Customers
Customers is the core area of functionality where back-office customer relationship management occurs.
Common commands and shortcuts (Desktop)
Authorization levels for Customers
Running multiple iMIS instances
About Detail and History tab preferences
Manage customers - Detail area
Entering financial information
Entering salutations information
Viewing AR/Cash activity records
Viewing event registrations and activities
Viewing orders and order activities
Viewing exhibition registrations and activities
Viewing certification activities
Viewing change log activity records
Viewing fundraising information
Managing matching plans information
Managing notification information
Printing customer address labels
Attaching documents to activity records
More:
Common commands and shortcuts (Desktop)
Customers Overview
Customer Data Management
Detailed Customer Data
Historical Customer Data
Customer Communication