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| Post New Topic | ??? | Views: 1007 | Aug 08, 2006 4:44 am | | ??? | # | amilliontreasures | | I have a potential distributor interested in creating custom cards. He wants to be able to forward them to other agents in his office. I know this can be done, but cannot locate how to do this. Can someone help me with this?
Thanks,
Chris Stewart Private Reply to amilliontreasures | Aug 08, 2006 10:54 am | | re: How to copy custom card to another user | # | Lawrence Jackson | | In the card catalog under custom cards find your card that you want to tranfers (you must be the creator of the card), then put a check mark in the small box. After this is done either at the top or the bottom of the screen type in the user ID to copy to (if it is a customer there must be an 'r' before the ID), then click copy to user.
LJ Private Reply to Lawrence Jackson | Aug 08, 2006 1:58 pm | | How to copy custom card to another user | # | amilliontreasures | | Thank You!
Chris Stewart Private Reply to amilliontreasures | |
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