Previous Topic

Next Topic

Customer Portfolio Overview

The Customer Portfolio is a collection point for customer information. In addition to basic contact information, the Customer Portfolio also contains customer details and customer history. The Customer Portfolio is managed using the Manage customers window.

Note: The term Customer Portfolio is often used interchangeably with the term Manage customers window

See Also

Customer Portfolio

iMIS Authorization Levels

Manage customers window (Customer Portfolio)

Customer Portfolio Data Entry

Finding Customer Records

Modifying Customer Records

Data entry features

Running Multiple iMIS instances

Managing Tab Preferences


ASI logo 10.6 Production Release. Updated 1/20/2006 11:15:02 AM
© Copyright by Advanced Solutions International, Inc. All rights reserved.