Manage contact, address, and demographic information for contacts, organizations, or groups.
Key features
The following are key contact related features:
- Manage contact, address, and custom demographic information for individuals or organizations.
- Create an unlimited number of tables and fields for collecting and tracking custom demographic data.
- Real-time address validation powered by Experian Data Quality
- Define multiple addresses to be maintained for each contact.
- Maintain separate phone, fax, and email addresses for multiple addresses.
- Track and manage contact activity, including email correspondence, phone calls, meetings, event attendance, product sales, membership fees, or donations.
- Create an unlimited number of custom activities.
- Store social media addresses for individuals and organizations.
- Relate individuals and subsidiaries to a parent organization for hierarchical rosters.
- Create unique reciprocal relationships between individuals or organizations, such as Child of or Guest of.
- Search for and find contacts using any data field.
Online profile and directory
Go beyond typical constituent management with iMIS. With simple-to-use tools, your constituents are empowered to update their own profile information and access their financial history online or through a mobile device.
Key features
- Use the standard profile web page or easily change page design.
- Determine which fields constituents can view and edit.
- Enable constituents to view their event, order, membership, or giving history.
- Enable constituents to view their committee, chapter, or community participation.
- Create searchable online directories of specific groups.
Contact: Add-on features
Contact Merge enables you to identify potential duplicate contacts or organizations and merge those duplicate records. All financial, activity, and other information associated with the duplicate record is transferred to the correct record. Information missing from the correct record can be populated with information from the duplicate record.
