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Enable Cardholder as Display Name

Jeremy Swift
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Enable Cardholder as Display Name (if Label is blank) to populate the Guest Label field with the cardholder name from a credit card transaction if there is not already a user-defined Guest Label in the field. Combine with Show Check Identifier to reflect this information on Guest Receipts.

 

Enable Cardholder as Display Name

  1. Select Settings from the SALIDO Bridge Main Menu and select Preference Profiles from the dropdown
  001_Enable_Cardholder_as_Display_Name.png
  1. Select a Preference Profile
 002_Enable_Cardholder_as_Display_Name.png
  1. Select Checks
 003_Enable_Cardholder_as_Display_Name.png
  1. Toggle ON Cardholder as Display Name (if Label is Blank)
 004_Enable_Cardholder_as_Display_Name.png
  1. Select Save
 005_Enable_Cardholder_as_Display_Name.png

 

 

Cardholder as Display Name Workflow (MagTek iDynamo and MagTek eDynamo)

  1. Open a check and Swipe or Dip a credit card
 101_Enable_Cardholder_as_Display_Name.png
Cardholder information is populated to the Guest Label field 102_Enable_Cardholder_as_Display_Name.png

 

 

Cardholder as Display Name Workflow (BBPOS 3-in-1)

  1. Open a check and select Pay
 201_Enable_Cardholder_as_Display_Name.png
  1. Select + Credit Card
 202_Enable_Cardholder_as_Display_Name.png
  1. Select Auth
 203_Enable_Cardholder_as_Display_Name.png
  1. Swipe, Dip, or Tap a credit card
 204_Enable_Cardholder_as_Display_Name.png
Cardholder information is populated to the Guest Label field  205_Enable_Cardholder_as_Display_Name.png

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