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Set up general options window

From Customers, select Set up module > General

Basic Options

Opens the Customer Setup - Basic Options window.

Address and Notes

Opens the Customer Setup - Address and Notes window.

Additional Windows

Opens the Customer Setup - Additional Windows window.

Indexes

Opens the Customer Setup - Indexes window.

Change Logging

Opens the Customer Setup - Change Logging window.

Advanced

Opens the Customer Setup - Advanced window.

Access Keys

Opens the Customer Setup - Access Keys window.

Print

Used to generate and send a system settings report to your report destination.

See Also

Customer System Setup

Customer Setup Overview

Customizing the iMIS Desktop

To customize the default Tab Preferences profile

Setting Basic Customer Options

Setting Customer Address and Notes

Setting Accumail Options

Synchronizing Phone Numbers and E-mail Addresses

Defining Lookup Indexes for the Find Window

Implementing and Managing Activity Types

Customer General Lookup/Validation and Expansion tables

Defining State/Province Codes

Setting up Login Activity Tasks

Checking for Duplicate Records

Adding and Deleting Fields in the Change Log

Using International Address Formatting

Setting up Acquisition Management

Setting Advanced Options


ASI logo 10.6 Production Release. Updated 2/23/2006 11:42:38 AM
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