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:
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Open the Cards section and click New card.
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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.
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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.
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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.
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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“.
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If necessary, add the list of cards that are connected to this card to the Linked cards detail.
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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.
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Click Save.
As a result, a new card record will be added to Creatio.