Creating cards
Step 5: Enter jobs (customers)

Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9


If you haven't already read the Cards Overview, see Jobs view (Customer cards only) for more information.

The Card Information window for whom you wish to enter a job should be displayed.

  1. Click the Jobs tab.
  2. Click the New Job button.
  3. Enter information about the job. (For a step-by-step procedure, see Creating jobs.) Click OK.
  4. Repeat steps 2 and 3 until you've entered all the jobs for the customer.
  5. Continue to Enter history for customers, suppliers and salespeople.