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      <blockquote>
        <div class="ho_OverviewHeading"><a name="820495">Card Information window</a>—Profile view</div>
        <div class="b_Body"><a name="813223">The </a><span class="w_Widgets">Card Information window</span><span class="w_Widgets">—</span><span class="w_Widgets">Profile view</span> is where you enter basic information for the card, such as addresses, contact information and a card ID for each card. </div>
        <div class="b_Body"><a name="845903">If you have contacts who maintain, for example, a head office and multiple warehouses and regional offices, </a>you can enter up to five locations for each card.</div>
        <div class="b_Body"><a name="845904">You can enter a postal address</a>—including country name, telephone number, email address and other contact information—for each location. When you create transactions, you can choose one of the five locations to use the information for that particular location on the transaction.</div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd811061&quot;);">
          <span class="N_007eProcBullet"></span><a name="811061">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd811061", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd811061", false);</script>
        <div class="hps_ProcedureSubheading"><a name="813772">A/P </a>Balance</div>
        <div class="b_Body"><a name="813774">(Supplier cards only) This field displays the current outstanding balance of your purchases with the selected </a>supplier. To open the Analyse Payables window and view a list of transactions that make up this balance, click the zoom arrow.</div>
        <div class="hps_ProcedureSubheading"><a name="813777">A/R </a>Balance</div>
        <div class="b_Body"><a name="813779">(Customer cards only) This field displays the current outstanding balance of the sales for the selected customer. </a>To open the Analyse Receivables window and view a list of transactions that make up this balance, click the zoom arrow.</div>
        <div class="hps_ProcedureSubheading"><a name="813789">Card Type</a></div>
        <div class="b_Body"><a name="816766">Choose a type of card</a>—Customer, Supplier, Employee or Personal—from the list.</div>
        <div class="b_Body"><a name="813792">Note that you don’t have to create individual customers or suppliers if you don’t want to. But if your business </a>buys or sells any goods or services, you need to track these transactions for financial reporting. You need to set up:</div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="857320">at least one customer card called ‘Cash Customer’ or ‘Cash Sales’.</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="857325">at least one supplier card called ‘Cash Supplier’ or ‘Cash Purchases’.</a></div>
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        <div class="hps_ProcedureSubheading"><a name="814000">Designation</a></div>
        <div class="b_Body"><a name="814095">Choose between Individual (for an individual person or a specific company contact) and Company for the card </a>displayed in this window. </div>
        <div class="hps_ProcedureSubheading"><a name="814006">Inactive Card</a></div>
        <div class="b_Body"><a name="814008">Select this option if you want to make this card inactive. This means the card will not appear in selection lists </a>and will be excluded from some reports. If you inactivate a card, existing transactions won't be affected and you can enter new transactions as usual.</div>
        <div class="hps_ProcedureSubheading"><a name="814015">Last Name and First Name or Name</a></div>
        <div class="b_Body"><a name="814017">Enter the last name and the first name of the individual or the name of the company you want to add to your </a>Card File.</div>
        <div class="hps_ProcedureSubheading"><a name="814029">Card ID</a></div>
        <div class="b_Body"><a name="814031">Enter up to 15 alphanumeric characters to identify this card. If you do not enter a card ID, </a><span class="w_Widgets">*None</span> will appear in this field.</div>
        <div class="hps_ProcedureSubheading"><a name="813983">Location</a></div>
        <div class="b_Body"><a name="813987">You can enter up to five addresses for the card displayed in this window. Choose from Addresses 1 to 5.</a></div>
        <div class="hps_ProcedureSubheading"><a name="813976">Address details (City, State, Country, Postcode)</a></div>
        <div class="b_Body"><a name="813978">You can enter up to five addresses for the card displayed in this window. Choose from Addresses 1 to 5 in the </a>Location field.</div>
        <div class="b_Body"><a name="813979">If you’re viewing a customer or supplier card, Address 1 is labelled as the </a>Bill To address and Address 2 is labelled as the Ship To address.</div>
        <div class="b_Body"><a name="813981">The </a>Bill To address will appear as a default entry on the customer’s invoices. You can override the address on individual invoices, if you want.</div>
        <div class="hps_ProcedureSubheading"><a name="813795">Telephone, fax, email and web</a></div>
        <div class="b_Body"><a name="832304">Enter details in the Phone # 1, # 2, # 3, fax number, email address, website address fields.</a></div>
        <div class="hps_ProcedureSubheading"><a name="814069">Salutation</a></div>
        <div class="b_Body"><a name="814071">Enter a name or title you wish to use in the greeting of a personalised letter for the person or company whose </a>card you’re viewing. For example, if you want to greet a customer named Kara Watanabe as <span style="font-style: italic;">Kara</span>, enter Kara in this field. The personalised letters you create for Kara Watanabe will begin with <span style="font-style: italic;">Dear Kara</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="813799">Contact</a></div>
        <div class="b_Body"><a name="816880">(Customer and Supplier cards) If you regularly deal with a particular contact person at this customer’s or </a>supplier’s business, enter that person’s name here. The name you enter here can be used as the addressee for personalised letters. </div>
        <div class="hps_ProcedureSubheading"><a name="814616">Print </a></div>
        <div class="b_Body"><a name="814619">Click to print the Card List [Detail] report for this card. </a></div>
        <div class="hps_ProcedureSubheading"><a name="813833">Letter </a></div>
        <div class="b_Body"><a name="813838">Click to send a personalised letter to the selected card. You can use this feature, for example, to write collection </a>letters, apologies or notices that your customer's items have been back ordered. </div>
        <div class="hps_ProcedureSubheading"><a name="832311">Email </a></div>
        <div class="b_Body"><a name="832316">If your computer is connected to the Internet, click </a><span class="w_Widgets">Email</span> to open the Email window and send a message to this individual or company.</div>
        <div class="hps_ProcedureSubheading"><a name="832317">Website </a></div>
        <div class="b_Body"><a name="832319">If your computer is connected to the Internet, click </a><span class="w_Widgets">Website</span> to open your Internet browser and display the website you entered in the Website field.</div>
        <div class="hps_ProcedureSubheading"><a name="814660">New </a></div>
        <div class="b_Body"><a name="814662">Click to create a new card.</a></div>
        <div class="hps_ProcedureSubheading"><a name="814664">OK </a></div>
        <div class="b_Body"><a name="814666">Click to save your changes and close the window.</a></div>
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        <div class="Sample_heading"><a href="410100c-03.htm#833102" name="857526">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="857575">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.2.htm#1060782" name="859580">Creating a card</a></span></div>
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