CardFiles at a Glance

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cardfileribbon

 

This section outlines and explains the terminology of the Jim2 CardFile form. A cardfile is a record of customer, vendor, user (employee), prospect, shipping details, or any combination of these. Cardfiles hold name, address, delivery address, cardfile type, debtor terms, contacts, user names, passwords, etc. within Jim2.

 

When setting up these cardfiles, specify a unique card code and the information contained within the card is used within other areas of Jim2. For example, when adding a job, a customer card code is required to be entered. From that code, Jim2 can find the name, address, etc. for that customer. This information is used when printing reports, automatically filling in the name and address, etc.

 

Info

Note You can set up a Prospect cardfile, which you can then quote to, however, if you wish to create a job for that Prospect, it will need to be changed to a Customer first.

 

A Jim2 CardFile form is divided into the following specific information areas that will provide a complete detailed record of:

the cardfile information via the CardFile header

the active tab information, additional tabs and buttons in the cardfile footer.

addcardfile

 

Info

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

 

Most Jim2 forms have hidden hyperlinks that will open another relevant form. Cardfiles have only one hyperlinked field: Card Code.

 

createprojectfromcf

 

If the cardfile is that of a customer, the Card Code hyperlink will go to that customer's debtor record. Similarly, if it is a vendor, their creditor record can be opened. If the cardfile is both a customer and a vendor, the choice to view debtors or creditors is available. A project list can also be created for the customer, if the company is licensed for Managed Services or Managed Print Services Editions. If the cardfile is that of a prospect, the choices are to create quote/quote list.

 

More information about hyperlinks can be found here.

 

To go back to the original form, close the current form.

 

The Payment icon on the ribbon is specifically designed for taking prepayments against jobs and cardfiles only. Payments against invoices should be entered via the Debtor records.

 

cfpaymenticon

 

Info

If the address details are changed on a cardfile, this information will flow through to all jobs, etc. from that point onward – it will not update address details on objects already booked/finished, etc. (for historical purposes).

 

Further information

CardFile Security

User Security

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 Account Managers

Reassign Users

Set up Overseas Customer

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile