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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 (đź’ł) 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 addAdd a card:
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 editEdit a card:
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 deleteDelete a card:
Card:

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

Warning: Deleted cards are not restored.

Quick Tips

  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.

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

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