Independence through Training

Training Videos

BSCI presents training videos - learn iMIS15 at your own pace!

Trainer Sheryl Johnson takes you through every phase of using iMIS. Sheryl had been using iMIS for 8 years before coming to BSCI as a consultant in early 2010, providing training and support to iMIS users. She has an Associate degree (with high honors) from College of DuPage in Computer Info Systems, and a Bachelor of Science (with honors) in Business Management from Elmhurst College. She can be reached at (312)553-1253 ext. 232

Module 1 - Customer Relation Management for Full and Casual Users

• 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.