John Consulting
Videos
Training Videos
Welcome to John Consulting’s iMIS Training Videos Page. Learn how to complete common tasks on the iMIS desktop and the RiSE Staff Site. Need more help or want personalized training? Contact us today to schedule a free consultation.
Adding an Account Note
By Jenna Campbell | January 10th, 2019
Learn how to add a Call History Activity entry to the Member Account Page in Staff Site.
Individual Dues Billing
By Jenna Campbell | January 10th, 2019
Having trouble issuing an individual invoice? Sometimes account date fields are to blame. Learn how to clear the Renewed Thru date and invoice a customer for membership dues in iMIS Desktop.
Community Demonstration
By Jenna Campbell | January 10th, 2019
This video demonstrates some features of iMIS communities, like the Resource Library and Wikis, used in a real-world example.
Adding a Debit Memo
By Jenna Campbell | January 10th, 2019
Shows click-by-click how to add a Debit Memo for a line item charge; bring a credit balance to zero due to an overpayment or credit memo; or cancel a transaction.
Edit Sitemap Item
By Jenna Campbell | January 10th, 2019
Manage an existing Sitemap item by adding a path to content with the Document Browser, and publish the changes.
Event from Template
By Jenna Campbell | January 10th, 2019
Event templates are handy for organizations who have recurring events of similar types, like monthly education webinars or committee meetings. Watch this video to see how to use an event template to make a unique event.
Event Pricing
By Jenna Campbell | January 10th, 2019
Edit an existing event in Staff Site to add or create registration options, set pricing and enter cut-off dates.
Add Site Map Items
By Jenna Campbell | January 10th, 2019
See the process of creating new Parent and Child site map items for use in tiered navigation drop-down menus.
Creating a Dynamic Group
By Jenna Campbell | January 22nd, 2019
Short example on creating a DynamicGroup with IQA. DynamicGroups are a flexible way to create Content Authority Groups and Pricing Groups.
Setting Event Pricing Groups
By Jenna Campbell | January 22nd, 2019
Watch as a DynamicGroup is used for pricing in an event registration option in this new iMIS feature.
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