Opening Customer Cards


Opening Customer Cards (6411)






When you click the Customer Card tool in the Customer toolbar, you see the Customer Listing window, which displays the list of Customer Cards. If you need to view or change information for an existing customer, open the appropriate card.

If you want to add a new customer, click the New button in the dialog box to create a new Customer Card. A new Customer Card is empty except for the default settings determined by the Customer Preferences window. You fill in the missing information and change any defaults that aren't appropriate for this customer. After you've entered customer information, you can update it at any time by opening the Customer Card and changing the appropriate fields.

See the next three sections for information about how to enter and change information in the Customer Card. (See "Tracking Miscellaneous Information" in Chapter 2 for instructions about the features available when you click the
Folder tab.)



Related: