Navigation: Jim2 Functions > CardFiles
Add Customer-Specific Reports
CardFiles include a Reports tab at the bottom of the form.
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.
How to
Add a 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
Export Email Contact Report
Import CardFiles
Make Prepayments/Refunds
Quick Add CardFile
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