You can add a new contact, enter contact details, and view a limited set of contact data for other contacts. To add or change a record, you must use the Contacts tab.
Note: Searching under the Directory tab does not give you access to records; the Directory provides quick look-ups only.
The process for changing records always begins with Find.
To change contact records
1. Search for the contact in the Contacts tab.
Tip: To avoid creating a duplicate record, always search for the contact on the Contacts tab.
Once you find the contact, you can change that record.
Note: An iMIS system administrator can modify the query to change the results to display by default using the Default query in /ContactManagement/DefaultSystem/Queries/FindContacts.
2. Use both the left menu and the tabs to access all of the areas you may need to complete or change.
3. Save the record.
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 any iMIS Desktop.
To search for contacts by ID
1. Log onto iMIS and go to Tools.
2. Go to Document System and open $ > ContactManagement > DefaultSystem > Queries > FindContacts.
3. Edit the default query and put your mode into Advanced.
4. On the Filter tab add iMIS ID as a filter and make it a prompt.
5. Save the query. Now users can search on ID in Contacts > Find contact.
To find a contact in the Directory tab
From the Directory tab, you can find a contact (Directory > Find contact). You cannot change a user record by searching on the Directory tab.
1. Select the Directory tab.
2. Enter search criteria for the contact in the Last Name starts with field or the other fields.
Note: An iMIS system administrator can modify the query to change the results to display by default using the Default query in $/ContactManagement/DefaultSystem/Queries/FindContacts.
3. Click Go.
The contact list displays below the search criteria.
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 any iMIS Desktop.
Tip: If you see fewer results than you expect, you may have a case-sensitive database; try different cases in your search (such as "Au" instead of "au").
To find committee members in Directory
1. On your site, select Directory > Committees for a list of all of the committees.
Note: Only those committees enabled to show on the web with current members will be listed. Refer to Committee codes window for instructions on enabling a committee for the web.
Note: An iMIS system administrator can modify the query to change the committees to display by default using the Default query in $\Contact Management\DefaultSystem\Directory\Committees\Default.
2. Select a committee on the list to see a complete membership list.
Note: An iMIS system administrator can modify the query to change the results to display by default using the Default query in $\Contact Management\DefaultSystem\Directory\Committees\Members\Default.