Team Password - Add Credit Card

  • Last Created On Jun 27, 2023
  • 108
0 0

The screen used to manage the passwords created by employees and customers is of the Credit Card type

Add Credit Card

  • Step 1. At the Credit card tab -> click Add button 

  • Step 2. In the Add Credit card page, fill in the requested details: 

    1. Enter the Name
    2. Select the Category
    3. Enter the PIN
    4. Enter the Credit card type
    5. Enter the Card number
    6. Enter the Card cvc
    7. Enter the Valid from 
    8. Enter the Valid to
    9. Select the Relate to: Contract or Project 
    10. Enter the Notice 
    11. Select Attachments: used to attach the file, the shared client or employee can read this attachment.
    12. Add custom field
    13. Enable log: used to allow the system to save the history of accessing this password and display it on the General information screen of the View function.
Views: 108

Recent Articles

  • Synchronize data from Quickbooks to RISE...
    17
  • Synchronize data from RISE CRM to Quickb...
    20
  • Updated Feature in Version 1.0.3 of the...
    26
  • Connect with Quickbooks
    22
  • Client creates Appointments and Rates Ap...
    23

Popular Articles

  • Warehouse
    1709
  • Item Settings
    1390
  • General Accounting Settings
    1202
  • Mapping Setup
    1117
  • Inventory Receiving Voucher
    986