Card Details view

Card Information window

Cards Overview > Creating cards > Card Details view


The Card Details view is available for all types of cards. The information you enter in the two views -- and in other views where applicable -- will be entered automatically when you enter the card in transactions throughout Accounting Plus.

If you wish to sort your cards into a listing of those customers to whom you wish to send your latest mailing, for instance, you can use an identifier to indicate the cards that should be included on the mailing list. Identifiers can be entered on the Card Details view. Use this view to also make Custom Lists and Fields entries for your customers, suppliers, employees and personal contacts. For information about using identifiers and custom lists and fields, see Using identifiers and Using custom lists and fields.

If you wish to add a picture of each of your employees or if you wish to display a picture that shows the progress of the project you're working on for the customer, for instance, you can link a graphic on the Card Details tab. For more information about linking a graphic, see Linking a picture to an item or card record.

Click below for the step-by-step procedures:

Select the type of card you need and enter card details

To create identifiers

To assign identifiers to a card

To enter a label for a custom list

To create list entries on a custom list

To change a list entry on a custom list

To delete a list entry on a custom list

To display a picture (or change the picture you display)

To remove a link to a picture