iMIS Modules >

Customer Maintenance

Add a Custom Report to an iMIS Menu

If you need to add a custom report to your iMIS menu, watch this video.

Add a Validation Table to User Defined Table and Window

Now that you have your validation table created, let's start using it! Watch this video to see how to add your validation table to both your user defined tables and windows (or tabs).

Creating a User Defined Table

Need to track more custom data in iMIS? Watch this video to learn how to create a user defined table in iMIS.

Creating a User Defined Window

If you already have the user defined table created, watch this video to create the window (or tab) on your iMIS desktop

Creating a Validation Table

Tired of typing in the same, repetitious information for different records? Learn how to create a validation table and enter the information only once, then use a drop down box to select from the list. Saves time and keeps your database clean.

Easy Trick! Adding tab preferences

Here's a quick and easy trick to edit your tab preferences. Move your detail and history tabs to where they'll do you the most good. Only takes a few seconds to do.

Editing an IQA Query to Use Parameters at Run Time

Learn how to edit an IQA Query so it will use parameters that are designated by you.

Exporting Data to Microsoft Excel with Ad Hoc Search

Use the iMIS Ad Hoc Search tool to export the data you'd like to see into an Excel spreadsheet.

Introduction to the Ad Hoc Search Instruction Interface

Curious about what the Ad Hoc Search tool is or does? Watch this video and find out the many uses of this powerful tool.

Introduction to the Standard Reports and the Ad Hoc Search Tool

This video will introduce you to iMIS standard reports and the Ad Hoc Search tool.

IQA Querying on a Preferred Mailing Address

Learn how to create an IQA query to find your member's preferred mailing address.

Overview of Report Specs

Learn how to find the details for iMIS reports but following along with this video. You'll learn the structure of how reports are set up.

Print a Profile

Learn how to print a profile with just a few clicks of the mouse.

Set up an ODBC Connection

Learn how to set up a new ODBC connection. The ODBC connection is your connection to your iMIS database.

Use and Customize the Clipboard Feature

Ever wondered what that piece of paper icon was for on your Customer's window? Watch this video to find out and learn how to use the clipboard feature.

Using Microsoft Query to Access iMIS Data

Learn how to use MS Query to get the information you want out of iMIS. This tool will allow you to customize the fields you'd like returned to Microsoft Excel.