Customers: Set up module

Customer Management is usable out of the box but is designed to be customized to your specific organization's structure and operation. For this reason, you must work with your System Administrator to set up and configure it to meet the needs of your organization. This area outlines the steps required in setting up iMIS for maintaining your customer data according to organizational requirements for:

• Basic customer options.
• Customer addresses and notes.
• Lookup information for searching with the Find window.
• Fields in the Change Log.
• Advanced customer options.

More:
Configure membership options window
Setting basic customer options
Setting customer address and notes
Synchronizing phone and email data
Setting Accumail options
Defining lookup indexes for the Find window
Adding and deleting fields in the change log
Setting advanced customer options
Customer Setup - Access Keys window
Defining customer types
Implementing and managing activity types