Vital CRM
How to use the business card OCR function?

"Business Card Recognition" is a feature that allows you to use your phone's camera to capture information from physical business cards, input it into the system for recognition, and add new customers.
※ Note: Business Card Recognition is an additional feature.

1. Please select "Business Card Recognition" from the feature list in the mobile app.


2. Next, on this page, you can choose a business card file from the gallery or directly take a photo for recognition.


3. After information recognition, you can check for any errors. If the company to which the customer belongs is not yet stored in the system, a red message will appear below the "Company Information" field, as shown in the figure. Click on the company name, and you will be directed to the page for adding a new company.


4. Click "Add Company" to directly add the company to the system.

"Business Card Recognition" is a feature that allows you to use your phone's camera to capture information from physical business cards, input it into the system for recognition, and add new customers. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#5512