The Chartered Institute of Marketing

Step 1 – Click on Membership Step 2 – Click on Contacts – this will direct you to the all contacts screen Step 3 – Using the search bar, search to s...

Step 1 – Click on Membership Step 2 – Click on companies – this will direct you to the all companies screen Step 3 – Using the search bar, search to...

Step 1 - Create new contact using the details provided on the application on Helix if the member does not already exist.   Step 2 – Once contact has bee...

Step 1 – Click on membership, then membership processing Step 2 – Using the search bar, search to see if the contact already exists on the system, clic...

Step 1 – Open the members contact page Step 2 – On the centre activities section, select and open the activity/membership pack. This will populate the N...

Step 1 – Open the members contact page Step 2 – Scroll down to Notes Step 3 – To add a new note, click on the plus button above notes Step 4 – To ...

Step 1 – Open the members contact page Step 2 – Click on the Members Entity – This will populate a drop down menu Step 3 – Select Audit History, this...

Step 1 – Open the members contact page Step 2 – Check Transactions for any open invoices towards membership Step 3 – Click New Membership – This wi...

Step 1 – Open the members contact page Step 2 – On the activities section, Click on the 3 dots. A drop down menu will appear Step 3 – Click on CPD pac...

Step 1 – Open the members contact page Step 2 – On the activities section, Click on the 3 dots. A drop down menu will appear Step 3 – Click on membe...