Create template like Scannable business card import

[Robbin_G 1]

Hello everyone!

I am starting to use Evernote as a kind of CRM and I am wanting to create a template that looks like what Scannable creates when scanning a business card. I don't always have a business card of a person so I wanted to just have it on hand to create a new person. 

It is not as simple as duplicating one person over and over as it seems that I don't have a card scan where ALL of the fields have shown up in the scan. 

Any suggestions?

[JMichaelTX 4,117]

On 3/19/2016 at 10:01 AM, Robbin_G said:

I am wanting to create a template that looks like what Scannable creates when scanning a business card.

You can create a "temple" note using a table with the columns/format you like.  Then when you want a new Note using that "template", just:

1. Select the "template" note
2. Goto menu Note > Copy to Notebook

I have a number of "template" notes, that I have assigned the Tag "Template" to make it easy to find/list my "template" notes.