Creating New Cards Using the “Save As” Feature

The Save as feature allows you to create a new card based on an existing card, only making changes to specific information. For example: changing only the user name and keeping all other card information.

  1. Type required changes into specific fields in the Card window and click the Save as button. This feature allows you to create a new card under a new card number.
  2. Enter the new card number in the New card number field.
  3. Select the Keep/Delete original card options to specify if the original card should be kept or deleted (usually kept), then click OK to save the new information. The Card window is displayed.