- Card reader app that works with daylite 6 for mac#
- Card reader app that works with daylite 6 portable#
- Card reader app that works with daylite 6 android#
- Card reader app that works with daylite 6 software#
The wireless Fujitsu ScanSnap iX100 ( is a long, stick-like device that lets you scan two business cards at a time to a tablet, laptop or phone.
Card reader app that works with daylite 6 portable#
If you would rather scan on the move, there are portable options. The benefit of these systems is that they serve multiple purposes and, in some cases, take multiple business cards in one go, meaning that you can attend an event and drop a whole stack into the scanner’s hopper. Some scanners, such as the NeatDesk unit ( will scan up to 24 pages per minute, but also have a holder designed to take cards. Hardware scanners come in two flavours: general scanners that happen to do business cards and dedicated hardware designed just for cards and perhaps the odd receipt. You have two options when dealing with these: buying a dedicated hardware scanner or using an app on your phone to read your cards. Most advisors also collect a lot of business cards. Other systems may require an intermediate step, such as exporting to a common file format, such as CSV, before importing your data into the new system. Many contact-management products now feature integration with each other, enabling you to press a button and have the services synchronize with each other easily. Once you’ve chosen a contact-management system that’s suitable for your business, you’ll need to get your existing and new contact information into it. However, be wary of storing sensitive information about contacts if you’re storing your data on someone else’s server – even if it claims to be encrypted.
Card reader app that works with daylite 6 android#
FullContact ( for example, is a cloud-based online address book that syncs with all of your Mac, Android and iOS devices. A few systems do both, synchronizing between the two modes of storage, which helps to keep your contacts safe should your local device crash. Some contact-management systems store your contacts in the cloud others store your data on your desktop. For example, Act4Advisors ( offers extra capabilities, including a document-scanning feature that attaches images of documents directly to your contact records.īackup and synchronization. You also can get financial add-ons for ACT! that are specifically designed for the financial advisory business.
Card reader app that works with daylite 6 software#
Both the Mac and Windows software systems also allow you to add attachments to your contact records. Certain versions of the latter integrate with Outlook in case you prefer to use a familiar email system.
Card reader app that works with daylite 6 for mac#
Software such as Daylite ( for Mac and ACT! ( for Windows offer these features. Being able to connect emails to contacts is a powerful feature in a contact-management system. Industry rules may preclude you offering advice via Twitter, but that doesn’t mean that (once you have cleared Canada’s anti-spam legislation and National Do Not Call List requirements) you can’t start your next email or phone call to a client or prospect with a friendly comment on something they mentioned in a LinkedIn post.Įmail tracking. If your system can connect to your contacts’ social media accounts, then it can help you to understand what they’re talking and thinking about. The ability to work with social media accounts is an important but oft-overlooked feature, especially if your clients are active in these channels. Some of the better systems will enable you to make use of mobile features such as mapping, so you can plot your course to your contact’s address. Making your contact database as portable as your smartphone means you can access contact details on the road. These may be as simple as “RRSP,” “RESP,” “existing client” or “prospect.” The ability to define your tags helps you to classify your contacts according to your way of working. Even a rudimentary contact-management system should include some form of tagging, enabling you to put contacts into certain categories that make sense for your business. Some contact-management systems provide basic contact searching and labelling, but you may find yourself looking for more.Īs you move into tracking specific leads, your contact- management system may morph into a client-relationship management system.