Scan Item Overview
When a business card is scanned and sent to the Scanning Queue, a scan item record is automatically created. This record includes:
• OCR results from the business card.
• Any attachments or activities associated with the scan.
What’s Included in a Scan Item Record
Each scan item record contains:
• OCR Results: Extracted details from the business card.
• Consent & Purpose: Any linked consent records, if applicable.
• Activities: Activities related to the scan.
• Scan Images: Images of the scanned business card.
Default Fields on the Scan Item Page
• Campaign ID
• First Name
• Last Name
• Title
• Account
• Company
• Office Phone
• Mobile Phone
• Fax
• Website
• Address (Street, City, State, Zip, Country)
• Type
• Processed (checkbox showing if the record has been processed)
• Owner
• Notes
• Created By
• Last Modified By
The Scan Item Name field is an auto-generated number that uniquely identifies each record.
Consent & Purpose
If a consent signature is captured during the scan:
• A consent record is created and linked to the scan item.
• This consent record appears in the Consent & Purpose tab.
• The signature image is displayed in the Scan Image component.
Processing Scan Item Records
Creating a Lead
1. Review the Details: Check the OCR results and make any necessary updates to the scan item record.
2. Process as a Lead: Once processed, a new Lead record is created with the information from the scan item.
3. Mark as Processed: The Processed checkbox on the scan item is checked.
Important Details:
• After processing, a scan item cannot be processed again unless the Processed checkbox is unchecked.
• The Scanning Queue follows your organization’s duplicate rules to maintain data integrity.
• By default, only standard scan item fields are mapped to the Lead object.
• If custom fields are added to the Scan Item object, corresponding fields must exist on the Lead object and be mapped using Scan Lead Mapping.
• Fields that are not mapped will not transfer to the Lead record.
Creating a Contact
1. Review the Details: Check the OCR results and make any necessary updates to the scan item record.
2. Process as a Contact: Once processed, a new Contact record is created with the information from the scan item.
3. Mark as Processed: The Processed checkbox on the scan item is checked.
Important Details:
• After processing, a scan item cannot be processed again unless the Processed checkbox is unchecked.
• The Scanning Queue follows your organization’s duplicate rules to maintain data integrity.
• By default, only standard scan item fields are mapped to the Contact object.
• If custom fields are added to the Scan Item object, corresponding fields must exist on the Contact object and be mapped using Scan Contact Mapping.
• Fields that are not mapped will not transfer to the Contact record.