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Some of the features described here are available only in AccountRight 2016.3 and later.
A card is a record that contains details of an individual or business that you deal with. Use the Cards List window (go to access contact information and other details about your customers, suppliers, employees or friends. You can create new cards, or click a blue the Card File command centre and click Cards List) to access information about your:
Click New to create a card, or click an arrow to view detailed information about an existing card.
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New Cards List features introduced in AccountRight 2016.3: Click the image below to see what's new.
You can learn more about these features in the sections below.
|title||Things you can do with the Cards List|
Things you can do with the Cards List
Search the Cards List Contact and transact
You can perform a simple search using the Search field. The search results update as you type, making it easy to find the card you’re looking for. See
|Contact and record transactions|
Right-click a card name to perform actions right from the Cards List, such as entering a sale or payment, or getting directions to a contact’s address using Google Maps.
|Log your chats and interactions|
For each card you can record details of your phone calls or site visits. You can also choose to automatically create a log entry whenever you record transactions for them.
For more information, see The contact log .
|Write a letter|
Mail merge contact details into a Word template to write quick letters. Learn more.
|Combine cards||Want to merge two cards? You can combine the transactions of two cards, and remove the card you no longer need. Learn how to do it.|
|Sync with Outlook||Use Microsoft Outlook? You can sync your AccountRight cards with Outlook so your contact details are always up to date. How to sync.|
|Export the list to Excel|
Want to use the information that’s shown in your Cards List in a spreadsheet?
- Right-click anywhere in the list and choose Copy List to Clipboard.
- Open Excel or another spreadsheet app and paste in the contents.
Everything in the list will come across, so you can use or print
the list any way you like.
See it in action:
|title||Smart ways to customise the Cards List|
Smart ways to customise the Cards List
There are some powerful filters and customisation options you can apply to your card list, which will help you find a select group of cards.
|Sort the information|
Sort your list alphabetically or numerically by clicking the column headers. An arrow icon indicates which column you’ve sorted and the direction. To clear sorting on a column, right-click the column header.
You can add and remove columns from the list. To learn more, see Customise the Cards List.
Organise your cards into groups that you can expand or collapse.
Use the Filter button to do thorough or specific searches of your card list by searching specific columns
, such as Current Balance:
To learn more, see Filter.
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|Apply conditional formatting|
Get a quick visual overview of your cards using colour and cell formatting.
|Show/hide inactive cards|
You can hide contacts you no longer deal with from the Cards List by right-clicking them and selecting Mark Inactive.
When you want to show them, click the Show Inactive option.