Viewing and Editing Meeting Related IMS Roles

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Viewing and Editing Program Related IMS Roles

Before you can add a relationship to a product, IMS roles need to be set up.

This process suggests products to customers based on related roles defined to a product. You can configure the system to suggest products based on a plethora of variables such as, past purchases, membership involvement, past program attendance, etc. For example, on the e-Business website, if a customer bought a book and the sequel was released, the sequel would be suggested to the customer. This process only works after a role is setup. A role defines a product relationship with one another.

To add related roles:

From the eBusiness tab, select Related Roles.
The Related IMS Roles screen displays, as shown below.

Click the +New Related Role link from the upper right of the screen.
The Add New Related Role screen displays, as shown below.

Enter the Role.

Enter the Description.

Click Save.