Sales > Creating a customer card
To create a customer card
1
Go to the Card File command center and click Cards List. The Cards List window appears.
2
Click New. The Card Information window appears.
3
Select Customer from the Card Type list.
5
Type the customer name and press Tab. Additional fields appear.
If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.
8
Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes to group and sort the card.
9
Click the Selling Details tab and enter your selling details.
10
Click the Payment Details tab and select the method of payment your customer will use to pay you.
11
[Optional] Click the Reminder Log tab and create a new reminder and to view reminders created.
12
[Optional] Click the Jobs tab and create a new job for each job you have started or are about to start for the customer. For more information about jobs, see Jobs.
13
[Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also type or select the date that the contact became a customer.
14
Click OK to close the Card Information window.

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