# 11. How to Manage Cards

The **Cards** section stores information about the details of the cards in use. This section is directly related to [Accounts](https://wiki.wi.services/books/wifox-business-core-solution-wbcs/page/7-how-to-manage-accounts), [Assets](https://wiki.wi.services/books/wifox-business-core-solution-wbcs/page/8-how-to-manage-assets), and [Banks](https://wiki.wi.services/books/wifox-business-core-solution-wbcs/page/10-how-to-manage-banks). You can create a card for a client and connect it through the account to a fiat and crypto asset at the same time (or to one of that asset). All this is done when adding a new card to the CRM.

##### Accessing the Cards Module

Click the **Cards** icon (💳) in the left-hand sidebar.

The header shows:  
**Total:** Number of cards in the system.  
**Search by ID…** field (to filter by card ID or masked number).  
**Add card** button in the upper-right.

##### Searching & Sorting Cards:

1. **Search:** Type any portion of the **Card** (e.g. “4567”) or **ID** to narrow the list in real time.
2. **Sort Columns:** Click the ▲/▼ icons in any column header—such as **Owner**, **Bank**, or **Priority**—to reorder ascending/descending.

##### To Add a Card:

1\. Click the **Add card** button in the upper right corner of the tab.  
2\. Enter **Card number**.  
3\. Then step-by-step add:  
**Owner of the card:** from the list of Clients.  
**Account ID:** from the list of the client’s accounts.  
**Crypto asset ID** and/or **Fiat asset ID**: from the lists of the account’s assets.  
4\. In case you select both crypto and fiat asset, select the priority for the asset.  
5\. Select from the drop-down list Bank.  
6\. Optionally enter **External ID** for third-party integration.  
7\. Click **Save** to apply the changes.

You can do following actions with all created cards:

1. Searching
2. Editing
3. Deletion

**To search for a card:** Start typing its **ID** in the **Search** field.

##### To Edit a Card:

1\. Click the **Edit** icon in the corresponding row.  
2\. All field in the opened window, except the **Owner**, are changeable. ange account links, asset assignments, bank selection, or external IDs as needed.  
3\. Click **Save** to apply changes

##### To Delete a Card:

Click the **Delete** (🗑️) icon in the card’s Actions column.  
Confirm in the prompt.

<p class="callout warning">**Warning**: Deleted cards are not restored.</p>

<article class="text-token-text-primary w-full" data-scroll-anchor="true" data-testid="conversation-turn-266" dir="auto" id="bkmrk-quick-tips-brand-det">##### Quick Tips

<div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="text-base my-auto mx-auto py-5 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[72rem]:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto flex max-w-(--thread-content-max-width) flex-1 text-base gap-4 md:gap-5 lg:gap-6 group/turn-messages focus-visible:outline-hidden" tabindex="-1"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="group/conversation-turn relative flex w-full min-w-0 flex-col agent-turn"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="relative flex-col gap-1 md:gap-3"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="flex max-w-full flex-col grow"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" data-message-author-role="assistant" data-message-id="1f1e9952-1435-49e4-87d2-bb566620f564" data-message-model-slug="o4-mini-high" dir="auto"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="flex w-full flex-col gap-1 empty:hidden first:pt-[3px]"><div bis_size="{"x":143,"y":1182,"w":840,"h":67,"abs_x":729,"abs_y":1400}" class="markdown prose dark:prose-invert w-full break-words light">1. **Brand Detection:** The first six digits of the card number auto-select the correct brand icon (Visa, Mastercard, etc.).
2. **Priority Logic:** Use Priority to ensure, for example, that expenses draw from a user’s crypto wallet before their fiat balance.
3. **Integration IDs:** Store external gateway IDs in **External ID** to reconcile events from payment processors.

</div></div></div></div></div></div></div></div>With the Cards module, you maintain a clear, auditable link between physical/virtual cards and the underlying client accounts, assets, and banking relationships.

</article>