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Understanding the Service Central Task List

This section gives an overview of the Service Central task list. To gain access to the Service Central task list, select Service Central from the navigation bar.

Service Central task list

Process customer requests

Select this task list item to open the Process customer request window that interfaces with other iMIS modules to allow you to process customer requests.

Process billing

Select this task list item to open the Process billing window where you can create a dues billing and place a subscription for an individual or a company customer.

Register a customer

Select this task list item to open the Register a customer window where you can enter registration information for a customer.

Enter and edit gifts

Select this task list item to open the Enter and edit gifts window where you can enter and edit gifts and pledges.

Process sales transactions

Select this task list item to open the Process sales transactions window where you can process sales transactions that are tracked through iMIS Accounts Receivable and Cash Receipts.

Process orders

Select this task list item to open the Process orders window where you can process orders.

Enter and edit payments

Select this task list item to open the Enter and edit payments window where you can enter payments received from customers.

Generate reports

Select this task list item to open the Service Central Generate reports window where you can generate a report of detailed daily receipts or a monthly cash distribution report

Service Central Help

Select this task list item to access the Learning and Using Service Central guide.

See Also

Service Central Overview

About iMIS Service Central

iMIS Service Central Capabilities

iMIS Service Central Terminology

Module Restrictions

Service Central Windows


ASI logo 10.6 Production Release. Updated 7/25/2005 4:15:05 PM
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