Create a CardFile List

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createcflist

 

This basic CardFile List can be used to confirm there are no duplicates, and that there is a cardfile to use for jobs, quotes and purchases.

1.On the ribbon, go to CardFiles > Create CardFile list on the ribbon.

basiccardfilelist
Info

When creating a cardfile list, Prospect will not be ticked. This is by design, as there may be many Prospect cardfiles, which may slow loading of the list.

2.Enter search criteria in the relevant fields. A simple example is to start entering Daycom into the Name field, which will automatically add the rest of the name.

3.Press Enter.

4.A list of cardfiles will display on the screen.

5.Scroll through the resulting list to locate the preferred cardfile.

6.Double click on the cardfile to open it in View mode.

 

hmtoggle_arrow1Create an advanced cardfile list

 

Info

When a single cardfile is open, right click on it in the Nav Tree to take a prepayment or provide a refund on a prepayment or return. This is a very quick way to bring up the Payment or Refund screen for that customer/vendor instead of having to go to Debtors or Creditors.

 

paymentinlist

 

Further information

Export a CardFile List

Use CardFile List Results