Window Overview
Card Information window

History view

Window Overview | To use this window | Fields in this window | To find this window


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 several possible views:

Profile view
Card Details view

Selling Details view

Payment Details view

Jobs view

History view

The History view is available only when the card type is Customer.

You can use the History view to view or enter monthly sales balances for your customers. History information can be entered for up to five previous years, the current year and next year. Additional statistical information, such as average days to pay, is displayed for customers; you can use this information to help you identify your best customers.