Scans List View

The Scans List displays all scan item records in the Scanning Queue. Each record represents a scanned business card.

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Processed Checkbox

Each scan item record includes a Processed checkbox:

• Unchecked: The record hasn’t been processed into a contact or lead.

• Checked: The record has been processed into a contact or lead.

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Default List Views

1. All

• Shows all processed and unprocessed scan item records that you have access to view.

2. My Cards

• Displays your unprocessed scan item records.

3. My Processed Cards

• Displays your processed scan item records.

4. Recently Viewed

• Displays scan item records you’ve recently viewed.

Note: The Recently Viewed list view is pinned by default. To filter scan item records, you can pin the My Cards, My Processed Cards, or All list views instead.

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List View Filters

The My Cards, My Processed Cards, and All list views use filters to determine which records are displayed:

1. Type:

• All scan item records have the type “businessCard”. This type must be included in any custom list views to display these records.

2. Processed Checkbox:

• True: The record has been processed into a contact or lead.

• False: The record has not been processed.

These filters make it easy to organize and manage your scan item records.