Use CardFile List Results

After running a CardFile List, there are several options available to process the results. They can be chosen from a drop down list by right clicking in the list grid.

Right Click Option

Function

View

View the highlighted cardfile.

Edit

Edit the highlighted cardfile.

Add CardFiles to Non Report Group

Adds all cardfiles in the list to the Non Report Group selected.

Add CardFiles to Region Group

Adds all cardfiles in the list to the Region Group selected.

Delete Current CardFile

Deletes the highlighted cardfile.

Delete All CardFiles in List

Deletes all cardfiles in the list.

Export CardFile Data

Exports the list information to a spreadsheet.

Export CardFile Contact Data

Exports the list cardfile name and contact details to a spreadsheet.

Export CardFile Non Report Groups

Exports card code, name and non report group information to a spreadsheet.

Export Prospect Data

Exports the list information for all prospects in the list.

Generate BPAY Reference#

Generates BPAY Reference numbers for all cardfiles in the list. Only works on a Customer CardFile List.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all within the list, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

Once a cardfile list is created, either preview, print, email, or fax that list.

▪Selecting one of the cardfile lists already created in the Jim2 Nav Tree on the left.

2.Once the list to print has been run, etc. select the Jim2 Reports drop down list box in the ribbon, and select the report required.

Address labels can also be printed on A4 sheets from a CardFile List. It is possible to create a report (via Copy from Existing) in Report Designer to produce labels on rolls for use with a label printer. To print one label, run a CardFile List by entering the card code in Card#.

Using CardFile List Results