Add Card

The Add Card page allows you to add a new card for the client.

To access the Add Card page:

1.      Click the Add Card link in the Case Information - Card Tab page. The Add Card page displays.

The page displays the following tabs, fields, buttons and links:

Tabs

·          Home

·          Services

·          Reports

·          Documentation

·          Training

·          News

Fields

·          Name

·          (Required) Card # 

·          Status

·          Issue Date

Buttons

·          Add Card

·          Cancel

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

See Also:

Adding a Card

Auto Issuing a Card

Issue a New Card to a Client via Mail

Issuing the PIN