Resolving problems with saving and matching cards

Common Save/Match Issues

Problems saving or matching cards often stem from:

• Missing required fields
• Browser issues
• Validation errors
• Database sync delays
• Connection conflicts

Can't Save Card Information

Check Required Fields

Ensure these are filled:

• Card selection from dropdown
• Open date (or 'not sure' box)
• Cardholder status selected
• Account status (open/closed)

Validation Issues

• Dates must be in past
• Logical date order required
• Annual fee must be number
• No special characters

Card Matching Problems

Card Won't Match

1. Ensure card selected from dropdown
2. Don't type card name manually
3. Check if correct variant chosen
4. Submit missing card request if needed

Match Button Greyed Out

Common causes:

• Required field empty
• Invalid data entered
• Card already matched
• System processing

Step-by-Step Solutions

For Manual Cards

1. Click three dots (⋮) on card
2. Select Edit
3. Verify card selected in dropdown
4. Fill all required fields
5. Click Save
6. Wait for confirmation

For Connected Cards

1. Cards should auto-match
2. If not, click Match Card
3. Select from dropdown
4. Add missing information
5. Save changes

Browser-Specific Fixes

Clear Form Data

1. Exit edit mode
2. Refresh page
3. Re-enter information
4. Save again

Try Different Browser

• Chrome most compatible
• Update to latest version
• Disable extensions
• Allow JavaScript

Common Field Issues

Date Problems

• Use MM/DD/YYYY format
• Can't be future date
• Check 'not sure' if unknown
• Closed date after open date

Bonus Information

• Either check received or not
• Bonus date required if received
• Must be after open date
• Before current date

Workarounds

If Save Fails

1. Screenshot your entries
2. Cancel and try again
3. Use different browser
4. Try incognito mode

Alternative Approach

• Delete card and re-add
• Add manually if connected
• Use similar card temporarily
• Contact support with details

Technical Checks

JavaScript Console

1. Open Developer Tools (F12)
2. Check for red errors
3. Screenshot errors
4. Share with support

Network Issues

• Check internet stability
• Try different network
• Disable VPN
• Wait and retry

Best Practices

• Save after each field
• Don't use back button
• Complete one card fully
• Avoid special characters
• Be patient with saves

When Nothing Works

Last resort options:

• Log out and back in
• Clear all browser data
• Try different device
• Wait 24 hours
• Contact support