iMIS Training Manual Index

iMIS Training Manual Index

What is iMIS?
iMIS is a cloud-based software designed for non-profits and membership organizations. It combines CRM, marketing, event management, personalized web portals, and more into a single system, enhancing operational efficiency and member engagement. The platform also offers automation tools and robust reporting for data-driven decision-making.

What is this Knowledge Base (KB) article?
This article serves as a central hub, providing names and links to all other iMIS KB articles. Use this as your starting point to find guides on various tasks within the new tool. Below, you’ll find all the articles categorized for easy navigation:

General:
  1. HowTo - Log into iMIS
  2. GenInfo - iMIS Data Dictionary

Contacts:
  1. HowTo - Search for contacts in iMIS
  2. HowTo - View contact information in iMIS
  3. HowTo - Create a new contact in iMIS
  4. HowTo - Edit contact information in iMIS

Groups:
  1. HowTo - Search for groups in iMIS
  2. HowTo - View group information in iMIS
  3. HowTo - Create a new group in iMIS
  4. HowTo - Edit group information in iMIS

Organizations:
  1. HowTo - Search for organizations in iMIS
  2. HowTo - View organization information in iMIS
  3. HowTo - Create a new organization in iMIS
  4. HowTo - Edit organization information in iMIS

Microsoft Teams Integration:
  1. HowTo - Add Microsoft UPN to contact in iMIS


Below section is NOT available yet
Reports:
  1. HowTo - Run reports in iMIS

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