The Cards List window enables you to manage your customer, vendor, employee and personal cards.
You can create new cards, edit existing cards, use letter templates to create personalized letters for cards, combine duplicate cards, and enter reminder log entries.
Click the Customer, Vendor, Employee, Personal or All Cards tab to display a list of all cards of that type.
If you want to search for an item, select the filter you want to use to search the list (for example, Card ID or Card Name). Select how you want the record to be identified: Contains or Starts With. In the adjacent field, type the text you want to search for, and then press TAB. The list is sorted according to your chosen filters. To reset the list, click the ‘X’ icon near the search field.
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Click to open the Advanced Card Search window, where you can search for a card using additional criteria.
Information displayed about each card includes: name, card ID, contact number, card type and current balance (customers and vendors only).
Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.
Click to open the Synchronize Cards window, where you can choose the types of cards you want to synchronize with your Address Book and start the synchronization process.
Note that this feature is available for OS 10.4 or higher users only. The first time you use this service, a window appears prompting you to register the service.
Click to open the Card Information window, where you can enter the details of a new card.
Click to open the Card Information window, where you can edit the selected card.
