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Jim2® Business Engine User Manual

create cf list

 

This basic CardFile List can be used to confirm there are no duplicates, and that there is a CardFile to use for jobs, quotes and purchases.

1.Go to CardFiles > Create CardFile List in the ribbon.

basic cardfile list

2.Enter search information into any relevant fields. A simple example is to enter Daycom into the Name field.

3.Press Enter.

4.A list of CardFiles will display on your screen.

5.Scroll through the resulting list to locate your preferred CardFile.

6.Double click on the required CardFile and it will open.

 

Create a Criteria CardFile List

1.Go to CardFiles > Create CardFile List in the ribbon.

2.Click Advanced List at the bottom of the screen. This opens additional fields for criteria.

3.Restrict the amount of CardFiles to be searched by removing the ticks from Customer/Vendor, etc.

4.Enter criteria required into applicable fields. Choose from drop-down options for fields.

5.Click Run or press Enter once all criteria are entered.

criteria cardfile list

6.Name the list by entering a short description in the field which displays ListXX at the bottom of the screen. You will see the list name change in the as well.

7.Pin the list by selecting the Pin icon at the top right of the list window.

You need to Run the list again to save the data in the pinned list.

 

See also:

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 Security

CardFile Setup

CardFile Types

CardFiles

CardFiles at a Glance

Export a CardFile List

 

Export Email Contact Report

Import CardFiles

Print a CardFile List

Print a CardFile Record

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