A White Paper to Help You Get the Most Out of iMIS:

The iMIS Evangelist  (pdf)

How to Update Accumail:

Updating Accumail (pdf)

Customer Relationship Management Webinar:

• Introduction
  In this introductory lesson, you will learn ways to use iMIS as a full Customer Relationship Management System. How to log in to iMIS and the parts of the Customer Profile Window and how it can be used to maitain name, address and demographic data, look up history, and virtually all customer-specific operations from one window.

• Lesson 1 - Searching for Customer Records
  In this lesson you will learn ways to find customers in your database using Find, wild cards, ad-hoc search and IQA (Intelligent Query Architect).

• Lesson 2 - Command Buttons
  This lesson will cover all of the command buttons on the Customer Management window and how and when to use them.

• Lesson 3 - The Address Window
  The address window consists of the Address Type Tab, Address, Preferred Option, Phone, Fax and Email, Status, Mail Code. This lesson covers each as well as how to add additional address tabs.