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How can you modify "Can rename" under customer search?

Posted November 16th, 2009 by tkim

Hello,

I was wondering if there is a way I can add or modify iMIS deafult search options. eg. name, member type etc.  There is one called "can rename"  and want to know if I can change this? How can I modify this search option to something else, like search by zip code? I am using 15.1 and this is refering to customer module search option. Please give me some feed back. Thanks,

 

Tim

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Hi Tim, Are you referring to

On November 19th, 2009 Balaji says:

Hi Tim,

Are you referring to the search options available from iMIS desktop client? or WCM, iMISPublic view?

Let me know the complete url if is from WCM/public view?

Thanks

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Yes, I am referring to

On November 19th, 2009 tkim says:

Yes, I am referring to iMIS desktop client.

Thanks,

 

Tim

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  Hi Tim,   iMIS Desktop

On November 19th, 2009 Balaji says:

 

Hi Tim,
 
iMIS Desktop client allows you to add maximum of 4 custom search criteria’s using Indexes module.
 
Also you can create complex searches using ad-hoc methods.
 
Ref:
 
 
For example you want to add new search criteria called ZIP
 
Follow these steps.
 
Customer -> Setup Module -> General -> Click button ‘Indexes’
 
You will see 4 options from prompt 1 to 4,
 
Where you can set prompt 1 to ‘ZIP’ and Field/Formula to ‘NAME.ZIP’
 
You must restart iMIS to see this criterion from search drop down.
 
If you want to search ZIP code from all addresses you can set the parameters like below
 
Prompt 2 - ZIP (All Address)
Field/Formula – NAME_ADDRESS.ZIP
 
 

Hope this helps!

 
 
 
 
 

 

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look at Customers / Set up module / General / Indexes...

On November 19th, 2009 Henry Huey says:

...  is the prompt for one of the indexes set to "can rename"?  If so, you can change it.

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I was going to ask that

On November 19th, 2009 tkim says:

I was going to ask that question. I don't see "can be renamed" in index, is there are other that this name can be changed? Is this from chapters?

Thanks for all of your reply, your instruction was very helpful and now I can add four more search options...

Thanks,

 

Tim

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  Execute the following SQL

On November 19th, 2009 Balaji says:

 

Execute the following SQL statement in your iMIS database
 
select * from system_params where parametername like '%prompt'
 
Check ‘can be renamed’ exists in shortvalue column from the returned results.

 

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From the result, I

On November 19th, 2009 tkim says:

From the result, I see.

Member_Control.ChapterGroup1Promptcan rename
Member_Control.ChapterGroup2Promptcan rename
Member_Control.ChapterGroup3Promptcan rename
Member_Control.ChapterPromptcan rename
Member_Control.CongressPromotcan rename
Member_Control.CountyPromptcan rename
Member_Control.stHousePromptcan rename
Member_Control.stsenatePromptcan rename

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I think 'can rename' is

On November 19th, 2009 Balaji says:
I think 'can rename' is linked to Chapter search, something like this
select Product.PRODUCT_CODE from Product where Product.PRODUCT_CODE = 'CHAPT/1'
If you don't want to display this option from search criteria you can delete this record or you can set short value to empty. 
DELETE FROM system_params where parametername = 'Member_Control.ChapterPrompt'

 

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Customers / Set up module / Basic Options / Chapter Prompt

On November 20th, 2009 Henry Huey says:

...is the UI in desktop to edit the prompt.

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