Manage customers window - Profile tab

Note: Your administrator can map the Work Phone, Home Phone, Fax, and E-mail fields on the Profile tab to the Phone, Fax, and E-mail fields on any address purpose defined in the Main, 2nd, or 3rd fields on the Customer Setup - Address and Notes window.

Work Phone

Specifies the business phone number, including any phone number extensions.

Home Phone

Specifies the home phone number.

Fax

Specifies the fax number.

Toll Free

Specifies the toll-free phone number.

E-mail

Specifies the e-mail address of the customer. If you have a MAPI32-compliant e-mail application software and Internet access on your system, select the envelope icon to send an e-mail directly from the customer record.

Web Address

Specifies the Web address of the customer. If you have Internet access on your system, select the world icon to open the Web address in your browser.

Major Key

Specifies a primary field with which you can retrieve records. iMIS will make this field available for referencing and searching for customer records throughout the system. For example, you can use social security numbers, certificate numbers, license numbers, and old customer ID numbers. You can make the major key unique in order to prevent duplicate entries.

The major key field is displayed with a prompt entered by your administrator.

Functional Title

Select the drop-down arrow on this field to select a larger grouping for the Title field. This drop-down list is set up by your administrator.

For example, you could use a Functional Title grouping for Accounting for specific mailings to officers related to the accounting function. If you specify functional titles for your customers, you can also display or print company rosters with the individuals listed by functional title grouping. You can also look up all individuals in a Functional Title grouping.