Overview
Card Information window

Profile view


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

After you've chosen a card type, you'll be able to enter information in the views that apply to the card type. You can use the Profile view to record addresses, contact information and a card ID for each card. You also can use this view to mark cards you no longer use as inactive.

To find the Card Information window - Profile view
Using the Profile view

To add a customer card

To add a vendor card

To add an employee card

To add a personal card

To change a card

To inactivate (or reactivate) a card

To delete a card


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