The tabs within the footer of a CardFile form allow you to access the following relevant information for that particular card file.
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You will only see essential tabs displayed in each card file. For instance, a card file set up only as a customer will not show the Vendor or User tabs. Information stored on card files may be sensitive, and access to this information can be controlled by security settings. |
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Tab Function |
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This tab will bring up the card where all the card file details are listed, including name, addresses and contacts of this card file. When viewing any card file, this is the active tab. |
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This tab will only be available if Customer is ticked. Selecting this tab will display the customer information for that card file. This is the area where you record the terms, credit limit, back order preferences, etc. for that customer. See Add Customer Details for more information. |
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This tab will only be available if Vendor is ticked. Selecting this tab will display the vendor information for that card file. This is the area where you record the terms, credit limit etc. for that vendor. See Add Vendor Details for more information. |
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This tab will only be available if User is ticked. Selecting this tab will display the user (employee) information for that card file. This is the area where details for that user are recorded. In addition to normal contact information, the user is identified to the Jim2 system as having a user logon ID and password, stock location for purchasing and selling, a particular type of labour which can be applied to jobs, and a security group. You will have set up your various stock locations and labour types in your Setup defaults and Security Groups first. See Add/Update User for more information. |
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Selecting this tab will display the contact information for the contact that is highlighted on the Card tab of the card file. This is the area where users record and keep track of contacts they have for that customer, and record the direct phone numbers, email addresses, mobile phone numbers, etc. of those contacts.
Card file Contacts allows enabling and managing of web accounts, ie. allowing a contact to log in to Jim2 web framework including eBusiness Service and eBusiness Meter Reads.
Ticking Web Account will enable a contact’s web account. The web Login ID will default to the contact’s email address and a random web password will be generated. Clicking Email Password will generate and send an email to the contact with their web login details.
Clicking Random Password will generate a new random web logon password. The new web login details can then be sent to the contact by clicking Email Password. |
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Selecting this tab will display all current activities, such as jobs, quotes, invoices, stock, sales register, debtor information and any recent transactions that have occurred in the past 90 days. These activities are grouped under their respective tabs, located above this bottom pane (Jobs, Quotes, tabs etc.). You can display more transactions under these various tabs by right clicking in the results pane and selecting Show All (except the Debtors screen) from the drop-down options. Show All will show all activity from the very beginning.
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This tab allows the invoice reports for service job, sales job and projects (if you are licensed to use Projects) to be selected for this particular card file (if different to the default reports).
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Ship Cards tab displays all related shipping card files (and contact details) to this card file. This table can be filtered and sorted. You can also double click (or right click) to view and/or edit the related ship card file. |
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Selecting this tab displays any documents attached to this card file, eg. a copy of a supplier's terms and conditions of trade. |
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Selecting this tab will display all watchouts related to this card file, and allow you to add new watchouts. |
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Selecting this tab will display all notes related to the card file, including the contact that the note is related to. You can also add new notes here.
Note: You can add as many notes as you wish, and the character limit of the Notes field is 2,147,483,645. |
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Selecting this tab will display all tasks (appointments, phone calls, to do's, etc.), related to this card file, as well as allowing you to add new tasks.. |
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If this customer is part of Promotional Pricing, this tab will show which promotions are related. If you untick Active Only, you will see all promotions, including those that are finished.
You can also choose to Display Promotion or Promotion with all Stock.
A number on the right side of the icon denotes the number of promotions applicable to this card file.
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The user has the option of changing the location or labour default type when editing an individual purchase order or job record. This will not change the default location or labour type for that user. |
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The card file for sys (the system administrator) will default to the security group of Administrator, which you will not be able to change. This is to ensure that if security is accidentally placed on security itself, you can log on as sys (system administrator) in order to rectify the problem. Due to the unrestricted access that the Administrator security group allows, you will need to change the password for the user sys, as the default password is widely known. |
Further information: