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.