Card Manager

This document details the procedure for creating Attributes in Card Manager. 
As an example we will first create a Customer attribute, apply the attribute to accounts, and lastly generate a report listing these accounts.

 

Edit Attribute Definitions

Open Card Manager and login as MASTER.  Next Open Attribute Definitions as shown below.

You can create attributes for different parts of the system.

To create a customer attribute select ‘Customer’ from the Table dropdown list.

Next provide a name, and select the data type to you would like to store in the Attribute.
(Strings are best used storing text, whereas Booleans are used to store Yes or No values. Integers are useful for storing numbers that you will later use in calculations. )

When you have finished, click Apply and exit Master Options.

 

Applying Attributes

Open Order Processing and select Customer details from the Maintain File Maintenance / Customer Accounts menu.

Next select a customer account you wish to edit and then click the Attributes tab.
You should see the newly created attribute.
Clicking this attribute will allow you to edit the value.

 

Reporting Attributes

Accounts with attributes can be identified by using the Data Export ‘Customer Details…’ wizard.
First create an Export profile and then select the fields you would like to be shown along with the attribute. 

 

Next, to filter by the Attribute you created, you will need to set a record selection criteria.
For Boolean data types; use the Value ‘Y’ for ticked attributes or ‘N’ for unticked items.
In the case of Strings; simply enter the text you want to look for in the Value field.

Lastly complete the wizard and review your results in Excel.