Generating customer profiles

The iMIS customer profile is a customizable, résumé-style report that lists most of the information available for a customer's record. The profile is a convenient way to get a printed hard copy or on-screen summary of customer details including the following:

• Name
• Address
• Lists
• Customer activity records (grouped by type)

To customize customer profiles

The information generated in customer profiles is completely customizable. Your administrator can set up windows to display the content of custom window fields in customer profiles. When this option is enabled, the customer's information contained within custom window fields displays in a customer's profile.

Note: When the Show window fields on customer profile option is enabled, the customer's profile information is generated in an Omnis report only. The profile information does not display in a Crystal report.

Individual activity types can also be enabled to display customer activity records. These activity records are grouped according to activity type, and you have control over the order in which the activity types display in the customer profiles.

To print a customer's profile

1. From Customers, select Manage customers.
2. Find the customer's record. See Finding Customer Records for more.
3. Select File > Report Destination > Screen to change the report destination to screen.
4. Click Print, located at the bottom of the Manage customers window.
5. If this is the profile you want to send to the printer, select the Print icon at the top of the Member Profile window.