Using cards Overview
Maintaining business contacts Overview
Adding a business contact
To manually create a business contact
To automatically create a business contact
Adding a customer card
To add a customer card
To change the default credit terms for a new customer
To enter an historical sale for a customer
Adding an employee card
To add an employee card
Adding a personal card
To add a personal card
Adding a vendor card
To add a vendor card
To change the default credit terms for new vendors
To set up a vendor as a 1099 vendor
To enter an historical purchase for a vendor
Changing cards
To change a card
To change the default credit terms for a new customer
To change the default credit terms for new vendors
Finding business contacts
To find any business contact
To find a list of people you need to recontact
Finding cards
To find a card
Deleting business contacts
To remove business contacts
Deleting cards
To inactivate (or reactivate) a card
To delete a card
Suggestions for using the Contact Log
To remind yourself to do a task
To track the usage of a company car
To track business travel
To remove business contacts