Index

Card Information window—Card Details view
The Card Information windowCard Details view is where you can enter extended notes for a card, assign identifiers and enter information in custom lists and fields.
Field Descriptions
A/P Balance
(Vendor cards only) This field displays the current outstanding balance of your purchases with the selected vendor. To view a list of transactions that make up this balance, click the zoom arrow.
A/R Balance
(Customer cards only) This field displays the current outstanding balance of the sales for the selected customer. To view a list of transactions that make up this balance, click the zoom arrow.
If you have a picture, logo or other graphic image for the person or company associated with this card, click this area to open the Picture Information window and link the image to this card. The image you select should be in PICT format.
If you’ve renamed or moved a graphic file you’ve previously linked, Graphic selected cannot be displayed will appear in the Picture field.
Enter up to 10 identifiers for the card you’re viewing in this field. If you want to view or add to the list of identifiers you can use, click Identifiers. The Select Identifiers window will appear.
Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.
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