To help distribute workload throughout organizations, iMIS allows both Full and Casual users in the Web view to create accounts for non-individual records. In System Setup, you can configure the prompt for "non-individual" to best suit the needs of the organization.
When creating these accounts, users can choose whether to create an individual or a non-individual (company):
When users choose to create a non-individual account, iMIS changes which fields appear during account creation. Because these accounts are not for individuals, no confirmation emails are sent.
Duplicate checking: Account creation prompts users to search for existing records to prevent creation of duplicates. When duplicate-checking for non-individuals, the Organization (name) field uses a CONTAINS search (versus BEGINS WITH) with an 80 character limit. Likewise, when searching for a Parent Organization, the Organization (name) criteria also has an 80 character limit and uses a CONTAINS search.
Company flowdown: When users select a Parent Organization to associate with the new account, they are prompted to overwrite (flow down) information from that organization. Whether the address flows down is controlled by the setting Customer > Module setup > Advanced, Disable Auto Flow Down of company address Information.
Label configuration: Several prompts for this feature can be configured under System Setup:
■ Set up web components
□ Quick setup
■ The default Customer Type to use when creating new organizations online
■ Set up customer web components
□ Create account configuration
■ Account Type Label (AccountTypeLabel)
■ Individual Label (IndividualLabel)
■ Non-Individual Label (NonIndividualLabel)
□ Create account search
■ Title of the Company Search page for individuals (CompanySearchMessage)
■ Title of the Company Search page for non-individuals (CompanySearchMessageNonInd)
■ Text of the link which allows company selection to be skipped (CompanySearchSkipText)