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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

Auto Postcode/Suburb Lookup

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When entering a new cardfile, or editing an existing one, either enter a suburb and have Jim2 automatically fill in the postcode, or enter a postcode and Jim2 will fill in the suburb.

 

postcode suburb

 

Info

Due to the way that the lookup algorithm prioritises suburb over postcode, entering a known postcode can result in the incorrect suburb being filled in. If this happens, change that suburb to the correct one by selecting the dropdown arrow to display all suburbs. Similarly, if entering a suburb rather than a postcode, the first suburb displayed might be located in another state.

 

diff states

 

In that case, choose the correct state using the dropdown options in the State field. The postcode will change to that of the correct suburb/state. Of course, some suburbs have more than one postcode, ie. a post office in some suburbs has a different postcode to the actual suburb postcode.

 

Further information

CardFile Options

CardFile Setup

CardFile Security

CardFile Payment Terms

CardFile Price Levels

CardFiles at a Glance

CardFile Types

CardFile Contact Types

CardFile Header

CardFile Footer Tabs

CardFile Preview Pane

CardFile List

CardFile Reports

CardFiles

Time Sheets

Timers and Labour

 

How to

Add a CardFile

Add Contact Details

Add Customer Details

Add/Update a User

Add Vendor Details

Add Documents to CardFiles

Add Groups to a CardFile

Add Multiple CardFiles

Add CardFiles to Groups

Add Customer-Specific Reports

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Create a CardFile List

 

 

Export a CardFile List

Export Email Contact Report

Import CardFiles

Make Prepayments/Refunds

Quick Add CardFile

Reassign Users

Deactivate a CardFile

Set up an Overseas Customer

Set up Contact Types

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile