Help Centre

Contact management > Creating a card
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.
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.
6
Click the Card Details tab. In this tab, you can:
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.

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