What is a "vCard?"
A vCard is a virtual business card that makes your contact information easily accessible for you and your contacts.
Notes:
- Important Information: Some Broker Dealer/Groups may require approval of virtual business (vCard) changes. If this is the case, you won't see your changes until your vCard has been approved by your group administration.
- Do not use the colon, or semi-colon in characters as these are used as field separators in the vCard.
- You must set up your vCard before you can send your information out, even if there is information defaulted there from your initial account set up process.
Steps to Setup or Edit Your vCard:
- Click the Three Lines in the top left of the app
- Find "Settings" in the bottom left of the menu
- Tap "Personal Details (vCard)
- Tap the "image+" icon to add a contact photo
- Choose between "Take Photo" or "Choose from Library" to select and upload an image
- Type your first and last name in the "First and Last Name" field
- Type your Company or Branch name in the "Company or Branch" name field
- Type your Title in the "Title" field
- Type your Street Address in the "Address" box
- Type your City in the "City" field
- Type your State in the "State" field
- Type your Zip Code in the "Zip Code" field
- Type your email address into the "Email" field
- Your MyRepChat number will default into the "Mobile Number" field, but you do have the ability to change this if you'd like by typing your number into the "Mobile No" text field
- Type your Work Phone Number in the "Work Phone No" field
- Type a note, or tagline in the "Note" field
- Tap "Save" at the bottom of the screen to save your changes
- Click "OK" to close the pop-up window
Comments
0 comments
Please sign in to leave a comment.