When you select Customers from the navigation bar, a module-specific task list appears on the left of your screen.
Customers task list
Note: Some task list items might not be visible, depending on the access granted by your iMIS administrator and whether you are licensed for certain iMIS modules.
Manage customers
Opens the Manage customers window (Customer Portfolio) that enables you to view, edit, or add customer records.
Manage committees
Opens the Manage committees window that enables you to enter or update committee rosters and appointee information, view or print lists, and produce labels or letters.
Manage chapter rosters
(visible only if licensed for Chapter Reporting) Opens the Manage chapter rosters window that enables you to access customer lists (all, current, future, and past) and data by chapter rosters.
View activity tasks
Opens the View activity tasks window that provides access to the built-in task reminder function in iMIS. You are presented with a summary of all open task activity records that includes items due for follow-up. You can review the open items in detail, print a detailed report, and remove closed items from the reminder list.
Manage Accumail (or Manage QAS)
(visible only if licensed for Accumail or QuickAddress) Opens a sub-menu of tasks for setting up and using the address verification system.
Manage duplicates
(visible only if licensed for Duplicate Merge Manager) Opens the Duplicate Merge Manager window that enables you to find, select, merge, delete, or keep possible duplicate records.
Generate reports
Opens the Generate reports window that enables you to print (or export) all standard output available through the Customers module. The choices include a full array of detailed reports and rosters based on the customer file information, summary and statistical reports, labels, and table listings.
Import activities
Opens the Import activities window that enables you to create mass activity records.
Advanced Query
(visible only if licensed for iMIS Server .NET) Opens a sub-menu of predefined Intelligent Query Architect (IQA) queries on contacts and prospects. See the iMIS Server .NET section of the iMIS System Reference for more information about IQA.
Set up tables
Opens a sub-menu of tasks for configuring and maintaining the tables used by the Customers module.
Set up module
Opens a sub-menu of tasks for configuring the behavior of the Customers module.
Set up Fund Raising
Opens a sub-menu of tasks for configuring Fund-Raising options.
Customers Help
Opens the iMIS product Help.
10.6 Production Release. Updated 2/10/2006 10:38:21 AM
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