Searching for Cardholders

Searching for Cardholders

The app allows you to search for cardholders using the cardholders full name.

Note: You must enter the cardholder name EXACTLY as it exists in the database:

  1. Ensure you are connected to the controller.
  2. From the home screen, tap the Cardholders icon.
  3. Wait for the full cardholder list to load... (this may take a few minutes with a very large database).
  4. When the card count appears in blue at the bottom of the screen, tap the blue search icon.



  5. Enter the cardholder name exactly has it is enrolled (it is case-sensitive).
  6. Tap OK and if found, the cardholder record will appear.
  7. Tap the record to open it for editing.

 

Note: If you have recently edited the name of a cardholder or enrolled a new cardholder and it is not found when you perform a search, you should re-open the full list of cardholders and then search again. You can refresh the cardholder list by swiping-down on your screen.


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