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Manage customers window - Status area

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.

See Also

Manage customers window (Customer Portfolio)

Manage customers window - Name area

Manage customers window - Company area

Manage customers window - Address area

Manage customers window - Detail area

Manage customers window - History area


ASI logo 10.6 Production Release. Updated 1/20/2006 10:42:44 AM
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