To configure data requirements for capture methods, navigate to the Setup tab on the main menu (1), and select Capture Methods (2).

Capture Methods Settings

• Select Capture Method - Capture method customizations are broken out into two categories: Scanning Based Capture Methods and List Based Capture Methods. Each of these categories can have separate data capture requirements. (1)
  • Scanning Based Capture Methods include:
    • Business Card
    • Badge Photo
    • Digital Business Card
    • Badge Scan
    • Manual Entry
  • List Based Capture Methods include:
    • Event Guest List
    • Known Contact List
• Enabled - choose which fields you want updated during the capture process (2)
• Required - mark a field as required to ensure either the AI or the user captures this information in order to save the lead and push it into your CRM (3)

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