Creating a card
You need to create a card for an individual or business if you want to perform any of the following tasks:
- record sales and track the amounts owed to you
- print mailing labels
- print personalised letters
- record contact details.
When you set up your company file, you may have created cards for your customers. In addition to these cards, you can create supplier cards, employee cards, and personal cards for your friends and relatives.
To add a supplier, employee or personal card
1 Go to the Card File command centre and click Cards List. The Cards List window appears.2 Click New. The Card Information window appears.
3 Select the required card type from the Card Type list.
4 Type the name for the card and press TAB.
5 If you want to, complete the other fields in the Profile tab.
6 Click the Card Details tab. In this tab, you can:
- add a picture
- enter a card ID
- use custom lists and fields—you can record additional information about the card.
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