Cardholder Custom Fields
1.0 Introduction
Cardholder custom fields can be used to add custom information to cardholder records. For example; you can add company information such as department or company ID or additional personal contact information.
The following steps explain how to add a new company details category, creating a field for the company department and then entering a specific company department to a cardholder.
Note: If cardholder custom fields are defined and assigned to cardholders in Doors.NET these will be imported as part of a Doors.NET to Borealis conversion.
2.0 Creating a New Custom Category and Field
- From the main menu on the left, click on Cardholder Custom Fields.
- On the right side of the screen click the CREATE button.
- Enter a name for the custom field category, such as 'Company Details'.
- On the right, click on the ADD FIELD button.
- The Add Field form will appear and the default field type will be text. There is also the option of adding a selection menu or a checkbox.
- Enter a new custom field, such as 'Department'.
- Select if you wish for the field to be a Required field. If required is selected then a new, enrolled cardholder cannot be saved unless the field has data. For this reason you should also add a default value so cardholders can still be enrolled when the specific custom information is unknown.
- Click the SAVE button to create the new custom field.
3.0 Assign a Custom Field to a Cardholder
- Click on the Cardholders menu item on the left, to display the list of cardholders.
- Locate the cardholder you wish to edit. Use the Actions menu on the right side of the screen and select Edit.
- Scroll down the cardholders settings and you will see the new custom field.
- Enter a new value for the custom field, then click the SAVE button.
- The specific custom information will now be assigned to the cardholder.
4.0 Display the Custom Field Column
You can also display the new custom field column on the Cardholders screen.
- On the Cardholders screen, click the Column selection icon.
- Scroll to the bottom of the list of columns and place a checkmark against the new custom field.
- The new custom field column will now be displayed along with the specific values assigned to the cardholders.
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