Creating a card

https://help.myob.com/wiki/x/8QB7

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You need to create a card for an individual or business if you want to perform any of the following tasks:

record sales and track the amounts owed to you
record purchases and track the amounts owing to suppliers (Not Basics)
print mailing labels
print personalised letters
record contact details.

When you set up your company file, you may have created cards for your customers, and suppliers and employees. In addition to these cards, you can create personal cards for your friends and relatives. You can delete a card if you haven't used it in a transaction. But if you have, you can make it inactive to remove it from your lists.

If you want to create a card for…	See
a customer	Add a customer
a supplier	Add a supplier
an employee (Australia)	Add an employee
an employee (New Zealand)	below
a friend or relative (personal card)	below

To add a personal card

Go to the Card File command centre and click Cards List. The Cards List window appears.
Click New. The Card Information window appears.
Select the Personal card type from the Card Type list.
Type the name for the card and press Tab.
If you want to, complete the other fields in the Profile tab.
Click the Card Details tab. In this tab, you can:
- add a picture—see Card pictures.
- enter a card ID—these are useful for grouping your cards. See Card identification codes.
- use custom lists and fields—you can record additional information about the card. See Customising cards.
When you have finished entering the card details, click OK to save the card and close the Card Information window.

To add an employee card (New Zealand)

Go to the Card File command centre and click Cards List. The Cards List window appears.
Click New. The Card Information window appears.
Select the Employee card type from the Card Type list.
Type the name for the card and press Tab.
If you want to, complete the other fields in the Profile tab.
Click the Card Details tab. In this tab, you can:
- add a picture—see Card pictures.
- enter a card ID—these are useful for grouping your cards. See Card identification codes.
- use custom lists and fields—you can record additional information about the card. See Customising cards.
When you have finished entering the card details, click OK to save the card and close the Card Information window.