To set committee options and membership duration
By default, iMIS sets the membership duration (the date represented in the Thru field in the Manage committees window) to 12. For example, when you type a date in the From field, the Thru date will default to 12 months from that date.
- From Customers, select Set up module > General, and click Advanced to open the Customer Setup - Advanced window.
- Click Edit.
- Set up the options and customer duration for your committees.
- (Optional) Enter labels in the Minutes 1, 2, 3, and 4 Prompts for options that activate in the Minutes window. The option(s) activate in the Minutes window only when a label is entered in a Minutes Prompt field in the Customer Setup - Advanced window.
- (Optional) Enter the number of months in the Default Duration (months) field that you want iMIS to use when calculating the default Thru date in the Manage committees window. To indicate that the committee appointment does not expire, leave this field blank or set it to 0.
- (Optional) Enable the Use Co ID Hierarchy option to link a committee to the ID of a company record. A sub-set of customers associated with the company branch of the committee is created.
- Click Save.