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Jim2® Business Engine Help File

Card file lists allow you to access customer, vendor, user, ship and personal card files. By default, lists are named List1, List2, etc. however, you can give your lists a name that clearly shows what you're searching for, or what the list is displaying. This helps the user if they have multiple lists running at the same time.

 

Info

The CardFile List can collate information from your card records in real time for cross reference, and also use archived data. Jim2 allows searches by any combination of card file type and their active/inactive status by ticking the relevant boxes.

 

There are two different styles of card file list:

List (showing the fields and tick boxes in the header).

Advanced List (tab on the footer), which adds the fields highlighted below.

adv card list

 

The List tab with its fields and tick boxes is the default view. The Advanced List tab provides you with several more fields to search on. Within this screen you can enter data into the following fields in any combination, then click Run to generate a card file list.

 

Area

Field

Explanation

CardFile (fields)

Card#

Customer card code. This will bring up only the customer with that card code in your list.

Price Level

Card file price level. This will bring up a list of customers that only have this price level chosen here.

Contact

Card file(s) which have the contact name you enter here.

Name

Card file(s) with the name (user) you enter here.

Acc. Mgr

Card file(s) with the account manager you enter here.

Price Group

Price Groups are for exceptions. For example, this customer has retail pricing on machines, but has wholesale pricing for toners.

Type

Customer

Tick this box to show customers only in the list.

Vendors

Tick this box to show vendors only in the list.

User

Tick this box to show all Jim2 users within your company,

Personal

Tick this box for personal card files, ie. a doctor, etc.

Ship

Tick this box to show all Ship card files – shipping addresses of companies, ie. the physical delivery address of the Ship company is different to what's on their parent card file.

Parent Card#

Click on the ellipsis [...] to select the parent card if you have ticked Ship.

Checkbox (Selected)

Ticked

Search only for a card file type that's active.

Checkbox (Unticked)

Unticked

Search only for a card file type that's inactive.

Checkbox (Partially Selected)

Either

Search for a card file type that's either active or inactive.

 

Area of the Form

Field

Explanation/Purpose

Contacts

First Name

Card file(s) containing a contact with the entered first name.

Last Name

Card file(s) containing a contact with the entered last name.

Disp. Name

Card file(s) containing a contact with the entered display name.

DOB

Enter the birth date of the contact you are searching for.

Department

Card file(s) containing a contact with the entered department.

Job Title

Card file(s) containing a contact with the entered job title.

Contact Type

Contact Type

Enter the contact type (phone, email, etc.) for searching.

Contact Type Value

Card file(s) containing a contact with the entered values (phone number, email address, etc.).

Groups

Card Grp

Returns card file(s) within the selected group or groups. See Info below for more information on the use of this field.

Customer Terms

Cust Terms

Card file(s) with the customer terms entered in this field.

Vendor Terms

Vend Terms

Card file(s) with the vendor terms entered in this field.

Branch, SubBranch and GL Dept

(optional)

Branch

Card file(s) with this branch name (only if your business uses branches).

SubBranch

Card file(s) with this sub-branch name (only if your business uses sub-branches).

GL Dept

Card file(s) with this GL department name (only if your business uses GL departments).

 

Info

On the right-hand side of the Card Grp selection within the list you will notice the word OR. If you click this, it will change to &. This relates to how you want to use groups within your search, if you want to select two groups and find things that are in both groups, use the & option. If you want to search two groups and find anything that is in either one of those groups, use the OR option. Double clicking on the words Card Grp at the beginning of the Card Grp field will turn the field green to indicate that group selection is inverted. For example, select cards that are not in these groups.

 

The Advanced List will allow you to search by the following criteria, in combination with any of the fields above:

 

Area of the Form

Field

Explanation/Purpose

Address

Address

Card file(s) with this entered address.

Suburb

Card file(s) with this entered suburb.

State

Card file(s) with this entered state.

Postcode

Card file(s) with this entered postcode.

Country

Card file(s) with this entered country.

Delivery Address

Address

Card file(s) with this entered delivery address.

Suburb

Card file(s) with this entered delivery suburb.

State

Card file(s) with this entered delivery state.

Postcode

Card file(s) with this entered delivery postcode.

Country

Card file(s) with this entered delivery country.

 

Using the above information fields, Jim2 produces a list in a format that can be sorted by dragging the column header of the list to the top of the list results table.

 

CF list column drag

 

To view or edit any of the card files within the list, simply double click, or use your F2 function key on any of the fields relating to the card file that you want to display. There are also additional buttons at the bottom of this form, as explained below:

 

Button

Purpose

Button - Add

Use this to add a new card file.

Button - Edit

Use this to edit the currently highlighted card file in the list.

Button - View

Use this to view the currently highlighted card file in the list.

Button - Run

This will run the list using any filters you have selected.

Button - Cancel

This will close the list.

 

Tip

To run a quick search through the list that you've created, place the cursor in the relevant column and begin to type the word you are looking for. The first entry that qualifies will be highlighted, eg. typing Bri in the Name column will locate Brian, if that is the first relevant name. Using Ctrl+Down Arrow will take you to the next match in the list.

 

find card

 

You can also right click in the grid and select Show Find Panel, where you can enter search terms (see the table below for more information).

 

show find panel cf list

 

Info

The card file list allows you to add multiple card files to both Non Report and Region groups via right clicking in the grid. See Adding CardFiles to Groups for full details.

 

Tip

When viewing a card file from a list select the arrow in the quick access toolbar for the next/previous card file in that list:

 

downarrow expl

 

Shortcut Keys:

 

Ctrl+. moves to the next object in the list

Ctrl+, moves to the previous object in the list

 

Right-Click Options in the CardFile List

CF right click options

 

Right Click Option

Function

View

View the highlighted card file.

Edit

Edit the highlighted card file.

Add CardFiles to Non Report Group

Adds all card files in the list to the non report group you select.

Add CardFiles to Region Group

Adds all card files in the list to the region group you select.

Delete Current CardFile

Deletes the highlighted card file.

Delete All CardFiles in List

Deletes all card files in the list.

Export CardFile Data

Exports the list to a spreadsheet.

Export CardFile Contact Data

Exports the list card file name and contact details to a spreadsheet .

Export CardFile Non Report Groups

Exports card code, name and non report group information to a spreadsheet.

Generate BPAY Reference#

Generates BPAY reference numbers for all card files in the list. Only works on a Customer card file list.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows.

Print

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the cell you have clicked on.

Copy Row

Copy the entire row you have clicked on.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

 

find box

 

Tip

The Find panel will remain in a pinned list.

Grid Columns...

Allows you to select more columns to add to the grid.

 

Right Click Options in the Nav Tree

rc cardfiles navtree

 

After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the CardFiles tab, except for the last tab, which will reset all tabs to the default.

 

Info

Payment within this right-click list becomes clickable when you have a single card file open. This is a very quick way to bring up the Payment or Refund screen for that client/vendor instead of having to go to Debtors or Creditors..

 

payment in list

 

Payment only allows you to take prepayments, and Refund only allows you to refund a prepayment or return.

 

Further information:

Create a CardFile List

Export a CardFile List

Use CardFile List Results