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Defining Customer Types

The Set up customer types window defines the categories to which you assign each customer record. These types designate the broad classification of customer categories. Assign a different type to each major customer class (Individual Member, Associate Member, Student Member, Hotel, etc.) and at least one type to the Nonmember category.

When you define a type through the table, be sure to indicate whether the type represents a customer and whether the type defines a company/entity or an individual. This helps iMIS differentiate between the different records.

In This Section

Set up customer types window

To define customer types

To edit customer types

To delete customer types

See Also

Customer Table Maintenance

Table Maintenance Overview

iMIS Table Layout

Guidelines for Building Tables

Setting up Committees

Setting up Chapter Management

Setting up Relationship Types


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