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Date field data entry

In the Customer Portfolio, iMIS can automatically format and complete dates for you.

Note: Dates entered in the Fund Raising history tab are not automatically completed or formatted.

Date formatting

In the Customer Portfolio, you can enter a date in a date field using any type of date separators (slashes, dashes, periods, or spaces) or no date separators.

Dates can be entered in numeric or alpha-numeric format ("03/01/05" or "March 1, 2005").

When you enter unformatted dates in Customer Portfolio date fields, iMIS interprets and formats the dates according to your workstation's date format (configured on the Windows Control Panel).

Note: Workstation date settings take precedence over the iMIS Date Format setting in File > System Setup.

Date completion

If you enter an incomplete date, such as 0304, in a date field, iMIS completes the date by adding the current year to the end of the date.

If you enter only one or two digits of a date, such as 3, iMIS attempts to interpret those digits as a day in the current month. If the number is not a valid date for the current month, for example, 33, a message informs you that you must enter a valid date.

See Also

Data entry features

About Customer Portfolio data fields

Field Focus

Duplicate Record Checking

Address Verification

To select data from a drop-down list

Reviewing undefined values

Company flow down

Working in Data Grids

Selecting multiple values for user-defined fields

Using the Clipboard Icon


ASI logo 10.6 Production Release. Updated 2/24/2006 11:20:53 AM
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