Company flow down in iMIS

In order to flow down complete address, phone, and fax data from a company to linked individual records, data must be entered in both the Main address tab of the Address area and the Profile tab of the Detail area.

Enter the complete address that will flow down in the Main address tab of the Address area. The address entered in the Main address tab is the only data entered in the Address area that flows down from company to individual records. The phone and fax data entered in the Address area's address tabs are stored in the Name_Address table and do not flow down.

Enter the Phone and Fax numbers that will flow down in the Profile tab of the Detail area. The data entered in the Profile tab of the Detail area is stored in the Name table.

Note: User-defined company flow down does not support the Work Phone, Home Phone, Fax, and E-mail fields. No error message displays if you specify these fields in the User Defined Company Flow Down field on the Customer Setup - Advanced window, but specifying these fields in the User Defined Company Flow Down field has no effect on user-defined company flow down. The Work Phone and Fax fields are part of automatic company flow down, which can be used separately or in addition to user-defined company flow down.