Customer Setup - Acquisition Options window

The Customer Setup - Acquisition Options window includes the following fields and options:

Edit

Used to specify the acquisition options.

Last Prospect ID

(Display-only) The last prospect ID that was assigned.

Prospect Member Type for Individuals

Use this drop-down list to select the member type to use when converting individual prospects from the drop-down list.

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Note

When you import prospect records into iMIS, the system determines a record is an individual record if the import file contains a value for FirstName, LastName, or FullName.

Prospect Member Type for Companies

Use this drop-down list to select the member type to use when converting company prospects from the drop-down list.

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Note

When you import prospect records into iMIS, the system determines a record is a company record if the import file does not contain a value for FirstName, LastName, or FullName.

Print

Used to generate and send a system settings report to your report destination.

To set Acquisition options

1. From Customers, select Set up module > General.
2. Click Basic Options to open the Customer Setup - Basic Options window.
3. Click Acquisition Options.
4. Click Edit on the Customer Setup - Acquisition Options window.
5. Select the Prospect Member Type for Individuals from the drop-down list.
6. Select the Prospect Member Type for Companies from the drop-down list.
7. Click Save.
8. Restart iMIS for your changes to take effect.