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Jim2® Business Engine Help File

Navigation: Jim2 Mobile

Card Files on Jim2 Mobile

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Card File Screen

From the CardFile screen you can access:

CardFile Search

CardFile List

 

Card File Search

1.Tap CardFile from the Home screen.

2.Tap CardFile Search.

3.In the Search CardFiles field, enter your search, then tap Search.

4.Select the relevant card file.

 

Card File List

cardfile list mobile1

 

On this screen you can search by:

Card#

To search by card file number.

Contact

To search by the a contact name within the card file.

Name

To search by User.

Acc. Mng.

To search by account manager.

Type

This type automatically has all search options preselected. To change this, untick the box you don’t want to search by.

Contacts

In this field you can search by first name, last name, display name, job title or department.

Address

This field searches by mailing address, not delivery address. You can search by address (street), suburb, state, postcode and country.

 

Select the relevant card file.

 

card tab view1

 

Maps

Within the card file, select the address and this will bring up your device's Maps.

 

Contacts, Transactions, Accounts Icons

cardfile bottom tabs1

 

The Contacts icon allows you to view phone numbers, email and web addresses.

 

Info

Note: When you click on Contacts in the header, you can select a contact here to call them.

 

The Transactions icon allows you to view the 10 newest jobs, quotes and purchases.

 

transactions icon1

 

Tap the add on mobile icon at the top of the screen to see a full list of each object.

 

Tapping More (bottom right) will allow you to access Notes, Documents and Reports.

 

Accounts Tab

This view shows:

Current amount.

30 Days amount.

60 Days amount.

90 days amount.

Overdue amount.

Outstanding.

If any invoices are outstanding, they appear on this screen below the balances.

Any credits or prepayment amounts will also appear on this screen below the outstanding invoices.

 

Info

The symbol highlighted below will add related tasks, send emails, etc., depending on what screen you are on.

 

arrow icon for mobile

 

Watchouts do not currently work with Jim2 Mobile.

 

Further information