Browse for a CardFile

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1.On the ribbon, go to CardFiles > View/Edit CardFile.

viewcficon

2.Click the ellipsis [...] adjacent to the Card Code field.

viewcardfile

3.Enter a key word from the name or address of the cardfile in the Search field. This can be performed in the screen above, or on the Search tab of this screen, which appears when the ellipsis [...] is clicked.

searchcardfile

4.Press Enter to start the search.

5.Cardfile search results will display. Double click on the cardfile required.

 

Further information

CardFile Security

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

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