Customer setup overview

Customer Management is usable out of the box but is designed to be customized to your specific organization's structure and operation. For this reason, you must work with your System Administrator to set up and configure it to meet the needs of your organization. This area outlines the steps required in setting up iMIS for maintaining your customer data according to organizational requirements:

• Setting Basic Customer Options
• Setting Customer Addresses and Notes
• Defining Lookup Indexes for the Find Window
• Adding a Field to the Change Log
• Setting Advanced Options