Create a CardFile List |
Back Top Previous Next |
This basic CardFile List can be used to confirm there are no duplicates, and that there is a cardfile to use for jobs, quotes and purchases. 1.On the ribbon, go to CardFiles > Create CardFile list on the ribbon.
2.Enter search criteria in the relevant fields. A simple example is to start entering Daycom into the Name field, which will automatically add the rest of the name. 3.Press Enter. 4.A list of cardfiles will display on the screen. 5.Scroll through the resulting list to locate the preferred cardfile. 6.Double click on the cardfile to open it in View mode.
Further information |