File Cards

The software's data records are stored in File Cards. Examples of the software's file cards include:

Click to Open... This illustration shows a Contact file card:

You use the tools at the top of the file card to work with its data. Data on the file card is organized using tabs. In the Contact card example above, information about a contact is organized into these tabs - Contact, Properties, Exemptions, I nvoices, and Notes. Notice that tabs may be accessed by clicking on the tab.

Note the Smart Label drop-down arrows next to the fields above. Smart Labels allow you to choose values for fields (such as the names, addresses, etc. above), either by picking a label from the pop-up list, or simply by typing the label.

User Interface