Customer general lookup/validation and expansion tables

There are several general lookup/validation tables in iMIS (see General lookup/validation tables). Many of these tables are optional, but provide a way to maintain consistency in data entry. The following tables are most commonly set up to support Customers:

• ADDRESS_PURPOSE - enables you to have an unlimited number of addresses per customer.
• BAD_ADDRESS - enables you to mark address that do not pass validation with codes such as “moved”, “no_such_addr”, and so on.
• SALUTATION_CODE - provides pre-defined salutations such as “Dear Friends”, Dear , and so on.
• DESIGNATION - provides a pre-defined list of designations such as “MD”, “CPA”, and so on.
• COMMITTEE_GROUPS - provides a pre-defined list of categories into which you can group committees. For example in a large organization there might be several committees that focus on outreach, education, and so on.
• GROUP_CODE - in order to use the Relationships module you must define the GROUP_CODE “Role”.