Customers Overview

Features found in the Customers area offer core iMIS functionality, designed for organizations. When you select Customers, you see a detailed view of your customer or member database. With this feature you can enter, edit, track, and maintain your organization's complex and dedicated customer information.

iMIS Customers integrates completely with other areas of iMIS. Much of the information these other areas use is sourced from the customer database, and the customer database is automatically updated whenever edits to customer data are performed within other areas. This constant flow of data makes iMIS an adaptable and expandable tool as the needs of your organization change.

iMIS customer management capabilities

The iMIS Customers feature enables you to perform the following tasks:

  • Track and manage customers information, including eliminating duplicate records.
  • Manage committees and chapter rosters.
  • Store pictures (including logos).
  • Plan and track activities (past, present, and future).
  • Produce detailed standard reports (rosters, statistics, activity detail, and exports).
  • Produce various types of correspondence helpers such as labels, letters, email, and user profiles.

Power of iMIS

Think of iMIS as a virtual filing cabinet filled with file folders that hold complete records for every customer you want to track. Regardless of the number of times these files are accessed, the records are not mislabeled or lost. Each customer file can grow as large as needed. For example, you have the ability to continuously add information, such as what customers have done, where customers work, who customers know, what customers have contributed, and how much customers owe. You can store all of this information safely for as long as you need to keep it.

Designed for associations

iMIS provides the following powerful features:

  • You can search for and retrieve customer information using many methods beyond simply scanning alphabetical lists. For example, you can search by ID, by company affiliation, by status, and by join date.
  • You can display and print any type of customer information you are maintaining. This information can be analyzed in meaningful, organized, and easy-to-use reporting formats.
  • You can view summaries of customer counts and statistics that iMIS maintains and updates automatically.
  • You can quickly generate professional reports, personalized letters, mass e-mail, and labels for a selected group or for all of the customers in your file.
  • You can create your own custom windows, tables, and fields that fit the specific requirements of your organization.

The iMIS design lets you work with your customer data in compact displays and feature-rich menus. Since no two associations are alike, iMIS has a flexible design that lets you customize the system to meet your specific requirements. For this reason, you will work with your System Administrator to set up iMIS to efficiently handle your needs. Pre-planning pays off in long-term usefulness and ease. In addition to customizing your system, you can also personalize the appearance of iMIS.

Tracking flexibility

iMIS provides a central database where you can track the companies and individuals that make up your association. Customers can include prospects, advertisers, exhibitors, subscribers, fundraising donors, and legislators. Plan on your database keeping track of the following types of customers:

  • Everyone who receives your promotional or regular mail, newsletters, and magazines
  • Everyone whose receivables, cash receipts, or other history you want to track
  • Everyone for whom you maintain telemarketing call logs and follow-up information

iMIS uses a single set of entry/edit windows to keep track of all customers in a single database. This unified database approach can:

  • Simplify the data entry procedure by keeping all list entry restricted to a single set of windows or screens.
  • Prevent errors by checking changes to data against lookup/validation tables and questioning or rejecting erroneous information.
  • Eliminate duplication of effort by not requiring multiple data entry for all companies or individuals that simultaneously belong to different lists.
  • Simplify the mailing and communication procedures, guaranteeing that individuals do not receive duplicate mailings when they are on several lists.

iMIS has several facilities to help you categorize and segregate the customer records into the groups you need.

More:
Association list management
iMIS Customers feature terms
Reviewing the iMIS interface
Navigation for Customers