CRM

SarahG
Participant

Business Card Scanner - Edit Fields Before Save

SOLVE

Would be really helpful if the option to edit what populates before hitting save. That way, there is no need to go back to the contact and edit the fields.

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Business Card Scanner - Edit Fields Before Save

SOLVE

Hi @SarahG,

 

On the IOS app, that is possible. The final step before saving allows you to click into each of the fields and edit the information.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

0 Upvotes
1 Reply 1
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Business Card Scanner - Edit Fields Before Save

SOLVE

Hi @SarahG,

 

On the IOS app, that is possible. The final step before saving allows you to click into each of the fields and edit the information.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 Upvotes