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 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.
When you record sales, FirstEdge automatically tracks the transactions for your customers; this information can be valuable in analyzing your sales and in spotting trends that may need to be addressed. You can also enter or edit amounts in this window.
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. These monthly amounts are used in the Analyze Sales reports.
If you wish, you can enter your monthly sales history for each of your customers for the months before you started using FirstEdge. Enter this information in the History view of the Card Information window if you want to be able to print reports comparing your monthly sales from each customer with last year's sales.
Warning: Use care when changing a card's history