You can create templates for Custom Data Fields to ensure data consistency for every deployment.
From Administration > Card Pools > Custom Data Field Templates, select Generic from the Spend Type dropdown.
The screen will display any existing Custom Data Fields.
Click Edit to update, Add Template to create, or Delete to remove a Custom Data Field.
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The Custom Data Field Aliasing capability allows users to utilise one or multiple different names for Custom Data Fields on the same card pool, enabling a consistent reporting format.
This will facilitate the different Custom Data Field naming labels when using multiple booking platforms. For example, Employee ID may also be known as Employee Name and/or Employee Number—the alias will show all three sets of data under one reporting column named Employee ID.
Click Custom Data Field Aliasing from the Card Pool Settings page to create an alias.
Select the Spend Type.
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Click Add Alias.
Choose the Custom Data Field from the dropdown, enter the Alias and click Add Alias.
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The new Alias will be displayed on screen.
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This section displays any other Card Pool Groups that the current card pool is also linked to. If there are no other linked Card Pool Groups you will see a blue banner to notify you of this.
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Linked App Deployments displays a list of deployments for users who have access to the Conferma Pay App. The Accessed column indicates if the user has viewed the card deployment. Click on the items listed to access the full deployment information.
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This section allows certain data fields in the card deployment process to be configured as mandatory.
From the Card Pool Settings page, select Manage Mandatory Data.
Select the fields to be made mandatory.
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During the Accommodation deployment process, the user will be prompted to select the appropriate Payment Restriction from a pre-configured dropdown.
To configure the dropdown go to the Payment Restrictions option from the Card Pool Settings page.
Click Add Payment Restriction.
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Add in the value to be displayed and click Add Payment Restriction.
You can also copy the Payment Restriction configuration from one card pool to another—click Copy and then the card pool to copy to.