How to Store and Manage Cards (IDs, Payment Cards, etc.)

Important Note on Payment Cards: While you can select "Credit Card" as a category, this area is intended for reference purposes only (e.g., storing the card type and a description). The full, secure payment information for processing transactions is managed separately in the secure Accounting module.

How to Get Here:

1. Navigate to the detail page for the contact whose card you want to store.
2. In the sub-tab menu, click on Cards.
3. Click the + Add New Card button.

Instructions:

1. On the "Add New Card" page, the most important first step is to select a Category from the dropdown menu to define the card type (e.g., "Drivers License," "Credit Card," "U.S. Military ID").
2. Fill in the relevant details for the card, such as Card Name, Card Number, and Expiration Date.
3. For security, use the toggles on the right: 
   • Active: Ensure this is ON for a current, valid card.
   • Is Protected: Turn this ON if the card contains sensitive personal or financial information. This will likely apply extra security measures to the record.
   • Is Donor: Turn this ON if the card indicates organ donor status (e.g., on a driver's license).
4. To store a digital copy, use the Browse... buttons under Card Image Front and Card Image Back to upload pictures of the physical card.
5. Click the green Save button (we'll need to find where this is) to secure the information.

Expected Result

After saving, the card will appear in the grid on the Cards sub-tab. Protected cards may be marked differently to indicate their sensitive nature.

You can then use the navigation options at the top to return to the previous screens or add another card.