Tutorials and Common Workflows
The Tutorials and Common Workflows provide step-by-step guidance for completing common tasks and building real-world processes in iDMS. Whether you are importing data, updating records, scheduling jobs, or integrating with external systems, these tutorials are designed to help you apply core concepts in practical scenarios.
Use this section to learn best practices, explore typical use cases, and gain confidence in creating efficient, reliable data workflows.
| Title | Complexity | EMS Compatible | iMIS 2017 Compatible |
|---|---|---|---|
| Attaching file to panel source in iImport | Intermediate | Yes | Yes |
| Membership counts by day | Advanced | Yes | Yes |
| Replacing dynamic groups with user roles | Advanced | Yes | No |
| Using iDMS to send emails via PA+ | Intermediate | Yes | Yes |
| Optimizing iUpdate jobs by updating only the contacts that need changes | Advanced | Yes | Yes |
| Using iDMS with persisted cash dues | Intermediate | Yes | No |
Updated 20 days ago
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