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Managing Chapter Members

When a customer belongs to only one chapter, you only need to select the appropriate chapter code in the appropriate field on the Status tab on the Customer Portfolio. The label that displays on the Status tab depends on the value you entered in the Chapter Prompt field on the Customer Setup - Basic Options window.

From Customers, select Manage customers, enter/edit a customer record, and select the Status tab

iMIS also supports situations in which you need to enroll customers in multiple chapters, or perform chapter maintenance.

In This Section

Manage chapter rosters window

To assign a member to a chapter

To edit a chapter enrollment

To delete a chapter enrollment

See Also

Chapter Management

Chapters Overview


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