When working in the Manage Committees window, you can click a committee member's name to send that member's ID to the Manage customers window and other windows in iMIS. This enables you to view that committee member's customer portfolio by clicking Manage Customers on the left navigation panel. When you are done viewing the customer portfolio, you can select Manage Committees from the left navigation pane to return to Committees.
10.6 Production Release. Updated 3/6/2006 9:51:06 AM
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