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- CardPointe Desktop Control Panel – Settings
Setting Up 2 New Fields to support Web & ServQuest Reconciliation
Desktop Control - How to set up support
For optimized visibility on CardPointe’s website, Prism utilizes two fields to represent Users and Methods. To turn on these fields, go to Administration -> User Fields. Activate User Field #0 and User Field #1 by checking the boxes to the left of the fields.
- Enter “User” into User Field #0
- Enter “Method” into User Field #1
- Select Customer Profile for the Type
To view these fields in Reporting, go to Reporting -> Transactions. Then, go to Columns to search by “user” and check User Field #0 and User Field #1. User represents the ServQuest login username and Method represents the Method by which the transaction was made (Web, Desktop, etc.).
Here are the fields viewable on the grid:
