The Card file contains a list of the customers and vendors that your company does business with. Information stored includes contact, address, phone, notes, financial and account information. Access to sections of the information can be restricted to individual users via Operator Privileges where necessary. Identify vendors using the checkbox on the main screen 
Fig 1.1
Use the 
icon OR right click on the card file grid to access the menu options (Fig 1.2 below)
Fig 1.2
Use the 
icon (fig 1.3 below) to control the types of record that show up on the grid (Fig 1.3 below)
Fig 1.3
Use the 
icon (see fig 1.4 below) to select the information that will display on the grid for each customer record (Fig 1.4 below)
Fig 1.4
Select the scope of the display from the drop down menu (Fig 1.5 below)
- Current = display active customers only
- Disabled = display disabled customer only
- All = display all customer records
- Expired Insurance = display only those records with expired insurance
- Outstanding = display only those records with an outstanding balance
- New = display new customers only
Fig 1.5
Search text (Fig 1.6) will search multiple fields for the text entered, all records that contain the search criteria will be returned to the grid (delete the search text to reset to unlimited search)
Fig 1.6
Use the 
icon to clear the search box (Fig 1.6 above)
Use the 
icon to refresh the grid (Fig 1.6 above)