Cardholder Search

There are two cardholder search types: Basic and Advanced.

Basic Searches are done by entering some type of cardholder information into one of the search fields. The search returns a list of cardholders that match that information.

1. Enter your search criteria into the appropriate field.
2. Click the Search Button.
3. The search results appear in the list below the criteria box.
4. Click a cardholders name to open the corresponding cardholder record.
   
   
   

Advanced Searches allow you to locate cardholders based on the body of extended cardholder information.

1. Select your Search Type from the pull-down menu.
2. Enter any additional parameters as needed.

• Search String - for searches requiring that a text string be matched
• Access Group - for searches associated with Access Groups
• Date - for searches to be bracketed within a date range

3. Click the Show Multiple Records tick-box if you wish to see every matching record for a cardholder should that cardholder have multiple records that match the search criteria.
4. Click the . The search results appear in the list below the criteria box.
5. Click a cardholders name to open the corresponding cardholder record.