Implementation videos

For information about Implementation training classes, see iMIS Training.

Using social media to login to iMIS

Installing the DataVault

Dashboards overview

Workbook Converter overview

Activity tasks

Activity types

Adding attachments to activity panels

Address settings

AR statements

Batches

Bill to ID

Billing cycles

Billing products

Cancelling an event

Cancelling membership renewals

Committee positions

Customer types

Defining CEUs and updating attendance

Event attendee transfer and substitute

Event categories

Event pricing groups

General ledger export

General lookup tables

Gift items

Importing contacts

Iventory

Kitting

Managing chapters

Managing committees, minutes, and notes

Managing expired members

Open credits

Order details

Order stages

Payments

Premiums

Prepayments

Printing tickets

Prorating

Relationship types

Reversing a membership invoice without cancelling the membership

Running reports

Settings

Suppress individual names fields for company records

System options

Term dates and prices on subscriptions

Update licensing

Wildcards