From Customers, select Set up module > General, click , and click
The Customer Setup - Acquisition Options window includes the following fields and options:
Used to specify the acquisition options.
Last Prospect ID
(Display-only) The last prospect ID that was assigned
Prospect Member Type for Individuals
Use this drop-down list to select the member type to use when converting individual prospects from the drop-down list.
Note: When you import prospect records into iMIS, the system determines a record is an individual record if the import file contains a value for FirstName, LastName, or FullName.
Prospect Member Type for Companies
Use this drop-down list to select the member type to use when converting company prospects from the drop-down list.
Note: When you import prospect records into iMIS, the system determines a record is a company record if the import file does not contain a value for FirstName, LastName, or FullName.
Used to generate and send a system settings report to your report destination.
10.6 Production Release. Updated 2/21/2006 2:30:12 PM
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