Cards -- Introduction

Cards

Use these topics to create and manage the permanent records for your customers, vendors, employees and personal contacts. Cards generally are required for transactions, and they can be considered a cornerstone of your business records.

Using cards

Use the topics in this section to learn the purpose of cards and the four types of cards.

Adding cards

Use the topics in this section to add cards for customers, vendors, employees and personal contacts.

Changing, deleting or inactivating cards

Use the topics in this section if you need to update information or wish to delete or inactivate cards for people you no longer do business with.

Maintaining business contacts

Use the topics in this section to maintain a comprehensive list of business contacts-which include sales, purchases, phone calls, mailings and so on-for every person and company that exists in your Card File.

_{For a complete list of related topics, see Cards Table of Contents.}