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To convert a prospect record to a Name record

Once you find a prospect record, you have the option to convert the record to a customer record. When a prospect record does not already have an iMIS ID assigned, the data in the prospect record is automatically imported into the Name table and all associated tables in the same manner as when a new customer record is entered. If the prospect record already has an iMIS ID assigned, the existing Name record associated with the prospect is used. If a prospect record is converted to a customer record during an iMIS operation (for example, when entering a gift or order) and the operation is cancelled, the new customer Name record is retained. Once a prospect record is converted to a customer Name record, the process cannot be reversed.

Note: You must have a Customers authorization level of 3 or higher to convert a prospect record to a customer Name record.

Note: When a prospect record is converted to a customer Name record, the ID number is automatically assigned regardless of the setting of the Auto Assign Member Numbers option on the Customer Setup - Basic Options window.

Duplicate checking for a prospect functions in the same manner as duplicate checking for customers. When you select a prospect record for conversion, a window displays if a duplicate record exists. You can perform the conversion, select a different Name record to associate with the prospect record, or cancel the conversion.

After you import a prospect record into iMIS, the prospect record is flagged with the associated iMIS ID and cannot be accessed by a Find operation unless an ID search on the prospect ID is performed.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Open the Search window:
    • Click Find; or
    • Press Ctrl+F
  3. Select your search criteria.
  4. Enable the Include acquisitions in search option and click Go.
  5. Double-click a prospect record to convert. The record loads in the Manage customers window in Edit mode.
  6. Make any necessary changes to the record.
  7. Click Save.

See Also

Finding and Converting Prospect Records

To find a prospect record


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