iMIS Customizer

The iMIS Customizer (Customer Setup – Additional Windows window) makes customization easy for both programmers and non-programmers. Through the Customizer, users can create user-defined tables. The tables contain user-defined data fields that store data that is captured and displayed in user-defined or custom tabs.

Customizer features include the following:

• Customization of iMIS customer data
• Automatic and custom tab layout for capturing and displaying data
• Data lookup and validation
• Different demographics for different customer types
• Multiple instances of each window for each customer
• Custom fields with user-assigned names

Note: Excessive customization may slow processing when users log on to iMIS.

More:
Custom table features
Custom field features
Custom tab features
Apply demographics to a new task
Customer Setup - Additional Windows window
To access the Customizer
Creating a user-defined table
User Defined Tables window
To create a user-defined table
To modify a user-defined table
To delete a user-defined table
Creating a user-defined tab
Window Designer window
To create a user-defined tab
To modify a user-defined tab
To delete a user-defined tab
To display custom window fields in customer profiles
Creating custom tabs
Custom Tab Designer window
To create custom tabs
Reviewing the Customizer interface
Sample user-defined tabs
Entering user-defined data
Viewing data on multiple-instance, user-defined tabs in non-grid format
Viewing read-only fields in user-defined windows
Limiting access and/or hiding tabs
Access security levels
SQL reserved words
Customizer tips
Troubleshooting Customizer