© 2020 RSM US LLP. All rights reserved.
Benefits to organizations
- Make the most of every interaction with your members, constituents and customers. Recognize VIPs, congratulate achievements, seize opportunities and remember unpaid balances.
- Turn strategy into execution. Alert staff to what is most important and tune the message as priorities shift.
- Empower staff to build relationships. Your iMIS database holds a wealth of knowledge about your members, constituents and customers. Customer Service Alerts help your staff tap into this institutional memory.
Features for users
- Stays open while you work.
- See important information from iMIS without having to dig for it.
- When you see a problem, CSA can let you take corrective action with one click.
Features for administrators
- CSA can alert on any information stored in your iMIS database — even data in tables iMIS doesn't know about, or in other databases.
- Unlimited Alert rules.
- Extend Alerts with Actions, to perform automation at the touch of a button.
- Integrates with TaskCentre. Use CSA to enqueue a task for the currently displayed record.