Knowledge Base Article

Address Card Overview

Created Date: 12/19/2023 7:59:08 PM User Level: Regular User

Store all of the phones that are needed that are associated with an address.

  • Regarding (e.g., Account Name): This will change based on the module you access the information from (e.g., Account Name, Project Name, User Name, etc.) 
  • Category: The category you are assigning to this URL link.
  • Description: The description for this URL link (e.g., Facebook)
  • Card Name: What is the name on the card.
  • Company Name: What is the company name on the card.
  • Address 1: What is the address line 1 on the card.
  • Address 2: What is the address line 2 on the card.
  • Country: What is the country on the card.
  • Postal Code: What is the Postal/Zip Code on the card.
  • City: What is the city on the card.
  • State: What is the state on the card.
  • Card Number: What is the card number.
  • Other Number: What other numbers exist on the card.
  • Expiration Date: What is the expiration date on the card.
  • CVV Code: What is the CVV Code on the card.
  • Classification: What classification is on the card.
  • Restrictions: What restrictions exist for the user on the card.
  • Height: What is the person's height on the card.
  • Weight: What is the person's weight on the card.
  • Birthday: What is this person's birthday on the card.
  • Place of Birth: Where was this person born.
  • Start Date: When was this card received
    • Note: If this information is blank, there is no start date.
  • End Date: When does this card expire.
    • Note: If this information is blank, there is no expiration date.
  • Display Order: This is the order in which the URL link is displayed publicly as well as within the grid. The lower the number, the closer to the top it shows.
  • Notes: Any notes that you have related to the URL link.
  • Active: Is this URL link active to be displayed or used within the system.
  • Is Protected: Is the information private and shouldn't be shared to regular users. This information is also double encrypted for added security.
  • Is Donor: Is the person a donor
  • Card Image Front: This would be the front side of the card that you have scanned into the computer.
  • Card Image Back: This would be the back side of the card that you have scanned into the computer.

 

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