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Customer Setup Overview

The iMIS Customer Management system is operational out of the box but is designed to be customized to your specific organization's structure and needs. For this reason, you will work with your System Administrator to set up and configure the iMIS to meet the needs of your organization. This area outlines the steps required in setting up iMIS for maintaining your customer data according to organizational requirements:

See Also

Customer System Setup

Set up general options window

Customizing the iMIS Desktop

To customize the default Tab Preferences profile

Setting Basic Customer Options

Setting Customer Address and Notes

Setting Accumail Options

Synchronizing Phone Numbers and E-mail Addresses

Defining Lookup Indexes for the Find Window

Implementing and Managing Activity Types

Customer General Lookup/Validation and Expansion tables

Defining State/Province Codes

Setting up Login Activity Tasks

Checking for Duplicate Records

Adding and Deleting Fields in the Change Log

Using International Address Formatting

Setting up Acquisition Management

Setting Advanced Options


ASI logo 10.6 Production Release. Updated 2/23/2006 11:39:31 AM
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