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To set up advanced options

  1. From Customers, select Set up module > General, and click Advanced to open the Customer Setup - Advanced window.
  2. Click Edit.
  3. Enter a formula in the Name/Address FindList Formula field to specify what should be displayed in the Find window.
  4. Enter the fields you want to display in the Results tab on the Manage customers window.
  5. Enter the number records in the Find List Maximum field the Find window should locate before it stops the search.
  6. Enable the No Blank Name Finds option if you do not want any blank space searches performed.
  7. Enter the fields you want to display for each record in the Roster tab, in the Roster Display Fields field.
  8. Enter one or more customer fields in the User Defined Company Flow Down field to flow down from the company (parent) record to linked child records.
  9. Enter the name of the tool in the Letter Systems field that you want to have as your default within the standard letter system: QuickLetter or WriteIt.
  10. Enter a label in the CEU Name field for the acronym you want to use to represent your CEU (Continuing Education Units) name.
  11. Enter a term in the CEU Units Name field that you want to use for the units awarded for continuing education.
  12. Enable the Update open meetings addresses with address changes option to allow address changes in the Manage customers window to flow down to the Attendee tab on the Register a customer window (from Events, select Register a customer).
  13. Enable the Disable Auto Flow Down of company address Information option to disable the flow down of company (parent) address information to linked child records.
  14. Enable the Use Parent Company Company Pricing option to flow down company (parent) pricing to linked child records in the Orders and Events modules.
  15. Set up the options and membership duration for your committees.
    • (Optional) Enter labels in the Minutes 1, 2, 3, and 4 Prompts for options that activate in the Minutes window (from Customers, select Manage committees, and select More> Minutes). The option(s) activate in the Minutes window only when a label is entered in a Minutes Prompt field in the Customer Setup - Advanced window.
    • (Optional) Enter the number of months in the Default Duration (months) field that you want iMIS to use when calculating the default Thru date in the Manage committees window. To indicate that the committee appointment does not expire, leave this field blank or set it to 0.
    • (Optional) Enable the Use Co ID Hierarchy option to link a committee to the ID of a company record. A sub-set of customers associated with the company branch of the committee is created.
  16. Enter a label in the County Prompt field for the County field on the Other tab.
  17. Enter a label in the Congress Prompt field for the US Congress field on the Other tab.
  18. Enter a label in the St House Prompt field for the St House field on the Other tab.
  19. Enter a label in the St Senate Prompt field for the St Senate field on the Other tab.
  20. Click Save.

See Also

Setting Advanced Options

Customer Setup - Advanced window

Customizing Clipboard fields

Customizing Roster Display fields


ASI logo 10.6 Production Release. Updated 2/23/2006 11:35:05 AM
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