Romify has introduced a more streamlined and user-friendly approach for inputting missing mandatory information and reviewing captured contact details. After scanning a badge or business card, Romify automatically processes and gathers all relevant contact information. Depending on the quality of the scan or your organization's settings, you may see either a green or red banner.
As Romify gathers the contact information, you can continue answering the subsequent questions in the flow. Initially, you will see a grey banner labeled "Gathering Contact Information", which will later update to either green or red depending on the results.
Continue reading to learn what triggers a green banner and how to review captured data, or when a red banner appears due to missing mandatory information and what steps to take next.
When all required data is successfully collected, a green banner will appear. Click the "View" button to review the results. Check out the video below for a detailed walkthrough.
Green banner - no changes (1).mp4
In some cases, even if you receive a green banner, one of the key details (such as First Name, Last Name, or Company Name) may have been captured incorrectly. While reviewing the results, you have the option to correct these details and reanalyze the information. Check video to see how to do it:
In some cases, even if all the data was captured correctly, you may want to add additional contact information that wasn't captured during the scan. Please watch the video below to learn how to do this:
Green banner - Save additional info.mp4
A red banner will appear if the app is unable to capture any of the key information, such as First Name, Last Name, or Company Name. In this case, you'll need to fill in the missing details and reanalyze the results. Watch the video below for guidance.