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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

Remove a CardFile

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To remove a card file from a list, edit the card file and untick Active. This applies to customers, vendors and users.


remove cardfile


This will remove them from your lists, but it will not remove them from your database.



If you need to view an inactive card file, run a card file list and untick the Active box (see above image). This will bring back a list of all inactive card files.


If you know the card code, on the ribbon go to CardFiles > View/Edit CardFile, enter the card code and untick Active.


untick active


If there have been no transactions against the card file, you can run a card file list and enter the Card# for the card file in question


delete cf


Right click on the card file in the list and select Delete Current CardFile.


If there have been transactions against the card file, it will be marked is Inactive and placed in a pending card file merge/delete list, which can be accessed on the ribbon via CardFiles > Merge CardFiles, however you will not be able to delete the card file.


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

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

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile