CardFile Security

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The ability to add, edit, view and amend cardfiles is handled via Jim2 Security, as well as within the cardfile itself.

 

usercfsec

 

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.

 

hmtoggle_arrow1Add a user cardfile to multiple security groups

 

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