Previous Topic

Next Topic

Committees - ability to view current committee member's customer portfolio

When working in the Manage Committees window, you can click a committee member's name to send that member's ID to the Manage customers window and other windows in iMIS. This enables you to view that committee member's customer portfolio by clicking Manage Customers on the left navigation panel. When you are done viewing the customer portfolio, you can select Manage Committees from the left navigation pane to return to Committees.

See Also

NiUG-requested changes

Customer - ability to sort by any field in the Customer history tabs

AR/Cash - batch enhancements

SOURCE_CODES of Event MEETING activity records

System - new ISO-3166-1 support in Country_Names table

Customer - additional clipboard fields can now be configured

New table added to enable CEU General Lookup/Validation

e-Communities - choose whether updated news items send email

Events - ability to include GUESTs and others in Event Roster reports

Ability to view customer Prefix

Ability to view longer customer data values


ASI logo 10.6 Production Release. Updated 3/6/2006 9:51:06 AM
© 2009 by Advanced Solutions International, Inc. All rights reserved.