Creating a card

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:

▪	record sales and track the amounts owing to you

▪	record purchases and track the amounts owing to suppliers

▪	print mailing labels

▪	print personalised letters

▪	record contact details.

When you set up your company file, you may have created cards for your customers and suppliers. In addition to these cards, you can create employee cards and personal cards for your friends and relatives.


If you want to create a card for…	See...
a lead	Creating a Lead Card
a customer	Creating a customer card
a supplier	Creating a supplier card
an employee	Creating employee cards
a friend or relative	below

To add a personal card

1	Go to the Card File command centre and click Cards List. The Cards List window appears.

2	Click New. The Card Information window appears.

3	Select Personal 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:

▪	add a picture—see Card pictures.

▪	enter identifiers—these are useful for grouping your cards. See Card identification codes.

▪	use custom lists and fields—you can record additional information about the card. See Customising cards.

7	When you have finished entering the card details, click OK to save the card and close the Card Information window.

▪	Customising cards

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