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Jim2® Business Engine Help File

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

 

Tools Setups

 

The system types (grey background) are not editable, however other contact types can be added and/or edited.

 

setup contact type

 

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

 

contact info

 

Further information

CardFile Options

CardFile Setup

CardFiles

CardFile Payment Terms

CardFile Price Levels

Price Ranking