Scan Item

When a business card is sent to the Scanning Queue and scanned, a scan item record is created. This record contains the Optical Character Recognition (OCR) results for the business card and any added attachments and activities.

Each scan item record displays the OCR results, Consent & Purpose, Activities, and Scan Image(s). The default fields on the Scan Item page layout are:

• CampaignId
• First Name
• Last Name
• Title
• Account
• Company
• Office Phone
• Mobile Phone
• Fax
• Email
• Website
• Address Street
• Address City
• Address State
• Address Zip
• Address Country
• Type
• Processed
• Owner
• Notes
• Created By
• Last Modified By
  

The Scan Item Name field is an auto-number field used to uniquely identify each record. The Processed field is a checkbox that indicates whether a record has been processed as a contact or lead.

Consent & Purpose

If a consent signature was captured with a business card scan, it will be stored in a consent record when sent to the Scanning Queue. This consent record will be linked to the scan item record and displayed in the Consent & Purpose related tab.

The Signature image will be displayed in the Scan Image lightning web component.