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Setting up Acquisition Management

If iMIS is licensed for Acquisition Management when a system upgrade is performed, the Prospect table and associated view will be created automatically during the upgrade. If iMIS is licensed for Acquisition Management after an upgrade, the Prospect table and associated view must be created (select Utilities> Table Analysis> Create Views). You must also run the Create_sp_asi_TreatProspectImport for MS SQL and Create sp_IBOGetCounter for SQL7 and SQL2K queries (select Utilities> Reports and Queries, then select System Setup).

The Prospect table uses the following fields:

Column Name

Data Type/Size

ADDRESS1

nvarchar (40)

ADDRESS2

nvarchar (40)

ADDRESS3

nvarchar (40)

CITY

nvarchar (40)

COMPANYSORT

nvarchar (30)

COUNTRY

nvarchar (25)

EMAIL

nvarchar (100)

FAX

nvarchar (25)

FIRSTNAME

nvarchar (20)

FULLNAME

nvarchar (80)

HOMEPHONE

nvarchar (25)

iMISID

nvarchar (10)

IMPORTDATE

datetime

LASTFIRST

nvarchar (30)

LASTNAME

nvarchar (30)

LISTCODE

nvarchar (20)

MIDDLENAME

nvarchar (20)

ORGANIZATION

nvarchar (80)

POSTALCODE

nvarchar (10)

PREFIX

nvarchar (10)

PROSPECTID

nvarchar (15)

PROSPECTKEY

uniqueidentifier

STATEPROVINCE

nvarchar (15)

SUFFIX

nvarchar (10)

TITLE

nvarchar (80)

WORKPHONE

nvarchar (25)

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 Advanced Options


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