New Custom Tab Feature in 10.5

A system administrator can now create a custom tab that contains both standard iMIS fields and custom user-defined fields for the Details pane of the Manage Customers window. This tab can, for example, contain a mix of :
fields from the Name table or the Name_Fin table
fields from any user-defined tables that apply to ALL customer types
SQL formula fields based on these tables (example: calculate the member’s Age on this tab instead of showing the BIRTH_DATE)

Some special notes on this feature:

To protect data integrity, some fields are always READ ONLY. These include:
Phone or fax numbers and email addresses that are used in synchronization rules
Fields subject to User Defined Company Flow Down
SQL formula-based fields
The Name_Fin.BILL_TO field
The Name.COUNTY field if auto-population of the county name is enabled
System-generated fields (such as Name.FULL_NAME or Name.LAST_UPDATED)
Only one custom tab can be created.
To create a SQL Field on your Custom Tab:

From the Custom Tab Designer Window, click the ‘Create SQL Field’ button.
Enter a Prompt for the field.
Enter a valid SQL formula.
Click the ‘Add SQL’ button.
The following is an example of how iMIS processes the SQL formula:

Scenario: your formula string is ‘DATEDIFF(year,BIRTH_DATE,GETDATE())’

If you have these UD tables defined: UDTable1, UDTable2, then the select statement that will be generated to populate the tab for ID#100225 is:

Select DATEDIFF(year,BIRTH_DATE,GETDATE())
from Name,Name_Fin,Name_Demo,UDTable1, UDTable2
where Name_Demo.ID=*Name.ID and UDTable1.ID=*Name.ID and UDTable2.ID=*Name.ID and Name_Fin.ID=*Name.ID
and Name.ID='100225'

If the string is not properly structured so that it can be executed in this select statement, you will receive an error “Invalid SQL formula!”