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Identifiers are one=E2=80=91letter labels you can assign to cards.
When you create reports or view card lists, you can limit the informatio= n to a particular group of cards by specifying the identifiers that you=E2= =80=99ve assigned to those cards.
For example, say you want to be able to identify all clients who are not= -for-profit organisations. You could assign them identifier N and when prin= ting sales reports you can choose to filter the report to show only custome= rs who have that identifier.
You can also assign multiple identifiers to a card. For example, say you= assign O to your overseas customers and W to your wholesale customers. If = you have overseas wholesale customers you can assign them the OW identifier= s. You can then filter a card report to only show your overseas wholesale c= ustomers by specifying the OW identifiers in the Filters t= ab of the Report window. Learn more about displaying and filtering reports.
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How to identify which user created a transaction? | = =20
Creating New Super Fun= d | =20
Employee Card information mapping incorrect from Onboarded emp= loyee | =20
Custom= er detail list format | =20
Updating the Funds Unique Super Fund Identifier (USI) | = =20