The Member site has numerous enhancements that improve customer experience and tighten integration with iMIS Desktop.
■ Directory Searches for Contact Data – Replicating the versatility of Find (Adhoc Search) in Desktop, the Directory page offers a drop-down list of prebuilt searches, which use a set of queries in the Document System ($/ContactManagement/DefaultSystem/Queries/Directory/PeopleSearch). You can add to and change these queries, control the formatting of the printed output, and export the contact data to Word, Excel, and data files. Currently only administrative staff can access this feature.
■ Account page for public users – A new page for viewing and managing their account now appears to public users in the Member site. These separate account pages are designed specifically for staff and public users, so organizations can control the information displayed to each group.
■ About Me: extended contact data from Desktop – The About Me page has been expanded to include comprehensive data from numerous tabs in Desktop: Status, Profile, Financial, VAT, and Other. An authenticated user can now view, add, and edit this extended contact record data from the Member site without having to access Desktop.
■ Communities available in Member sites – Communities is now available in the Member site, with stylesheets adjusted to work within the new themes and masterpages. Communities includes forums, blogs, wikis, announcements, and libraries for shared resources.