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Manage customers window - Status tab

From Customers, select Manage customers, find customer record, and select Status tab

Chapter

The prompt for this drop-down list displays when the Chapter prompt is set up by your administrator. Select the drop-down list on this field to select from chapter names defined by your administrator.

Join Date

Specifies the date the customer became active. Use a forward (/) to separate the month, day, and year values. iMIS will automatically fill in the system month and year when a day is entered.

Paid Through Date

Specifies the date that customer benefits expire. This date is updated upon Dues Payment (Cash Dues System) or Dues Billing (Accrual Dues System Option) processing.

Member Status

This display-only field displays one of the following status options:

Member Status Date

This is a display-only field that defaults to the current system date (or the Billing payment transaction date) for each of these status changes except when you enter a JOIN_DATE for a new record, in which case the JOIN_DATE is used.

Date Added

This is a display-only field that displays the date the customer was entered in iMIS.

Last Update

This is a display-only field that displays the last date the customer's record was updated in iMIS.

Last Updated By

This is a display-only field that displays the ID of the person who entered the update.

See Also

Manage Customers - Detail area

Manage customers window - Detail area

To navigate within the Detail area

To enter customer details

Manage customers window - Profile tab

Manage customers window - Donor Data tab

Manage customers window - VAT tab

Manage customers window - Solicitor Data tab

Manage customers window - Other tab

Manage customers window - Internet Security tab

Manage customers window - User-defined tab


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