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How to Search Cards

The search function is very useful in helping you search cards by specific criteria. You can also narrow your search by adding multiple criteria for one search.

  1. Skip this step if your view already defaults to the "Search" screen, otherwise click "Search" on the upper blue bar
  2. Choose from search options below:
  • Search by - Click the default "Cardholder name" drop down to the right to see other options, i.e. "Cardholder name," "Card number," "Card id," and make selection. Enter the cardholder name, card number, or card Id based on the criteria you selected. Click green "Search" button
  • Status - This selection allows you to search by status of cards. Click "Search by" drop down and select "Status," then click the default "Active" drop down to the right to see other options, i.e. "Active," "Blocked," "Closed," "Inactive," or "Multiple," and make selection. Click green "Search" button
  • PIN - This selection allows you to search cards with or without PIN numbers. Click "Search by" drop down and select "PIN," then click the next drop down to the right and select Y or N. Click: Green "Search" button
  • Balance - This selection allows you to search by card balance. Click "Search by" drop down and select "Balance," then click the default "Equals" drop down to the right to see other options, i.e. "Equals," "Less than," "Greater than," and make selection. Enter the amount then click green "Search" button
  • Date issued - This selection allows you to search cards by the date of issue. Click "Search by" drop down and select "Date issued," then click the default "On" drop down to the right to see other options, i.e. "On," "Before," "After," and make selection. Click on box to the right for calendar and chose a date. Click green "Search" button
  • Expiration date - This selection allows you to search cards by expiration date. Click "Search by" drop down and select "Expiration date," then click the default "On" drop down to the right to see other options, i.e. "On," "Before," "After," and make selection. Click on box to the right for calendar and chose a date. Click green "Search" button
  • Date last used - This selection allows you to search by date card last used. Click "Search by" drop down and select "Date last used," then click the default "On" drop down to the right to see other options, i.e. "On," "Before," "After," and make selection. Click on box to the right for calendar and chose a date. Click green "Search" button

To add additional options to narrow down your search, click the "+" sign to the left of the green "Search" button and add more search criteria. Then click the green "Search" button

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