A vCard (Virtual Contact File) is an electronic business card which allows your clients quick and easy access to the Firm's or Professional's contact information.
The vCard will appear in the app when your client logs into their SideDrawer
To create a vCard, complete the following Steps:
Navigate to Console (bottom left hand side).
2. From the left-hand menu, select Settings.
3 . Click on Affiliates.
4. Select the Actions button next to the Affiliate you want to update branding for.
5. Select "Edit vCard" .
6. Select "Update vCard details"
7. Start by entering Primary name, Title and Company
Upload a photo as your profile picture (the photo should be the same pixel height
and width for better results).
8. Select Confirm.
9. Select "Add contact link"
To Create vCard Link Types, select from the options from the drop-down menu,
i.e., telephone, address, URL, etc.
Label: A default label (description or call to action) will be presented that you can edit.
Link: When the SideDrawer selects the applicable icon within the vCard, this is what the SideDrawer User will be linked to (i.e., A Phone Number, Email Address or URL).
10. Select Save for each link type created.
NOTE: All links are clickable and will take the User to the appropriate location.
Example 1: a User in the Mobile app selects ‘Phone’, this will launch the phone application to allow the User to place a phone call.
Example 2: a User on a desktop selects ‘Email’, this will launch their preferred email provider to send an email.
Example 3: a User selects ‘Book a Meeting’, this will launch the book a meeting URL in the Users preferred browser allowing them to book a meeting.
The Profile Photo displayed as part of the vCard must be the same pixel height and width for best results.
Editing a Contact Link
Admin Users can change the order by clicking (and holding) the ‘three-line’ icon to the right of the Contact Link and dragging it up or down to change its order. ‘Top to Bottom’ in vCard screen equates to ‘Left to Right’ in the vCard display in the Front-End application.
Admin Users can either edit or delete a contact link by selecting the ‘action’ button (three dots) associated with the Contact Link. This will display a menu with the option to ‘Edit the Contact Link’ or ‘Delete the Contact Link’. ????????CHECK SCREENSHOT BELOW.L???
