The Cards List window enables you to manage your customer, vendor, employee and personal cards.
You can create new cards, edit existing cards, use letter templates to create personalized letters for cards, combine duplicate cards, and enter reminder log entries.
Click the Lead, Customer, Vendor, Employee, Personal or All Cards tab to display a list of all cards of that type.
If you want to search for an item, select the filter you want to use to search the list (for example, Card ID or Card Name). Select how you want the record to be identified: Contains or Starts With. In the adjacent field, type the text you want to search for, and then press TAB. The list is sorted according to your chosen filters. To reset the list, click the ‘X’ icon near the search field.
# Found
Click to open the Advanced Card Search window, where you can search for a card using additional criteria.
Click to open the Reminder Log Entry window, where you can record a new log entry for the selected card.
Click to open the Combine Cards window, where you can combine two cards into one.
Sync Cards
Click to open the Synchronize Cards window, where you can choose the types of cards you want to synchronize with Outlook and start the synchronization process.
Click to print the Card List [Summary] report.
Click to open the Card Information window, where you can enter the details of a new card.
Click to open the Purge Sale Quotes and Cards window, where you can purge quotes and cards by selecting all cards, all leads, all customers or one card using a date range.
Click to open the Card Information window, where you can edit the selected card.
