Add Contact Details

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This area of the cardfile allows entering and tracking of one or more contacts for that customer, vendor, prospect or user, and record their phone numbers (including direct numbers), fax numbers, email addresses, mobile numbers, bank account details, etc.

 

Info

Note: The phone number field in a contact is limited to 20 characters.

 

To add a contact, edit the cardfile and go to the Contacts tab in the footer. Click New Contact and enter all relevant details. When finished, enter more contacts by again selecting New Contact. There is no limit to the number of contacts that can be added to a single cardfile.

 

Add relevant information into the fields on the form. The purpose of each field is detailed in the table below.

 

contactdetails

 

To edit an existing contact on a cardfile, go to the Card tab in the footer, locate the contact and double click on it to go to that contact's tab. Now click Edit to edit the contact's details.

 

Users can add their own contact types, either on the fly for one-off use, or add their own via Setups to add to the drop down options selection.

 

contactstab

 

Cardfile Contacts allows enabling and managing of web accounts, ie. allowing a contact to log on to Jim2 web framework including eBusiness Service and eBusiness Meter Reads.

 

loginid

 

Info

The Value field for Email will allow 254 characters, including spaces and special characters.

 

hmtoggle_arrow1Add ship instructions

 

hmtoggle_arrow1Add multiple email addresses

 

hmtoggle_arrow1Contacts tab fields

 

hmtoggle_arrow1CardFile contact types – enhanced

 

Further information

CardFile Security

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CardFile Contact Types

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Timers and Labour

Time Sheets

Add a CardFile

Add Prospect CardFile

Add CardFiles to Groups

Add Customer Details

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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 Users

Set up Overseas Customer

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile