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Manage customers window - Company area

From Customers, select Manage customers, and find customer record

The title for this area is set up by your administrator.

Company ID

You can use the Company ID field to link individual records to associated records and link subsidiary records to higher-level or parent company records. If you want to link such records together, you must use the Company ID field. When using the Company ID field, keep in mind the following guidelines:

When you link associated records together with the Company ID field, iMIS will automatically copy (flow down) the main address and telephone fields from the company (or subsidiary) record to each linked individual's record.

This concept is referred to as company flow down. If you use company flow down, iMIS can update all individual records associated with the company any time the company address and/or telephone information is changed.

Your administrator can also enable user-defined company flow down.

Note: User-defined company flow down does not support the Work Phone, Home Phone, Fax, and E-mail fields. The Work Phone and Fax fields are part of automatic company flow down, which can be used separately or in addition to user-defined company flow down.

For individuals, use this field to specify the ID of the company, subsidiary, or other entity, if any, with which the person is affiliated. The Company ID enables you to link individual records to associated company records and to link subsidiary records (such as branch offices) to higher- level parent company records. It ties all of the individual records together for the rosters, reports, and processes of associated organizations.

Name

Use this field to specify the name of the organization to which this record is related. If the record represents a company or entity itself, that company or entity name should be specified. If the record is for an individual, this field should contain the name of the company, if any, with which the individual is affiliated.

Company/Institute Sort

Use this field to specify the value by which you want to sort company records. iMIS will automatically parse out the first instance of the word "The" in the company name.

See Also

Manage customers window (Customer Portfolio)

Manage customers window - Status area

Manage customers window - Name area

Manage customers window - Address area

Manage customers window - Detail area

Manage customers window - History area


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