Card tabs

Select a type of card -- Customer, Vendor, Employee, Personal or All Cards -- to narrow the list of cards displayed in the window. You can combine this selection with other search criteria to further define your search.

Search

Use this field to locate a specific card. Enter as much of the card's name as you can remember and press TAB or RETURN. The highlight will be positioned on the card name most closely resembling the characters you typed.

# Found

This field displays the number of cards that matched your search criteria. These cards are displayed in the list.

Advanced button

Click this button to display the Advanced Card Search window and select additional criteria that will narrow the results of your search.

List of cards

The list of cards that appears in this window contains the cards that match the search criteria you enter in the fields at the bottom of the window.

The information in the list's columns include: the person's or company's name; card ID; telephone number; card type (Customer, Vendor, Employee or Personal); and current balance (applies only to customers and vendors).

New Log Entry button

Click this button to open the Contact Log Entry window, where you can record a new contact with this customer, vendor, employee, or personal card.

Letter button

Using MYOB AccountEdge's OfficeLink feature, you can send personalized letters to any person or company for whom you've created a card using the Card File Entry window. You may find this handy for writing collection letters, apologies or notices that your customer's items have been back ordered. [See Creating personalized letters (OfficeLink)]

To create a letter for a specific person or company, highlight the card to whom you want to send a letter, then click the Letter button. The Select From List window will appear with a list of letter templates you can use to create personalized letters for the person or company you've selected.

Note: These products are compatible with OfficeLink

Log button

Select a card in the list, then click this button to open the View Contact Log window, where you can view a summary list of all contacts made to the card you selected.

Combine Cards button

For a variety of reasons, you may have two cards that would be better treated as one card. Click this button to open the Combine Cards window, where you can combine one card with another.

Sync Cards button

Click the button to open the Synchronize Cards window, where you can choose the card types you want synchronized with your Address Book and start the Sync Cards process.

Note: This feature is active and this button appears only for OS 10.4 or higher. (The first time you use the Mac Sync service, a dialog appears prompting you to register the service.)

Print button

Click this button to print the Card List [Summary] report.

New button

Click this button to open the Card Information window, where you can enter information for a new card.

Edit button

Click this button to display information for the selected contact in the Card Information window.

Close button

Click this button to close this window.