CardFile Footer Tabs

This tab will bring up the card where all the cardfile details are listed, including name, address and contacts of this cardfile. When viewing any cardfile, this is the active tab.

This tab will only be available if Customer is ticked and will display the customer information for that cardfile. This is the area where the terms, credit limit, back order preferences, etc. are recorded for that customer. See Add Customer Details for more information.

This tab will only be available if Vendor is ticked and will display the vendor information for that cardfile. This is the area where the terms, credit limit etc. are recorded for that vendor. See Add Vendor Details for more information.

This tab will only be available if User is ticked and will display the user (employee) information for that cardfile. This is the area where details for that user are recorded. In addition to normal contact information, the user is identified to the Jim2 system as having a user logon ID and password, stock location for purchasing and selling, a particular type of labour which can be applied to jobs, and a security group. Various stock locations and labour types will have been entered in the Setup defaults and Security Groups first. See Add/Update User for more information.

This tab will display the information for the contact that is highlighted on the Card tab of the cardfile. This is the area where users record and keep track of contacts they have for that customer, and record the phone numbers, email addresses, mobile numbers, etc. of those contacts.

Cardfile Contacts allows enabling and managing of web accounts, ie. allowing a contact to log on to Jim2 web framework including eBusiness Service and eBusiness Meter Reads.

Ticking Web Account will enable a contact’s web account. The web Login ID will default to the contact’s email address and a random web password will be generated. Clicking Email Password will generate and send an email to the contact with their web logon details.

Clicking Random Password will generate a new random web logon password. The new web logon details can then be sent to the contact by clicking Email Password.

This tab will display all current activities, such as jobs, quotes, invoices, stock, sales register, debtor information and any recent transactions that have occurred in the past 90 days. These activities are grouped under their respective tabs, located above this bottom pane (Jobs, Quotes, etc.). More transactions can be displayed under these various tabs by right clicking in the results pane and choosing Show All (except the Debtors screen, where only outstanding issues will be shown, ie. unallocated payments, invoices unpaid, etc.) from the drop down options. Show All will show all activity from the very beginning.

This tab allows the invoice reports for service job, sales job and projects (if the company is licensed to use Projects) to be used for this particular cardfile (if different to the default reports set up in Options).

Ship Cards tab displays all related shipping cardfiles (and contact details) to this cardfile. This table can be filtered and sorted. Double click (or right click) to view and/or edit the related ship cardfile.

This tab displays any documents attached to this cardfile, eg. a copy of a supplier's terms and conditions.

This tab will display all watchouts related to this cardfile and allows addition of new watchouts.

This tab will display all notes related to the cardfile, including the contact that the note is related to. New notes can be added here.

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this cardfile, as well as allowing adding new tasks.

Tasks can only be utilised if Scheduling is licensed. If not, the following warning will appear:

If this customer is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.

Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.

Not all fields are showing in these images

The number on the right side of the icon denotes the number of active promotions applicable to this cardfile.

Field	Explanation
Promotion#	The promotion code number.
Description	The description as it appears on the promotion.
Notes	Displays the notes entered on the promotion.
Type	The Jim2 object type, ie. CardFile.
Recipient	Lists cardfiles that relate to the promotion – as above, if there are many, it will show (multiple) in the Recipient column.
Our Ref	Our reference as appears on the promotion, if used.
Promo Break	Shows whether Promo Break is used or not.
Curr.	Shows the home currency.
Active	Ticked means that the promotion is currently active, unticked means the promotion has finished.
Date Start	Start date of the promotion.
Date End	End date of the promotion.
Vendor	Vendor supplying the stock.
The fields below show only when Display Promotion with all Stock is selected.
Branch	Branch (if branches are enabled).
Stock Code	Stock code related to the promotional pricing.
Qty +	The promotion quantity plus.
Price Ex.	Ex GST price for that stock code.