Previous Topic

Next Topic

Automatic date format and completion extended to Customer Portfolio and Advanced Query (IQA)

You can now enter unformatted dates in Customer Portfolio and IQA date fields and iMIS will interpret and format the dates according to your workstation's date format (configured on the Windows Control Panel).

Note: Workstation date settings take precedence over the iMIS Date Format setting in File > System Setup.

Date completion

If you enter an incomplete date, such as 0304, in a date field, iMIS completes the date by adding the current year to the end of the date. If you enter only one or two digits of a date, such as 9, iMIS attempts to interpret those digits as a day in the current month. If the number is not a valid date for the current month, for example, 33, a message informs you that you must enter a valid date.

Note: Dates entered in the Customer Portfolio Fund Raising history tab are not automatically formatted or completed.

See Also

Customer changes

Column headings for Institute, Toll-Free, and State/Province honor custom labels in History tabs

Roster display configurable for individuals and companies

Customer ID in Orders synchronizes with Customer Portfolio

Company ID cannot equal any customer ID

New option on the Committee Selection dialog to eliminate duplicate letters


ASI logo 10.6 Production Release. Updated 3/6/2006 9:48:28 AM
© 2009 by Advanced Solutions International, Inc. All rights reserved.