Note: By default scanned cards are saved to the Business Cards notebook. Manually: From the Options menu, select Save to contacts There are two ways to save contact information from every scanned card to the Contacts on your mobile device:Īutomatically: To save information from every card scanned, simply tap your account name and select General > Camera > Business Cards > Save Contact Info To Contacts
Right now it is a good for LinkedIN but has no value for sales, BD and real list builders, conference attenders or sales pros.Įvernote if you are able to solve that for us it would be hard to ever leave you.for now it is not enough value in our sales process to not be looking for other solutions.
email a contact file like card-munch did as an contact attachment drag and drop contact file for outlook/Gmail I agree, we ( at multiple companies) use it to get to LinkedIn which is great but the main use case was getting the data to our CRM via: (For me, by keeping the old contact info along with a date in Evernote, it's helpful when looking at the mail merge info to confirm if it's the current mailing address.just in case I forget to change it there.) I don't do big mail merges, but I still do this - keep the current & past info in Evernote but keep the current address in my mail merge database. But if you regularly do big mail merges, I'd stick with a proper program for that, even if it means duplicating data in Evernote & the mail merge database. If you are tech savvy or know someone who is, you could probably cobble something together by either using Evernote's API or pulling info after you've exported it to html. I see the export as an HTML page and the enex file but that doesn't get me what I need and I haven't found anything out there that helps with taking the downloaded content that way and easily getting it to the format I need.Įvernote only exports to html or enex. I downloaded Evernote Hello for my iphone and the Windows program. That pretty much means an excel or csv file.
The purpose of needing this is to be able to use the information for relationship building.thus I need to be able to export all the addresses, emails, names, etc in order to send Christmas cards, email marketing or upload phone numbers into my dialing system (Mojo). I love how easy it is to scan in the cards and get their contact info in.like I how can manage the contacts.but. I have over a 1,000 business cards I need to get digital and someone told me about Evernote.