Part of managing contacts is knowing what each individual has done with your organization recently and who has had contact with the person lately. The Orders, Activities, Call logs, and Change logs areas help you know how your current relationship is going with the contact so that you can act appropriately.
You can assign call activities for follow up by other members in your database. You may need to double-check the contact’s recent activity to ensure you reach an appropriate correspondence interval.
As a Casual user, you can pay your outstanding dues online using the Billing link and view other members order history using the Orders link, but you’ll find that you cannot view dues payment information or answer other billing-related questions for other contacts.
Your organization may be collecting additional information for each contact record, and you can find that information by clicking the User defined fields link.
To view recent activities
1. Log on to the iMIS site and go to the Contacts tab.
2. Enter some information about the contact you’re interested in, and click go to search for the contact.
3. Select the person’s name by clicking the arrow button in the row with their name.
4. Click Contact Management > Activities in the left menu.
The contact’s recent purchases, attendance at conferences, and other information appears.
5. If the list of Activities is quite long, select a code from the Filter the activity log by list.
To create call activities
1. Log on to the iMIS site and go to the Contacts tab.
2. Click Contact Management > Call logs in the left menu.
3. To assign a task such as calling to follow up on a request, click Add.
4. Enter a note.
5. Select a username from the Assigned to list.
6. In the Follow Up Date field, enter the date you’d like for the follow-up to occur.
7. Click Save.
To view recent transactions
1. Log on to the iMIS site and go to the Contacts tab.
2. Enter some information about the contact you’re interested in, and click go to search for the contact.
3. Select the person’s name by clicking the arrow button in the row with their name.
4. Click Contact Management > Orders in the left menu.
The contact’s recent orders appear, and you can print it or confirm the payment of an order.
To assign a new logon or password for a contact
Note that you must have the contact’s current password in order to change it for them.
1. Log on to iMIS and go to the Contacts tab.
2. Enter some information about the contact you’re interested in, and click go to search for the contact.
3. Select the person’s name by clicking the arrow button in the row with their name.
4. Click Contact Management > Logon & password in the left menu.
□ If you want to create a new logon but leave the password the same, enter the new logon and click Save.
□ If you want to change the password but keep the logon the same, enter their current password, and then enter the new password twice to confirm, and then click Save.