CardExchange Solutions Documentation

Producer Help - Edit Options

The Edit Options window offers you two different sections to automate your processes. You can set specific actions after inserting a record into the database or after entering data manually.

In both situations, after clicking Apply in the Data Edit window or Manual Data Entry window, CardExchange® Producer and TrustID can automatically acquire a photo, import a photo, print the card, etc. Simply select the functionality via the check box and click on OK to apply.

If you want to use these settings for all loaded card-templates, make sure you check "Apply these settings to all loaded cards"