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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

CardFile Footer Tabs

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CF form tabs


The tabs within the footer of a CardFile form allow access to the following relevant information for that particular cardfile.



Only essential tabs will be displayed in each cardfile. For instance, a cardfile set up only as a customer will not show the Vendor or User tabs. Information stored on cardfiles may be sensitive, and access to this information can be controlled by security settings.


For information on the extra fields under the various tabs at the bottom of the form, please go to:







Ship Cards




Card Button

This tab will bring up the card where all the cardfile details are listed, including name, address and contacts of this cardfile. When viewing any cardfile, this is the active tab.


card tab1
Customer Button

This tab will only be available if Customer is ticked and will display the customer information for that cardfile. This is the area where the terms, credit limit, back order preferences, etc. are recorded for that customer. See Add Customer Details for more information.


customer tab
Vendor Button

This tab will only be available if Vendor is ticked and will display the vendor information for that cardfile. This is the area where the terms, credit limit etc. are recorded for that vendor. See Add Vendor Details for more information.


vendor tab
User Button

This tab will only be available if User is ticked and will display the user (employee) information for that cardfile. 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. Various stock locations and labour types will have been entered in the Setup defaults and Security Groups first. See Add/Update User for more information.


user tab
Contacts Button

This tab will display the information for the contact that is highlighted on the Card tab of the cardfile. This is the area where users record and keep track of contacts they have for that customer, and record the phone numbers, email addresses, mobile numbers, etc. of those contacts.


contacts tab


Cardfile Contacts allows enabling and managing of web accounts, ie. allowing a contact to log on to Jim2 web framework including eBusiness Service and eBusiness Meter Reads.


web account


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 logon details.


Clicking Random Password will generate a new random web logon password. The new web logon details can then be sent to the contact by clicking Email Password.

Transactions Button

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, etc.). More transactions can be displayed under these various tabs by right clicking in the results pane and choosing Show All (except the Debtors screen, where only outstanding issues will be shown, ie. unallocated payments, invoices unpaid, etc.) from the dropdown options. Show All will show all activity from the very beginning.


transactions tab1
Reports Button

This tab allows the invoice reports for service job, sales job and projects (if the company is licensed to use Projects) to be used for this particular cardfile (if different to the default reports set up in Options).


reports tab2
ship card tab

Ship Cards tab displays all related shipping cardfiles (and contact details) to this cardfile. This table can be filtered and sorted. Double click (or right click) to view and/or edit the related ship cardfile.


ship cards tab
Documents Button

This tab displays any documents attached to this cardfile, eg. a copy of a supplier's terms and conditions.

Watchouts Button

This tab will display all watchouts related to this cardfile and allows addition of new watchouts.

Notes Button

This tab will display all notes related to the cardfile, including the contact that the note is related to. New notes can be added here.

Tasks Button

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this cardfile, as well as allowing adding new tasks.


Tasks can only be utilised if Scheduling is licensed. If not, the following warning will appear:


schedule licence error
promo icon

If this customer is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.


cardfile promo


Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.


promo types

Not all fields are showing in these images


The number on the right side of the icon denotes the number of active promotions applicable to this cardfile.


promo number





The promotion code number.


The description as it appears on the promotion.


Displays the notes entered on the promotion.


The Jim2 object type, ie. CardFile.


Lists cardfiles that relate to the promotion – as above, if there are many, it will show (multiple) in the Recipient column.


multiple recipients

Our Ref

Our reference as appears on the promotion, if used.

Promo Break

Shows whether Promo Break is used or not.


Shows the home currency.


Ticked means that the promotion is currently active, unticked means the promotion has finished.

Date Start

Start date of the promotion.

Date End

End date of the promotion.


Vendor supplying the stock.

The fields below show only when Display Promotion with all Stock is selected.


Branch (if branches are enabled).

Stock Code

Stock code related to the promotional pricing.

Qty +

The promotion quantity plus.

Price Ex.

Ex GST price for that stock code.


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.



The cardfile for sys (the system administrator) will default to the security group of Administrator, which cannot be changed. This is to ensure that if security is accidentally placed on security itself, log on as sys (system administrator) in order to rectify the problem. Due to the unrestricted access that the Administrator security group allows, change the password for the user sys, as the default password is widely known.


Further information

CardFile Options

CardFile Setup

CardFile Security

CardFile Payment Terms

CardFile Price Levels

CardFiles at a Glance

CardFile Types

CardFile Contact Types

CardFile Header

CardFile Preview Pane

CardFile List

CardFile Reports


Time Sheets

Timers and Labour

Auto Postcode/Suburb Lookup


How to

Add a CardFile

Add Contact Details

Add Customer Details

Add/Update a User

Add Vendor Details

Add Documents to CardFiles

Add Groups to a CardFile

Add Multiple CardFiles

Add CardFiles to Groups

Add Customer-Specific Reports

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Create a CardFile List



Export a CardFile List

Export Email Contact Report

Import CardFiles

Make Prepayments/Refunds

Quick Add CardFile

Reassign Users

Deactivate a CardFile

Set up an Overseas Customer

Set up Contact Types

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile