From the CardFile screen access:
▪CardFile Search
▪CardFile List
▪Recents |
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.
On this screen search by:
Card#
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To search by cardfile number.
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Contact
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To search by the a contact name within the cardfile.
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Name
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To search by User.
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Acc. Mng.
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To search by account manager.
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Type
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This type automatically has all search options preselected. To change this, untick the box not required to search by.
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Contacts
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In this field search by first name, last name, display name, job title or department.
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Address
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This field searches by mailing address, not delivery address. Search by address (street), suburb, state, postcode and country.
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Branch
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If Branches are in use, select the correct branch.
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Groups
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You can filter the list by group, if required.
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Select the relevant cardfile.
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Within the cardfile, tap the address and this will bring up the device's Maps app.
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Swipe left to see all icons.
The Contacts icon allows viewing phone numbers, web addresses, and to send an email and websites.

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

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The Transactions icon allows viewing the 10 newest jobs, quotes and purchases.
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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.
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Any documents or notes will appear here.
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All available reports will appear here to allow viewing, printing and emailing.
The menu icon will also bring up further options:
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Watchouts do not currently work with Jim2 Mobile.
Jim2 Mobile will auto log off after 20 minutes of inactivity.
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Further information
Home Screen Overview v2
Documents on Jim2 Mobile v2
Stock on Jim2 Mobile v2
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