You can change the organization name entered at the creation of your Cards R organization.
Item | Format | Description |
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Organization name | (Text) | |
Organization ID | (Uneditable) | The unique ID for your Cards R organization. |
This section is used to check / edit the display names of [Branch] and [Division] in contacts field.
Item | Format | Description |
---|---|---|
Branch | (Text) | |
Division | (Text) |
Organization settings |
Privilege to do the followings. [primary organization administrator], [organization administrator] or [all users].
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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 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:
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Detection condition of duplicate contacts | Criteria of contact duplication at confirmation of unconfirmed contact. [name], [name, company], [email] or [name, mobile] |
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. |
* This menu is displayed only when purchasing [Smart OCR option].
Auto-confirmation at OCR completion | On |
Smart OCR quantifies the Accuracy of OCR recognition results for each of the following 5 target fields.
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Off | After Smart OCR results are entered, contacts will remain unconfirm view. | |||||||||||||||
Auto-merge of contacts at OCR completion |
On | When the system determines that the recognition accuracy of Smart OCR result is greater than a certain value, the following processing will be executed. |
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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. |
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Set Phonetic First Name |
On | [Phonetic First Name] will be entered within the performance that the system can automatically process. |
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Off | [Phonetic First Name] will not be entered. |
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. |
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. |
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. |
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. |
* 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. |