Navigation: Jim2 Functions > CardFiles
Add Customer-Specific Reports
CardFiles includes a Reports tab at the bottom of the form.
This is where you can specify which invoice report formats to use for this cusomer, overriding the default reports as set in Tools > Options > Invoice.
Further information:
Add a CardFile
Add A New User
Add CardFiles to Groups
Add Contact Details
Add Customer Details
Add Groups to a CardFile
Add Multiple CardFiles
Add User Details
Add Vendor Details
Auto Postcode/Suburb Lookup
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
CardFile Contact Types
CardFile Footer
CardFile Form Tabs
CardFile Header
CardFile List
CardFile Merging & Deleting
CardFile Options
CardFile Payment Terms
CardFile Price Levels
CardFile Reports
CardFile Security
CardFile Setup
CardFile Types
CardFiles
CardFiles at a Glance
Create a CardFile List
Export a CardFile List
Export Email Contact Report
Import CardFiles
Prepayments/Refunds
Quick Add CardFile
Reassign Users
Remove a CardFile
Set up Contact Types
Time Sheets
Timers and Labour
Use CardFile List Results
Update Multiple CardFiles
View CardFile Transactions
View or Edit a CardFile