View or Edit a CardFile

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viewcficon

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.

viewcardfile

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.

 

Info

Once in Edit mode, the ability to edit fields is dependent on the users user security group settings.

 

Info

Card Code and Name can be changed at any time, and this will flow through to all current Jim2 objects.

 

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

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Create a CardFile List

 

 

Email from a CardFile List

Export a CardFile List

Export Email Contact Report

Import CardFiles

Make Prepayments/Refunds

Quick Add CardFile

Reassign Account Managers

Reassign Users

Deactivate a CardFile

Set up an Overseas Customer

Set up Contact Types

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions