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Use the Cards List window to access contact information and other details about your customers, suppliers, employees or friends. You can create new cards, or click a blue arrow to view detailed information about an existing card.

Click a blue arrow to edit a card

Things you can do with the Cards List

You can:Description
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 Search the Cards List for more tips.

Search results are highlighted in yellow.

Contact and transactContact and transact

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 .

Click New Log Entry to add details of your conversations with a contact.

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 ExcelWant 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. Then open Excel or another spreadsheet app and paste in the contents. Everything in the list will come across, so you can print or use the list any way you like.

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

Group columnsGroup columns

Organise your cards into groups that you can expand or collapse. To learn more, see Group .

Cards List grouped by Country, State and City

Filter data

Do thorough or specific searches of your card list by searching specific columns. 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. 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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Creating a card

Deleting a record

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