Understand how your team captures contacts - Tapify

With Teams Connect, owners and admins can open Contacts in the web dashboard to see the contacts collected in their team workspace.

How contacts are added

Scan in the app. A team member can scan a paper business card, the printed details on an event badge, or a supported QR code. They review the result, add a note if needed, and save the contact.
Exchange details. Someone can send their details through a team member’s digital business card. If they leave a message, it appears under Profile form message.
Enter details manually. Team members can add contacts in the app. Admins can also add contacts in the dashboard.

Share the scanner guide with team members who want to try it.

When contacts appear

A scan appears in the dashboard after the member saves it and the app syncs. Open the contact to see Method, which shows how it was added, and Connected with, which shows the team member currently assigned to it.

FAQ

Why is a contact missing from the dashboard?

Check the selected workspace and its Connect access. Clear the Tag and Connected with filters, then search by name or email. Ask the member to confirm they saved the contact in the team workspace and open Tapify while online.