iMIS guides you through the process of creating a new account (contact), step by step (Contacts > Create account). After you create an account you can edit the information by account and using the options on the Contact management menu (Contacts > Contact management).
Before creating an account, iMIS always prompts you to use Find contact to be sure the account does not already exist. If you want to require contacts to find a potential organization match before creating an account, your Administrator can select User must select his or her company before creating an account in the System Setup > Set up customer web components > Create account search page.
Note: The name of the current contact record appears under the tabs. If you do not see the contact name on the Contact management pages, you need to run the rebuild UpdateFullName script (Utilities > Reports and Queries > Table Maintenance > Run UpdateFullName script). This script can be run by a system administrator from Desktop.
To create an account in Contacts
iMIS guides you through the process of creating a new account (contact), step by step.
1. Log on to your site and click Contacts > Create account.
2. Enter all required information to look for an existing account.
3. Click Next.
4. Enter the account details or search for your organization name, depending on your iMIS configuration.
Note: Your iMIS Administrator can select User must select his or her company before creating an account in the System Setup > Set up customer web components > Create account search page in order to require contacts to search for their organization before creating an account.
5. Click Next.
6. (optional) If iMIS finds a pre-existing account, you can verify or add additional contact information on the next page.
7. Click Save to save the contact record.
Note: A contact who has had an account created for them by a staff member has to go to the Public view website and click Look up my account. Once they locate their account, iMIS sends them an email message with a link to set up their username and password.