Upgrading from No Card to Physical Card

Introduction

This topic outlines the step-by-step process for upgrading a customer's digital card to a physical card. The system deactivates the digital card after the physical card is activated.

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Steps to Upgrade from No Card to a Physical Card

1. Click the burger menu.

   

2. Click Contacts.

   

3. Enter the customer name in the search box.

   

4. Click the respective customer name.

   

5. Click info.

   

6. Click Basic Information to go to New Customer page.

   

   

7. Scan the new card barcode in the Card field.

   

   

8. Click Save to complete the physical card registration.

   

9. Click Basic Information again to verify the new physical card number is registered.