Customer Management for End Users

The Customer Management for End Users course is an introductory course providing staff users the tools needed to manage contacts in the iMIS Database.

How you will benefit

You will be aware of Contact management in iMIS Cloud Enterprise:

  • Find, Add and Edit Contact records
  • Customer Self-Service Portal
  • Managing Company Records
  • Managing relationships
  • Manage Duplicate records
  • Community Dashboard
  • Contact Reports

Who should attend? 

This class is ideally suited for staff end users or anyone that uses iMIS to manage contact records.

iMIS Version

  • iMIS 2017 (20.2)

Delivery Method

Duration

  • 1 hour

Pre-Requisites

Course Code

  • CUSTMANEU

Delivery Methods Key

The iMIS Learning Subscription gives you access to all our training offerings in a blended learning environment, including:

  • Online learning - learn iMIS at your own pace, at your own convenience with our ASI Learning Hub.
  • Instructor-Led Courses - register for a course in your nearest region with a live trainer
  • Ask the Coach -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach