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| These features are available only in AccountRight 2016.3 and later. |
There’s lots of information you can view right from your Cards List, without having to open the cards. You can view full address details, phone numbers, email addresses and even the last sale date in the Cards List window. Click Customise and a list of columns you can choose from appears. Image Modified UI Expand |
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| To add a columnYou can either: | drag a column to your desired position in the list.- double-click the column name to add it to the end of the card list.
- drag a column to your desired position in the list.
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| Double-click the right border of a column header to resize it to best fit its contents. If you add lots of columns, you can resize them all at once to best suit the content. Right-click a column header and choose Best Fit (all columns). |
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| To remove a columnYou can either: - right-click a column header and choose Remove This Column.
- drag the column header out of the list until the X icon appears.
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| Columns you can addHere's a list of columns you can add to the tabs in the Cards List window. Note that some columns won't show information if they're not relevant to the card type. Column Name | Description |
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ABN (Customer) | (Australia only) The customer's ABN | ABN (Supplier) | (Australia only) The supplier's ABN | Address | The Address 1 street. | Address (A2) | The Address 2 street. | Address Summary | Address 1, including city, state, postcode and country. Use the Address Summary fields when you want to show the full addresses in the Cards List. | Address Summary (A2) | Address 2, including city, state, postcode and country. | Address Summary (A3) | Address 3, including city, state, postcode and country. | Address Summary (A4) | Address 4, including city, state, postcode and country. | Address Summary (A5) | Address 5, including city, state, postcode and country. | Card ID | The ID assigned to each card. | City | The Address 1 city. | City (A2) | The Address 2 city. | Contact | The contact name for Address 1. | Contact (A2) | The contact name for Address 2. | Country | The Address 1 country. | Country (A2) | The Address 2 country. | Currency | If using multi-currency (AccountRight Premier only), the default currency set for the customer or supplier | Current Balance | The current outstanding balance of each customer and supplier card. |
| Custom List Cust/Supp Since | The date of the first sale to a customer, or purchase from a supplier. This is based on the date entered in the Card Information - History tab. | Custom Field 1 | The Custom |
| List Field 1 entry assigned in the Card Information - Card Details tab. | Custom |
| List List Field 2 entry assigned in the Card Information - Card Details tab. | Custom |
| List List The date of the first sale to a customer, or purchase from a supplier. This is based on the date entered Field 3 entry assigned in the Card Information - Card Details tab. |
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