From Customers, select Manage customers, and find customer record
ID
Unique identification that iMIS uses internally to store and access the customer record.
Your administrator can enable the Auto Assign Member Numbers option so that new Member IDs are assigned automatically. When this option is disabled, the you must enter an ID when inserting a new customer record.
Note: If you do not have IDs auto-assigned, ensure that you do not enter zero (0) for a customer ID.
Member Type
Select the drop-down arrow on this field to select the customer type.
Status
Select the drop-down arrow on this field to select a status to associate with the record. The default status is Active. Your administrator can define values for this drop-down list.
Your administrator may decide to limit users' ability to insert or edit customer status. In this case, this field may be in display mode for some users.
Note: iMIS may be configured to prompt you to accept or override the default effective date for a status change from an active status (status = A or begins with A) to an inactive status (S, I, D or statuses that begin with S, I, or D) and vice versa.
Category
Select the drop-down arrow on this field to select a billing category to associate with the record. Your administrator can define values for this drop-down list.
The Category field is displayed when your administrator enables the Use Bill Categories option.
10.6 Production Release. Updated 1/20/2006 10:42:44 AM
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