To assign identifiers to a card

If you haven't already read the Personalizing Your Company Overview, see Using identifiers for more information.

The Cards List window should be displayed.

  1. Highlight the card to which you wish to assign identifiers and then click Edit.

  2. Click the Card Details tab; click the Identifiers button that appears in this view.

  3. Click the box next to each identifier you want to assign to the card. You can assign up to 10 identifiers to a card.

  4. Click OK.

To assign identifiers to a card