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Setting Customer Address and Notes

The Customer Setup - Address and Notes window gives you control over the address fields on the Address tab and Notes tab on the Manage customers window and enables you to identify or label the types of addresses you want to maintain for your customers. Within iMIS, up to three address blocks can be maintained for each entity or individual. By labeling the three addresses, you can designate which types of addresses to use in which address blocks. For your address labels or prompts, use a descriptor such as Street, Home, or Business.

In This Section

Customer Setup - Address and Notes window

To set customer address and notes options

See Also

Customer System Setup

Customer Setup Overview

Set up general options window

Customizing the iMIS Desktop

To customize the default Tab Preferences profile

Setting Basic Customer Options

Setting Accumail Options

Synchronizing Phone Numbers and E-mail Addresses

Defining Lookup Indexes for the Find Window

Implementing and Managing Activity Types

Customer General Lookup/Validation and Expansion tables

Defining State/Province Codes

Setting up Login Activity Tasks

Checking for Duplicate Records

Adding and Deleting Fields in the Change Log

Using International Address Formatting

Setting up Acquisition Management

Setting Advanced Options


ASI logo 10.6 Production Release. Updated 1/18/2006 11:52:13 AM
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