Design Mode - Custom Labels

Design Mode - Custom Labels

1.0 Introduction

Each cardholder record includes 18 custom fields allowing you to add custom data to any or all of the cardholders. For example; you can keep a record of the License Plate/Car Registration number, Company Name, Payroll Number, Project Group, or perhaps which floor number of a building they work on. Design Mode is used to create custom labels for these fields.

 

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2.0 Setup

  1.  Click the Design Mode icon to put the software into Design Mode.

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  2. The software will now be in Design Mode and is indicated in the title bar.

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  3. Open a cardholder record and go to the Custom tab.

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  4. Right-click on one of the custom label text descriptions and select: Edit Description: Custom.
  5. An edit window will appear allowing you to delete the default label (custom) and replacing it with something else.
  6. Click the Design Mode icon again DM Icon to exit Design Mode.
  7. You can now enter cardholder-specific values into this custom field.

    Custom_Labels_5

  8. Click save and this custom information will be saved to the cardholder record.


3.0 Reporting Using Custom Information

  1.  You can run reports on information contained within custom fields.
  2. Click on Reports >> Cardholders.
  3. From the Report Type drop-down list select 'Cardholders with Company Name of ?"

    Custom_Labels_Image 6

  4. In the Search String field on the right, enter the Company Name you wish to retrieve card records for (you must enter this information exactly as it has been defined in the cardholder custom page).
  5. Click the Search icon Search Icon and a list will appear of all Cardholders which have been assigned the defined company name.

    Custom_Labels_Image 8


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