Creating cards

Step 5: Enter Jobs (customers)

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

If you haven’t already read the Cards Overview, see Jobs view (customer cards) for more information.

The Card Information window for whom you wish to enter a job should be displayed.

  1. Click the Jobs tab.
  2. Click the New Job button.
  3. Enter information about the job. (For a step-by-step procedure, see Creating jobs.) Click OK.
  4. Repeat steps 2 and 3 until you’ve enter all the jobs for the customer.
  5. Continue to Enter historical sales for customers

Creating cards - Step 5