Essentials of iMIS Cloud Contacts

The Essentials of iMIS Contacts class provides staff users all the tools needed to manage contacts in their iMIS database. From looking up contact records, to editing contact profiles, understanding how contacts view their own records through the customer self-service portal.

This class will review all of the areas of the iMIS Community Module that you might need to manage your contact records. It will use the most current version of iMIS Cloud Enterprise. The session is instructor led and is demonstration style only.

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
  • Company Administrator Role
  • Managing relationships
  • Manage Duplicates
  • Committee Management
  • Community Dashboard
  • Contact Reports

This class is ideally suited for staff end users or anyone that uses iMIS to manage contact records. The class is delivered in iMIS Cloud Enterprise (20-300) but is also suitable for iMIS Cloud Professional (20-200) and iMIS 2017 staff site users.


For more information, please feel free to review our detailed class page (including a downloadable brochure), or to learn more about our AYD classes in general, please check out our FAQ sheet.

Note: The times listed for this class are based on North American Eastern Standard Time.  Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the class.

Reminder: This session will be recorded, and the recording will be made available to all attendees.  By registering for and attending the session, you give permission to ASI to record, reproduce and distribute the audio/video recordings from this training session.  This session should be considered a public forum.

When
9/28/2020 9:30 AM - 10:30 AM
Where
Online At Your Desk Training Advanced Solutions International, Inc. 901 N. Pitt St., Suite 200 Alexandria, VA 22314 UNITED STATES

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