_linkedin_partner_id = "503794"; window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || []; window._linkedin_data_partner_ids.push(_linkedin_partner_id);

Knowledge Base

How to Move a Card Record to Another Template

Step 1: Log in to your IDMS account and click “Card Renewals” from the navigation menu on the left.

Step 2: You have the option to choose all cards or specific cards on the Card Renewals page, as well as filter cards by card ID, name, or Unique ID or through card status then tap the next button.

Step 3: Choose specific cards or all cards, select the template you wish to move the cards from, and then tap the next button.

Step 4: Select the “Move to a new template” option, choose the preferred template you wish to move the record(s) to, and then click on ‘Renew’.

After clicking “Yes” on the prompt to continue, a confirmation message will appear indicating that the card transfer was successful. All done!

Go to Top