(Customer cards only) The Card Information window—Jobs view is where you can view and manage the list of jobs that have been linked to the selected customer. You also can use this window to open other windows where you can create new job records or edit existing job information.
This field displays the current outstanding balance of the sales for the selected customer. You can click the zoom arrow next the amount to open the Analyze Receivables window and view a summary of the transactions that make up this balance.
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.
