Navigation for Customers

When you select Customers from the navigation bar, a specific task list appears on the left of your screen.

Note: Some task list items might not be visible, depending on the access granted by your iMIS administrator and whether you are licensed for certain iMIS features.

Manage customers

Opens the Manage customers window that enables you to view, edit, or add customer records.

Manage committees

Opens the Manage committees window that enables you to enter or update committee rosters and appointee information, view or print lists, and produce labels or letters.

Manage chapter rosters

(visible only if licensed for Chapter Reporting) Opens the Manage chapter rosters window that enables you to  access customer lists (all, current, future, and past) and data by chapter rosters.

View activity tasks

Opens the View activity tasks window that provides access to the built-in task reminder function in iMIS. You are presented with a summary of all open task activity records that includes items due for follow-up. You can review the open items in detail, print a detailed report, and remove closed items from the reminder list.

Manage Accumail (or Manage QAS)

(visible only if licensed for Accumail or QuickAddress) Opens a sub-menu of tasks for setting up and using the address verification system.

Manage duplicates

(visible only if licensed for Duplicate Merge Manager) Opens the Duplicate Merge Manager window that enables you to find, select, merge, delete, or keep possible duplicate records.

Generate reports

Opens the Generate reports window that enables you to print (or export) all standard output available through the Customers feature. The choices include a full array of detailed reports and rosters based on the customer file information, summary and statistical reports, labels, and table listings.

Import activities

Opens the Import activities window that enables you to create mass activity records.

IQA

This functionality is no longer available in iMIS Desktop. You can access it from the Staff site|topic=Contacts Reports.

Set up tables

Opens a sub-menu of tasks for configuring and maintaining the tables used by the Customers feature.

Set up module

Opens a sub-menu of tasks for configuring the behavior of the Customers feature.

Set up fundraising

Opens a sub-menu of tasks for configuring fundraising options.