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.
Learn how to add a Call History Activity entry to the Member Account Page in Staff Site.
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.
This video demonstrates some features of iMIS communities, like the Resource Library and Wikis, used in a real-world example.
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.
Manage an existing Sitemap item by adding a path to content with the Document Browser, and publish the changes.
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.
Edit an existing event in Staff Site to add or create registration options, set pricing and enter cut-off dates.
See the process of creating new Parent and Child site map items for use in tiered navigation drop-down menus.
Short example on creating a DynamicGroup with IQA. DynamicGroups are a flexible way to create Content Authority Groups and Pricing Groups.
Watch as a DynamicGroup is used for pricing in an event registration option in this new iMIS feature.