How to add a new card by scanning a QR code

This function is only available on smartphone and tablet.

What is this and when should I use it?

You can add a new card to your MiniCRM system from your smartphone/tablet by scanning a QR code.

What can I use it for?

  • There is a QR code on the business card? Scan it and a card is added immediately to your sales terméke, together with company and contact data.
  • Are you organizing an event and do you want to make exhibitors’ work easier? Print a QR code, that contains visitors’ data, on the tickets. It makes your or the exhibitors’ administration work more easier and fast.

How does it work?

  1. Log into MiniCRM from your smartphone’s browser or via the MiniCRM mobile app.
  2. On the Today view page, tap the QR kód icon.
  3. Scan the QR code by using the built-in scanner.

Following that, a card is added immediately to MiniCRM, therefore, the contact person and the company appears in the system

  • Person’s name
  • Person’s email address
  • Person’s phone number
  • Company name

Requirements

  • Android 5+ and Chrome 60+
  • Android 5+ and MiniCRM Android application
  • iOS 11+ and Safari 11+

What should I do if it doesn’t work?

  • Check whether you meet the requirements (operating system/browser)
  • Follow the suggestions you read in the error messages.
  • If no other option left, restart your phone and check in Playstore whether the latest version of MiniCRM application is installed. Update it if it is possible and try to scan the QR code again.