Member Card Wizard image

Member Card Wizard

By Celero

This DNAapp creates a new Wizard in DNA® that guides users through the process of creating/issuing regular and starter card agreements for a single person or organization in a step-by-step fashion. This DNAapp will only work for Canadian clients.

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Meta information

Platform

DNA

Category

Payments

Overview

This DNAapp creates a new Wizard in DNA® that guides users through the process of creating/issuing regular and starter card agreements for a single person or organization in a step-by-step fashion. This DNAapp will only work for Canadian clients.

 
Benefits
 
Currently, without this DNAapp, users must follow a specific series of manual steps to create/issue card agreements on DNA®. While this process is effective for many users, others would prefer a more guided approach that saves time and reduces the possibility of errors. This DNAapp provides an answer by:
 
  • Using a friendly wizard to guide users through the card agreement creation process
  • Reducing errors by staff when creating card
  • Reducing the amount of time it takes to issue the card to the member/customer
  • Reducing training time and increasing satisfaction by eliminating the need for staff to learn/remember which screen or process they need to access next in the process
  • Reducing reissuance/reordering of cards by getting it right the first time

App Information

Version
1.0.2.0 - Published May 2017
Developer Website

Specs

DNAapp Type: Workflow Screens 

Requirements

  • Available for Canadian clients only
  • DNA® 4.1 release or higher
  • CoreAPIService Ver 1.4.1.x
  • Employees must have permissions set up for the following Authorization Items to access the ‘New Card Wizard’:

 

    • New Card Wizard (NCWZ ) 
    • Member Card Agreement Wizard (MCAW)
    • CAPR 7891

 

  • “Maintain PIN Data” should be unchecked for the applicable agreement type on the “Agreement Types” screen.
  • Canadian Extension, DnaUniqueMemberCard ver 4.2.5.0 installed.