Essentials of iMIS Cloud Contacts

New course for 2020!

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.

Earn credit toward these iMIS Certifications

Course Dates

Upcoming DatesTimeRegionRegister
27 Feb 202013:30:00 ESTNorth AmericaregisterCONESS0220
03 Mar 202012:00:00 AESTAsia-PacificregisterAPCNES0320
11 Mar 202011:30:00 ESTNorth AmericaregisterCONESS0320
16 Mar 202011:30:00 GMTEuroperegisterUKCNES0320
09 Apr 202015:30:00 ESTNorth AmericaregisterCONESS0420
21 Apr 202015:30:00 AESTAsia-PacificregisterAPCNES0420
07 May 202011:30:00 AESTAsia-PacificregisterAPCNES0520

Pricing Matrix


  Early Reg.* Regular Reg.
Global iMIS Learning Subscription
includes this class**
US $130 $145
Canada $130 + tax $145 + tax
Asia-Pacific $130 + tax $145 + tax
Europe £75 + tax £85 + tax
Vouchers 0.5 voucher  0.5 voucher 
*The early registration period ends 2 weeks before the start of the session.
** An active iMIS Learning Subscription covers the cost of registration for any member of your team.

Printable Brochure