Contact management > Creating a card
Creating a card
You need to create a card for an individual or business if you want to perform any of the following tasks:
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record sales and track the amounts owing to you
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record purchases and track the amounts owing to vendors
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print mailing labels
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print personalized letters
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record contact details
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assign a department
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track commissions
When you set up your company file, you may have created cards for your customers and vendors. In addition to these cards, you can create lead cards, employee cards and personal cards for your friends and relatives.
 
If you want to create a card for…
See
a lead (potential customer)
Creating a lead card
a customer
Creating a customer card
a vendor
Creating a vendor card
an employee
Creating employee cards
a friend or relative
below
To add a personal 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 the required card type from the Card Type list.
4
Type the name for the card and press Tab.
5
If you want to, complete the other fields in the Profile tab.
6
Click the Card Details tab. In this tab, you can:
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add a picture—see Card pictures.
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enter identifiers. These are useful for grouping your cards—see Card identification codes.
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use custom lists and fields. These enable you to record additional information about the card—see Synchronizing AccountEdge cards with Microsoft Outlook contacts.
7
When you have finished entering the card details, click OK to save the card and close the Card Information window.
Related topics
▪
Synchronizing AccountEdge cards with Microsoft Outlook contacts
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Grouping your contacts

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