User's Manual

Chapter 5: Managing B.A.S.I.S.® G Cardholders
5 – 8
Notes
Modifying cardholders
When a cardholder’s name, location, title, or any other piece
of data changes, use the modify function of the same card-
holder forms that you used in adding a cardholder.
To be able to synchronize changes in other administration
databases or meal card databases, you can use the Data
Exchange application, the same utility used to import data.
For full import and export to and from ODBC compliant data-
bases, including Odyssey’s CBORD meal card system, use
B.A.S.I.S. Interface™.
To modify a cardholder
1 From System Administration, click Administration >
Cardholders.
2 Search for the cardholder record that you want to modify.
For more information on searching, see page 5-10.
3 Click Modify.
The Modify Cardholders window displays
4 Select and change the field or fields that you want to
change.
5 Click OK.
Figure 5.8 Modifying cardholders