The ability to add, edit, view and amend cardfiles is handled via Jim2 Security, as well as within the cardfile itself.
The image above shows all the security settings available for cardfiles (all of which are self explanatory).
Select the Security Group, click Edit and expand the CardFile (and sub-folder) checkbox, etc.
Choose what the user group is able to do.
To add a user to multiple security groups, go to CardFiles > View/Edit CardFile (or right click from a CardFile List to choose from there), click Edit, then go to the the User tab. Click the arrow () beside the Security field, and choose the security groups as required.
Checkbox settings:
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Will only return results for what is ticked.
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Will not return results for any unticked boxes.
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Will return results for all of the above.
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Please see User Group – Tags/Category Groups for more in-depth information on cardfile security.
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Further information
User Security
CardFiles at a Glance
CardFile Contact Types
CardFile Header
CardFile Footer Tabs
Auto Postcode/Suburb Lookup
CardFile List
CardFile Preview Pane
CardFile Reports
CardFile Types
Timers and Labour
Time Sheets
Add a CardFile
Add Prospect CardFile
Add CardFiles to Groups
Add Contact Details
Add Customer Details
Add Customer-Specific Reports
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
CardFile Merging & Deleting
Deactivate CardFiles
Email from CardFile List
Export Email Contact Report
Make Prepayments/Refunds
Quick Add CardFile
Reassign Account Managers
Reassign Users
Set up Overseas Customer
Update Multiple CardFiles
View CardFile Transactions
View or Edit a CardFile
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