Documentation
Documentation

Membership: QST

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Note

The queries, dashboards, account pages, or other features on this page are part of the Client Success QuickStart template and are only available to organizations whose iMIS environment was implemented by ASI Client Success.

The following tools are included in the QuickStart Template to streamline your current workflows:

  • Membership Dashboard - A ready-to-customize copy of the out-of-the-box dashboard.
  • Individual and Organization Joins - Prebuilt joins that create accounts, capture demographics, apply terms and conditions, and charge fees.
  • Approval Joins - Joins that require approval, plus a dashboard to review and process submitted requests.

Updated 24 minutes ago

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