Issuing an Fully-Functional and Active Account to a Customer
Follow these instructions to issue a fully functional and active card and account to a customer.
In Reporting and Analytics, click Issue New Account(s) in the iCare Account Administration portlet. If you cannot find the link, contact your system administrator.
Select the program and card type for the account. If only one card rule is assigned to the program, Gift and Loyalty auto-populates this field.
For gift cards, enter the monetary value to be issued in Denomination. The amount entered in this field is immediately available to the customer for redemption after issuing the account without further interaction at a workstation.
Enter the number on the card being issued in Account Number. Gift and Loyalty validates this entry against the record of created card numbers.
Select the location or organization level from Location. This setting affects the region-based rules and configurations that apply to the customer account and card.
Enter an identifying Description, and then click Next.
Fill out the customer information form as necessary, and then click Issue.