You can look up records using the Directory tab.
You can add a new contact, enter contact details, and view a limited set of contact data for other contacts using the Contacts tab. To add or change a record, you must use the Contacts tab.
Tip: Use the Directory for quick look-ups only; use the Contacts tab if you need to open records.
Based on your privileges, you can change or add the contact’s mailing address, email address, phone, cell, or fax numbers, web site address, birth date, title, designation (such as CPA), and other information as configured.
To update contact records
1. Log on to the iMIS site and select the Contacts tab.
2. Click Find contact in the left menu.
3. Enter information (such as name or company) to find the record you want to update.
Tip: You are not stuck with the default search criteria. A system administrator can change the Default query (/ContactManagement/DefaultSystem/Queries/FindContacts) to add criteria that you frequently need.
Once you find the contact, you can change that record.
4. Use both the left menu and the tabs to access all of the areas you may need to complete or change.
5. Save the record.
Example: Completing a name change
Jan Gable, a member of your organization, recently got married. She calls in to request changes to her name, mailing address, and email address.
1. First, logon to iMIS using a web browser.
2. Click Contacts. Find contact is the default first selection.
3. Enter the first few letters of the woman’s last name (Ga) and first name (Ja), and then press Enter or click go.
4. Select her record from the list by clicking the Select button. iMIS displays her contact record with the fields that you can edit.
5. Next to Prefix, change Ms. to Mrs. with her permission. Next to Last name, change it from Gable to Gentry. Change her mailing address as needed and email address as needed.
6. Click Save. When you see the message “Personal information has been updated” you can either click Log Off or go on to your next iMIS task.