Donman to iMIS: Donor Account Pages

The Donman to iMIS: Account Pages course is an introduction course providing staff users the tools needed to manage donor records in the iMIS database.

How you will benefit

Following this course, you will be aware of:

  • Find, add and edit contact records
  • Individual vs Organisation records
  • Account page tabs and panels
  • Where Donman history and data sits on the account pages
  • Add tasks for follow up
  • Donation and Giving history
  • Adding donor notes
  • Transaction information
  • Volunteer information
Watch the recording and answer the short quiz to complete this course.

Who should attend?

This course is designed for new iMIS users coming from Donman system.

iMIS Version

  • iMIS EMS Enterprise (20-300)

Delivery Method

Duration

  • 25 mins

Pre-Requisites

Course Code

DMDONOR

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