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Jim2® Business Engine Help File

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Add Groups to a CardFile

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Adding groups to a card file allows you to filter lists to a greater degree. Report groups might be a type of industry, Non Report groups could be for marketing type information, and Region groups might be for the sales team to use, eg. Sydney CBD, South West Sydney, Blue Mountains, Central Coast etc.


This section explains how to assign groups to a card file. For an explanation of groups in general, as well as where and why you might use them, please refer to the Groups topic.

1.To assign Groups to a card file, start by selecting the ellipsis [...] on the right-hand edge of the Groups field in Edit mode, as shown below.

add cardfile group

2.The CardFile Group Management screen will appear, showing you a list of all groups that are currently available. In the left-hand screen, select the group, then click Button - Arrow Head to select the groups for that card file. When finished, click Select at the bottom of the screen.


When adding report level groups to card files, you can only assign one group of each level to a particular card file. The groups must be consecutively ascending, ie. to assign a level 2 group, you must have first assigned a level 1 group. In the example above, NSW is a level 1 group, and Permanent is a level 2 group. You can add as many non report and region groups as you wish.

cardfile group mgmt

3.If a suitable group is not available, you may add a group whilst editing the card file. Right click in the left-hand pane of the CardFile Group Management screen and select either Add Group, or Add Child Group from the drop-down options.

add group

4.A new (blank) group will appear. Enter the new group name. The new group will now be available, and you can apply it immediately by using the Button - Arrow Head to move the new group into the selected groups pane on the right.

name new group

5.When you have applied all the groups (report, non report, etc.) to the card file, click Select at the bottom of the screen to return to the CardFile screen and will have included those groups.

select group


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Multiple CardFiles

Add User Details

Add Vendor Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types

CardFile Footer


CardFile Form Tabs

\CardFile Header

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Reports

CardFile Security

CardFile Setup

CardFile Types


CardFiles at a Glance

Create a CardFile List


Export a CardFile List

Export Email Contact Report

Import CardFiles


Quick Add CardFile

Reassign Users

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile