Every other Wednesday afternoon, we host a webinar spotlighting best practices and products for iMIS users. A few previous topics include moving from the desktop to the staff site, keeping your iMIS system in tip top shape, linking in RiSE, and bridges to third party integrations. To provide all iMIS users with best practices and new ideas, our recorded webinars are available at no charge. Browse by category to find a topic of interest.
Don’t see what you are looking for? Send your request for the next webinar topic to email@example.com.
Do you have data from sources outside of iMIS and are looking to import it into iMIS so you can maximize the effectiveness of your queries, reports, dashboards and engagement scoring? If so, ATS Ultimate Spreadsheet importer may do the trick. Join us as we review how you can import customer records, addresses, demographics and activity records from any spreadsheet in any format. Concerned about creating duplicate records? Not a problem with the Ultimate Spreadsheet Importer, which de-dupes before you upload the data and allows you to create de-duping rules to ensure consistency of data flow.
Join us as we show, step-by-step, how to duplicate your existing RiSE site and create a "Sandbox" site that is a safe place, out of the public eye, to develop content, new ideas, and test functionality.