icon to save the new cardholder information.The company contact tab provides selections to enter additional company related information about the selected cardholder. The majority of the fields provided within this tab are self-explanatory.
icon to save the new cardholder information.
The Street Address text box allows the storage of street names and other location information. This field is not required and can be any character and there is a maximum length of 50 characters.
The City text box is not required and can be any character and a maximum length of 50 characters.
The State drop-down selection allows the selection of any US Postal Service recognized states. This selection is user-definable by the system administrator. If using the United Kingdom language selection then please note: UK counties will need to be manually added to the pull-down list. The label 'State' will also be replaced by 'County'.
The Zip Code text box is not required and can be any character and a maximum length of 50 characters. This field header will show as 'Postal Code' when using the United Kingdom language selection.
The Hire Date is a date selection and is automatically defaulted to the date that the cardholder was added to the system. The date can be altered at any time to a different desired date.
The Department, Location and Cost Center selection fields are self-explanatory and user-definable by the system administrator.
The Custom fields allow you to enter information you specifically wish to track for each cardholder. In this example three fields track the type of vehicle driven by the cardholder: maker/make, color, license plate number. You can use Design Mode to change the custom field labels.
The Notes field allows you to enter/store any kind of text information you deem of value regarding the cardholder. There is an 8,000 character maximum per cardholder record.
For example, you may track card replacement incidents -- noting every time a card holder loses or damages a card.
