iMIS RiSE: Account Pages

Account Pages in iMIS come with a number of existing panels, content and details about contacts. Whether they are individual, organization or other contact record pages, this course is designed to demonstrate how the existing account pages work, how to make copies and how to customize the account pages for your organization.

How you will benefit:

Following this course you will have further understanding of

  • Types of Account Pages
  • Account Page layouts
  • Account Page shortcuts
  • Copying and editing existing account pages

Who should attend? 

This class is ideally suited for contact, data and website managers.

iMIS Version

  • iMIS Cloud Enterprise (20-300)
  • iMIS Cloud Professional (20-100/200)*
  • iMIS 2017 (20.2)*

Delivery Method

Duration

  • 30 minutes

Pre-Requisites

  • Essentials of iMIS Contacts
  • iMIS Cloud Professional: Contacts & Groups
  • Customer Management for End Users
  • Essentials of iMIS Panel Designer
  • iMIS Cloud Professional: Panel Designer

Course Code

  • RISEACC

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