How-Tos

How to do various things in ScanBuddy.ai

How to pause CRM Syncing
Here are the steps to pause CRM syncing:     1. Go to settings tab.      2. Scroll to the preferences section     3. Toggle "Pause CRM Sync"  ...
Mon, 22 Jul, 2019 at 5:06 PM
How to manually associate an account to a contact in ScanBuddy.ai
Prerequisite CRM setup is established Process ScanBuddy.ai can automatically associate a contact to an existing account in the CRM. However, there a...
Wed, 24 Jul, 2019 at 10:47 AM
How to configure account search and create behavior in ScanBuddy.ai
Prerequisite Must be an enterprise user with admin access Details Enterprise admins can configure CRM account related aspects for ScanBuddy.ai. Few ...
Tue, 18 Feb, 2020 at 12:27 AM
How to Setup Enterprise Account
Prerequisites Must have a ScanBuddy.ai 'Enterprise' license. You should have notified by ScanBuddy.ai as a designated enterprise admin for your...
Wed, 7 Aug, 2019 at 12:47 PM
Getting Started with ScanBuddy.ai
ScanBuddy.ai is super simple to setup and use. Follow the below instructions: 1. Click below link based on your OS type to download the app: Android i...
Thu, 19 Sep, 2019 at 12:51 PM
How to Send Feedback about ScanBuddy.ai
At ScanBuddy.ai we are always working towards making a great product and for that your feedback is very valuable. Here are the steps to send us a feedback u...
Wed, 14 Aug, 2019 at 12:49 PM
How to add note to a Business Card
When you meet too many people in places like conferences and have a bunch of business cards then it is really hard to remember which specific person you wou...
Wed, 30 Oct, 2019 at 8:52 PM
How to save a ScanBuddy.ai contact to Phone
Though ScanBuddy.ai is meant to be your one stop option for all your CRM contact management and keep it separate from your personal contact, there are still...
Wed, 26 Feb, 2020 at 7:39 PM
How to set Oracle SSO for ScanBuddy.ai
This article walks through the steps of creating a client app in Oracle IDCS. Which then takes cares of using MS ADFS or any other ways of secure login into...
Wed, 10 Feb, 2021 at 9:55 PM