Card Information window

Jobs view

To use this window | Fields in this window | To find this window

The Card Information window allows you to add, change, delete and view information about individual customer, vendors, employees and personal contacts - known as cards.

The window has nine possible views:

Profile view
Card Details view

Selling Details view

Buying Details view

Payroll Details view

Payment Details view

Contact Log view

Jobs view
History view

You can use the Jobs view to see a list of jobs that have been linked to the selected customer. You also can use this window to open other windows where you can create new job records or edit existing job information.

The Jobs view is available only when the card type is Customer.

Card Information window - Jobs view