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To synchronize phone numbers and e-mail

  1. From Customers, select Set up module > General to display the Set up general options window.
  2. Click Address and Notes to display the Customer Setup - Address and Notes window.
  3. Click Edit.
  4. Select the work phone address mapping from the Work Phone Flow from/to Phone Number at Address drop-down list. The default address mapping is None.
  5. Select the home phone address mapping from the Home Phone Flow from/to Phone Number at Address drop-down list. The default address mapping is None.

    Note: Home Phone Flow from/to Phone Number at Address and Work Phone Flow from/to Phone Number at Address cannot be mapped to the same address purpose.

  6. Select the fax number address mapping from the Fax Number Flow from/to Fax Number at Address drop-down list. The default address mapping is None.
  7. Select the e-mail address mapping from the E-mail Flow from/to E-mail at Address drop-down list. The default address mapping is None.
  8. Click Save.
  9. Ensure that no other users are logged in to iMIS.
  10. Select Utilities> Reports and Queries.
  11. Select Table Maintenance from the Report Types scrolling list.
  12. Select Run Name_Address to Name Global Sync from the Available Reports scrolling list.
  13. Click Run. The Run Name_Address to Name Global Sync window and a confirmation message display. Click Yes.
  14. Exit and restart iMIS.

    Note: You must exit and restart iMIS immediately after running the Run Name_Address to Name Global Sync script for synchronization to occur.

See Also

Synchronizing Phone Numbers and E-mail Addresses

Customer Portfolio Synchronization Behavior

Imported Records and Synchronization

Running the Synchronization SQL Script

Synchronizing Work Phone, Fax, and E-mail Example

Automatic Updating and Synchronization

Avoiding Blank Address Records


ASI logo 10.6 Production Release. Updated 2/23/2006 11:35:06 AM
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