Quick setup window

This window defines basic connection mappings and organization information required to expose the Public view of iMIS for access by anonymous users and Public users.

From System Setup, select Set up web components > Quick setup window.

Note: An iMIS system administrator can change the information that is returned by search queries for both anonymous users and Public users by modifying a Default query. Refer to Where to configure the Public view Directory area for the locations of the queries.

The full name of the organization that owns the site

Enter the name to appear in the title tag of the front page of the Public view.

The abbreviated name of the organization that owns the site

Enter an abbreviated name if desired. You may leave this field blank.

The default email address for the site

Enter the email address to receive all email by default when errors occur with the site. Typically this email address is for the webmaster and the primary contact for the organization.

The default Customer Type to use when creating new customers online

(Required) Specifies the default Member Type to use when creating a new iMIS contact record for anonymous users who register themselves through the web views of iMIS. This value corresponds to the Description field in the Customer types window (Customers > Set up module > Customer types).

The default Customer Type to use when creating new organizations online

Specifies the default Member Type to use when creating a new iMIS contact record for non-individual entities. This relates to creating non-individual accounts in the Web view (see Creating non-individual accounts in Web view), for Full and Casual users to enter new accounts.