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To customize the CEU field prompts

  1. From Customers, select Set up module > General to open the Set up general options window.
  2. Click Advanced to open the Customer Setup - Advanced window.
  3. Click Edit.
  4. Enter an appropriate field name that represents your CEU program in the CEU Name field. For example, enter CME, CLE, or CPE.
  5. Enter a term for the units awarded (for example, hours or credits) in the CEU Units Name field.
  6. Click Save.

    Note: For iMIS to create activities for the label you enter in the CEU Name field, you must create an activity type with the same name using the Customers > Set up activity types window.

    Note: These assigned field names will appear on all CEU-related windows and reports. They also will be mapped to the Activity.TYPE field when continuing education activity details are generated at the close of an event.

See Also

CEU System Setup


ASI logo 10.6 Production Release. Updated 1/16/2006 11:07:47 AM
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