Setting advanced options

Setting advanced options

The Customer Setup - Advanced window lets you enter formulas to customize the operation of the customer windows. Formulas combine fields or portions of fields according to specified guidelines.

In This Section

Customer Setup - Advanced window

To set up advanced options

About user defined company flow down

Customizing clipboard fields

Customizing roster display fields

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 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

ASI logo 15.0.3 Production Release. Updated 12/3/2007 2:55:00 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.