To set Acquisition options
- From Customers, select Set up module > General.
- Click Basic Options to open the Customer Setup - Basic Options window.
- Click Acquisition Options.
- Click Edit on the Customer Setup - Acquisition Options window.
- Select the Prospect Member Type for Individuals from the drop-down list.
- Select the Prospect Member Type for Companies from the drop-down list.
- Click Save.
- Restart iMIS for your changes to take effect.