Introduction to this User's Guide

Printer-friendly user guide

This user's guide will help you get started using the CIM GOLD® Customer Information System (CIS). The guide includes the following sections:

•Introduction to CIS

•How to Search for Customers and Accounts

•How to Manage Customer Information

•How to Create and Link Entities

•How to Grade Customers

Where to Find More Information

This user's guide does not contain information about all the CIS screens or about all the fields on the screens described. For details on how to use each screen, see CIM GOLD help.

To find help for a particular CIM GOLD screen:

1.Click in any field on the screen.

2.Press the <F1> key on your keyboard.

To find information about anything in CIM GOLD:

1.Click "Master Help Search" on the CIM GOLD Help menu, as shown below.

2.Follow the instructions in the topic that opens first.

CIMHelpMenu