CardReader Mobile

High-quality business card transcription!

This Cosential CardReader App is currently available in the Apple App Store for iOS and the Google Play Store for Android devices. From within the App, snap a photo of a business card and the system will convert it to a Contact and upload it to your Cosential account. Users can also Call Logs and Leads, view basic Personnel data and associated Call Logs, Opportunities, and Projects.

User Permissions

  1. Contact Manager (Companies & Contacts) Read/Write
  2. Lead Read/Write
  3. Activities Read/Write
  4. Opportunities Read
  5. Projects Read
  6. Personnel Read

Scan a Business Card

  1. Click the Scan icon
  2. Center the business card as instructed on the screen
  3. Click the onscreen capture button

         

Review Card Details

  1. Retake, click this link to retake the business card image
  2. Delete, click this icon to delete the business card image
  3. Notes, add Notes here for the Cosential Contact record
  4. Company Type, select a Company Type to be associated to the Company record in Cosential
  5. Contact Type, select a Contact Type to be associated to the Contact record in Cosential
  6. Process, click Process to begin the review/transcription process

    

Complete Review Process

Once the review process is completed, the User will be notified on their mobile device. The device will now display a list of processed cards.

  1. Click a Contact to review the details, scroll down through the Contact details
    • Company
    • First Name
    • Last name
    • Work Phone
    • Cell Phone
    • Home Phone
    • Fax
    • Email
    • Title
    • Address1
    • Address2
    • City
    • State
    • Postal Code
    • Contact Notes
    • Company Type
    • Contact Type
    • Mailing Lists
    • Relationships
  2. Reprocess, click reprocess if you feel the card needs further review and it will be processed again.
  3. Send to Cosential, click Send to Cosential to send the details to Cosential

              

Duplicate Checking

Contact

  1. Email Address
    • If a match, the existing Cosential record will be updated in Cosential
    • If no match, see step 2 below
  2. Company Name and Address 1
    • If a match, the existing Cosential Company record will be updated and a new Contact record will be created in Cosnetial
    • If no match, a new Company record and a new Contact record will be created in Cosential

Settings

  1. Delete photos from phone library once cards have successfully processed, Users can automatically remove scanned business cards from their phone's image library
  2. Use Touch ID, enable touch ID for future App logins
  3. Owner of scanned contacts, ensures the logged in User is listed as the Contact Owner in Cosential
  4. Delete All Contacts, delets all Contacts in the App. This does not affect Cosential records.
  5. Logout

 

By installing this app, you agree to abide by the terms of this app and the Cosential Master Service Agreement for your firm.

Search for Cosential within either the App Store or the Google Play Store and select Cosential CardReader.

Learn More

Learn more

Want to learn more about one of the apps? Submit this form to learn more.

Are you a developer/partner?

Contact us, we would like to hear from you!