You are here: PersonPoint Mobile App > 4 Finding a Cardholder in the PersonPoint App > SEARCH FOR CARDHOLDER - BY SPECIAL FIELD

SEARCH FOR CH BY SPECIAL FIELD

 

 

The operator can choose to search by special field.  

  1. Tap the FIELD button at top of screen.
  2. Tap the CUSTOM droplist to expand list.
  3. Enter the correct value for the field you selected.
    • If the field you chose is a checkbox, then you will enter either a “1” (checked) or a “0” (unchecked)
    • If the field is a text field, then enter the text you are searching for.

 

 

  1. Tap the SEARCH button.
NOTICE: The app will only pull back the cardholders who match the criteria you choose.

 

 

 

The app will list the matching cardholders in alphabetical order by last name.

  1. Operator can filter the cardholder list further by …
    • entering letter(s) into the SEARCH field at the top of the screen.
    • tap the ACTIVE or INACTIVE buttons.

 

 

END OF STEPS