Modifying references to field names

There are several places in iMIS to enter field names (for example, Customers, Set up module > General, Advanced, Name/Address FindList Fields). Failing to propagate field name changes across all locations will result in errors.

Caution! Since these field names are defined during module-level setup, warn all staff who will be configuring iMIS against changing field names without notifying you.

To synchronize field name references

Once a field name is changed, open the following areas to change values to match:

■    Module system setup screens

■    Ad hoc searches and customized reports

■    Special pricing in Orders

■    Automatic generation of function/meeting names

■    Billing special pricing

■    Anywhere else that you know explicit field names are referenced