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 , Assets , and 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: 

 

 Search: Type any portion of the Card (e.g. “4567”) or ID to narrow the list in real time. 

 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: 

 

 Searching 

 Editing 

 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. 

 Warning : Deleted cards are not restored. 

 

 Quick Tips 

 

 

 

 

 

 

 

 

 

 

 Brand Detection: The first six digits of the card number auto-select the correct brand icon (Visa, Mastercard, etc.). 

 

 

 Priority Logic: Use Priority to ensure, for example, that expenses draw from a user’s crypto wallet before their fiat balance. 

 

 

 Integration IDs: Store external gateway IDs in External ID to reconcile events from payment processors. 

 

 

 

 

 

 

 

 

 

 

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