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Customer Portfolio Data Entry

The Manage Customers window enables you to add to and edit customer information in the Customer Portfolio.

iMIS features such as address verification and duplicate record checking help ensure that you enter useful and maintainable customer information. Your administrator can configure these options to best fit your organization's business rules.

In This Section

To enter a new customer record

To enter a new company record

To enter an address

To select values for the Designation field

See Also

Customer Portfolio

Customer Portfolio Overview

iMIS Authorization Levels

Manage customers window (Customer Portfolio)

Finding Customer Records

Modifying Customer Records

Data entry features

Running Multiple iMIS instances

Managing Tab Preferences


ASI logo 10.6 Production Release. Updated 2/23/2006 10:20:29 AM
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