Defining examples of customer business objects

You can use two business objects to find customer records in an IQA query.

CsContact represents a customer record in the traditional Customer Portfolio sense.

NetContact contains the same fields as CsContact with an additional field called ContactKey.  ContactKey is a unique identifier used in some of the iMIS web features (Process Manager, Marketing, and so forth).  This field is often used when filtering IQA results to a currently selected or logged-in user (see Adding dynamic filters to queries for more details).

NetContact is also unique because what looks like one record might actually have two entries in this business object.  In a standard individual customer record or company record you only see one entry.  But combo records have one entry representing the company and a second entry representing the individual.  In this case, the iMIS ID of the individual record has a prefix of P.  If you join NetContact to another business object on the iMIS ID field, this limits the results of combo records to just the Company entry.

A combo record is a Company record that also contains a first or last name.  This case only occurs if customer portfolio is not set to Suppress Individual Name Fields for Company Records (located in the Advanced Accounting Console at Settings > Membership > Configure membership options > Basic Options).

You can create an IQA query to get a list of new accounts. Add the User business object as your Source, and filter on the Created On property to find new users created since a particular date, or within a specific number of months or days, for example.