Opening customer records

You can open a customer's record from any of the following tabs in the History section:

• Results
• Record History
• Roster
• Relationships
• Role

To open a customer's record, you can double-click anywhere within a customer's row in one of the above tabs (excluding the Relationships and Role tabs), you can use keyboard shortcuts, or you can use one of the two right-click menu items: Open and Open in New Window.

The Open menu item enables you to load the selected record in the active Manage customers window. The Open in New Window menu item enables you to open the selected record in a new iMIS instance.

Note: The menu items that are displayed below the Open and Open in New Window menu items enable you to navigate to a specific tab in the History section. For detailed information on navigating to tabs in the History section, see Manage customers window - History tabs.

If you want to use keyboard shortcuts to open a customer's record, select the record in the tab and press Ctrl+R to open the record in the existing Manage customers window or press Ctrl+W to open the record in a new Manage customers window.