Adding cards

You add cards in the Card Information window. The window has several views:

• Using the Profile view - Card Information window

• Using the Card Details view - Card Information window

• Using the Selling Details view - Card Information window

• Using the Buying Details view - Card Information window

• Using the Payment Details view - Card Information Window

• Using the Payroll Details view - Card Information window

• Using the Contact Log view - Card Information window

• Using the Jobs view - Card Information window

• Using the History view - Card Information window

When you choose a card type, you'll be able to enter information in the views that apply to that card type. If you're creating a customer or vendor card, you'll also be able To enter an historical sale for a customer and To enter an historical purchase for a vendor.

Step by step

• To add a customer card
• To add a vendor card
• To add an employee card
• To add a personal card