Tutorials and Common Workflows

The Tutorials and Common Workflows provide step-by-step guidance for completing common tasks and building real-world processes in iDMS. Whether you are importing data, updating records, scheduling jobs, or integrating with external systems, these tutorials are designed to help you apply core concepts in practical scenarios.

Use this section to learn best practices, explore typical use cases, and gain confidence in creating efficient, reliable data workflows.

Title	Complexity	EMS Compatible	iMIS 2017 Compatible
Attaching file to panel source in iImport	Intermediate	Yes	Yes
Membership counts by day	Advanced	Yes	Yes
Replacing dynamic groups with user roles	Advanced	Yes	No
Using iDMS to send emails via PA+	Intermediate	Yes	Yes
Optimizing iUpdate jobs by updating only the contacts that need changes	Advanced	Yes	Yes
Using iDMS with persisted cash dues	Intermediate	Yes	No