Add Multiple CardFiles

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Quality

This function is particularly useful to speed up the entry of multiple cardfiles when initially setting up Jim2, or there area number of cardfiles (also job, Item and stock) to enter.

1.On the ribbon, go to Tools > Options > General.

2.Tick CardFile in the Continuously adding in section.

continuousadd

3.Click OK. The new setting will be saved, and the Options screen will close.

 

Info

With this option ticked, once a cardfile has been entered and Save or Save & Close has been selected, a new Adding CardFile form will immediately open. Once all entries have been completed, click Cancel to close this new entry form. Go back into Tools > Options > General and untick Continuously Adding in, if required.

 

How to

Add a CardFile

Add a Prospect CardFile

Add Contact Details

Add Customer Details

Add/Update a User

Add Vendor Details

Add Documents to CardFiles

Add Groups to a CardFile

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

 

 

Email from a CardFile List

Export Email Contact Report

Import CardFiles

Make Prepayments/Refunds

Quick Add CardFile

Reassign Account Managers

Reassign Users

Remove 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