Creating a card

Contact management > Creating a card

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 owing to you

▪	record purchases and track the amounts owing to suppliers

▪	print mailing labels

▪	print personalised letters

▪	record contact details.

When you set up your company file, you may have created cards for your customers and suppliers. In addition to these cards, you can create employee cards and personal cards for your friends and relatives.


To create a card for...	See
a customer	Creating a customer card
a supplier	Creating a supplier card
an employee	below
a friend or relative	below

To add an 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 Employee or Personal from the Card Type list.

4	Type a name for the card and press Tab.

5	If you want, you can use the following features on the Card Details tab:

▪	Picture—allows you to link an image to the card. See Card pictures.

▪	Identifiers—are useful for grouping your cards. See Card identification codes.

▪	Custom lists and fields—for recording additional information about the card. See Customising cards.

6

▪	Customising cards

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