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Features of CSA

Benefits to organizations

• Make the most of every interaction with your members, constituents, customers. Recognize VIPs, congratulate achievements, seize opportunities, 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, customers. Customer Service Alerts helps 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