Cardholder Custom Fields

Cardholder Custom Fields

1.0 Introduction

Cardholder custom fields can be used to add custom information to cardholder records. For example; you can add company information such as department or company ID or additional personal contact information.

The following steps explain how to add a new company details category, creating a field for the company department and then entering a specific company department to a cardholder.

Note: If cardholder custom fields are defined and assigned to cardholders in Doors.NET these will be imported as part of a Doors.NET to Borealis conversion.

2.0 Creating a New Custom Category and Field

  1. From the main menu on the left, click on Cardholder Custom Fields.



  2. On the right side of the screen click the CREATE button.



  3. Enter a name for the custom field category, such as 'Company Details'.



  4. On the right, click on the ADD FIELD button.



  5. The Add Field form will appear and the default field type will be text. There is also the option of adding a selection menu or a checkbox.



  6. Enter a new custom field, such as 'Department'.
  7. Select if you wish for the field to be a Required field. If required is selected then a new, enrolled cardholder cannot be saved unless the field has data. For this reason you should also add a default value so cardholders can still be enrolled when the specific custom information is unknown.



  8. Click the SAVE button to create the new custom field.



3.0 Assign a Custom Field to a Cardholder

  1. Click on the Cardholders menu item on the left, to display the list of cardholders.
  2. Locate the cardholder you wish to edit. Use the Actions menu on the right side of the screen and select Edit.



  3. Scroll down the cardholders settings and you will see the new custom field.
  4. Enter a new value for the custom field, then click the SAVE button.



  5. The specific custom information will now be assigned to the cardholder.

4.0 Display the Custom Field Column 

You can also display the new custom field column on the Cardholders screen.
  1. On the Cardholders screen, click the Column selection icon.



  2. Scroll to the bottom of the list of columns and place a checkmark against the new custom field.



  3. The new custom field column will now be displayed along with the specific values assigned to the cardholders.

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