Scans List
Scans List
The Scans List view displays all scan item records added to the scanning queue. Each record represents an individual scanned business card from the Scanning Queue.
Each scan item record has a Processed checkbox. If the checkbox is unchecked, it means the scan item record hasn't been processed as a contact or lead. If the checkbox is checked, it indicates that the scan item record has been processed as either a lead or contact.
There are four default list views:
- All: Shows all of the processed and unprocessed Scan Item records. That the user has access to see.
- My Cards: Shows all of the user's unprocessed Scan Item records.
- My Processed Cards: Shows all of the user's processed Scan Item records.
- Recently Viewed: Shows the recently viewed Scan Item records.
Note: By default, the Recently Viewed list view is pinned. To filter scan item records, pin the My Cards, My Processed Cards, or All list views.
List View Filters
The My Cards, My Processed Cards, and All List Views use filters to determine which scan item records are displayed. Each list view is filtered by Type and the Processed checkbox field.
The type for all scan item records is "businessCard" and must be used in any custom list views to display the scan item records.
The Processed checkbox indicates whether the scan item record has been processed as a contact or lead. If Processed = True, the record has been processed. If Processed = False, the record has not been processed.