Scanning a QR Code

To Scan a QR Code using the Capture Module:

1. Open the Capture Module

• From the home screen, tap the Capture module.

2. Select QR Reader

• In the ‘Capture & Send’ menu, select ‘QR Reader.’

3. Scan the QR Code

• Point your device’s camera at the QR code.

4. View Scan Results

• Once scanned, you’ll be directed to the QR Code scan results screen to view the results.

5. Copy or Open Contact Details

• On the QR Code scan results screen, you can:
  • Copy the contact details to your device’s clipboard.
  • Open the contact details.

6. Share the vCard

• To share the vCard, tap the ‘Share’ icon at the bottom left of the screen.

7. Open Contact Details

• Select "Open Contact Details" to go to the scan results screen.

8. Review and Update Results

• On the scan results screen, review and update the results if necessary.

9. Continue to Destination Screen

• After reviewing, tap the ‘Next’ arrow at the top right of the screen to proceed to the ‘Destination’ screen.

10. Save Scan Results

On the ‘Destination’ screen, you can:

• Add optional Salesforce enhancements to the scan before saving it as a Salesforce Contact or Lead.

• Save the scan as a contact on your device.

11. Return to Home Screen

When finished, tap the home icon to return to the home screen.