How do I view the cards on an account?

Viewing all the cards that are on a particular account

Viewing all the cards that are on a particular account

To see all the cards on a particular account:

  1. Select Customers from the side menu
  2. Select the Customer who’s accounts you want to view
  3. Select the account you want to view the cards of
  4. Select ‘Cards on this account’ from the Account Options menu
  5. All the cards on that account are displayed in the table
  6. Select a card to see it’s detail view and activity

See also

How do I view a Card's details? →