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Setting basic customer options

The Customer Setup - Basic Options window lets you set up user-defined fields that, once defined, will be displayed in the appropriate data maintenance windows. In addition, you can enable and adjust several important system features through this window.

In This Section

Customer Setup - Basic Options window

About iMIS IDs

Preferred sort order options

To set basic customer options

See Also

Customers: Set up module

Customer setup overview

Set up general options window

Customer Setup - Access Keys window

Customizing the iMIS Desktop

To customize the default Tab Preferences profile

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 advanced options

Upgrade notes


ASI logo 15.0.3 Production Release. Updated 12/3/2007 2:55:01 PM
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