Community videos
These videos will teach you how to connect with your constituents by creating and managing committees.
See ASI Training for official training information!
Overview
Community Overview
Account pages
Account page layouts
Creating custom Full Account (staff view) pages
Creating custom My Account (public view) pages
Committees
Managing committees
Committee member view
Committee setup
Searching for committee members
Contacts
Working with contacts
Importing contacts
Setting primary organization
Assign a Primary Organization to a Contact
Erasing a contact's personal data
Updating email addresses
Managing activity tasks
Creating and using custom activity types
Understanding the company administrator role
Adding addresses to a contact's account
The iMIS Self-Service Portal
Duplicate Merge
Duplicate Merge: Overview
Merging duplicate contacts
Managing multiple duplicates
Deterring duplicate account creation during event registrations
Add organization merge to custom account pages
Security
Security overview
Assigning user credentials and staff access
Module authorization levels overview
Understanding the contact security queries
Creating secure queries
Volunteers
Managing volunteers