Customers

Customers is the core area of functionality where back-office customer relationship management occurs.

Common commands and shortcuts (Desktop) PAGEREF _Toc304190035 \h 2

Customers Overview   3

iMIS Customers feature terms 8

Reviewing the iMIS interface  9

Navigation for Customers 10

Customer Data Management 11

Authorization levels for Customers 11

Customer data entry  12

Finding customer records 15

Modifying customer records 20

Data entry features 21

Running multiple iMIS instances 31

Managing tab preferences 32

Detailed Customer Data  36

About Detail and History tab preferences 36

Manage customers - Detail area  37

Entering financial information  46

Entering note information  47

Adding a picture  48

Entering salutations information  50

Historical Customer Data  51

Sorting history tab data  51

Reviewing the History area  52

Viewing results 54

Viewing record history  55

Managing call activities 55

Managing letter activities 57

Viewing company rosters 58

Viewing AR/Cash activity records 59

Viewing billing items 61

Managing activity records 62

Viewing event registrations and activities 65

Viewing orders and order activities 66

Viewing exhibition registrations and activities 67

Viewing exposition activities 68

Viewing certification activities 68

Managing label preferences 69

Viewing change log activity records 71

Viewing fundraising information  72

Managing matching plans information  72

Managing notification information  75

Viewing project information  78

Customer Communication  78

Generating customer profiles 79

Creating letters 80

Emailing customers 85

Printing customer address labels 87

Attaching documents to activity records 88