CardFiles on Jim2 Mobile v2

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hmtoggle_arrow1CardFile screen

From the CardFile screen access:

▪CardFile Search

▪CardFile List

▪Recents

 

hmtoggle_arrow1CardFile list
cardfilelistmobile

 

hmtoggle_arrow1CardFile search

1.Tap CardFile from the Home screen.

2.Tap List Search.

3.In the Search CardFiles field, enter information, then tap Search.

4.Select the relevant cardfile.

cardtabview

 

On this screen search by:

 

Card#

To search by cardfile number.

Contact

To search by the a contact name within the cardfile.

Name

To search by User.

Acc. Mng.

To search by account manager.

Type

This type automatically has all search options preselected. To change this, untick the box not required to search by.

Contacts

In this field search by first name, last name, display name, job title or department.

Address

This field searches by mailing address, not delivery address. Search by address (street), suburb, state, postcode and country.

Branch

If Branches are in use, select the correct branch.

Groups

You can filter the list by group, if required.

 

Select the relevant cardfile.

 

hmtoggle_arrow1Maps

Within the cardfile, tap the address and this will bring up the device's Maps app.

 

hmtoggle_arrow1Contacts, Transactions, Accounts, Documents, Notes, Reports

Swipe left to see all icons.

 

bottomtabs

 

The Contacts icon allows viewing phone numbers, web addresses, and to send an email and websites.

 

info

Note: When you click on Contacts in the header, you can select a contact here to call them.

 

mobcfcontact

 

The Transactions icon allows viewing the 10 newest jobs, quotes and purchases.

 

transactionicon

 

hmtoggle_arrow1Accounts
accountstab

 

This view shows:

▪Current amount.

▪30 Days amount.

▪60 Days amount.

▪90 days amount.

▪Overdue amount.

▪Outstanding.

If any invoices are outstanding, they appear on this screen below the balances.

 

Any credits or prepayment amounts will also appear on this screen below the outstanding invoices.

 

hmtoggle_arrow1Documents and Notes

Any documents or notes will appear here.

 

hmtoggle_arrow1Reports
reportstabmobile

 

All available reports will appear here to allow viewing, printing and emailing.

 

The menu icon will also bring up further options:

 

menuicon2

 

info

Watchouts do not currently work with Jim2 Mobile.

 

Jim2 Mobile will auto log off after 20 minutes of inactivity.

 

Further information

Home Screen Overview v2

Documents on Jim2 Mobile v2

Stock on Jim2 Mobile v2