Card Files

To access Card Files select from the main menu Section|Card Files.

The CAPITAL Card File System allows you to design your own databases and input screens to hold your own information. Card files can link themselves to CAPITAL's customer and supplier accounting systems. They can be used to automatically generate transactions or can be used to convert card records into transactions, in batches. Card records can also be transferred into CAPITAL's Service Management and Job Costing system.

CAPITAL's standard record manipulation commands, Find, Edit, Add, Add with Copy and Delete are supported in Card Files. Each card file record may also have attached to it a virtually unlimited amount of note information.

When the Card File List window appears, select the card file you wish to access and press the Open button.

Some suggested possible uses for Card Files include:

Mailing Lists

Prospect and Sales Leads
Stock Archives
Contact Lists
Contracts and Product licences
Customer Category Tables
Supplier Category Tables
Reminders
Old Customers Records
Bad Customers
Old Supplier Records

The Card File List is made up of 5 columns:

Quick Select

Tick this checkbox to have the card file appear under the Tables menu on the CAPITAL main menu.

File

The Card File name.

Updated

The date this Card File was last updated.

Size

The size of the file in kilobytes.

Title

The title (name or description) of the Card File.

Creating a Card File

You can also create a new card file by pressing the Editor button from within the Card File List window. Another way to create a card file is to load INSTALLATION Workshop and select Screen Builder from the Build Menu.

Copying & Moving Records Between Card Files

Once a card file is open you can copy and move its records to another card file or even to a customer account, supplier account, stock record or hire sheet or job card.

The source and destination databases must have their field names in common for a copy or move to work. For example, if the first card file contained the field "NAME" then the second card file (the destination) must also contain this field. If this is not so, the information in the first card file for this field is not copied.

1st Card File Field List 2nd Card File Field List

[NAME] -----------------------> [NAME]

[ADDRESS] -----------------------> [ADDRESS]

[SUBURB] -----------------------> [SUBURB]

[MOBILE] - [not copied] -- X [PHONE]

Operators who do not have security clearance will not be given the option to add records to certain databases. For example, if you do not have security clearance for "adding" to the stock file, this will not be presented on the list of available files to copy to.

For information on keyboard navigation see: Keyboard Short-Cuts.

Hints & Tips

A user might have a level 8 or higher security level in order to be able to edit the structure of a card file using the Screen Builder.

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