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How to Upload Customer Profile to a Smart Card

  1. Click on the Find Customer icon
  2. Enter the customer’s name and click on the name in the search box.
  3. Click on the Next icon twice
  4. Click on Manage Tags
  5. Place a new card on the card reader and click on Read
  6. The information given should say “New card detected”
  7. Click on Enroll to upload the customer profile to the card.
  8. This card has been updated with the customer’s profile

Updated on August 22, 2022

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