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 Listwindow (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:
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.
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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.