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Jim2® Business Engine Help File

A card file is a computerised method of recording details about a customer, vendor, employee (user) or other entity that your business deals with. A card file contains all relevant information for that entity, including how to contact them, their delivery address/addresses, contacts, etc.


Information contained in the card file is used in many areas of Jim2. For example, such information enables you to identify customers in jobs, show their debtor terms, affects the pricing they receive on sales and service jobs, and can influence the scheduling of work. Your vendors and users are similarly recorded. Card file records can be quickly accessed, eg. to check contact information, by using hyperlinks from within a job, purchase order, etc.


editing cardfile


In Jim2, you only need one card file per entity, even if that entity has more than one relationship with your business (eg. they might be a customer and a vendor). In fact, a single card file can be set up as any or all of the following: customer, vendor, user, personal and ship – see CardFile Types. It's simply a matter of ticking the relevant tick boxes at top right of screen, then selecting the appropriate card file tabs and including the details that Jim2 will need in order to handle this card file as a customer and/or vendor, etc.


Card files include a Transactions tab displaying invoices, returns, recently purchased stock, recent jobs, quotes and purchase orders. In addition to the Transactions tab, there are also tabs for Notes and Tasks giving users a 360o view of all their dealings with that customer and/or supplier. See Card File Form Tabs for more information.


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

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