Add Customer-Specific Reports

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CardFiles include a Reports tab at the bottom of the form.

 

reportstab1

 

This is where to specify which invoice report formats to use for this particular customer, overriding the default reports as set in Tools > Options > Invoice.

 

customerspecificreports

 

How to

Add a CardFile

Add a Prospect CardFile

Add Contact Details

Add Customer Details

Add/Update a User

Add Vendor Details

Add Documents to CardFiles

Add Groups to a CardFile

Add Multiple CardFiles

Add CardFiles to Groups

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Create a CardFile List

Export a CardFile List

 

 

Email from a CardFile List

Export Email Contact Report

Import CardFiles

Make Prepayments/Refunds

Quick Add CardFile

Reassign Account Managers

Reassign Users

Remove a CardFile

Set up an Overseas Customer

Set up Contact Types

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile