Card Information window

Profile view

To use this window | Fields in this window | To find this window

The Card Information window allows you to add, change, delete and view information about individual customers, vendors, employees and personal contacts -- known as cards.

The window has nine possible views:

Profile view
Card Details view

Selling Details view

Buying Details view

Payroll Details view

Payment Details view

Contact Log view

Jobs view

History view

After you’ve chosen a card type, you’ll be able to enter information in the views that apply to the card type. You can use the Profile view to record addresses, contact information and a card ID for each card. You also can use this view to mark cards you no longer use as inactive.

Card Information window - Profile view