Sales > Creating a customer card
To create a customer card
Go to the Card File command center and click Cards List. The Cards List window appears.
Click New. The Card Information window appears.
Select Customer from the Card Type list.
Type the customer name and press Tab. Additional fields appear.
If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.
Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes to group and sort the card.
Click the Selling Details tab and enter your selling details.
Click the Payment Details tab and select the method of payment your customer will use to pay you.
[Optional] Click the Reminder Log tab and create a new reminder and to view reminders created.
[Optional] Click the Jobs tab and create a new job for each job you have started or are about to start for the customer. For more information about jobs, see ‘Jobs’.
[Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also type or select the date that the contact became a customer.
Click OK to close the Card Information window.

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