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
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Note

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

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