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Robbin_G

ANSWERED Create template like Scannable business card import

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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?

Screen_Shot_2016-03-19_at_9_47_52_AM.jpg

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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.

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