You have probably heard of “CRM”, which is Customer Relationship Management. Most likely, all the goals you have for your organization revolve around maintaining good relationships with your customers, or members, which is the heart of CRM.
In today’s world, we use databases to keep detailed records of contact information, such as name and addresses, phone and email, history and activities. CRM software such as iMIS promises to keep all of that under control and make sure that your effort is never wasted and that you don’t ever lose information.
We cover some basics here. The reference documentation for Contacts covers the things you can do to manage contact data with iMIS.
Contact records contain information about names stored in your database