Add business card OCR scan to the mobile app
upcoming
Y
Yamille E Kosowan
Allow creation of a contact on the mobile app by scanning a business card and pertinent fields filled in automatically via OCR.
When attending networking events and other in-person interactions, collecting business cards and manually importing them later is really time intensive and error prone. It would be very convenient to have the user click the plus icon , when in contact mode, and be given the option to either enter contact manually (using pencil icon or similar) OR via a scan (using camera icon). Then when the user takes a picture of the card, the system would match those fields (user can verify) and store the person as a contact right then and there.
HIGHLVL-I-6628
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K
Keith Besherse
D
DJ Van Keuren
WHY does the business card scan Not allow you to collect the business address and full information from the business card
O
Oren Powell
Can we please add "Business Name" to the OCR Scan. I think the chances of the business name showing up on a business card is a lot higher than their DOB
M
Matt Barbey
Good start in the Lead Connector app for scanning business cards, but it doesn't pick up physical addresses, company names, or websites. These would be a great add!
T
Ted Williamson
QR code scanner for people who use digital business cards like Blinq would be amazing too. The ability to create one for people to scan from our app would also be be amazing.
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Keith Besherse
Please add 2 fields for: additional-info-gathered-by-ocr. (One for each side of the card.)
Additional fields on the desktop/manual add contact form would be very helpful too.
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Keith Besherse
I think my previous comments were deleted as part of the scrub by Canny.
Here are at least some of those ideas:
Capture an image of both sides of the business card.
Capture an image of the logo.
Capture headshot image.
Business Name.
Website.
K
Keith Besherse
Pallavi Kothari, If we want to be industry leading (and I am not sure that is a goal of HighLevel), then I think something like this is the functionality we need to beat. Save an image from both sides of the card in addition to saving the info in the Contact record. https://apps.apple.com/us/app/cardkeeper-app/id816058220
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Keith Besherse
Oh! In the scanner modal the tag field should populate biz-card.
The super duper sports car upper level would be that the system automatically uses the event that is on the users’ calendar as the contact source.
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Keith Besherse
Possible motorcycle level for this feature:
2 x catch-all custom fields (type multi-line, two sides) plus image of both sides.
Auto populate the tag field with "biz-card-scan."
A workflow recipe triggered by tag biz-card-scan.
For the basic sedan level (as opposed to my suggestion for a super sports car):
Capture business name, headshot as profile pic, logo, title, services, address, ...
K
Keith Besherse
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MA Yuste
I've tried scanning the exact same size of QR code to LC Mobile app but it doesn't work seamlessly. You can try comparing it with Google Lens functionality. It automatically shows the contact details ready for "add to contacts"
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Keith Besherse
MA Yuste, I am confused by your statement. Are you saying: "It isn't great as a QR scanner but works fine"? Or are you saying: "It even scans a QR, although imperfectly"?
(My tests show that it won't scan a QR at all.)
James Hurst (ddxweb), Alastair Macartney, Xavier Finch
S
Saso Damceski
ADDING OPTION TO SCAN DRIVER'S LICENSE TO PULL CONTACT INFO FOR CREATION OF NEW LEAD OR UPDATING NEW LEAD WOULD BE AWESOME ADD-ON TO THIS FEATURE
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Keith Besherse
Saso Damceski, yes, scan any card, use OCR to collect contact info.
P
Pallavi Kothari
Merged in a post:
Be able to take a picture of a business card with app and have it transcribed and uploaded as a contact
M
Michael Brasel
This is a great feature (sorry, example KEAP) and it's great for networking events, trade shows, etc.. Be able to take a picture of a business card with app and have it transcribed and uploaded as a contact
HIGHLVL-I-5321
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