The Chartered Institute of Marketing

Step 1 – Open the members contact page Step 2 – scroll down to Invoices Step 3 – Click on the required invoice. This will open the invoice screen ...

Step 1 – Open the members contact page Step 2 – Scroll down to Invoices Step 3 – Click on the required invoice. This will open the invoice screen ...

Step 1 – Open the members contact page Step 2 – Scroll down to addresses Step 3 – Update country if necessary Step 4 - On the search, insert pos...

Step 1 – Open the members contact page Step 2 – Click/Highlight the Account name Step 3 – Press Delete. This will remove the company. To add new one, sear...

Step 1 – Open the members contact page Step 2 – Click on the required fields. Step 3 – Update as required Step 4 – Click on Save on the bottom ...

Step 1 – Open the members contact page Step 2 – Click/Highlight the current job title Step 3 – Press Delete. This will remove the old role. Step 4...

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 been c...

Step 1 – On Helix click on membership then memberships. A list of memberships will appear.   Step 2 – Click on the drop down option for system views and cl...

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 – Open the membership record Step 2 - Check all details on the upgrade form are correct and update system with the correct details if required. Step...