Inquiry Management System (IMS)

Quick Start Guides

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IMS Training Video Part 1: Overview, Resources, Implementation Preparation (10:13)

• Overview (0:40)

• Resources for assistance with IMS (1:14)

• Enabling pop-ups (4:49)

• Signing in (7:09)  

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IMS Training Video Part 2: Dashboard, Responding to Seekers, Logging Follow-up (29:22)

• Left Hand Menu (01:22)

• Find the Inquiry Services Resources Site (01:24) 

IMS: Drop-in sessions/Quick Start Guides/Column headers explained. 

• '?' contacting support (2:50) -(not working please email IMS-Help@bahai.us)

• 'Welcome" your name-circle with initials (3:25)

Email Authentication (3:35)

Time zone change (4:59)

Tour of the Dashboard (7:02)

Tutorial (10:33)

• Responding to "Talk to a Baha'i" (16:32)

Tour of the Inquiry General information

Sending an email from Inquiry (18:01)

Exporting single Inquiry (21:22)

Adding an Interaction, status changes (24:38)

Setting Reminders (25:35)

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IMS Training Video Part 3: Emails, Grid Views, Events, Resources, Contacts: (27:32)

• Emails:  Authentication, how to send mass emails and create templates (00:00)

• Navigating Grid-Views- sorting, filtering, saving custom views, exporting-Excel/ Reports (09:19)

• Events-Creating and inviting (16:33)

• Resources-Coverage during absence/Email Templates (21:56)

• Contacts-Adding local Contacts (25:40)

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IMS Training Video Part 4: Requester Record Tour (28:31)

• Requester Types: General, Seeker, Registrant, and Member (00:31)

Changing Type manually

• Changing Status manually(3:38)

Archiving records

• Request record vs Inquiry record (06:10)

• General tab details (06:53)

All Inquiries tab (08:04)

Area Agencies (08:29)

Interactions (10:07)

Setting a Reminder on the Requester record (11:08)

Emails (13:02)

Events (13:33)

History Log (14:10)

• Registrant record (15:46) and (17:51)

• Exporting to Word or pdf (16:11)

• Re-Assigning Records (16:52)

• Merging Duplicates (21:50)

• How to Create a new Requester and Inquiry at the same time (26:58)

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..And for Regional and Subregional Coordinators re: Registrations:

IMS Training Video for (Sub)Regional Coordinators re: Registrations)  (11:47)

• www.bahai.us/contact/become-a-bahai/ form   (.24)

• If registrant lives in LSA community: Pending Members in eMemership2 (1:28)

• If registrants live in community with no LSA:  Area Agencies to find ATC, Auxiliary Board members, and others, how to indicate 'Verified' to Enroll (2:59)

• How to change Registrant status to Still Seeking (5.00)

• Inability to edit Registrant Records forarded to Assembly or Membership, or Enrolled except Adding Interactions  (5.56)

• Pulling a registrant out of an Assembly's eMembership pending members list and re-forwarding manually (6:48)

• Changing a Seeker to Registrant (8:39)

• Creating a View to see Registrants needing Verification (10:07)