Rainy day: 10 iMIS Tips
Tip 4: iMIS Letter System
If you are sending the same letter or email to your members or donors then why not develop it as a new letter in iMIS? Did you know that you can use the Letter System to send personalised emails? Learn how to create letters at http://docs.imis.com
Tip 5: Data integrity
You don’t need a policy to get started in data integrity. Basic principle applies to all iMIS databases: Garbage In = Garbage Out
To get started ...
- Start at the top of your iMIS customers module and work your way your fields! Define each field – what is it? how is it used?
- Are there any opportunities? Could you add a drop down menu for data consistency?
- Develop iQA, Adhoc or other queries to identify missing, incomplete and incorrect formats.
Tip 6: iMIS Desktop
Spend 5 minutes with each user showing them these three tips:
- Editing the order and display of detail and history tabs
- Copy/paste button
- Opening a new instance of iMIS