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Jim2® Business Engine Help File

Navigation: Jim2 Ribbon Tabs in Detail > CardFiles

View or Edit a CardFile

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view edit cf icon

1.Select the View/Edit CardFile icon in either one of these ways:

Select the CardFiles tab of the ribbon and then select View/Edit CardFile.

In the on the left, right click on CardFiles, and select View/Edit CardFile.        

2.A screen will appear where you can enter the card code. Click either View or Edit, depending on which function you would like to perform.

view-edit cardfile

3.If you click View, the card file will open in View mode. Conversely, if you click Edit, the card file will open in Edit mode. If you don't want to proceed with viewing/editing this card file, click Cancel to close the screen.

Note that selecting Cancel will not cancel/delete the card file selected, it will only cancel your choice to view or edit that card file.

4.If editing, click Save or press F9 when complete.

 

Info

Once in Edit mode, the availability of editing fields is dependent on your user security group settings.

 

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

CardFiles at a Glance

 

Create a CardFile List

Export a CardFile List

Export Email Contact Report

Import CardFiles

Prepayments/Refunds

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