To synchronize phone numbers and e-mail
- From Customers, select Set up module > General to display the Set up general options window.
- Click Address and Notes to display the Customer Setup - Address and Notes window.
- Click Edit.
- Select the work phone address mapping from the Work Phone Flow from/to Phone Number at Address drop-down list. The default address mapping is None.
- Select the home phone address mapping from the Home Phone Flow from/to Phone Number at Address drop-down list. The default address mapping is None.
Note: Home Phone Flow from/to Phone Number at Address and Work Phone Flow from/to Phone Number at Address cannot be mapped to the same address purpose.
- Select the fax number address mapping from the Fax Number Flow from/to Fax Number at Address drop-down list. The default address mapping is None.
- Select the e-mail address mapping from the E-mail Flow from/to E-mail at Address drop-down list. The default address mapping is None.
- Click Save.
- Ensure that no other users are logged in to iMIS.
- Select Utilities> Reports and Queries.
- Select Table Maintenance from the Report Types scrolling list.
- Select Run Name_Address to Name Global Sync from the Available Reports scrolling list.
- Click Run. The Run Name_Address to Name Global Sync window and a confirmation message display. Click Yes.
- Exit and restart iMIS.
Note: You must exit and restart iMIS immediately after running the Run Name_Address to Name Global Sync script for synchronization to occur.