Working with credit cards
Credit cards in the program
A credit card is a single credit card record. It is used for storing credit card records. Unlike passwords, any other use (not the one intended) of credit card records is inconvenient. Thanks to custom fields, you can assign any number of fields to a credit card.
Credit Card data fields
Besides custom fields, there are the following data fields in a credit card: Name (shown in the Name column of the list), ), Name on Card, Number, Type, Expiration Date, PIN, Security Code, Bank Information, Address and Comments. You can create any number of custom fields.
Adding a credit card
To add a credit card, you should select the File | Create | New credit card menu item (). The Credit Card Properties dialog box will appear (see Editing credit card properties). After you enter all the necessary information, click the Save and Close button on the toolbar () or select the corresponding menu item. The changes will be saved and the Credit Card Properties dialog box will be closed. If you want to save the current credit card and create a new one, click the Save and Create button ().
Deleting a credit card
To delete a credit card, select the credit card you want to delete, then press the hotkey Del or select the Edit | Delete menu item (). The credit card will not be deleted from the datafile, but will be moved to the Deleted folder (see the Deleted folder). You can also drag the credit card to the Deleted folder with the mouse.
Editing credit card properties
To edit the properties of a credit card, double-click the credit card or select the credit card and click the Edit | Open menu item. The Credit Card Properties dialog box will appear. You can edit all the fields. The Comments and Advanced tabs at the bottom of the dialog box are used for switching between the Comments and Custom Fields modes (see Editing custom fields).
Changing the credit card icon
Any data item can be associated with an individual icon. Open the Credit Card Properties dialog box. In the upper-left corner you can see the current password icon. To change the current icon, click the Change button next to it. The icon selection dialog box will appear. Select a new icon for the credit card and click OK. The new icon will replace the current one. Click Save and Close to apply the changes.
Note: the icon will be changed for the current item only. Changing the icon will not influence other credit cards.
Adding a credit card into Favourites
You can make it easier to access frequently used items using Favourites. To add an item to Favourites, select it and either right-click it and select Add To Favourites or select the Edit | Add To Favourites item from the main menu ().
When add an item to Favourites, it is not copied. Only a link to it is added to Favourites. The item itself remains in the folder where it was and can be easily moved to any location in the program. If you edit its properties in Favourites, the changes will influence the original item. And vice versa, if you edit its properties in the folder tree (if you rename it, for instance), the changes will influence its representation in Favourites.
Tip: do not add too many items to Favourites. If there are too many items there, it will be difficult to find those you really need.
Deleting a credit card from Favourites
To delete an item from Favourites, switch to the Favourites panel, select the item you want to delete, right-click it and select the Remove from This List menu item (). When you delete an item from Favourites, it is not deleted from the datafile.
If you delete such an item from the datafile, it will be automatically deleted from Favourites when you empty the Deleted folder.
Previewing credit card properties
Use the Preview Panel to view the properties of a credit card without opening its properties dialog box. It is located under the list in the right part of the main window. Select a credit card in the list and all its properties will be shown in the Preview Panel. You can show/hide the Preview Panel by selecting the View | Layout menu item.
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