iMIS Desktop to Staff Site Migration: Contacts

The iMIS Desktop to Staff Site Migration: Contacts course is a short tutorial on the key differences between iMIS Desktop and iMIS Staff site, focusing on managing and viewing contact records.

How you will benefit

Following this course, you will be aware of:

  • Customer records vs Contact account pages
  • Importing Contacts in Staff Site
  • Activities - adding tasks and attachments
  • Managing Committees
  • Key Contact Settings and where to find them

Who should attend?

This course is designed for predominantly iMIS Desktop users that are looking to start working in iMIS staff site and need to know where and how to get started.
If you or your team mostly work in iMIS Desktop and are looking to upgrade or develop your staff site skills further, then this course is suitable for you.

iMIS Version

  • iMIS EMS Enterprise (20-300) / iMIS 2017

Delivery Method

Duration

  • 20 minutes

Pre-Requisites

  • None

Course Code

DPCONTACT

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.
  • iMIS Coaching -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach