Creating cards
Step 1: Select the type of card you need and enter card details
Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9
If you haven't already read the Cards Overview, see Creating cards for more information.
The Card File Command Centre should be displayed.
- Click Cards List.
- Click the New button.
- Choose the type of card you want to use from the Card Type list and make other appropriate entries in the Profile view of the Card Information window.
- Click the Card Details tab and enter the information you wish to add to the card.
- At this point, you've entered the basic information about the customer, supplier, employee or personal contact.
- If you've created a customer, supplier or employee card, continue to Step 2, Enter Selling, Payroll and Buying Details. Depending upon the type of card you selected, choose to enter the corresponding details: