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.

To add a card:

1. Click the 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 enter External ID for third-party integration.

7. Click 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 the Edit icon in the corresponding row:

2. All field in the opened window, except the Owner, are changeable.

To delete a card:

• • Click the Delete icon in the corresponding row.

Warning: Deleted cards are not restored.