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Jim2® Business Engine Help File

On the ribbon, go to Tools > Setups > CardFile > Contact Types.

 

Tools Setups

 

The System types (grey background) are not editable, but you can add and/or edit your own contact types.

 

setup contact type

 

Once the contact types are set up as shown above. They can be used when creating or editing a card file. The options are available from the Contacts tab of the card file.

 

contact info

 

Further information:

CardFile Setup

CardFiles

CardFile Payment Terms

CardFile Price Levels