CardFile Types

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When setting up or maintaining cardfiles within Jim2, they can be more than just one type. For example, a cardfile can be set as a customer and a vendor, which eliminates the need to create multiple cardfiles for the same entity. The five available selections can be used individually or combined.

Tick Customer if the company sells to this entity.

Tick Vendor if the company buys from this entity.

cardfilestatus

The example above shows that this cardfile was initially set up for someone who was both a customer and a vendor. As soon as the cardfile was saved, the two checkboxes on the left were locked and can never be unticked. At a later time, it was decided that this entity would continue to be a customer but would no longer be a vendor, so the Active box for vendor has been unticked below.

cardfilestatus1

Tick User if this entity is a Jim2 user within the company.

Tick Prospect if this entity is a prospect, ie. someone who is not a customer as yet, and you may be quoting to them.

Info

Note: Prospect may be named something different, as this is controlled by what has been set up in CardFile Options.

 

Note: Whilst you can quote a Prospect, you cannot create a job for one. You will need to tick Customer on the Prospect cardfile if you wish to proceed.

Tick Ship if this cardfile is for delivery addresses only. This is not a customer or vendor but is linked to either one as a different delivery address. The cardfile has a nominated parent cardfile that is the entity being invoiced. All jobs raised on the various ship cardfiles will invoice to the linked parent cardfile account. All ship cardfiles will also show on the parent cardfile Ship Cards tab. See below for further information.

shipcard

 

Info

If any of the Customer, Vendor or User boxes are ticked when a cardfile is saved, they cannot be unticked later, although they can be made inactive by unticking the Active boxes on the right. This does not apply to Personal, or Ship, which can be ticked or unticked at any time. Furthermore, a cardfile with active transactions recorded against it cannot be deleted. Instead, disable it by unticking all Active boxes. See CardFile Merging & Deleting for information on how to delete cardfiles which don't have any recorded transactions in Jim2.

 

hmtoggle_arrow1Ship Cards

 

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

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

View or Edit a CardFile