Previous Topic

Next Topic

Setting Advanced Options

The Customer Setup - Advanced window lets you enter formulas to customize the operation of the customer windows. Formulas combine fields or portions of fields according to specified guidelines.

In This Section

Customer Setup - Advanced window

To set up advanced options

Customizing Clipboard fields

Customizing Roster Display fields

See Also

Customer System Setup

Customer Setup Overview

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


ASI logo 10.6 Production Release. Updated 7/18/2005 5:08:22 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.