The Name family of tables holds information about customers, prospects, subscribers, and any other individuals or companies for whom you want to keep information. These tables are as follows:
■ Name
■ Name_Address
■ Name_Fin
■ Name_Demo
■ Name_Indexes
■ Name_Note
■ Name_Picture
■ Name_Log
■ Activity
■ Lookup and Validation Tables
■ Customizer (such as Demographics)
Name
For each name record in the Name table, there is always a corresponding record in the Name_Address and Name_Fin tables. The Name table consists of the following:
■ Primary Name (individual or company)
■ Category and Status
■ Standard Addresses (first three)
Name_Address
The Name_Address file contains an unlimited number of addresses for each record in the Name file.
Name_Fin
The Name_Fin file contains financial and other associated data on your customers. ID is the primary key that references back to the Name table.
Name_Demo
The Name_Demo file contains user-defined fields, check box fields, and list string fields. You can customize these fields with your association's demographic data.
Name_Indexes
This file is automatically populated by iMIS and contains index information based on user-definable indexes that were created during Customer module setup.
Name_Note
The Name_Note file contains optional note fields specified for a customer.
Name_Picture
The Name_Picture file contains bit map images of customers.
Name_Log
The Name_Log file stores a log of the changes made to the database and who made the change. You have the ability to customize the information you want to store.
Activity
The Activity file contains historical records for various modules in iMIS:
■ Committee Management
■ Billing
■ Fundraising
■ Events
■ Order Processing
Items that are included in this file are customer history information such as event attendance, billing payments, products ordered, and user-defined items such as a call log.
Lookup and validation tables
During system setup, your System Administrator must set up a number of small tables to provide lookup choices and validation (see General lookup/validation tables) during data entry for coded fields such as committees, chapters, and customer types.
Customizer tables
The iMIS Customizer lets you create many user-defined fields, windows, and tables during module setup. The user-defined windows make it easy to store and access demographics and other customizable data. To access the Customizer, from Customers, select Set up module > General, and click Additional Windows.