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Generating Customer Profiles

The iMIS customer profile is a customizable, résumé-style report that lists most of the information available for a customer's record. The profile is a convenient way to get a printed hard copy or on-screen summary of customer details including the following:

In This Section

To customize customer profiles

To print a customer's profile

See Also

Customer Communication

Overview

Creating Letters

E-mailing Customers

Attaching Documents to Activity Records


ASI logo 10.6 Production Release. Updated 1/18/2006 11:50:59 AM
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