Create a card

The Cards section stores information about bank cards. Use this section to view the type of the card, its payment system, current status, expiration date, linked accounts, and other important information.
To add a card:

1. Open the Cards section and click New card.

2. On the opened card setup page, specify the general information about the card:

   Card number	Card number. The field is required.
   Contract	The contract under which the card has been issued. The field is required.
   Customer	Contact or legal entity who is the owner of the card account. This field is non-editable and filled in automatically with the contact or legal entity specified in the contract. The field is required.
   Product	Product for which the card has been issued. This field is non-editable and filled in automatically with the product specified in the contract. The field is required.
   Primary	If a client has a number of cards for the same card account, select this checkbox for the primary card.

3. On the General information tab, specify the card data:

   Type	Card type, “Credit“ or “Debit“. The field is required.
   Payment system	Payment system type, for example, “Visa” or “MasterCard”. The field is required.
   Card category	Card category, for example, “VisaElectron” or “MasterCardGold”. The Card category and Payment system fields are connected. If the Card category field is filled in, the Payment system field is filled in automatically. If the Payment system field is filled in, the Card category field displays only the categories that correspond to the selected payment system type. You can associate a card category with a payment system in the Card categories lookup. The field is required.
   Cardholder	The contact who uses the card.
   First and last name	First and last name of the cardholder, as printed on the card.
   Branch	Branch that the card is serviced by. You can select legal entities of the “Our bank“ type.
   Office	The office that the card is serviced by. You can select legal entities of the “Our bank“ type.
   PayPass / PayWave	Select this checkbox if the wireless payments are enabled for this card.
   Primary	If a client has a number of cards for the same card account, select this checkbox for the primary card.
   Multicurrency	If a client has a number of cards for the same card account, select this checkbox for the primary card.

4. Use the same tab to add more information about the card:

   Status	Current card status, for example, “Active“ or “Blocked.“ By default, the card will be “Active.” The field is required.
   Opened on	The date the card was issued on.
   Valid until	Card expiration date.
   Balance	The balance on the card account.
   ATM withdrawal limit	Maximum cash withdrawal can be made from an ATM with this card.
   Debt	Credit card debt.

5. Populate the following fields on the Status detail on the General information tab.

   Opened on	The date the card was issued on.
   Valid until	Card expiration date.
   Status	Current card status, for example, “Active“ or “Blocked“.

6. If necessary, add the list of cards that are connected to this card to the Linked cards detail.

7. On the Attachments and notes tab, add more information about the card, as well as attachments and links to the web resources related to the card. For example, you can attach documents that reflect the history of interaction with the cardholder.

8. Click Save.

As a result, a new card record will be added to Creatio.

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See also

Create a financial account