Producer Setup

Producer Setup contains a list of checkboxes and options for the Producer configuration. To ensure that all stations on the network are set up in the same way we place the Producer Setup in one place. This ensures that no individual user can alter the card layout being used.

Tabs
  • Project List – Manage all the projects in the organization.
  • Project Setup – Main section to setup your project. You can see the Project Name you are working on in the tab.
  • Field Definition – Choose all fields you need for your project.
  • Producer Setup – List of checkboxes and options for the Producer
  • Color Code – Categorize your cardholders in Producer with a description and color.
  • Front / Back Setup – Configure the design on template (texts, dynamic texts, barcodes and images).
Toolbar
  • Add New – Create a new project.
  • Move to Active – Move the project to active when ready to print cards in Producer.
  • Move to Trash – Remove the project from everywhere except for Administrator.
  • Import Cards – Import cards from a CSV file, Microsoft Excel, Microsoft Access, Google Sheet, etc.
  • Save Project – Save the project to the cloud.
  • IDC Help – This help page.
Fields
  • ID Starting Number – You can set the auto number to start a specific value. The default value is 10000. Once the first card is created the value cannot be changed.
  • ID Name – The name of your primary key, a primary key is a unique identifier of a card. By default, we use “ID #” but you can change it to your need. Example: “Employee ID” or just “ID”.
  • Color CodingColor coding in IDC can be disabled for the project, but Color Coding can be used in many ways. Read more about Color Coding tips and tricks here.
  • Primary/Secondary Sort by – Specify a primary and secondary sort by for the Card Listin the Producer By checking the Descending checkbox to the right, you can inverse the sort order of the field selected. By default, unchecked will sort from A to Z and checked will sort from Z to A. This checkbox is very useful when sorting dates.
  • List Column #1 … #6 – Choose up to 6 columns to display for the Card List in Producer. Choose “Empty” to hide a column.
Preview Card

This is a preview of what your card will look like when printed. Dynamic fields will be updated with the information you enter in Producer and pictures will change for each card.