Creating cards

Step 1: Select the type of card you need and enter card details

Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9

If you haven’t already read the Cards Overview, see Creating cards and Profile and Card Details views for more information.

The Card File Command Center should be displayed.

  1. Click Cards List.
  2. Click the New button.
  3. Choose the type of card you want to use from the Card Type list and make other appropriate entries in the Profile view of the Card Information window.
  4. Click the Card Details tab and enter the information you wish to add to the card.
  5. At this point, you’ve entered the basic information about the customer, vendor, employee or personal contact.
  • If you’ve created a customer, vendor or employee card, continue to Step 2, Enter Selling, Buying and Payroll Details. Depending upon the type of card you selected, choose to enter the corresponding details:

Creating cards - Step 1