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