Getting Started with Personify360

Personify360 Enterprise Suite is a member relationship management solution that helps your organization build strong member bonds and achieve excellence in member services. Personify360 is the only AMS system that adapts to your organization, workgroups, and individual end-users. Through the use of personas, Personify360 improves productivity while reducing the learning curve. By providing staff access only to menus, screens, and tasks relevant to their day-to-day job functions, personas empower staff to rapidly respond to member needs, and quickly deploy mission-critical products and services.

What You Can Expect

Personify360 delivers:

· A persona-based system designed to increase staff productivity.

· A comprehensive suite of out-of-the-box applications that optimize member services enterprise-wide.

· A flexible, high-performance platform that supports application customizations.

· A powerful visual querying and reporting tool that transforms data into information.

This section of Personify360 Online Help covers the basic information you need to know in order to get started with your Personify360 system, regardless of the role you may have in the application. We’ll provide you with a general understanding of how to navigate around the application by detailing the Personify360 layout, as well as a discussion on personas and the functionality offered in the application.

In February 2011, TMA Resources, now Personify, Inc., released Personify 7.3.1. This release includes a complete revamping of the user interface that incorporates the Microsoft Office 2007 user interface, including the use of a ribbon bar, as well as enhancements to screen tabs and menu items. It also includes a new design for the homepage that provides users with quick action links to most common tasks and major enhancements to the applications search capabilities, making the user experience more enjoyable. This section covers the general user experience for users on Personify360 7.6.2.