Add Customer Data: - 1 of 3 methods


1. Bar Code Scan PDF Bar Code on back of Drivers License.  Data will populate on right hand side. in Contact 

    and ID/DL Sections (Middle Row).  Hit Red Camera Button in Upper right Screen>Screen pops up>Scan 

    PDF Barcode>Process Bar Code.

    


2. OCR ID Scanner (Snapshell or Scanshell 800).  Data Including Drivers License Picture will populate in ID/DL 

    Section


3.  Type Customer Data needed.  Choose Contact Category(s) in Middle Row


Choose other Contact Data Section in Middle Row