Use this window to define the labels that appear on the Personal page of the My Account area, which corresponds to the basic information in an iMIS contact record.
From System Setup, select Set up web components > Personal label configuration.
Major key
Specifies the label displayed for the field in which a user can define their own iMIS major key. The major key is a user-defined ID value (such as a member number) that can be used as an alternative way to find contact records in iMIS.
Ensure that the label used for this field corresponds to the Major Key Prompt value defined in the Customer Setup - Basic Options window (Customers > Set up module > General, Basic Options). For example, if the Major Key Prompt is defined as "SSN", specify a Major key label here that clearly indicates that the user should enter their social security number.
Designation
This indicates a label for a Designation and the default includes the CPA example. A designation indicates that the member has achieved a certification or other indicator that typically goes after the person's first and last name when appropriate.
Exclude directory
Specifies the label for the checkbox that enables a user to exclude their contact record from the Directory area of the Public view. (The visibility of the checkbox itself is enabled with the Show the Exclude from directory field checkbox on the Personal information configuration window (System Setup > Set up customer web components > Personal information configuration).
VAT Exempt
Label for the member to indicate if they are exempt from Value Added Tax (VAT). With these labels, customers who are subject to any of the many VAT charges for products and services can enter their VAT information online.
VAT Reg Number
Label for the VAT Registration Number for the customer to enter.
VAT Country
Label for the field for the customer to specify the country on which VAT is calculated.