Community videos

These videos will teach you how to connect with your constituents by creating and managing committees.

For information about Community training classes, see iMIS Training.

See ASI Training for official training information!

Overview

Community Overview

   

Committees

Managing committees

   

Contacts

Adding and editing contacts

Importing contacts

Managing duplicate contacts

Merging individual contacts

Adding activity types to contact profile pages

Managing activity tasks

Adding alerts to account pages

Setting primary organization

Erasing a contact's personal data

Volunteers

Managing volunteers

   

Security

Security overview

Assigning user credentials and staff access

Company Administrator