Settings > System Settings

Organization Information

You can change the organization name entered at the creation of your Cards R organization.

Item	Format	Description
Organization name	(Text)
Organization ID	(Uneditable)	The unique ID for your Cards R organization.

Change procedure

Click [Global Menu] () > [Settings]
Click [System settings] > (Organization Information) > [Edit]
Edit [Organization name]
Click [save]

Branch/Division of company

This section is used to check / edit the display names of [Branch] and [Division] in contacts field.

Item	Format	Description
Branch	(Text)
Division	(Text)

Change procedure

Click [Global Menu] () > [Settings]
Click [System settings] > (Branch/Division of company) > [Edit]
Edit items
Click [save]

Caution

Once changed, the displayed values of [Branch] and [Division] will use the saved values even if [language] is switched.

Privilege

Organization settings	Privilege to do the followings. [primary organization administrator], [organization administrator] or [all users]. Users settings Teams settings System settings Mobile settings Export files Unlink contacts of selected company Delete contacts linked to selected company
Edit company information	Privilege to edit company department. [primary organization administrator], [organization administrator] or [all users].
Delete company	Privilege to delete company department. [primary organization administrator], [organization administrator] or [all users].
Change contact owner	This allows [organization administrator] other than owner to change owner.
Delete contact completely	Privilege to delete contacts in recyclebin.

Regardless of settings, the primary administrator can execute every operation.

Contact/Company

Contact duplication detection at starting confirmation	Choose [execute] or [skip execution] of the contact duplication detection at starting confirmation of unconfirmed contact.
Contact duplication detection at ending confirmation	Choose [execute] or [skip execution] of the contact duplication detection at ending confirmation of unconfirmed contact.
UI confirmation at adding company	This sets when the confirmation is shown for adding a company in the followings: Set confirmation status to contact Add company from contact Default is None(Add/Merge automatically)
Detection condition of duplicate contacts	Criteria of contact duplication at confirmation of unconfirmed contact. [name], [name, company], [email] or [name, mobile]

Choices of [UI confirmation at adding company]

None(Add/Merge automatically)	Confirmation is never shown. If the company as the same company name of the contact exists, use the company. If several companies as the same name exist, use the oldest one. If the company as the same name doesn't exist, add new company. The existing/added company is linked to the contact.
At duplication	At setting confirmation to contact or at adding company from contact: If the companies as the same company name of the contact exist, the confirmation is shown to use the companies or to make a new company. If the company as the same name doesn't exist, add new company /branch/division without confirmation. The confirmed/added company is linked to the contact.
At contact confirmation/at duplication	In addition to the [At duplication] conditions, at setting confirmation status to a contact of no company link, the confirmation is shown whether the company as the same company name of the contact exists.
At not determined by postcode	At setting confirmation to contact or at adding company from contact: If the company as the same company name of the contact does not exist, add the new company. If companies as the same name exist, use a company that matches the postcode of the contact. If can not identify the company by the postcode, the confirmation is shown to use the companies or to make a new company.

Smart OCR

* This menu is displayed only when purchasing [Smart OCR option].

Auto-confirmation at OCR completion

Smart OCR quantifies the Accuracy of OCR recognition results for each of the following 5 target fields.

Name
Company
E-mail
Phone
Mobile

Evaluate this accuracy for each contact, and display the result with icons with different colors in the contact list left column. This icon display will be cleared when editing data.

Icon

Result

Processing

The recognition result of all 5 fields is correct (accuracy : high)

The contact will be automatically confirmed. At that time, it will process according to the setting of "Auto-merge of contacts at OCR completion" below.

Unrecognized result of 1 field (accuracy : medium)

Recognition result of 2 or more fields is uncertain (accuracy : low)

The contact will remain unconfirmed.

Off

After Smart OCR results are entered, contacts will remain unconfirm view.

Auto-merge of contacts at OCR completion

When the system determines that the recognition accuracy of Smart OCR result is greater than a certain value, the following processing will be executed.

Off

When the system determines that the recognition accuracy of Smart OCR result is greater than a certain value, the following processing will be executed.

Set Phonetic First Name

[Phonetic First Name] will be entered within the performance that the system can automatically process.

Off

[Phonetic First Name] will not be entered.

Digital business card

You can set the settings for [Digital business card].

Item	Selection	Initial	Description
Use digital business card	On	Yes	You use digital business card function.
Use digital business card	Off		You do not use digital business card function.
* The following items are displayed only when [Use digital business card] > [On].
Access period	1 day		After enabling it, you can access the public URL until [midnight after 1 day has passed].
	1 week		After enabling it, you can access the public URL until [midnight after 7 day has passed].
	1 month		After enabling it, you can access the public URL until [midnight after 30 day has passed].
	1 year	Yes	After enabling it, you can access the public URL until [midnight after 365 day has passed].
Maximum number of access times	10		You can access the public URL up to 10 times.
	100		You can access the public URL up to 100 times.
	1000	Yes	You can access the public URL up to 1000 times.

Change procedure

Click [Global Menu] () > [Settings]
Click [System settings] > (Digital business card) > [Edit]
Edit items
Click [save]

Caution Restrictions

If you change to [Off] in [Use digital business card], you will not be able to access the public URL.
Changing [Access period] does not change [Access deadline] of the public URL that is already enable.
If you increase [Maximum number of access times], you will be able to access the public URL that has reached the maximum number of accesses again.
If you reduce [Maximum number of access times] and the number of accesses exceeds the upper limit, you will not be able to access the public URL.

Localization Settings

Encoding of exported file	Encoding of text files exported from Cards R. [Shift-JIS] or [UTF-8].
Name/Address Display Order	Display order of name and address. [Japanese] or [English].
Use Phonetic in Name/Company Sort	Choose [phonetic attribute] or [character code] for name sort and company name sort.
[All] list format	You can set the initial display format of [All] contacts list. When [Contacts list] is selected, the contacts list is displayed without search condition when you click [All]. When [Search view] is selected, the contacts list is displayed after specifying search conditions when you click [All]. If you change this setting value, the same operation will be performed for the mobile application contact list [All].
Set Exchanged on automatically	You can set whether to automatically enter the exchange date when creating a contact.
Share contacts at creation	You can set whether to create contacts privately or not.
Use the notificaton	You can set whether to use notification or not.

Display item setting

My Contacts/All/Team/ Groups/Companies	Set contact list items of my contact, all, team, group, company view. You can display the change item dialog box from the [change] button and set display items on the dialog. The items and order in the [Selected items] list on the right side of the dialog are reflected. *In the company view, the display item [Company Name] [Phonetic Company Name] is not reflected.
Unconfirmed	Set contact list items of Unconfirmed view. You can display the change item dialog box from the [change] button and set display items on the dialog. The items and order in the [Selected items] list on the right side of the dialog are reflected.

maintenance

* The following menu is displayed only for users who have the privilege for the organization settings.

Import Contacts CSV	You can add contacts and companies with importing.
Operation Log Download	To get operation logs of your organization, set start and end date and execute download. There is the Upper Limit on the number of operation logs that can be acquired at one time.

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