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Cards Overview
Business Contacts Overview
Changing cards
To change a card
Creating business contacts
To manually create a business contact
To automatically create a business contact
Creating cards
Step 1: Select the type of card you need and enter card details
Step 2: Enter selling, payroll and buying details (customers, employees and vendors only)
Step 3: Enter payment details (customers)
Step 4: Make a Contact Log entry
Step 5: Enter Jobs (customers)
Step 6: Enter history for customers, vendors and salespeople
Step 7: Add the card to your records
Step 8: Enter historical sales for customers
Step 9: Enter historical purchases for vendors
Finding business contacts
To find any business contact
To find a list of people you need to recontact
Finding cards
To find a card
Removing business contacts
To remove business contacts
Removing cards
To inactivate (or reactivate) a card
To remove a card
Suggestions for using the Contact Log
To remind yourself to do a task
To track the usage of a company car
To track business travel
To remove business contacts
Card File Table of Contents