the app or enabling the Caller ID feature. After enabling these permissions for caller ID to function, you will need to restart the Unanet CRM app.    Scanned Contacts Contacts can be added to/updated in CRM via paper or digital cards using the Card Scan icon on the header bar. Note that you must allow CRM access to your photos, media, and files from your device for this option to work. Capture Contacts Tapping the Card Scan icon displays a menu of methods that can be used to capture a Contact’s data. Tap the option that best suits your use case. From Photos. Allows you to select an image of business cards from your photo library. Take Photo. Allows you to take a photo of a card you have. From QR Code. Allows you to scan a QR code. Note: The QR code must contain Contact data to work. From VCF Card. You can import a vCard file or (VCF) from your device. The file must already be in your device's file folder. Note: You can save a VCF of any Contact on your device by tapping the share contact icon and selecting Save File.   Process Contacts When processing a scanned contact, CRM follows the process outlined below. Once all pass, the Contact is created or updated in CRM. Parse data If from a paper card, CRM uses optical character recognition and AI to extract and map the data from the card. If from a digital card, we map the data returned to the appropriate Company and Contact fields. Resolve duplicate Contacts.  CRM looks for potential duplicate contacts based on the Name, Company, and email address. If CRM finds any, CRM prompts you to either select one to update, create a new Contact, or cancel. Determine the Contact’s Company Based on the Contact’s email, we attempt to find the Company the Contact belongs to using the URL listed for existing Companies.  Note: This step only occurs when the Manually select Company is off. One matching Company found. Contact is added to the Company. Multiple matching Companies found. You need to select the correct Company to move forward. No matching Companies found. CRM creates a Company from the domain in the Contacts email. Enrich Contact When a Contact or Company is created using the CRM card scan, it automatically enriches (unless Enrichment is disabled). This supplements but does not overwrite any data found on the card. Check for Required Fields CRM ensures that all required fields are completed for both Companies and Contacts. If any fields are missing data, CRM prompts you to address the missed data before the scanned Contact can be processed. Scanned Contacts List View The Scanned Contact list view can be accessed from the More menu or the Scanned Contacts widget by tapping View All. The list view allows you to see all scanned contacts. Keep Your List Clear A best practice is to clear your list of successfully processed Contacts once you are confident they are in CRM with needed details to easily see which Contacts still need your attention.   Filtering The Scanned Contacts can be filtered to see the contacts you want to address. Like the other modules, the currently applied filter is listed in the top left of the gray header bar. Tap the currently applied filter to select a different filter. Available filters are: All. Displays all scanned contacts. Processing. Displays all scanned cards that have not yet been processed. Needs Attention. Displays Contact that did not pass one of the stages in the Process Contact You must address these items before the card can be successfully saved to CRM. Ready for Review. Displays Contacts that have been successfully processed and are ready for review. You must review and save these Contacts for them to be considered complete. Note: This option does not display if Auto-Create Processed Contacts is enabled in your Preferences. Administrators can disable this preference for their users. Completed. Displays successfully saved Contacts. Note: This option does not display if you have Automatically Clear Completed Cards enabled in your Preferences.    List View Menu Tapping the kabab icon to the right of the gray header bar opens the list view menu. From here, you can: Clear List/Clear Filtered List. Tap to remove the displayed list of Scanned Contacts. Clearing Contacts from your list removes them but does not delete any completed contacts. If any Contacts are incomplete, you are prompted to confirm the action. It also cancels the processing of those cards and deletes any data. Clear All Completed Contacts. Tap to remove all completed Contacts from the list view regardless of the selected filter. Change Default Preferences. Tap to access your Contact Preferences. Are you going to a conference or event? Best Practice:  Update your Contact and Card preferences to reflect the people you are about to meet so to auto-categorize scanned contacts potentially. Remember to change them back after. Scanned Contacts Once scanned, a Contact appears in the Scanned Contacts List View, displaying its status. If the Contact requires attention, it displays an action button you can tap to quickly resolve the issue so that the Contact can be successfully saved.    You can also tap the kabob icon to the right of the Contact to access additional options available for the scanned Contact in its current state. Access Scanned Contacts Once a Contact has been successfully processed in CRM, you can access it like any contact using Quick Search or the list view. When you access a scanned Contact, you notice a card icon in the Key Info header. Tapping on this icon displays the image of the scanned card.   Maps The maps module allows you to view CRM records in a map view. CRM attempts to geocode any record that has any address data PLUS Country. Note: Only successfully geocoded records appear on the map. Using the Maps Module The maps module allows you to search for a location and see CRM records in the visible area. Search. Tap into the search bar and start typing and select a location. Then toggle on the record types you want to see around it. My Location. Tap the My Location icon to center the map on your current location and zoom to your default radius. Display Labels. Tap the label icon to show/hide pin labels. Labels display the record name. Your selection persists until you change it. Explore Nearby. Allows you to see CRM records on the currently displayed map. Record Types. Toggle record types on or off on the map to only see what is important to you. Your selections persist until you change them. List View. Tap the carrot in the Explore Nearby header to expand the list of records displayed on the map. Tap a record on the list to view the full details. Pin Details. Tap on a pin to see additional details. The details appear at the bottom of the map.  View Full Details. Tap on the record name to access the full record. Action Bar. Use the actions in the action bar to connect with a Company or Contact or get directions quickly.   Viewing Maps In addition to accessing the maps module directly, you can access maps from multiple places within the app. Module List Views. From the list views of Companies, Contacts, Opportunities, and Projects, you can filter down to a subset of records and tap the map icon to see the filter list of records on the map. Details Tab. From the Details tab in all records, you can tap the map icon next to the address to see the record on the map. Use Explore Nearby toggles to show/hide records around it. Associations Tabs. From the Associations tab on all records, you can tap on the map icon to see the associated records on the map. Use the record type toggles to show/hide record types.