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 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 FirstEdge.

You can use the Card Details view to write extended notes about the contact, insert the contact's picture, and enter whatever demographic information you like using custom lists and fields.

Using custom lists and fields

You can use this view to make Custom Lists and Fields entries for your customers, vendors, employees and personal contacts. (Adding custom lists and fields)

Adding pictures

You can use the Card Details tab to link graphics to cards for various purposes. For example, you might want to include pictures of each of your employees or you could display pictures to show the progress of the project you're working on for a customer. (Linking a picture to a card record)

• To find the Card Information window - Card Details view
• Adding cards
• To add a customer card
• To add a vendor card
• To add an employee card
• To add a personal card
• Linking a picture to a card record
• To display a picture (or change the picture displayed)
• Adding custom lists and fields
• To enter a label for a custom list or field
• 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