Fields in the Cards List window

Fields in this window

Cards List window

Card tabs

Select a type of card - Customer, Vendor, Employee, Personal or All Cards - to narrow the list of cards displayed in the window. You can combine this selection with other search criteria to further define your search.

Search

Use this field to locate a specific card. Enter as much of the cardís name as you can remember and press TAB or RETURN. The highlight will be positioned on the card name most closely resembling the characters you typed.

# Found

This field displays the number of cards that matched your search criteria. These cards are displayed in the list.

Advanced button

Click this button to display the Advanced Card Search window and select additional criteria that will narrow the results of your search.

List of cards

The list of cards that appears in this window contains the cards that match the search criteria you enter in the fields at the bottom of the window.

The information in the listís columns include: the personís or companyís name; card ID; telephone number; card type (Customer, Vendor, Employee or Personal); and current balance (applies only to customers and vendors).

New Log Entry button

Click this button to open the Contact Log Entry window, where you can record a new contact with this customer, vendor, employee, or personal card.

Letter button

Using MYOB AccountEdge's OfficeLink feature, you can send personalized letters to any person or company for whom you've created a card using the Card File Entry window. You may find this handy for writing collection letters, apologies or notices that your customer's items have been back ordered.

To create a letter for a specific person or company, highlight the card to whom you want to send a letter, then click the Letter button. The Select From List window will appear with a list of letter templates you can use to create personalized letters for the person or company you've selected.

Note: In order to use OfficeLink, you must also be using an OfficeLink-compatible word processing program (See Creating personalized letters using OfficeLink).

Log button

Select a card in the list, then click this button to open the View Contact Log window, where you can view a summary list of all contacts made to the card you selected.

Print button

Click this button to print the Card File [Summary] report.

New button

Click this button to open the Card Information window, where you can enter information about a new card for your Card File.

Edit button

Click this button to display information for the selected contact in the Card Information window.

Close button

Click this button to close this window.

*Card tabs*	Select a type of card - Customer, Vendor, Employee, Personal or All Cards - to narrow the list of cards displayed in the window. You can combine this selection with other search criteria to further define your search.
*Search*	Use this field to locate a specific card. Enter as much of the cardís name as you can remember and press TAB or RETURN. The highlight will be positioned on the card name most closely resembling the characters you typed.
*# Found*	This field displays the number of cards that matched your search criteria. These cards are displayed in the list.
*Advanced button*	Click this button to display the Advanced Card Search window and select additional criteria that will narrow the results of your search.
*List of cards*	The list of cards that appears in this window contains the cards that match the search criteria you enter in the fields at the bottom of the window. The information in the listís columns include: the personís or companyís name; card ID; telephone number; card type (Customer, Vendor, Employee or Personal); and current balance (applies only to customers and vendors).
*New Log Entry button*	Click this button to open the Contact Log Entry window, where you can record a new contact with this customer, vendor, employee, or personal card.
*Letter button*	Using MYOB AccountEdge's OfficeLink feature, you can send personalized letters to any person or company for whom you've created a card using the Card File Entry window. You may find this handy for writing collection letters, apologies or notices that your customer's items have been back ordered. To create a letter for a specific person or company, highlight the card to whom you want to send a letter, then click the Letter button. The Select From List window will appear with a list of letter templates you can use to create personalized letters for the person or company you've selected. Note: In order to use OfficeLink, you must also be using an OfficeLink-compatible word processing program (See Creating personalized letters using OfficeLink).
*Log button*	Select a card in the list, then click this button to open the View Contact Log window, where you can view a summary list of all contacts made to the card you selected.
*Print button*	Click this button to print the Card File [Summary] report.
*New button*	Click this button to open the Card Information window, where you can enter information about a new card for your Card File.
*Edit button*	Click this button to display information for the selected contact in the Card Information window.
*Close button*	Click this button to close this window.