Add business card OCR scan to the mobile app
upcoming
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Yamille E Kosowan
Allow creation of a contact on the mobile app by scanning a business card and pertinent fields filled in automatically via OCR.
When attending networking events and other in-person interactions, collecting business cards and manually importing them later is really time intensive and error prone. It would be very convenient to have the user click the plus icon , when in contact mode, and be given the option to either enter contact manually (using pencil icon or similar) OR via a scan (using camera icon). Then when the user takes a picture of the card, the system would match those fields (user can verify) and store the person as a contact right then and there.
HIGHLVL-I-6628
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Keith Besherse
As currently implemented the card scanner fails as a time saver in five ways:
- The OCR doesn’t recognize line breaks as field breaks. It often lumps the last name and the title or business name from the next line together, thus treating the name as a general text field rather than as the name. But, in my observation it does read and capture the name consistently. The mobile app team needs to solve this one as this portion of the UI happens entirely on LeadConnector.
- The mobile app team also needs to provide a catch all bucket for data collected from the scan but with nowhere to save it on the Add Contact modal. I end up manually typing info that the OCR initially recognized but there was no place to store it. We need the scanner to scan twice for each contact (2 sided cards are common). The first part is a Contacts/CRM team issue, the second part is a mobile app issue.
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Keith Besherse
- The biggest constraint is the Add Contact form. Most business cards include far more information than name, email, phone. Yet the Add Contact modal only has four fields. The most important data on any business card is the business name. The OCR detects the business name. But there is no business name field to put the data into. Similarly, there is no ability to add tags or a note about the conversation in the initial UI. We have to save the contact, then open the edit contact function to manually type data beyond the most basic contact info. This is a problem that needs to be fixed by the Contacts team.
- When I edit the contact details in the LC app, instead of updating the field in HighLevel it seems to blank out that field. The symptom is Contact Type. I have a custom Type. When I edit the contact record it often deletes the default “Lead” but doesn’t write in “Card Scan”. Since I am using the Contact Type to trigger/filter the workflow, having that field go blank defeats the purpose of saving the contact to the CRM. Whether this is a problem for the mobile app team, the contacts team, automations team, or someone else, I do not know.
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Keith Besherse
- The Workflow Trigger Contact Created does not have a filter for Contact Type. Therefore I must have every new contact enter the workflow then If/else to filter for Contact Type. This is an automations team problem to solve.
Also, if we could add tags in the initial Add Contact modal, I would use that data to trigger the workflow instead of Contact Type.
And, if we could add a note in the initial Add Contact modal, I would include that note “we talked about ___” in the conversations that happen in the workflow.
Business Card Scan Demonstration
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Keith Besherse
Related topics:
Not much progress on the business card scanner since Jul 2024. We've got to keep the pressure on if we expect action from HighLevel.
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Keith Besherse
Pallavi Kothari, to be merged in, please. Thank you. https://ideas.gohighlevel.com/mobile-app/p/can-we-please-add-business-name-to-the-ocr-scan
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Keith Besherse
We now have upload vcf to media storage.
Can we get a workflow action to check the contents against the Contacts and create new contact if none exists?
Yamille E Kosowan, can you update the original request to add "And the same for vcf card."
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Keith Besherse
Contact Type not saving… Ticket 3151037
The point of business card scan is not to scan business cards, there are other apps for that. The point of HighLevel providing a business card scanner is because we can immediately fire an automation to initiate follow-up. Follow up with relevant context. Shivam HighLevel
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Keith Besherse
Shivam HighLevel First, THANK YOU THANK YOU THANK YOU for the conversation just now. Very encouraging.
Second, since I couldn't include a tag in the Add Contact modal, I was trying to use Contact Type changed as the workflow trigger. But, when the CRM doesn't save the change, it doesn't trigger the workflow. Either, improve the save function for Contact Type or add a field in the Add Contact modal for Tags so I can include the tag that triggers my workflow.
Third, as confirmed by Damian Sutton, save an image of both sides of the card in a CF or in the Documents for manual reference later.
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Keith Besherse
As a workflow trigger after card is scanned... https://ideas.gohighlevel.com/automations/p/trigger-action-contact-type-changed
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Nihat Demir
Manage Card from Lead Connector Mobile App. So simple and powerful way to get payments from customers who dont login to Highlevel Website. They use mobile app more than the Website. So simple feature to add.
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Keith Besherse
Nihat Demir, you are talking about the business credit card (aka payment method). Your comment should probably be added to a different suggestion thread: https://ideas.gohighlevel.com/invoice/p/ability-to-choose-payment-method
This suggestion is about business cards. Also known as a calling card or visiting card.
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Damian Sutton
Feedback from my clients regarding this feature is only 2 key points:
Need to save the scanned business card so that it can be referred to later. No one wants to spend 10 minutes fiddling around after scanning the card... we can do that later if we have a copy of the card.
Second, my clients have all asked to be able to quickly add tags at on the same time that you add a contact via a scanned business card.
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Keith Besherse
Damian Sutton, yes. Save everything the scanner finds in a catch-all field to be sorted later. Include a tags field. Include a notes field.
With those simple changes the tags would trigger the relevant workflow and the total function would be a motorcycle instead of a skateboard (which it still is).
business card scan: https://youtu.be/0f2c3i3iwuA
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Damian Sutton
Keith Besherse I would like to follow up to clarify my comments. I don't just want to capture everything that the OCR captures as text. I want to capture the actually image of the business card for situations that the OCR does not capture everything correctly. That way I can enter it correctly manually later.
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Keith Besherse
Damian Sutton, absolutely!
Ideally an image of both sides, an image of any logo, and the headshot.
Pallavi Kothari, Prasoon Dadhich, Shivam HighLevel, ...
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Keith Besherse
For the OCR component...the scanner needs to recognize line breaks as field breaks.
Right now, I often get an initial for the first and last name. But the full name is in the bucket. When I drag the name into either of the name fields it shows the last name and business name or job description (from the next line) as attached to the last name without a space.
Ticket number is: 3234465. 🎆
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Keith Besherse
Varun Vairavan, the most essential element of what I am trying to recommend should not be solved by the mobile app team. The most critical issue is the Add Contact modal which only accepts Contact Type, name, phone, email and time zone. Simply including Contact Source from the basic Contact info folder and the standard fields from the General folder would be a great improvement. If we also offer a field for adding an initial set of tags that would easily be a 70% solution. Right now I would suggest that we have a 20% solution. It doesn't save any time.
/tickets/3151037
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Keith Besherse
Pallavi Kothari thank you for relaying our conversation to the mobile app team.
Prasoon Dadhich, Shivam HighLevel
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Keith Besherse
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Keith Besherse
Save image and all detected data from both sides.
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Keith Besherse
Oh! In addition to a catch-all field for both sides, a first note field!
Or. Three submit buttons: 1. Add (as we have now). 2. Add and open the notes modal. 3. Add and open the task modal.
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Keith Besherse
The original scan should have access to these standard fields (at a minimum): Tags, Contact Type, Contact Source, Business Name, and Website. Preferably address too.
I would like to have a notes field for all other data the OCR detected and 3 image fields (side 1, side 2, and logo).
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Keith Besherse
Another great thing would be a priority/rating. Scale of 1-3 or 1-5 of how quickly you want to follow up. Rate: how hot is this prospect?
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DJ Van Keuren
WHY does the business card scan Not allow you to collect the business address and full information from the business card
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Keith Besherse
DJ Van Keuren, exactly. What is a business card without a business name?
Chase Buckner, it literally doesn't make sense that we would even have to ask. We barely have a functional skateboard. When can we have a bicycle? Sales & Marketing Core Platform Shivam HighLevel
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Oren Powell
Can we please add "Business Name" to the OCR Scan. I think the chances of the business name showing up on a business card is a lot higher than their DOB
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Keith Besherse
Oren Powell, RIGHT!!!
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