Customer Administration Setup

Committee Management

Managing committees

Chapter Management

Managing chapter members

Acquisition Management

Setting acquisition options

Importing prospect records

Finding and converting prospect records

Relationship Management

Managing relationships activity records

Managing role activities

Customers: Set up tables

iMIS table layout

Building tables guidelines

Using international address formatting

Customer general lookup/validation and expansion tables

Setting up Chapter Management

Setting up committees

Setting up relationship types

Customers: Set up module

Configure membership options window

Setting basic customer options

Setting customer address and notes

Synchronizing phone and email data

Setting Accumail options

Defining lookup indexes for the Find window

Adding and deleting fields in the change log

Setting advanced customer options

Customer Setup - Access Keys window

Defining customer types

Implementing and managing activity types

Area code updates window

iMIS Customizer

Creating a user-defined table

Creating a user-defined tab

Creating custom tabs

Reviewing the Customizer interface

Entering user-defined data

Viewing data on multiple-instance, user-defined tabs in non-grid format

Viewing read-only fields in user-defined windows

Limiting access and/or hiding tabs

SQL reserved words

Customizer tips

Customer System Maintenance

Permanently deleting customer records

Customer record database schema

Troubleshooting iMIS

Committee Management

Chapter Management

Acquisition Management

Relationship Management

Customers: Set up tables

Customers: Set up module

iMIS Customizer

Customer System Maintenance