iMIS Knowledgebase

Telemarketing

• How to manage active campaigns

Project Manager

• How to navigate to Project Manager
• How to use the Project List
• How to create a project
• How to schedule a project

Getting Started

• How to get to the iMIS Staff Site

Working with Contacts

• How to set a primary contact for a company
• How to add account notes
• How to change an affiliated Bar Association
• Assigning CLE Credit for Box Sets and CDs

Membership and Subscriptions

• How to run monthly AutoPay
• How to override a member type during a join or renewal
• How to export the election list
• How to prepare LAL magazine labels
• How to export dues statement data for printer
• How to set up a One Bill firm

See all 11 articles

Election Module

• How to access the Election Module
• How to create an election
• How to add offices to an election
• How to add a candidate to an election
• How to add nominators to a candidate
• How to export a list of nominators

CLE

• How to add a new CLE in a Box product to CLE Credit Form
• How to award CLE Credits for an event

Event Management

• How to activate an event
• How to request event activation
• How to set up an event for Guest of Member
• How to run a close out report for event series
• How to resolve event pricing issues

Commerce

• How to set up the CLE and Mediasite link for a product

Fundraising

• How to generate the cultivation list
• How to enter recurring gifts
• How to get to the Donor Profile
• How to enter gifts and pledges on the Staff Site
• How to suppress donor confirmation email

Accounting

• How To Check Delivery of Statements
• How to lookup a Transaction by Transaction Number
• How to manage voided transactions

Marketing

• How to set up a membership promotion code

Web Content Management

• How to upload splash art for membership promotions