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 suppliers
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print mailing labels
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print personalised letters
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record contact details.
When you set up your company file, you may have created cards for your customers and suppliers. 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 lead
Creating a lead card
a customer
Creating a customer card
a supplier
Creating a supplier card
an employee
below
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 Personal 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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add a picture—see ‘Card pictures’.
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enter identifiers—these are useful for grouping your cards. See ‘Card identification codes’.
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use custom lists and fields—you can record additional information about the card. See ‘Customising cards’.
tip : Employee Cards
You can follow the steps above to create an employee card.
7
When you have finished entering the card details, click OK to save the card and close the Card Information window.
Related Topics
■
Customising cards

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