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To set Acquisition options

  1. From Customers, select Set up module > General.
  2. Click Basic Options to open the Customer Setup - Basic Options window.
  3. Click Acquisition Options.
  4. Click Edit on the Customer Setup - Acquisition Options window.
  5. Select the Prospect Member Type for Individuals from the drop-down list.
  6. Select the Prospect Member Type for Companies from the drop-down list.
  7. Click Save.
  8. Restart iMIS for your changes to take effect.

See Also

Setting Acquisition Options

Customer Setup - Acquisition Options window


ASI logo 10.6 Production Release. Updated 2/23/2006 11:35:03 AM
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