Previous Topic

Next Topic

Setting up Chapter Management

Setting up Chapter Management consists of the following:

Once setup is complete, you can enter the chapter enrollments for anyone maintained in your customer database.

To use the chapter-tracking feature, your administrator must specify a Chapter Prompt field on the Customer Setup - Basic Options window.

If needed your administrator can also establish a hierarchical structure of up to three levels for your chapters by specifying group prompts on the Customer Setup - Basic Options window. For example, if your chapters are grouped by region, the proper region for the chapter can be designated. This will let you group customers by region (on reports, searches, etc.). With this added capability, you can produce detail or summary reports by region with the information sorted by region overall and chapter under that.

In This Section

To set chapter prompts

Defining chapter codes

See Also

Customer Table Maintenance

Table Maintenance Overview

iMIS Table Layout

Guidelines for Building Tables

Defining Customer Types

Setting up Committees

Setting up Relationship Types


ASI logo 10.6 Production Release. Updated 2/24/2006 2:06:11 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.