Customer Administration

Committee Management PAGEREF _Toc338316432 \h 1

Managing committees 2

Chapter Management 8

Managing chapter members 8

Acquisition Management 11

Setting acquisition options 11

Importing prospect records 13

Finding and converting prospect records 15

Relationship Management 16

Managing relationships activity records 17

Managing role activities 20

Customers: Set up tables  22

iMIS table layout 22

Building tables guidelines 24

Using international address formatting  25

Defining state/province codes 33

Customer general lookup/validation and expansion tables 34

Setting up Chapter Management 35

Setting up committees 38

Setting up relationship types 42

Customers: Set up module  44

Set up general options window for Customers 45

Setting basic customer options 46

Setting customer address and notes 52

Synchronizing phone and email data  57

Setting Accumail options 64

Defining lookup indexes for the Find window  65

Adding and deleting fields in the change log  66

Setting advanced customer options 68

Customer Setup - Access Keys window  79

Defining customer types 81

Implementing and managing activity types 84

iMIS Customizer 93

Creating a user-defined table  96

Creating a user-defined tab  103

Creating custom tabs 108

Reviewing the Customizer interface  113

Entering user-defined data  116

Viewing data on multiple-instance, user-defined tabs in non-grid format 118

Viewing read-only fields in user-defined windows 120

Converting existing fields 120

Limiting access and/or hiding tabs 121

SQL reserved words 125

Customizer tips 125

Customer System Maintenance  127

Permanently deleting customer records 127

Customer record database schema  129

Troubleshooting iMIS  129