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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 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.

Click a blue arrow to view a card's details.

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New Cards List features introduced in AccountRight 2016.3: Click the image below to see what's new.

New features in the Cards List window

You can learn more about these features in the sections below.

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titleThings you can do with the Cards List

Things you can do with the Cards List

You can:Details
Search

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 Finding a customer or supplier for more tips.

Search results are highlighted in yellow.

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.

Access more card options by right-clicking a card in the list.

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 .

Contact log entry

Write a letter

Mail merge contact details into a Word template to write quick letters. Learn more.

Combine cardsWant 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 OutlookUse 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?

  1. Right-click anywhere in the list and choose Copy List to Clipboard.
  2. 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:

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titleSmart 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.

You can:Details
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.

Sort a column

Customise columns

You can add and remove columns from the list. To learn more, see Customise the Cards List.

The Customise Cards List panel shows which columns can be added to the Cards List window.

Group columns

Organise your cards into groups that you can expand or collapse. To learn more, see Group columns in the Cards List.

Cards List grouped by Country, State and City

Filter data

Use the Filter button to do thorough or specific searches of your card list by searching specific columns, such as Current Balance:

Filter the Current Balance to amounts greater than 1,000

or Name:

Cards List Filter Name search

To learn more, see Filter.

Apply conditional formatting

Get a quick visual overview of your cards using colour and cell formatting. To learn more, see Conditional formatting.

Conditional formatting applied to show largest balances with a red background.

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.

Marking a card as inactive

When you want to show them, click the Show Inactive option.

The Show Inactive option lets you see inactive cards in the list.

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titleRelated topics
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Creating, editing and deleting cards

Deactivating or reactivating a record

Filter the Cards List

Finding a customer or supplier

Customise the Cards List

Conditional formatting in the Cards List

Group columns in the Cards List

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titleFrom the community

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urlhttp://community.myob.com/myob/rss/search?q=cards+list&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true

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