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.
The Profile view is available for all types of cards. The information you enter in this view (and in any other available views) will be entered automatically when you use the card in transactions throughout AccountEdge.
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 create a card, you must enter a card name. If your company has many cards in your Card List, your list of customers, vendors or employees is probably long. You may prefer to enter cards and sort your card search lists numerically by the cards' ID instead of by the cards' names. If you want to use this alternative:
Once selected, you can search by Card ID in the Find Transactions window, for example. You will also find that when entering a sale (or any other transaction type), you can enter the Card ID in the Customer field and your MYOB system will then select that card. The same principal apply to all other card list fields.
Entering locations
While many of your contacts may have one location where all of their business transactions take place, you may have other contacts who maintain other offices in another building or another town. You may enter up to five locations for each card.
You can enter a postal address -- including country name, telephone number, email address and other contact information -- for each location. When you create transactions, you can choose one of the five locations to use the information for that particular location on the transaction.
Assigning currencies
If you use MYOB AccountEdge's Multicurrency feature, see Assigning a currency to customer, vendor and employee cards.