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To customize the default Tab Preferences profile

  1. Go to Customers.
  2. Right-click the top of the Details or History pane.
  3. Select Edit Tab Preferences. The Customer Portfolio Tab Preferences window opens and the administrator's own profile is loaded.
  4. Switch to the default profile by selecting Load default.
  5. Edit the default settings.
  6. Select Save.
  7. Restart iMIS for your changes to take effect.

    Note: The Load default button is visible only to an administrator with a system management level of 8 or higher, and only when the administrator's own profile is loaded. If the default profile is currently loaded, the window title is System Default Tab Preferences and Load personal appears in place of Load default. (Selecting Load personal reloads the administrator's personal profile.)

See Also

Customer System Setup

Customer Setup Overview

Set up general options window

Customizing the iMIS Desktop

Setting Basic Customer Options

Setting Customer Address and Notes

Setting Accumail Options

Synchronizing Phone Numbers and E-mail Addresses

Defining Lookup Indexes for the Find Window

Implementing and Managing Activity Types

Customer General Lookup/Validation and Expansion tables

Defining State/Province Codes

Setting up Login Activity Tasks

Checking for Duplicate Records

Adding and Deleting Fields in the Change Log

Using International Address Formatting

Setting up Acquisition Management

Setting Advanced Options


ASI logo 10.6 Production Release. Updated 1/18/2006 11:52:47 AM
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