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.

 

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 Multiple CardFiles

Add CardFiles to Groups

Add Customer-Specific Reports

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