Customer General Lookup/Validation and Expansion tables
Three are several general lookup/validation tables in iMIS. Many of these tables are optional, but provide a way to maintain consistency in data entry. The following tables are most commonly set up to support the Customers module:
- ADDRESS_PURPOSE - enables you to have an unlimited number of addresses per customer
- BAD_ADDRESS - enables you to mark address that do not pass validation with codes such as "moved", "no_such_addr", and so on.
- SALUTATION_CODE - provides pre-defined salutations such as "Dear Friends", Dear <name>, and so on.
- DESIGNATION - provides a pre-defined list of designations such as "MD", "CPA", and so on.
- COMMITTEE_GROUPS - provides a pre-defined list of categories into which you can group committees. For example in a large organization there might be several committees that focus on outreach, education, and so on.
- GROUP_CODE - in order to use the Relationships module you must define the GROUP_CODE "Role".