Creating a card

Contact management > Creating a card

Creating a card

You need to create a card for an individual or business if you want to perform any of the following tasks:

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record sales and track the amounts owing to you

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record purchases and track the amounts owing to vendors

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print mailing labels

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print personalized letters

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record contact details.

When you set up your company file, you may have created cards for your customers and vendors. In addition to these cards, you can create employee cards and personal cards for your friends and relatives.

If you want to create a card for…	See
a customer	Creating a Lead Card
a vendor	Creating a vendor card
an employee	Creating employee cards
a friend or relative	below

To add a personal card

1

Go to the Card File command centre and click Cards List. The Cards List window appears.

2

Click New. The Card Information window appears.

3

Select the required card type from the Card Type list.

4

Type the name for the card and press Tab.

5

If you want to, complete the other fields in the Profile tab.

6

Click the Card Details tab. In this tab, you can:

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enter identifiers. These are useful for grouping your cards.

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use custom lists and fields. These enable you to record additional information about the card.

7

When you have finished entering the card details, click OK to save the card and close the Card Information window.

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Synchronizing AccountEdge cards with Microsoft Outlook contacts

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Grouping your contacts

More help options

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