Card Details view

Card Information window

Cards > Creating cards > Card Details view


The Card Details view is available for all types of cards. The information you enter in the two views -- and in other views where applicable -- will be entered automatically when you enter the card in transactions throughout BusinessBasics.

If you wish to add a picture of each of your employees or if you wish to display a picture that shows the progress of the project you're working on for the customer, for instance, you can link a graphic on the Card Details tab. For more information about linking a graphic, see Linking a picture to an item record or card.

Step by step
Select the type of card you need and enter card details
To enter a label for a custom list

To create list entries on a custom list

To change a list entry on a custom list

To delete a list entry on a custom list

To display a picture (or change the picture you display)