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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.

 

Things you can do with the Cards List
You can:Details
SearchAny column that's currently visible in the Cards List window can be searched. Just type away in the Search field and only the cards with matching details will appear in the list.
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

Group columns

Organise your cards into groups that you can expand or collapse by right-clicking a column header and choosing Group by this column

Cards List grouped by Country, State and City

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.

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.