1.Select the View/Edit CardFile icon in either one of these ways:
•on the ribbon, go to CardFiles > View/Edit CardFile
•in the Nav Tree, right click on CardFiles and select View/Edit CardFile.
2.A screen will appear allowing entry of the card code. Click either View or Edit, depending on which is to be performed.
If Active is ticked, only active cardfiles will appear in the list. If unticked, all inactive cardfiles will appear.
Note: Clicking Cancel will not cancel/delete the cardfile selected, it will only cancel the choice to view or edit that cardfile.
3.If editing, click Save or use F9 when complete.
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Once in Edit mode, the ability to edit fields is dependent on the users user security group settings.
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Card Code and Name can be changed at any time, and this will flow through to all current Jim2 objects.
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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
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
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