The Card Details view is available for all types of cards. The information you enter in the two views -- and in other views where applicable -- will be entered automatically when you enter the card in transactions throughout AccountEdge.
If you wish to sort your cards into a listing of those customers to whom you wish to send your latest mailing, for instance, you can use an identifier to indicate the cards that should be included on the mailing list. Identifiers can be entered on the Card Details view. Use this view to also make Custom Lists and Fields entries for your customers, vendors, employees and personal contacts. For information about using identifiers and custom lists and fields, see Using identifiers and Using custom lists and fields.
If you wish to add a picture of each of your employees or if you wish to display a picture that shows the progress of the project you're working on for the customer, for instance, you can link a graphic on the Card Details tab. For more information about linking a graphic, see Linking a picture to an item or card record.
Step by step
To create identifiers
To assign identifiers to a card
To enter a label for a custom list
To create list entries on a custom list
To change a list entry on a custom list
To delete a list entry on a custom list
To display a picture (or change the picture you display)
To remove a link to a picture