Managing Contacts & Groups
Support members with their user records, manage iMIS web logons, help users reset passwords, check for duplicate records, relate contacts to chapters, companies, or committees, create relationships, and view their recent activities.
Providing Members Offerings
Analyzing the Business
Performing Advanced Queries
Marketing & communications
Define marketing campaigns, appeals, solicitations, source codes, inserts, track responses, perform group segmentation, perform Recency, Frequency, and Monetary (RFM) analysis, and report on campaign progress and performance.
Perform security administration, Desktop vs. Web access, system configuration, address verification, administer user records, use tools, design business objects, manage files used for output, import real estate data with NRDS, manage international taxation, and eliminate duplicate contact records.
Integrate mailing address accuracy tools, set up credit card authorization, integrate the general ledger, and integrate iMIS with third-party applications such as Communicate, iEmail, Informz for iMIS, Spacemaster, TaskCentre, or Friendraising.
Interfaces & Database
Query the iMIS database, work with interfaces for credit card authorizations, perform database maintenance and repair, perform analysis with Analytics, verify addresses, and interface with general ledger tools.
Accounting & Billing
Manage store transactions, offer refunds on orders or dues, process transactions at month's end, set up orders for the Public view, record payments, set fees for registrations, set up online donations, manage fundraising funds, report on finances.
Offering Education Services
Create certification programs and requirements, enter registrations, and track status for registrations, manage instructor information, work with Continuing Education Units (CEUs), and report on progress through certification programs.
Managing Events & Programs
Create events, register attendees, transfer registrations, work with speaker evaluations, close an event to prevent registrations, print event tickets or name badges, solicit sponsors and recruit attendees, and report on events.
Managing Orders & Inventory
15.1.3 Production Release. Updated 5/28/2010 12:42:39 PM
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