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When scanning business cards, I need to keep track of the department and business unit of corporate contacts in order for my contacts information to sync up with our Salesforce database.
It is not clear how to add custom fields to the business card database in NeatReceipts (I'm using version 3.0.4 on a Windows XP machine).
-thanks,
David in ...
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Fireflyinva,
By MSExcel, did you mean you imported them in a .csv file format? Do you know if your CRM imports a vCard file?
A .csv file export would contain all the fields that you see in the top grid in NeatReceipts.
If you right click on the column names in the top grid, you will see a list of the different columns you can add or remove ...
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