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Finding Customer Records

Before you can view or edit a customer record, you must find the record. The Search and Find Company windows are available for locating customer records.

In This Section

Opening customer records

Search window

To find and load a customer record

To find and load a company record

Find Company window

To open a record from a history tab

See Also

Customer Portfolio

Customer Portfolio Overview

iMIS Authorization Levels

Manage customers window (Customer Portfolio)

Customer Portfolio Data Entry

Modifying Customer Records

Data entry features

Running Multiple iMIS instances

Managing Tab Preferences


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