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A
accepting
     booth preferences
accepting Diners Club and Carte Blanche credit cards
access
     keywords, assigning to activity records
     keywords, assigning to address information
     keywords, assigning to custom windows
     keywords, assigning to Fund Raising tab
     keywords, assigning to Internet Security tab
     keywords, assigning to status information
     keywords, assigning to users
          Assigning Access Keywords to Users
          To assign access keywords to users
     keywords, creating
     limiting user
     limiting, activity records
     limiting, custom windows
     limiting, reports
Access privilege
Access to Output Processes
ACCESS_KEYWORDS
     assigning to custom tabs
     assigning to users
     creating
     HIDDEN keyword
          To assign access keywords to custom window tabs
          To create access keywords
     lookup table
accessing the Customizer
account
     adjustments
          Accounting window
          Set up product categories window
     adjustments (default)
     code
          define new credit card cash
     cost of goods sold
          Accounting window
          Set up product categories window
     cost of goods sold (default)
     default accounts
          Inventory System Setup window
          Set up product categories window
     general ledger
          Defining Referral Fee Product Code
          Defining Referral Subscription Product Code
          Set up tax codes window
     hierarchy
          Account Hierarchy for Inventory Adjustments
          Multiple Warehouses
          Standard Inventory
          Understanding Product Account Hierarchy
     income
          Accounting window
          Income Account
          Set up product categories window
     income (default)
     information
     inventory
          Accounting window
          Set up product categories window
     inventory (default)
     modify credit card cash
     product
          Defining Product Account Information
          To define product account information
account hierarchy
account hierarchy
     multi-warehouses
     standard inventory
Account Info tab
     Enter and edit orders window - Account Info tab
     Register a customer window
accounting
     entries
     transactions
Accounting Method
accounting methods
Accounting window
     Accounting window
     Manage inventory sub-task list
     Manage products window
accounts
     Default
     setting up due to-due from
     setting up multiple credit card authorization
accounts in AR/Cash
     setting up credit card
Accounts Receivable window
accrual dues
     billing cycle
     generating individual billing
     generating mass billing
     posting mass batches
     processing adjustments
     processing payments
     setting options
     using batch control
     viewing billing results
AccuMail
     installing
acknowledgement
     customizing
     letter, sending customized
Acknowledgement tab, Enter and edit gifts window
acquiring financial institution
activities
     editing in Manage customers window
     exposition related
     viewing
     viewing all in Manage customers window
     viewing customer's SALES
     viewing SALES
activities, searching request
Activities-All tab
Activities-All tab (Manage customers window)
Activities-All tab, Manage customers window
Activities-All tab, Manage customers window
     viewing donor club activities
     viewing fundraising activities
Activity Detail window
     Activity Detail window
     To set up a speaker activity type
     To view customer order activities
     To view donor club activities achieved through event registrations
     To view event activities for a registrant
Activity fields
     defining
     Event System Preferences window
     Expo System Options window
Activity Planning report
     sample
activity records
     adding
     editing
     managing
     mapping fields
     records, limiting access to
          Limiting Access to Activity Records
          To limit access to activity records
     viewing
          To view event activities for a registrant
          To view or edit an Exposition activity record
activity type
activity type
     ISSUEREQ
          Configuring Issues e-mail
          Troubleshooting E-mail Problems
     ISSUEREQ, create
     ISSUEREQ, creating
     speaker
Actual Cost
Add a Prospect window
     Add a Prospect window
     To add a prospect
Add Individual window
Add New Customer window
add-on charges
Add-on Charges window
     Add-on Charges window
     Orders task list
     Set up module window
adding
      program notes
     activity records
     appeal expenses
     contacts
     donor record
          Adding a Donor Record
          To add a new donor record
     exhibitors to wait lists
     notes
     products to product lists (exhibitor's)
     prospects
     service contractors
adding a customer record
adding a customer with dues payment
Adding a Filter
Adding a Segment
Adding an Exclusion Segment
Adding Lookups to Search Fields
Additional Fields window
additional program options
     setting
address
     editing information
     entering addresses
address information
     editing
     limiting access to
Address Layout Tester window
address of event
address verification
address verification
     requesting
addresses
     verify online
          Batch and Manual address verification in iMIS
          Verifying Addresses Online
     verifying online
adhoc searches
     introduction to
     temp lists
Adjust Effective Date window
Adjust Hours button
adjust residual balances
adjustments
     processing for accrual dues
adjustments account
     default
          Inventory System Setup window
          Set up product categories window
     product
adjustments, processing
Administering iMIS via iFC
Administering Roles
Administering Roles at a Glance
Administering Security
Administering the Central Object Repository
Administering User Security
Administering User Security at a Glance
Advanced button
Advanced Mode Options for Sources
Advanced Setup
Alias
All Companies Exhibiting Product window
alpha table
     special pricing example
alternate key
analysis database
     Basic concepts for your IT staff
     Cubes and dimensions
     Overview
     System requirements
Analysis Services
Analytics host
     Basic concepts for your IT staff
     System requirements
Analytics.chm
AnalyticsConfiguration.exe
analyzing business performance
     Analyzing iMIS business performance with the iMIS Briefing Book
     Overview
     Viewing iMIS Analytics cubes for ad-hoc analysis
annual billing cycle
     calculating Billing Interval
annual pledge
appeal expenses
     adding
     deleting
     editing
     entering
appeals
     defining
          Defining Appeals
          To define an appeal
apply a credit balance
      directly from Payment Entry window
      Process customer requests window
      using *TAB
applying
     credit memos to multiple funds
     debit memos to multiple funds
applying a single payment
     Processing Orders and Event Registrations
     To apply a credit card payment for an order and an event registration
applying a single payment by credit card
applying payment to unpaid items
AR Importer
     benefits of
     enabling
     example import file
     format data
     import data
     review history before importing transactions
     using
     verify import
     view open credits from import
AR line entity ownership
AR/Cash activities
     viewing in Manage customers window
AR/Cash activity records
     viewing in Manage customers window
AR/Cash Set up module window
AR/Cash Set up module window
     multiple entities, additional fields for
AR/Cash tab
AR/Cash tab (Manage customers window)
AR/Cash tab on Manage customers window, viewing separate payer data
Area (Square Units)
Arrange Script Sections window
     Arrange Script Sections window
     To arrange scripts
arranging
     sales scripts
ASI
     consulting
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Overview
     support
assigning
     access keywords to users
          Assigning Access Keywords to Users
          To assign access keywords to users
     booths
          Assigning Booths
          To assign a booth
     status codes
assigning keywords to custom tabs
assigning keywords to users
Assignment area, Issue window
Asynchronous Process
attendance
     definition
Attendee tab
     fields
     Register a customer window
     To edit a registrant's address
attributes, dimension
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
authorization
authorization
     credit card file layouts
     deferred
     deferred credit card
     enter credit card payment using immeditate
     immediate
     immediate credit card
     levels for pledge credit and pledge debit memos
          iMIS Authorization Levels for Pledge Credit and Debit Memos
     manual
     options, setting up credit card (Fund Raising)
     setting up credit card
     submit cred card payments for
     using credit card
     what is credit card
authorization accounts
     setting up multiple credit card
authorization options
     setting up credit card (AR/Cash)
Authorization Reports window
authorization requirements
     credit card
auto-apply option
      applying a payment to multiple items
     Processing Payments
     Service Central Windows
Auto-map source codes when retrieving responses
automatic
     address verification
Automatic Backorder Processing
     backorder options
          Backorder Processing window
          To define backorder options
     Backorder Processing window
     Process orders sub-task list
     Ship Complete or Cancel Entire Order
     Ship Complete, Hold Until 100% Complete
     Ship Partial, Backorder Remainder
     Ship Partial, Cancel Backorders
     To define backorder options
automatic enrollment feature
automatic freight
automatic handling
Automatically Enter First and/or Subsequent Maintenance Portion(s) options
automating mailing labels
AVAIL_CREDITSee product codes
Availability button (hotel)
Available button
available products
     Inventory window
     Manage products window
     Order Processing Terms
     Warehouses window
average cost (product)
     Inventory window
     Warehouses window
average valuation method
B
backorder options
Backorder Processing window
     Backorder Processing window
     Orders task list
     Set up module window
backorders
      releasing (manually)
     automatic processing
     batch control
     definition
     priority
     products
     releasing
          Process orders sub-task list
          Releasing Backorders by Posting Product Receipts
          To release backorders after printing shipping papers
          To release backorders by editing open orders
bad debt, writing off
badge
     entering information
     printed information
BADGE_TYPE
badges
     entering
Badges report
     sample
Badges tab
     fields
     Register a customer window
     Register a customer window - Badges tab
Badges window
balancing problems, correcting
bar code
Base GST
     defining
     definition
basic concepts
     for executives and managers
     for IT staff
batch
batch
     creating a new
     posting a group
     posting a single
     printing
     select
     working with
Batch Address Verification
     overview
batch control
     backorders
     batch date
     batch header
     deleting pledge credit or debit memo
     Enter and edit orders window - Overview tab
     features
     Order Status Defaults window
     using with accrual dues
     Viewing Imported Orders
batch header record
Batch window
Begin Date
      dues billing run
     calculating for annual billing cycle
     non-dues billing run
          Calculating the Begin Date for a Non-Dues Billing Run
          Calculating the Billing Interval for a Non-Dues Billing Run
benefits for executives and managers
Bill Begin date
Bill to
Bill to
     address
     customer
     definition
     editing
     ID
          Enter and edit orders window
          Enter and edit orders window - Overview tab
          Register a customer window - Overview tab
     information
     Transfer/Substitute
Billed Thru date
Billing
      categories
      deciding what gets billed
      deciding who gets billed
      entering a full payment
      include inactive members
          Billing for a Subscription Product
          Set up billing cycles window
      include inactive sections
          Billing for a Subscription Product
          Set up billing cycles window
      options
      task list
      terminology
     accrual-basis operations
     cash-basis operations
     defining general setup options
     mass
          For a dues billing run
          Running Mass Dues Billing
     module overview
          iMIS Billing System Overview
          Overview of the Billing Process
     overall process
     processing for new customers
     product codes
          Billing Product Codes
          Defining Product Codes
     setting up
     testing billing data generation
     testing setup
     troubleshooting
     verifying new renewals
billing and reminder notices
     setting
Billing and Reminder Notices window
billing category
     creating
billing cycles
     accrual dues
     categories
          Billing for a Subscription Product
          Set up billing cycles window
     creating
          Creating Billing Cycles
          To create a new billing cycle
          To set up a subscription billing cycle
     products
          Billing for a Subscription Product
          Set up billing cycles window
billing date, move
Billing Interval
     calculating for annual billing cycle
Billing item
     Code
          Defining Referral Fee Product Code
          Defining Referral Subscription Product Code
     Description
          Defining Referral Fee Product Code
          Defining Referral Subscription Product Code
     Product Type
          Defining Referral Fee Product Code
          Defining Referral Subscription Product Code
     Title
     viewing in Manage customers window
Billing Items
     Standard Price
          Defining Referral Fee Product Code
          Defining Referral Subscription Product Code
billing items and activities
     viewing in Manage customers window
billing setup
     testing renewal notice printing
Billing system setup
Billing tab (Manage customers window)
Billing task list
     using
Billing terminology
     accrual accounting
     anniversary billing time
     annual billing time
     batch
     Bill Begin date
     Billed Thru date
     billing
     billing category
     billing cycle
     billing interval
     billing term
     cash accounting
     credit
     customer
     customer type
     debit
     deferred income
     Effective Date
     list billing
     Paid Thru date
     prorating
     Renewal Notice
     Renewed Thru date
     subscriber
billing time
     anniversary
     annual
bin
     Order Processing Terms
     Warehouses window
Booth button
Booth Change History
     window
Booth Change History window
booth changes
     viewing
          Viewing Booth Changes
Booth Generator window
booth information
     importing
Booth Inventory Assignment window
Booth Preference Management window
booth preferences
     accepting
     converting all
     declining
     deleting
     entering
     managing
Booth Preferences window
booth pricing
     defining
booth products
     defining
booth proximity
booths
     assigning
          Assigning Booths
          To assign a booth
     changing the booth class in EXPOCAD
     changing the booth number in EXPOCAD
     generating
     importing
     increasing availability
          To add additional booths for an exhibitor on a wait list
          To increase booth availability for an exhibitor on a wait list
     managing
          Managing Booth Inventory
          Managing Proximity Assignments
     proximity assignments
     removing
     renting in EXPOCAD
     un-renting in EXPOCAD
     window
Booths window
     Booths window
     Event Function Detail window
Bound Query
Briefing Book
     analyzing business performance
          Analyzing iMIS business performance with the iMIS Briefing Book
          Overview
          Viewing iMIS Analytics cubes for ad-hoc analysis
     creating custom views
          Basic concepts for your executives and managers
          Cubes and dimensions
          Predefined views in the iMIS Analytics Briefing Book
          Viewing iMIS Analytics cubes for ad-hoc analysis
     cubes
          Basic concepts for your IT staff
          Cubes and dimensions
          Overview
          Viewing iMIS Analytics cubes for ad-hoc analysis
     custom iMIS demographics
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
     dimensions
          Basic concepts for your executives and managers
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Cubes and dimensions
     Dimensions Tool
          Analyzing iMIS business performance with the iMIS Briefing Book
          Basic concepts for your executives and managers
     drill-downs and cross-drills
     finding data not in a predefined view
     installing
     measures (facts)
          Basic concepts for your executives and managers
          Basic concepts for your IT staff
     members (levels)
          Basic concepts for your executives and managers
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
     overview
          Important iMIS Analytics concepts
          Overview
     predefined views
          Analyzing iMIS business performance with the iMIS Briefing Book
          Basic concepts for your executives and managers
          Predefined views in the iMIS Analytics Briefing Book
     system requirements
     viewers, OLAP
          Important iMIS Analytics concepts
          Overview
          System requirements
     views versus reports and queries
browsing
     database
     databasebrowsing_database
browsing cubes
bump date
     prorating example
bus architecture
     Basic concepts for your IT staff
     Important iMIS Analytics concepts
business intelligence
     Analyzing iMIS business performance with the iMIS Briefing Book
     Overview
     Viewing iMIS Analytics cubes for ad-hoc analysis
Business object
     Adding a Segment
     Concepts and Terms: Intelligent Query Architect
     Creating a Segmentation Job
     Querying User-Defined Tables
business performance, analyzing
     Analyzing iMIS business performance with the iMIS Briefing Book
     Overview
     Viewing iMIS Analytics cubes for ad-hoc analysis
buttons
     Adjust Hours
     Advanced
     Availability (hotels)
     Available (hotel)
     Booth
     Hotels
     Letter
     Mark All Absent
     Mark All Attended
     More
     More Payments
          Register a customer window - Payments tab
          To enter multiple payments
     Preferences
     Register Result List
     Rooms
     Sharing
     Transfer/Substitute
          Register a customer window - Overview tab
          To edit the Bill To information
     Update Attendance
     View Roster
C
call activity
     editing in Manage customers window
     entering in Manage customers window
     viewing in Manage customers
Calls tab (Manage customers window)
Campaign
Campaign
     changing status
     defining
     deleting
     managing
     navigating
     planning
     viewing
Campaign Management
Campaign Management
     advanced version
     appeal definition
     basic version
     campaign definition
     concepts
     creating a solicitation
     creating a source code
     creating a source list
     creating an appeal
     creating an insert
     defining costs
     fundraising campaign example
     generating output
     hierarchy
     integration in iMIS
     licensing and installing
     managing communications
     managing responses
     managing tasks
     monitoring and measuring performance
     product overview
     roles
     setting module options
     setting up
     setting up reports and output processes
     setting up security groups
     solicitation definition
     source code definition
     synchronizing responses
     using
     versions
Campaign Management Procedures
      To add or remove a source list
     To add a user to a security group
     To add an insert to a source code
     To assign a product to an appeal
     To change a campaign, appeal, or solicitation status
     To configure Campaign Management options
     To copy a campaign
     To create a campaign
     To create a response stage
     To create a solicitation
     To create a source code
     To create a source list
     To create an appeal
     To create an insert
     To define costs
     To delete a campaign
     To delete a campaign, appeal, solicitation, or source code
     To delete an appeal
     To edit a campaign
     To edit a task
     To edit an appeal
     To edit campaign security
     To export a source list
     To generate e-mail messages or MS Word merge documents
     To navigate a campaign
     To purge inactive campaigns
     To run a report
     To select a source list
     To synchronize responses
     To view a campaign
     To view a task
campaigns
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
campaigns, defining
     Defining Campaigns
     To define a campaign
Canadian tax codes
     assigning to event functions
     assigning to events
          Assigning Canadian Tax Codes to Events
          To assign a Canadian tax code to an event
     Base GST
          Defining Canadian Tax Codes
          To define the BASE_GST tax code
     Primary GST
          Defining Canadian Tax Codes
          To define the Primary GST tax code
     Primary PST
          Defining Canadian Tax Codes
          To define a provincial tax code
Canadian tax options
     GST
     PST
Canadian taxation
     applying to freight and handling charges
     assigning to event functions
     assigning to events
          Assigning Canadian Tax Codes to Events
          To assign a Canadian tax code to an event
     defining tax codes
     defining the default tax authority
     enabling
          Set up subcomponents window
          To enable Canadian taxation for the Default Organization
     enabling for a product
          To apply Canadian taxation to a product
          To apply Canadian taxation to a product category
          To apply Canadian taxation to a product in AR/Cash
          To apply VAT to a product in AR/Cash
     enabling for a product category
          To apply Canadian taxation to a product
          To apply Canadian taxation to a product category
          To apply VAT to a product
          To apply VAT to a product category
     enabling for Orders
     GST remittance number
     modifying reports
          Modifying Reports for Canadian Taxes
          To modify reports and invoices for Canadian taxes
     tax authority
     Taxation Method
Canadian taxes
Canadian taxes
     GST remittance number
     tax authority
canceling
     EXPOCAD order in iMIS
     expositions
     invoiced orders
     orders for wait listed products
canceling an event
cancellation fee
cancellation reason code
cancellations, processing
Capabilities
capabilities of iMIS Fund Raising
capabilities, Issues module
capture
carrier route
     Benefits of QAS Postal Barcoding Module
     Benefits of Using Postal Modules
Carte Blanche credit cards
     accepting and validating
cash account
     modify credit card
cash account code
     define new credit card
cash and check payments
cash dues for list payments
cash handling
cash handling
     backorders and batch control
     cash and check payments
     credit card payments
cash line entity ownership
cash receipts
cash receipts
     processing
CASSSee Coding Accuracy Support System
catch-up mode, deferred income
categories
     defining
category
     code (product)
     definition of
     order type
     product
          Manage products window
          To define product categories
     product kit
CCAuthAcct table
certificate
     definition
Certification
      benefits of using
      menu
      special features
      terms
     how it works
     integration with other iMIS modules
Certification
     defining options
certification activities
     viewing in Manage customers window
certification activity types
     creating
certification orders
     printing invoices
     viewing through Enter and edit orders window
Certification program
     closing and canceling
     creating
Certification Program Type window
certification records
     purging
Certification tab (Manage customers window)
certified labels
     print
Certified Medical Accounting Specialist designation
CEU
     definition
CEU Certificates report
     sample
CEU field prompts
     customizing
change log activities
     viewing in Manage customers window
          To view Change Log activity
          To view Opportunities
Change Log tab (Manage customers window)
     Manage customers window - Change Log tab
     Manage customers window - Opportunity tab
changing
     addressbrowsing_database
     status codes
changing the update schedule
channels
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
CHAPT product type
chapters
     introduction to
charges
     add-on
     freight
          Add-on Charges window
          Calculating Freight Charges that Fall Outside Defined Ranges
          Calculating Order Values that Fall Outside Defined Ranges
          Defining Quantity Ranges
          Defining Value Ranges
          Defining Weight Tables
          Enter and edit orders window - Overview tab
          Ship Order window
          To define a quantity range
          To define a shipping zone
          To define a value range
          To define a weight table
          To delete a shipping zone
          To edit a shipping zone
          To edit a weight table
          To edit an order's freight and handling charges
          To edit or delete a quantity range
          To edit or delete a value range
     handling
          Add-on Charges window
          Enter and edit orders window - Overview tab
          Ship Order window
          To edit an order's freight and handling charges
     restocking
          Add-on Charges window
          Enter and edit orders window - Order Details tab
          Enter and edit orders window - Overview tab
check-out message
check/CC
     definition
checking for duplicate records
     Checking for Duplicate Records
     To check for duplicate records
Child Components window
     Child Components window
     To attach subcomponents to a component
     To link event functions
Choose from Wait List for opening
     enabling
          Event System Preferences window
          To enable function wait lists
          To enable the Choose from Wait List for opening option.
Citrix
class
     registrant
Client Contact Purging Utility
client system requirements
cloning expositions
Close orders window
     Orders task list
     Process orders sub-task list
closing
     EXPOCAD exposition in iMIS
     expositions
closing an event
closing and canceling Certification programs
closing orders
     Process orders sub-task list
     To close an order
CMAS designation
     educational requirements for
code
     cancellation reason
     city tax
     define new credit card cash account
     hold
          Enter and edit orders window - Order Details tab
          To place an order on hold
          To release orders placed on hold
          Understanding Order Hold Codes
     order type
     product
          Enter and edit orders window - Overview tab
          Manage products window
          Special Pricing window
     product category
     product kit
     shipping method
     source
     state tax
     tax
          Set up tax codes window
          To define tax codes
     warehouse
Code (Billing Item)
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
Coding Accuracy Support System (CASS)
commission rate
committed products
     Manage products window
     Order Processing Terms
committees
committees
     introduction to
companies
company conflicts
     managing
          Managing Company Conflicts
          To edit the list of conflicting companies
Company Conflicts window
company record
     entering company records
company rosters
     viewing in Manage customers window
company/institute
Comparison Method
completion
     definition of
Completion from Entry into Rotating Portion option
component
     definition of
     enrolling a student in
     locate using the Component Find window
component address information
     entering
Component Instructors window
component locations
     creating multiple
component order
     entering
component prerequisites
     defining
     window
component registration
     cancelling
     entering a payment
     processing in the Register a student by component -window
     processing in the Register a student by program window
     processing through the Events module
component statistics
     viewing
components
     creating
     EXPOCAD and ExpoCadExp file
     iMIS
     iMISFind
concepts
     for executives and managers
     for IT staff
Concepts and Terms
      iMIS Framework Console
      Intelligent Query Architect
      Reports and Output Processes
      RFM Analytics
      Security Administration
      Segmentation
configurable prompts
configure prompts and e-mail settings
configuring
     e-mail
     Issues module
configuring iMIS Analytics
     Basic concepts for your IT staff
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Securing iMIS Analytics
Configuring iMIS Printers
Configuring Output Processes
Configuring Referrals System Setup
confirmation
     definition
conflict code
CONFLICT_CODE
Conflicting Booths/Products window
conformed dimensions and measures (facts)
connections
     Installing the iMIS Analytics Briefing Book on client computers
     System requirements
consulting, ASI
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Overview
Contact list
Contact record
contacts
     adding
     deleting
     managing
     viewing
continuing education
     adjusting credits
     hours/points
     tracking credits
Controlling Joins Between Filters
Convert quotes
Convert quotes window
     Orders task list
     Process orders sub-task list
converting orders
converting quotes
Copying a Segmentation Job
CORE
     Concepts and Terms: Intelligent Query Architect
     Concepts and Terms: Reports and Output Processes
correcting balancing problems
Cost
Cost
     average (product)
          Inventory window
          Warehouses window
     extended (product)
     last (product)
          Inventory window
          Warehouses window
     product
          Inventory window
          Warehouses window
     standard (product)
          Inventory window
          Warehouses window
     total (inventory)
          Inventory window
          Warehouses window
     unit
cost of goods sold
cost of goods sold
     average valuation method
     standard valuation method
     valuation method
cost of goods sold account
     default
          Inventory System Setup window
          Set up product categories window
     product
Cost per Thousand
countries
country codes
     defining VAT country codes
          Defining VAT and Intrastate Country Codes
          To define a country code
     formatting addresses
create
     E-Mail Overlay report specification
     ISSUEREQ activity type
Create Activity Records for Component Registrations option
creating
      joint programs
      multiple locations for a component
     access keywords
     certification activity types
     certification program
     components
     EXPOCAD floor plan
     general lookup/validation tables
          Creating General Lookup/Validation Tables
          Creating General Lookup/Validation Tables for Exposition Management
     initial certificatiion program requirements
     letters and reports
Creating a Crystal Report Output Process
Creating a Microsoft Word Merge Output Process
Creating a Segmentation Job
Creating an E-mail Merge Output Process
Creating an Opportunity Output Process
Creating an Output Process
creating ISSUEREQ activity type
Creating n-Select Segments
creating open dues item
Creating Output Processes
Creating RFM Analysis Definitions
creating the ACCESS_KEYWORDS lookup table
Creating the Referrals Fee (Sales Item)
Creating the Referrals Subscription
credit balances
credit balances
     applying as payment
          To apply a credit balance as payment
     applying to other customers
          Applying Credit Balances to Other Customers
          Applying Credit Balances to Other Registrants
credit card
     accepting and validating Diners Club and Carte Blanche
     authorization file layouts
     authorization options (Fund Raising), setting up
     Authorization Reports window
     authorization requirements
     authorization terms and concepts
     Credit card authorization window
     deferred authorization
     Deferred Credit Card Pre-Authorization report sample
     Deferred Pre-Authorization report
     payments for authorization
          submit
     payments, applying
     run Deferred Pre-Authorization report
     Search credit card info window
     terms and concepts
     transactions
          searching
credit card accounts in AR/Cash
     setting up
Credit Card authorizaiton gateway
credit card authorization
     immediate
     setting up
     using
     what is
credit card authorization accounts
     setting up multiple
credit card authorization options
     setting up (AR/Cash)
Credit card authorization window
credit card cash account
     modify
credit card cash account code
     define new
credit card payment using immediate authorization
     enter
credit card payments
credit card payments
     submitting deferred
credit card transactions
     search
Credit Invoices window
credit invoices, creating
credit items
credit memo
     Add-on Charges window
     Enter and edit orders window - Order Details tab
     To edit a credit memo order's restocking charge
credit memo order type
credit memo orders
credit memos
     Adjusting Journal Entries
     apply to multiple funds
     Credit Memos
     recording
     using
credit memos, entering pledge
credit orders
credit transactions
     viewing
Credit/Debit Invoices Write-Off window
Cross-sell items
     definition
     status codes
Crystal Report Specifications
Crystal reports
      Campaign Management
      Opportunity Management
      RFM
      Segmentation
     Administering the Central Object Repository
     Creating a Crystal Report Output Process
     Troubleshooting Reports and Output Processes
cubes
     Basic concepts for your IT staff
     Cubes and dimensions
     Overview
     Viewing iMIS Analytics cubes for ad-hoc analysis
Current Booth Assignments window
Current Service Contractors window
custom
     fields
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
     iMIS demographics
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
     tables
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
custom table
     creating
          Creating a Custom Table
          To create a custom table
     deleting
     modifying
custom tabs
     assigning access keywords
     creating
          Creating a Custom Tab
          To create a custom tab
     creating access keywords
     deleting
     hiding
     limiting access
     modifying
     samples
custom windows, limiting access to or hiding
customer
     adding new
          Enter and edit orders window - Overview tab
          To add a new customer during order entry
     Bill to
     Ship to
     type
          Add New Customer window
          Special Pricing window
     Web type
Customer Portfolio
     accessing orders
Customer Portfolio Tab Preferences window
customer record
      creating an open cash dues item
customer renewal notices
Customer Setup – Access Keys window
Customer Setup – Additional Windows window
Customer Setup – Advanced window
Customer Setup - Address and Notes window
Customer Setup - Advanced window
     Customer Setup - Advanced window
     To customize the CEU field prompts
Customer Setup - Basic Options window
Customer Setup - Change Logging window
Customer Setup - Indexes window
customer type
     copying to registrant class
          Event System Preferences window
          To copy customer type codes to registrant class codes
customer types
     setting up
customer.location
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
customer.type
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
CustomerExt
Customers
     authorization levels
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
customized acknowledgement letter, sending
customizer
Customizer
     accessing
     assigning keywords to custom tabs
     converting existing fields
     converting LAN demographics
     converting pre-3.2x versions
     creating a custom tab
          Creating a Custom Tab
          To create a custom tab
     creating a custom table
     creating access keywords
     creating custom table
     deleting a multiple-instance record
     deleting custom tab
     deleting custom table
     editing a multiple-instance record
     entering multiple-instance information
     entering single-instance information
     entering user-defined data
     features
     limiting access
     modifying a custom table
     modifying custom tab
     reviewing interface
     sample custom tab
     viewing a multiple-instance record
customizing acknowledgement
customizing iMIS Analytics
     Basic concepts for your IT staff
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Securing iMIS Analytics
D
data mart
     Basic concepts for your IT staff
     Important iMIS Analytics concepts
data transformation services (DTS)
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Manually running the Update iMIS Analytics DTS package
     Overview
data warehouse
     Basic concepts for your IT staff
     Overview
     System requirements
data, current versus historical
database
     browsingbrowsing_database
     definition
databases
     analysis
          Basic concepts for your IT staff
          Cubes and dimensions
          Overview
          System requirements
     database connections
     growth rate
     OLAP
          Basic concepts for your IT staff
          Overview
     performance
     permissions
     security
     system requirements
Date
     installment
     move billing
     range, viewing fundraising history by
          About Fund Raising History Filters
          To view Fund Raising information in the Customer Portfolio
dates
dates
      Billed Thru
     Begin Date for dues billing
     Begin Date for non-dues billing
          Calculating the Begin Date for a Non-Dues Billing Run
          Calculating the Billing Interval for a Non-Dues Billing Run
     Bill Begin
     Paid Thru
     Renewed Thru
     viewing in the Dues/Subscriptions window
DBA name
debit adjustments
     recording
debit memo order type
debit memo orders
     enabling options
     entering
debit memos
     Adjusting Journal Entries
     apply to multiple funds
     Debit Memos
     using
debit memos, entering pledge
debit transactions
     viewing
declining
     booth preferences
default
     duplicate record formula
     Fund Raising options, defining
Default Accounts
     adjustments
          Inventory System Setup window
          Set up product categories window
     cost of goods sold
          Inventory System Setup window
          Set up product categories window
     income
          Inventory System Setup window
          Set up product categories window
     inventory
          Inventory System Setup window
          Set up product categories window
     Inventory System Setup window
     Set up components window
     Set up product categories window
Default Dues Fees
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
default order type
     Order Status Defaults window
     To define order status defaults
default organization
Default Shipping Configuration window
     Add-on Charges window
     Default Shipping Configuration window
default shipping method
defaults
     order status
deferral term, accuracy of
deferred authorization
     AR/Cash Credit Card Authorization window
     credit card
     Deferred authorization
deferred credit card payments
     submitting
Deferred Credit Card Pre-Authorization report
     sample
deferred income
     accuracy of term
     Adjust Effective Date window
     adjustments, processing dues/subscriptions
     catch-up mode
     defined
     dues/subscriptions
     dues/subscriptions deferral terms
     enabling
     incremental method
     lump sum method
     matrix
     methods
     processing transactions
     set up for dues/subscription products
Deferred Pre-Authorization report
Define an event window
     Define an event - event list window
     Functions Overview
define new credit card cash account code
defining
      activity fields
      component prerequisites
     add-on charges
     appeals
          Defining Appeals
          To define an appeal
     backorder options
     booth products and booth pricing
     campaigns
          Defining Campaigns
          To define a campaign
     certification options
     component categories
     default accounts (product category)
     default adjustments account (product category)
     default booth size
     default cost of goods sold account (product category)
     default Fund Raising options
     default income account (product category)
     default inventory account (product category)
     distributions and premiums
          Defining Distributions and Premiums
          To define a distribution or premium
     donor clubs
          Defining Donor Clubs
          To define donor clubs
     event in EXPOCAD
     exhibitor classes
     EXPOCAD Exposition in iMIS
     exposition addresses
     exposition descriptions
     exposition notes
     exposition products
     expositions
     Fund Raising setup options
     funds
          Defining Funds
          To define a fund
     general exposition options
     inventory options
          Inventory System Setup window
          To define inventory options
     options
     order status defaults
     order types
          Defining Order Types
          To define order types
     organization
     product account information
          Defining Product Account Information
          To define product account information
     product categories
     product categories for kits
     product fees
     product inventory
     product kit components
     product kits
     product links
     product mapping
     product special pricing
          Defining Product Special Pricing
          To define product special pricing
          To generate purchase quantity discounts
     products
          Defining Exposition Products
          To define a product
          To define an exposition product
     publication demographics
     shipping methods
          Default Shipping Configuration window
          Defining Shipping Methods
     shipping zone tables
          Defining Shipping Zones
          To define a shipping zone
     tax codes
     upsell products
     warehouses
     Web order options
     weight tables
Defining a Query
     Creating a Microsoft Word Merge Output Process
     Query Definition
Defining RFM Analyses
Delete Component Registrations at Cancellation option
delete issue
Delete Program on Cancel option
Delete Program on Close option
Delete Program Registration at Cancellation setup option
deleting
      payments
     appeal expenses
     booth preferences
     contacts
     exhibitors from wait lists
     expositions
     gift or pledge
     gifts
     inventory transactions
     pledge credit or debit memo with batch control enabled
     product links
     products
     products (that have wait lists)
     products from product lists (exhibitor's)
     reserved products
     service contractors
     unposted batch
     warehouses
Deleting a Segment
Deleting a Segmentation Job
deleting custom tab
deleting event functions
deleting function links
deleting issues
delivery point
     Benefits of QAS Postal Barcoding Module
     Benefits of Using Postal Modules
demographics, custom
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Important iMIS Analytics concepts
     Overview
Description
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
Description (Billing Item)
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
designation
     definition of
Detail Report Parameters window for E-Mail Overlay, example
determining transaction entity ownership
Dev Status prompt sample scenario
dimension attributes
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
dimensional models
     Basic concepts for your IT staff
     Cubes and dimensions
dimensions
     Basic concepts for your executives and managers
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Cubes and dimensions
Dimensions Tool
     Analyzing iMIS business performance with the iMIS Briefing Book
     Basic concepts for your executives and managers
Diners Club credit cards
     accepting and validating
direct transaction types
discount
     based on order quantity
     line item
     order
Display Order
Distributed Transaction Coordinator service
distribution/income line entity ownership
distributions, defining
     Defining Distributions and Premiums
     To define a distribution or premium
Document
     Concepts and Terms: Reports and Output Processes
     Uploading Documents
     Uploading Templates
documentation, third-party
domains
donor
     adding record
          Adding a Donor Record
          To add a new donor record
     editing record
donor clubs
     activities, viewing in Activities-All tab on Manage customers window
     defining
          Defining Donor Clubs
          To define donor clubs
     history, viewing
          Fund Raising tab - Donor Recognition sub-tab
          To view Fund Raising information in the Customer Portfolio
     history, viewing through Fund Raising history windows
          Fund Raising tab - Donor Recognition sub-tab
          To view Fund Raising information in the Customer Portfolio
donor information
     entering in Manage customers window
Donor tab (Manage customers window)
Donor tab, Enter and edit gifts window
down payment, pay
drill-downs and cross-drills
Driver Business Object
drop-down list values, predefined
DTS
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Manually running the Update iMIS Analytics DTS package
     Overview
due from cash entity
due to owner entity
due to-due from
     accounts, setting up
     processing
Due To-Due From accounts, setting up
dues
dues billing
     running individual
     running mass
Dues Importer
      enabling
      formatting data for import
      verifying import
     importing data
     viewing open credits
DUES product type
dues/subscriptions
     adjustments, processing
     defer income
     deferral terms, establishing
     set up deferred income
duplicate records
     checking for
          Checking for Duplicate Records
          To check for duplicate records
     formula
Duplicating a Segment
dynamic charting
E
e-mail
      using to send Transaction Summary
     configure
     configuring
     queue issue status update
     sending issue status updates via
     troubleshoot problems
     troubleshooting problems
E-mail merge
     Creating an E-mail Merge Output Process
     Troubleshooting Reports and Output Processes
E-Mail Overlay report specification
E-Mail Overlay report specification
     create
     Service_Request.ServiceReference
     Service_Request.Status
     Service_Request.Title
E-Mail Overlay Report Specifications window
E-mail Server Configuration area, Set up module window
e-mailing
     letter to a customer
earned income
     defined
edit
     issue
     issue resolution information
editing
editing
      existing products
      payments
     activity records
     address information
     appeal expenses
     Billed Thru date for a non-dues payment line item
     certification activity records
     donor record
     EXPOCAD order in iMIS
     freight charges
     gift
     gifts
     handling charges
     installment pledge
     inventory transactions
     issue resolution information
     issues
     letters and reports
     payment types
          To edit a payment type not recognized as prepaid cash
          To edit a payment type recognized as prepaid cash
     payments
     pledge credit or debit memo
     products
          To edit a product
          To edit or delete an exposition product
     program requirements
     Renewed Thru date for a customer
     Ship to information
     shipping information
     soft credit information, new
     warehouses
     weight tables
editing data in a non-grid window
Editing Lists
enabling
     Canadian Taxation
     duplicate order/order ID checking
     system options
     wait lists
enrolling a student in a component
enrollment
enter
     issue resolution information
     multiple gifts or multiple single pledges using rapid gift entry
     new issue
Enter and edit cash receipts window
     Enter and edit cash receipts window
     entering a payment in
     To enter a payment in AR/Cash
Enter and edit credit memos window
     Enter and edit credit memos window
     showing split funds
Enter and edit debit memos window
     Enter and edit debit memos window
Enter and edit gifts window
Enter and edit gifts window
     Acknowledgement tab
     Donor tab
     Matching Plan tab
     Memorial/Tribute tab
     Notes tab
     Overview tab
     Split Gifts tab
Enter and edit orders window
     Account Info tab
     Enter and edit orders window
     entering a payment for Certification components
     Order Details tab
     Orders task list
     Overview tab
     Payments tab
     Ship to Info tab
     viewing certification orders
Enter and edit payments window
     Enter and edit payments window
     Service Central Windows
Enter and edit pledge credit memos window
     Enter and edit pledge credit memos window
     To enter a pledge credit memo
Enter and edit pledge debit memos window
Enter and edit receipts and adjustments window
     Enter and edit receipts and adjustments window
     Manage inventory sub-task list
     Orders task list
enter credit card payment using immediate authorization
entering
      component address information
      component instructor information
      component-specific information
      program descriptions
      program notes
      program prerequisites
     appeal expenses
     badges
     booth preferences
     component order
     credit memo orders
     detailed product information
     event payments
          Entering Event Payments
          To enter an event payment
     exhibitor information
          Entering Exhibitor Information
          To enter exhibitor information
     Fund Raising payments
     fundraising event registration
          Registering for a Fundraising Event
          To enter an event registration
     installment pledges
          Entering an Installment Pledge
          To enter an installment pledge
     interest codes
     inventory adjustments
          Enter and edit receipts and adjustments window
          To enter inventory adjustments
     inventory adjustments (multi-warehouses)
     inventory receipts
     inventory receipts (multi-warehouses)
     inventory transactions
     inventory transfers
     issue resolution information
     issues
     line notes
     matching gifts
          Entering Matching Gifts
          To enter a matching gift
     memorial/tribute codes
     memorials and tributes
     orders
          Entering Exposition Orders
          To enter an exposition order
     other registration information
     payment schedule
     payments (multiple)
     payments in Enter and edit cash receipts window
     payments in Process payments window
     pledge credit memo
     pledge debit memo
     post invoice payments
     requests
     Ship to information
     single gift
          Entering a Single Gift or Pledge
          To enter a single gift or single pledge
     soft credit information, new
     split gifts
          Entering Split Gifts
          To enter a split gift or pledge
Entering a Reference Fee
entering an order request
entering event registration for multiple records
entering payments
Entering Referrals Fee Payments
Entering Values for Comparison
entities
entities, using multiple
entity ownership
     AR line
     cash line
     determining transaction
     distribution/income line
entry, using rapid gift
Errors
Errors
      Crystal Reports
      E-mail Merges
      MS Word Integration
escape character
Estimated Cost
event
event
     activities, viewing through Fund Raising History windows
          Fund Raising tab - Donor Recognition sub-tab
          To view Fund Raising information in the Customer Portfolio
     attendance
     badge
     defining as a fundraising event
     defining as fundraising event
     definition
     deleting on close
     function fees, setting
          Setting event function fees
          To define event function fees and GL information
     functions, defining
     payments, entering
          Entering Event Payments
          To enter an event payment
     registering for fundraising
          Registering for a Fundraising Event
          To enter an event registration
     status
          Define an event - event details window
          Define an event - event list window
event activities
     viewing in Manage customers window
          To view an event activity record
          Viewing Event Registrations and Activities
event address
Event Address window
     Define an event - event details window
     Event Address window
event and function name calculations
     setting up
event coordinators
     entering
Event Coordinators window
     Define an event - event details window
     Event Coordinators window
event dates
     beginning
     early cutoff
     ending
     regular cutoff
Event Description window
     adding user-defined fields
     Define an event - event details window
     Event Description window
     To add user-defined Event Description Fields
event directions
     suppress printing on confirmation letter
Event Exhibitor List
event function
     attendance limit
     beginning date
     beginning time
     code
     deleting
     deleting a link
     description
     editing
     ending date
     ending time
     increasing attendance limit
     marking attendance
     Max Registrations per Registrant
     secondary (child)
     show on Web
     sort sequence
     status
     title
     to link
     type
     updating attendance
     viewing roster
Event Function Definition - CEU window
     Event Function Definition - CEU window
     Event Function Detail window
Event Function Definition - Fees window
     Event Function Definition - Fees window
     Event Function Detail window
Event Function Definition - Plan window
     Event Function Definition - Plan window
     Event Function Detail window
Event Function Definition - Speakers window
Event Function Detail window
event function planning
     defining
event in EXPOCAD
     defining
     opening
event name calculation
event notes
     suppress printing on confirmation letter
Event Notes window
     Define an event - event details window
     Event Notes window
event registrant
     finding
event registration
      transferring registrants back to events
     adding a function
     adding from wait list
     applying VAT
     canceling with a fee
     canceling with no fee
     deleting a function
     display message when limit is reached
          Event System Preferences window
          To display a warning message when an event is full
     editing bill to information
     editing payments
     enabling duplicate checking
     entering
     entering a payment
     entering badge information
     entering for multiple customers
     entering hotel information
     entering multiple payments
     finding
     viewing in Manage customers window
     viewing rosters
event registration classes
     defining
event registration for multiple records, entering
event registrations
     viewing in Manage customers window
event resource groups
     defining
     defining resources
Event Roster window
     Define an event - event details window
     Event Roster window
     To view a roster
event standard resources
     current resources
     defining
     defining groups
event status
     active
     canceled
     closed
     frozen
     pending
Event System Preferences window
     Event System Preferences window
     Set up module window
events
     accessing fields
     activity records
     attendance limit
     canceling
          Define an event - event details window
          To cancel an event
     closing
          Define an event - event details window
          To close an event
     defining new
     deleting on close
     entering address information
     entering description information
     entering notes
     entering SQL registration verification calculation
     modifying
     sorting by code
     sorting by date
     sorting by status
     sorting by title
     suppressing notes on confirmation letter
     viewing a registrant's activities
     viewing and sorting
     viewng roster
Events Advanced Features window
     Events Advanced Features window
     Set up module window
Events module
     processing component registrations
Events tab (Manage customers window)
Events task list
     Define an event window
     Generate reports window
     Register a customer window
     Set up module window
     Set up tables menu
Example
      Find current registrants
      Find members by company and state
      Find members by state or join date
      Find purchases by amount and date
      Find recipients for e-mail
      Find registered members by city
      Find total number of pledges by amount
example import file
exhibition activitiy
     viewing in Manage customers window
exhibition registration
     viewing in Manage customers window
Exhibition tab (Manage customers window)
exhibitor classes
     defining
     managing
     mapping customer types
Exhibitor Company Product Maintenance window
exhibitor contacts
     managing
Exhibitor Contacts window
exhibitor information
     entering
          Entering Exhibitor Information
          To enter exhibitor information
     viewing
          To view exhibitor information
          Viewing Exhibitor Information
Exhibitor Information window
Exhibitors
Exhibitors
     substituting
     transferring
EXPCAD tool bar
     window
expenses
     adding appeal
     deleting appeal
     editing appeal
     entering appeal
Expo Address window
Expo Advanced Features window
Expo Description window
     Expo Description window
     To create user-defined fields for the Expo Description window
Expo Forms window
Expo General Setup window
Expo Notes window
Expo Options window
Expo Order Line Note window
Expo Prospect Reports window
Expo Registration - Name Address window
Expo Registration - Name/Address window
     To edit a registrant's address
     To enter an order-line note
Expo Registration - Other window
     Expo Registration - Other window
     To create user-defined fields for the Expo Registration - Other window
Expo Roster window
     Expo Roster window
     To view a roster
Expo Sales window
Expo System Options window
Expo System Setup
     window
EXPOCAD
EXPOCAD - Change Booth Number
     window
EXPOCAD - Default Values
     window
EXPOCAD - Max Fit
     window
EXPOCAD - Rent Booth
     window
EXPOCAD - Set Booth Class
     window
EXPOCAD Exposition in iMIS
     closing
     defining
EXPOCAD floor plan
     creating
EXPOCAD Import
     window
ExpoCad Local Setup
     window
EXPOCAD order in iMIS
     canceling
     editing
ExpoCad System Options
     Area
     Quantity
Exporting Output Processes
exposition activities
     viewing in Manage customers window
Exposition Booth & Product Fees
     window
Exposition Booth & Product Fees window
Exposition Definition
     window
exposition directions
     suppress printing on confirmation letter
          To define an exposition address
          To enter an exposition note
exposition history
     viewing
exposition notes
     suppress printing on confirmation letter
Exposition Orders
     window
Exposition Product Detail
     window
Exposition Product Detail window
     Exposition Product Detail window
     To define a product link
     To define an exposition product
     To define an upsell product
     To define product fees
     To delete a product link
     To generate booths
     To import booths
     To remove booths
Exposition Product Links window
Exposition Products - Upsell Items window
exposition rosters
     viewing
Exposition tab (Manage customers window)
exposition(s)
     sorting by code
     sorting by date
     sorting by status
     sorting by title
     suppressing directions on confirmation letter
expositions
      viewing rosters
     adding service contractors
     addresses
     canceling
     cloning
     closing
     defining
          Defining an Exposition
          To define an exposition
     defining general options
          Defining General Exposition Options
          To define general exposition options
     defining options
     deleting on close
     deleting service contractors
     descriptions
     forms
          To add forms to an exposition
          To edit or delete exposition forms
     modifying
     notes
     status
     suppressing notes on confirmation letters
     viewing available
Expositions/Meetings for window
Expositions/Meetings window
Extend Good Thru for Grace Period option
extended product cost
extract, transform, and load (ETL) schedule
     Basic concepts for your IT staff
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Overview
F
facts
fail status
      assigning to a registration
features
     maintaining multiple programs
Features and Benefits
      Security Administration
fee structure scenarios
     early and regular fees for all classes
     fees by class-fees for all
     multiple fee by class-single income account
     multiple fees and income accounts by class
     multiple fees for some classes-single fees for others
     no fees charged
     single fee and income account
     single fee and multiple income accounts by class
fees
     cancellation
     charged
     definition
fees, setting event function
     Setting event function fees
     To define event function fees and GL information
field
     definition
field contents example, user-defined tab
field labels, sample scenario
field syntax
fields
     activity
          Event System Preferences window
          Expo System Options window
     Attendee tab
     Badges tab
     CEU
     converting
          To convert iMIS LAN demographics
          To convert pre-3.2x C/S versions
     Other tab
     Overview tab
     syntax
     user-defined
          Creating User-Defined Fields
          Define an event - event details window
          Event Description window
          Register a customer window - Other tab
          Set up activity types window
          Set up module window
fields, custom
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Important iMIS Analytics concepts
     Overview
file layouts
     credit card authorization
Filter
Filter Options for Advanced Mode
financial information
     entering in Manage customers window
Financial tab (Manage customers window)
Find Company window
Find window
     Find window
     To enter an event registration for multiple customers
finding
     company record
     inventory transactions
          To find inventory transactions by date
          To find inventory transactions using the Inventory Transaction list
          To find product inventory transactions using the Post receipts window
     pledge credit or debit memo using ID
     pledge credit or debit memo using multiple search criteria
     pledge credit or debit memo using transaction date
finding data not in a predefined view
Finding Referrals by Client
Finding Referrals by Client and Provider
Finding Referrals by Provider
flag
flowdown
     Information Flowdown to Badges
     Information Flowdown to Open Events
forecasting capabilities
format data for import
forms
     adding
     adding, editing, and deleting
     managing
          Managing Exposition Forms
     modifying
     tracking
Forms Status window
freight charges
     automatic
          Add-on Charges window
          Enter and edit orders window - Order Details tab
     by order quantity
          Add-on Charges window
          Calculating Freight Charges that Fall Outside Defined Ranges
          Defining Quantity Ranges
          To define a quantity range
          To edit or delete a quantity range
     by value
          Add-on Charges window
          Calculating Order Values that Fall Outside Defined Ranges
          Defining Value Ranges
          To define a value range
          To edit or delete a value range
     by weight
          Add-on Charges window
          Defining Weight Tables
          To define a shipping zone
          To define a weight table
          To delete a shipping zone
          To edit a shipping zone
          To edit a weight table
     editing
     Enter and edit orders window - Overview tab
     manual
     Ship Order window
     tax
Frequency
function
function
     definition
     increasing attendance limit
function attendance
     adjust hours
     mark all absent
     mark all attended
     marking
     updating
Function Attendance window
     Event Function Definition - CEU window
     Function Attendance window
function fees, setting event
     Setting event function fees
     To define event function fees and GL information
Function Links window
     Event Function Detail window
     Function Links window
Function Note tab
     Register a customer window
     Register a customer window - Function Note tab
function notes
     entering
Function Roster window
     Event Function Detail window
     Function Roster window
     To view an event function roster
function type
     EX
     MEMO
     REG
functions
     adding
     deleting
Fund Raising
     capabilities, iMIS
     defining default options
     defining setup options
     integration with other modules
     task list
Fund Raising History window
     event activities, viewing
          Fund Raising tab - Donor Recognition sub-tab
          To view Fund Raising information in the Customer Portfolio
Fund Raising tab (Manage customers window)
Fund Raising tab, Manage customers window
     limiting access to
fundraising
     activities, viewing in Activities-All tab on Manage customers window
     event registration
     event registration, entering
          Registering for a Fundraising Event
          To enter an event registration
     event, defining event as a
     history, viewing by date range
          About Fund Raising History Filters
          To view Fund Raising information in the Customer Portfolio
     history, viewing summary of
          Fund Raising tab - Summary sub-tab
          To view Fund Raising information in the Customer Portfolio
     terms
funds, defining
     Defining Funds
     To define a fund
G
G/L Account
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
general ledger (GL) activity
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
general ledger account
General lookup/validation tables
      BADGE_TYPE
      CONTACT _TYPE
      creating
      EXPO_CAT
      EXPO_PROD_CAT
     creating
          Creating General Lookup/Validation Tables for Exposition Management
          To create a general lookup/validation table
          To create General Lookup/Validation tables for events
     sample scenario SR_AREA
     sample scenario SR_CAT
     sample scenario SR_DEVSTATUS
     sample scenario SR_ENVIRON
     sample scenario SR_RECORDEDBY
     sample scenario SR_RES
     sample scenario SR_SRVTYPE
     sample scenario SR_SYS
     sample scenario SR_VERSION
     setting up Issues
     SR_AREA
     SR_CAT
     SR_DEVSTATUS
     SR_ENVIRON
     SR_RECORDEDBY
     SR_RES
     SR_SRVTYPE
     SR_SYS
     SR_VERSION
general lookup/validation tables, creating
Generate reports window
Generate reports window
     Events task list
generating
     letters and reports
          Generating Letters and Reports
          To generate a report from the Expo Prospect Reports window
Generating Analysis Results
generating booths
generating reports
gift
     editing
Gift - Name/Address - Soft Credit window
gift entry, using rapid
gifts
     applying open credits as payments
     deleting
          Deleting Gifts and Pledges
          To delete a gift or pledge
     editing
     entering matching
          Entering Matching Gifts
          To enter a matching gift
     entering single
          Entering a Single Gift or Pledge
          To enter a single gift or single pledge
     entering split
          Entering Split Gifts
          To enter a split gift or pledge
     matching
     memorial/tribute
     print thank you letter
     send reminder
     single
          Enter and edit gifts window - Overview tab
          Gifts and Pledges Overview
     split
     split, viewing detail
     viewing
     viewing in Enter and edit gifts window
     viewing in Manage customers window
     viewing matching
     viewing split
GL Journal
     creating
          Creating the General Ledger Journal
          To create the GL Journal
GL_ACCOUNT
grace period
     definition of
Grace Period option
Group
groups
growth rate of databases
H
handling charges
     automatic
          Add-on Charges window
          Enter and edit orders window - Order Details tab
     editing
     Enter and edit orders window - Overview tab
     manual
     Ship Order window
     tax
hiding custom tabs
hiding custom windows
     Limiting Access to or Hiding Custom Windows
     To limit access to or hide custom windows
historical data versus current data
history
     viewing donor club
          Fund Raising tab - Donor Recognition sub-tab
          To view Fund Raising information in the Customer Portfolio
     viewing fundraising by date range
          About Fund Raising History Filters
          To view Fund Raising information in the Customer Portfolio
     viewing requests
          Fund Raising Requests
          Fund Raising tab - Requests sub-tab
     viewing soft credit
          About Soft Credit History
          To view Fund Raising information in the Customer Portfolio
     viewing summary of fundraising
          Fund Raising tab - Summary sub-tab
          To view Fund Raising information in the Customer Portfolio
hold code
     Enter and edit orders window - Order Details tab
     To place an order on hold
     To release orders placed on hold
     Understanding Order Hold Codes
hosts
     database connections
     growth rate of databases
     iMIS
          Basic concepts for your IT staff
          System requirements
     iMIS Analytics
          Basic concepts for your IT staff
          System requirements
     linked server definitions
          Basic concepts for your IT staff
          Creating a linked server definition for two-tier configurations
     permissions
     security
     server components
          Basic concepts for your IT staff
          Installing iMIS Analytics
          System requirements
     SQL Server host
          Basic concepts for your IT staff
          System requirements
     system requirements
     tier configuration
          Basic concepts for your IT staff
          Creating a linked server definition for two-tier configurations
          System requirements
hot posting
hotel
     address
     arrival
     canceling a room
     defining hotel room inventory
     departure
     entering hotel information
     entering reservation information
     entering reservations
     name
     overbooking rooms
     room rate
     room type
Hotel Availability window
     Hotel Availability window
     Hotels window
hotel reservation
     canceling
     confirmation
     entering
     number of nights
     overbooking rooms
hotel room
      description
     availability
     determining availability
     overbooking
     quantity needed
     room type
     sharing
          Register a customer window - Other tab
          To use room sharing
Hotels button
Hotels window
     Define an event - event details window
     Hotels window
     To apply VAT to a hotel room
How to Update Referrals Lists
I
i10.UseCustomerExtensions
ID
     'Bill to'
     finding pledge credit or debit memo using
     Ship to
iMIS
     Analytics Briefing Book
          Important iMIS Analytics concepts
          Installing the iMIS Analytics Briefing Book on client computers
          Overview
     Analytics host
          Basic concepts for your IT staff
          System requirements
     custom demographics
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
     customizer
     database
          Overview
          System requirements
     host
          Basic concepts for your IT staff
          System requirements
     running multiple instances
iMIS Accounts Receivable and Cash Receipts, Fund Raising integration with
iMIS Analytics.bbk
iMIS AR Importer
     benefits of
     enabling
     example import file
     format data
     import data
     review history before importing transactions
     using
     verify import
     view open credits from import
iMIS Customizer
iMIS Events module, Fund Raising integration with
iMIS Exposition Management
     features
iMIS Framework Console (iFC)
iMIS Fund Raising
     capabilities
     integration with other modules
iMIS General Ledger, Fund Raising integration with
iMIS Membership Management, Fund Raising integration with
iMIS Value Cycle
iMISFind
     using
immediate authorization
     AR/Cash Credit Card Authorization window
     enter credit card payment using
     Immediate authorization
immediate credit card authorization
immediate posting
impact on iMIS database
implementing iMIS Analytics
Implementing RFM Analytics
Implementing Segmentation
import
     example file
     format data
     verify
importing
     booth information
importing booths
importing orders
     formatting data
          Batch Header Record (BH)
          Formatting Import Data
          Order Address Record (OA)
          Order Header Record (OH)
          Order Line Record (OL)
          Order Payment Record (OP)
     from third-party
     To import orders
     Viewing Imported Orders
Inclusion/exclusion categories
income account
     default
          Inventory System Setup window
          Set up product categories window
     definition
     product
incremental deferral method
Individual Accrual Dues Posting window
individual billing
     generating for accrual dues
individual transaction through Search credit card info window
     view
information flowdown
     Information Flowdown to Badges
     Information Flowdown to Open Events
information, editing soft credit
information, entering new soft credit
informing customers of issue status
initial program
     begin and end dates
     completion from entry into program option
     optional initial date calculation
     registration deadline
initial program requirements
     definition of
install
     AccuMail
     ProSort
installing
     EXPOCAD
     iMIS Analytics
     iMIS Analytics Briefing Book
     iMISFind
     Postal Module
installing software
     diskettes
installment
installment
     information, viewing
installment date
installment pledge
     editing
installment pledges
     Enter and edit gifts window - Overview tab
     entering
          Entering an Installment Pledge
          To enter an installment pledge
     Gifts and Pledges Overview
     To process an installment pledge
intelligence, business
     Analyzing iMIS business performance with the iMIS Briefing Book
     Overview
     Viewing iMIS Analytics cubes for ad-hoc analysis
Intelligent Query Architect (IQA)
interest codes, entering
Internet security information
     entering in Manage customers window
Internet Security tab
     limiting access to
Internet Security tab (Manage customers window)
inventory
      releasing backorders (manually)
     account hierarchy
          Account Hierarchy for Inventory Adjustments
          Standard Inventory
     accounting transactions
     adjustments
     affect when invoicing orders
     Automatic Backorder Processing
     available
          Inventory window
          Warehouses window
     average cost
          Inventory window
          Warehouses window
     average valuation method
     backorder options
     backorders
     cost
          Inventory window
          Warehouses window
     cost of goods sold
     Cubes and dimensions
     defining
     Enter and edit receipts and adjustments window
     inventory adjustments
     inventory adjustments (multi-warehouses)
     invoice number
     last cost
          Inventory window
          Warehouses window
     minimum order point
          Inventory window
          Warehouses window
     minimum order quantity
          Inventory window
          Warehouses window
     multiple warehouses
          To define warehouse parameters
          To delete a product's warehouse
          To edit warehouse parameters
     on hand
          Inventory window
          Warehouses window
     on order
          Inventory window
          Warehouses window
     options
          Inventory System Setup window
          To define inventory options
     parameters
          Defining Standard Inventory Parameters
          To define standard inventory parameters
     Predefined views in the iMIS Analytics Briefing Book
     quantity
          Inventory window
          Warehouses window
     releasing backorders
          Process orders sub-task list
          Releasing Backorders by Posting Product Receipts
          To release backorders after printing shipping papers
          To release backorders by editing open orders
     reserved
          Inventory window
          Warehouses window
     standard cost
          Inventory window
          Warehouses window
     standard inventory
     standard valuation method
     stock item
     total available
     total cost
          Inventory window
          Warehouses window
     total quantity available
     transaction number
     transactions
          Entering and Posting Inventory Transactions
          Understanding Order Inventory Transactions
     valuation method
     viewing
          To view product inventory
          To view product inventory for multiple warehouses
     warehouse parameters
          To define warehouse parameters
          To delete a product's warehouse
          To edit warehouse parameters
inventory account
     default
          Inventory System Setup window
          Set up product categories window
     product
inventory receipts
inventory receipts
     multi-warehouses
Inventory System Setup window
     Inventory System Setup window
     Orders task list
     Set up module window
inventory transactions
     deleting
     editing
     Enter and edit receipts and adjustments window
     Entering and Posting Inventory Transactions
     finding
          To find inventory transactions by date
          To find inventory transactions using the Inventory Transaction list
          To find product inventory transactions using the Post receipts window
     inventory adjustments
          Enter and edit receipts and adjustments window
          To enter inventory adjustments
     inventory adjustments (multi-warehouses)
     invoice number
     product quantity
     transaction number
inventory transfers
Inventory window
     Inventory window
     Manage inventory sub-task list
     Manage products window
invoice
     date
     number
invoice number
     inventory transactions
invoice orders
     Process orders sub-task list
     To invoice orders
Invoice orders window
     Orders task list
     Process orders sub-task list
invoiced orders
     canceling
invoices
     modifying for VAT
     printing certification orders
invoicing
     batch control
     orders
Invoicing Referrals Fees
IQA
irregular pledge
issue
     delete
     edit
     enter new
     resolution information, editing
     resolution information, enter
     resolution information, entering
Issue area
     Set up module window
Issue Count by Assignment chart
Issue Count by Source chart
Issue Count by Status chart
Issue Count by Type chart
Issue Description area, Issue window
issue entry sample scenario
     with analysis and testing
     with manager approval
     without manager approval
Issue Options area, Set up module window
issue resolution information, edit
Issue Statistics report
Issue Status area, Issue window
issue status updates
     e-mail, queue
     send queued
     via e-mail, sending
issue status, informing customers of
Issue window
Issue window
     Issue Assignment area
     Issue Description area
     Issue Status area
     Issue Submitted By area
     truncated prompt
ISSUEREQ activity
     Configuring Issues e-mail
     Troubleshooting E-mail Problems
ISSUEREQ activity type
     create
     creating
Issues
     capabilities
     configuring
     Cubes and dimensions
     deleting
     editing
     entering
     module, about the
     Predefined views in the iMIS Analytics Briefing Book
     search
     task list
     viewing
issuing
     reminders and thank you letters at gift entry
issuing financial institution
J
Job
     Concepts and Terms: Segmentation
     Copying a Segmentation Job
     Creating a Segmentation Job
     Deleting a Segmentation Job
     Purging Inactive Segmentation Jobs
     Viewing Segmentation Jobs
jobs
     schedules
     Update Analytics
Join Operator
joined program components
     specifying
joint programs
Joint Programs window
K
Key Features
      iMIS Framework Console
      Intelligent Query Architect
      Reports and Output Processes
      RFM Analytics
      Segmentation
key performance indicators (KPI)
     Important iMIS Analytics concepts
     Overview
keys, license
keywords
     access, assigning to activity records
     access, assigning to address information
     access, assigning to custom windows
     access, assigning to Fund Raising tab
     access, assigning to Internet Security tab
     access, assigning to status information
     access, assigning to users
          Assigning Access Keywords to Users
          To assign access keywords to users
     access, creating
     assigning access keywords to users
Kimball model
kit
     Manage products window
     Order Processing Terms
kits
     designating opportunity items
Kitting window
     Kitting window
     Manage products window
L
Label Preferences tab (Manage customers window)
last cost (product)
     Inventory window
     Warehouses window
ledgers
     viewing
legend
letter activities
     editing in Manage customers window
     entering in Manage customers window
     managing in Manage customers window
Letter button
Letter System
     merge individual e-mail letter (Windows 98, 2000)
     merge individual e-mail letter (Windows XP)
letterhead paper
     printing on
letters
     changing the print width
     creating
     e-mailing
     generating
          Generating Letters and Reports
     issuing reminders and thank you letters
     sending customized acknowledgement
     system variables in
letters and reports
     creating
     editing
     generating
          Generating Letters and Reports
          To generate a report from the Expo Prospect Reports window
Letters tab (Manage customers window)
levels
     authorization, for pledge credit and pledge debit memos
          iMIS Authorization Levels for Pledge Credit and Debit Memos
licensing
limitations
     of custom iMIS 10 demographics
     of iMIS Analytics
     system requirements
limiting
     access to activity records
          Limiting Access to Activity Records
          To limit access to activity records
     access to address information
     access to custom windows
          Limiting Access to or Hiding Custom Windows
          To limit access to or hide custom windows
     access to Fund Raising tab
     access to Internet Security tab
     access to reports
     access to status information
     user access
limiting access to custom tabs
line items
     adding
     discounts
     duplicate
line notes
     entering
linked function
     definition
linked server definitions
     Basic concepts for your IT staff
     Creating a linked server definition for two-tier configurations
linking event functions
linking products
List
     Concepts and Terms: Segmentation
     Editing Lists
     Purging Lists
List Assignment Options window
list bill
     establishing bill to ID
     setting bill to from Financial tab
     setting bill to from Item Detail window
     setting bill to from Set up customer types window
List Billing
     defined
list values, predefined drop-down
Load Products from Previous Exposition window
     Load Products from Previous Exposition window
     To load a product list from a previous exposition
loading
     previous exposition product list
     prospect lists
local default instance
lookup and validation tables
lump sum deferral method
M
maintenance program requirements
     definition of
Manage batches window
Manage committees window
Manage contacts window
Manage customers window
Manage customers window
     Activities-All tab
     Activities-All tab, viewing fundraising activities
     Activity/History area
     Activity/History section
     Address area
     AR/Cash tab
          Manage customers window - AR/Cash tab
          To adjust an open item
     AR/Cash tab, viewing separate payer data
     Billing tab
     Calls tab
     Certification tab
     Change Log tab
          Manage customers window - Change Log tab
          Manage customers window - Opportunity tab
     Company area
     Detail area
          Manage customers window - Detail area
     Donor tab
     entering address information
     entering customer information
          To enter a new company record
          To enter a new customer record
     entering data
     Events tab
     Exhibition tab
     Exposition tab
     field focus
     Financial tab
     formatting date fields
     Fund Raising tab
     Internet Security tab
     Label Preferences tab
     Letters tab
     Matching Plans tab
     Name area
     Notes tab
     Notification tab
     Orders tab
          Manage customers window - Orders tab
          Manage customers window - Orders tab (Current view)
          Manage customers window - Orders tab (History view)
     Other tab
     Picture tab
     Profile tab
     Record History tab
     Relationships tab
     reviewing undefined values
     Role tab
     Roster tab
     Salutations tab
     selecting data
     Solicitor Data tab
     Status area
     Status tab
     User-defined tabs
     VAT tab
          Manage customers window – VAT tab
          Manage customers window - VAT tab
     viewing gifts and pledges
Manage expired members window
Manage inventory sub-task list
     Manage inventory sub-task list
Manage products window
     Manage inventory sub-task list
     Manage products window
     Orders task list
Manage prospect lists window
Manage requests window
managing
     activity records
     booth preferences
     booths
     company conflicts
          Managing Company Conflicts
          To edit the list of conflicting companies
     conflicting products
          Managing Conflicting Products
          To manage conflicting products
     contacts
     exhibitor classes
     exposition forms
     forms
     product lists (exhibitor's)
     products
     prospects
     proximity assignments
     sales
     sales scripts
     service contractors
          Managing Service Contractors
     wait lists
Managing Segmentation Jobs
Managing Segmentation Lists
Managing Segments in a Job
Managing the Workflow Queue
manual authorization
     AR/Cash Credit Card Authorization window
     Manual authorization
manual freight
manual handling
Manually release backorders window
     Orders task list
     Process orders sub-task list
manually releasing backorders
     Releasing Backorders Manually
     To release backorders
manually updating the data warehouse and analysis database
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Manually running the Update iMIS Analytics DTS package
mapping
     user-defined fields
Mark All Absent button
Mark All Attended button
Marketing Suite
     iMIS Value Cycle
     integration
     marketing concepts
     models
     modules
     select and send model
     select, score, segment, and send model
     select, segment, and send model
mass accrual dues
     posting a batch
mass dues billing
     rebilling to correct
Master Exhibitor List
matching gifts
matching gifts
     entering
          Entering Matching Gifts
          To enter a matching gift
     viewing
Matching Plan tab, Enter and edit gifts window
Matching Plans tab (Manage customers window)
matrix, deferred income
measures (facts)
     Basic concepts for your executives and managers
     Basic concepts for your IT staff
Meeting Function Attendance window
MEETING_TYPE
member
     status
     type
members (levels)
     Basic concepts for your executives and managers
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
membership term
     anniversary
memberships
memorial
     gifts
     gifts, entering
          Entering Memorials and Tributes
          To enter a memorial or tribute
memorial/tribute codes, entering
Memorial/Tribute tab, Enter and edit gifts window
memos
     credit
     debit
     entering pledge credit
     entering pledge debit
     to multiple funds, applying credit
     to multiple funds, applying debit
     using credit and debit
menu
     Set up tables
merchant account
merge individual e-mail letter (Windows 98, 2000)
     Letter System
merge individual e-mail letter (Windows XP)
     Letter System
minimum order point
     Inventory window
     Warehouses window
minimum order quantity
     Inventory window
     Warehouses window
MISC product type
modify credit card cash account
modifying
     reserved products
modifying a custom table
Modifying Crystal Reports
Modifying Output Processes
Monetary
monthly pledge
More button
More Payments button
     Register a customer window - Payments tab
     To enter multiple payments
move billing date
multi-entities
multi-instance custom tables
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
multi-instance user-defined records
     deleting
multi-warehouses
multi-warehouses
     account hierarchy
          Account Hierarchy for Inventory Adjustments
          Multiple Warehouses
     accounting transactions
     bin
     default warehouse
          Inventory System Setup window
          Manage products window
     defining
     deleting warehouses
     disabling
     duplicate line items
     editing
     enabling
          Enabling Multiple Warehouses
          Inventory System Setup window
     from warehouse
     inventory adjustments
     inventory receipts
     inventory transfers
          Enter and edit receipts and adjustments window
          To enter inventory transfers
     ordering from
     ordering from (non-default)
     overriding
          To order a product from a non-default warehouse
          To override a product's default warehouse
     to warehouse
     viewing inventory
multiple credit card authorization accounts
     setting up
multiple entities
multiple entities, using
multiple entity
multiple funds
     applying credit memos to
     applying debit memos to
multiple gifts or multiple single peldges
     using rapid gift entry, enter
multiple records, entering event registration for
multiple-entity processing
     enabling iMIS to support
     using
multiple-instance user-defined fields
     entering
multiple-instance user-defined tabs
     editing data in non-grid window
     viewing data in non-grid format
     viewing data in non-grid window
N
n-Select
     Concepts and Terms: Segmentation
     Creating n-Select Segments
n-Select segments
Name_All View
     creating
named instance
network requirements
new credit card cash account code
     define
new customer record
      adding dues payment
     entering customer records
new issue, enter
no show status
     assigning to a registration
non-dues billing
     deciding what gets billed
     deciding who gets billed
non-dues rebilling
     deciding what gets billed
     deciding who gets billed
non-grid format, viewing data in
non-member pricing
notes
      Adding a Segment
      Copying segmentation jobs
      Creating n-Select segments
      Duplicating a segment
      Populating segments
      Purging segmentation jobs
      Viewing segmentation jobs
     adding
     entering function notes
     general (hotel)
     hotel
Notes tab (Manage customers window)
Notes tab, Enter and edit gifts window
Notes window
Notification tab (Manage customers window)
numeric table
     special pricing example
O
Object
     Concepts and Terms: Intelligent Query Architect
     Concepts and Terms: Reports and Output Processes
on hand (product inventory)
     Inventory window
     Manage products window
     Warehouses window
on order (product inventory)
     Inventory window
     Manage products window
     Warehouses window
on order products
Online Address Verification
     overview
          Batch and Manual address verification in iMIS
          Verifying Addresses Online
online analytical processing (OLAP)
     cubes
          Basic concepts for your IT staff
          Cubes and dimensions
          Overview
          Viewing iMIS Analytics cubes for ad-hoc analysis
     database, OLAP
          Basic concepts for your IT staff
          Overview
     viewers, OLAP
          Important iMIS Analytics concepts
          Overview
          System requirements
open credits
     applying as gift or pledge payments
     transferring to AR/Cash
open item
     adjusting
opening
     event in EXPOCAD
opportunities
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
Opportunities Legend
Opportunities window
     closing
     Designating Upsell, Cross-sell, and Replacement Items for Products
     opening
     Opportunities window
opportunitities
     legend
Opportunity
     navigating
     using
     viewing
opportunity items
     adding
     adding and replacing
     Cross-sell
     deleting
     designating
     designating for kits
     editing
     Opportunities Legend
     recognizing
     Replacement
     replacing
          To edit, replace, or delete a product's opportunity items
          To replace Out of Production products that have no inventory available
     Upsell
Opportunity Management
     action plans
     administering
     attaching a document
     closing an opportunity
     concepts
     creating action plans
     editing query result displays
     installing
     managing opportunities
     modifying security settings
     opportunity and task communications
          Managing opportunity communications
          Using task communications
     opportunity types
     planning the implementation
     product overview
     roles
          Determining roles and responsibilities
          Opportunity Management roles
     setting up reports and ourput processes
     tailoring
     using
     using tasks
     using with iMIS Marketing Suite
Opportunity Management Procedures
     To add tasks
     To assign opportunity group roles
     To assign users to opportunity security roles
     To attach a document to an opportunity
     To bypass a stage in the action plan
     To change the default action plan
     To change the task owner
     To close an opportunity
     To copy an output process
     To create a query results display
     To create an action plan
          Creating action plans
          Installing Opportunity Management
     To create an opportunity
     To create opportunity group roles
     To create opportunity types
     To delete an opportunity
     To delete an output process
     To edit a query results display
     To edit an opportunity
     To edit an output process
     To edit opportunity group roles
     To edit opportunity security settings
     To edit opportunity types
     To edit tasks
     To edit the opportunity summary
     To export a Crystal report
     To generate e-mail messages or MS Word merge documents
     To install the module
     To navigate an opportunity
     To run a report
     To select message recipients or report data
     To set up output processes or reports
          Installing Opportunity Management
          Setting up reports and output processes
     To specify security settings for queries or reports
     To view an opportunity
     To view tasks
Optional Entry Date Calculation option
Optional Referrals Fields
options
     advanced
     defining default Fund Raising
     defining Fund Raising setup
     Skip Enrollment
     Suppress Creation of All Certification Orders
     system
order
order
     accessing from Customer Portfolio
     activities (viewing)
     adding new customers
     adding opportunity items
     adding products
     backordered products
     backordering products
     'Bill to' ID
     canceling
          To cancel an invoiced order
          To cancel an order
          To cancel an order with a cash prepayment
          To cancel an order with a credit card prepayment
     closing
     converting
     date
     debit memo
     discount
     editing
          adding products
          product quantity
     editing payments
     editing shipping information
     entering detailed product information
     entering payments
     freight charge
     handling charge
     hold code
          Enter and edit orders window - Order Details tab
          Enter and edit orders window - Overview tab
          To place an order on hold
          To release orders placed on hold
          Understanding Order Hold Codes
     invoice date
     invoice number
     invoicing
     number
     payment applied
     payment balance
     payment terms
     post invoice payments
     processing
          Orders task list
          To convert an order
     purchase order number
     releasing backorders
     replacing items
     replacing 'Out of Production' products
     replacing products
     restocking charge
     restoring canceled
     ship date
     shipping
          To edit an order's shipping information
          To ship an order
     shipping method
     status
     tax
     total cost
     total product price
     type
          Enter and edit orders window - Overview tab
          Order Processing Terms
     Web options
     Web type
     weight
order activities
     viewing
order activity records
     viewing in Manage customers window
order address record
     Formatting Import Data
     Order Address Record (OA)
Order Creation options
Order Details tab
order entry
     adding new customers
          Enter and edit orders window - Overview tab
          To add a new customer during order entry
Order Entry - General Information window
Order Entry - Name/Address window
order header record
     Formatting Import Data
     Order Header Record (OH)
order line record
     Formatting Import Data
     Order Line Record (OL)
order payment
     amount
     editing
     entering
     post invoice
order payment record
     Formatting Import Data
     Order Payment Record (OP)
order processing options
order processing stages
order processing stages
     Close orders
          Process orders sub-task list
          To close an order
     Convert quotes
          Process orders sub-task list
          To convert quotes
     Invoice orders
          Process orders sub-task list
          To invoice orders
     Manually release backorders
          Process orders sub-task list
          To release backorders
     Print pick list
          Process orders sub-task list
          To print a pick list
     Print quotes
          Process orders sub-task list
          To print sales quotes
     Print shipping papers
          Process orders sub-task list
          To print shipping papers
     Ship orders
          Process orders sub-task list
          To edit an order's shipping information
          To ship an order
Order Selector window
order status defaults
Order Status Defaults window
     Order Status Defaults window
     Orders task list
     Set up module window
order type
     category
     code
     credit memo
     debit memo
     default
          Order Status Defaults window
          To define order status defaults
     description
     order processing options
     pro forma
     standard
order type category
order type category
     credit memo
     debit memo
     pro forma
     standard
order types
order types
     credit
     credit memo
     debit
     debit memo
     defining
          Defining Order Types
          To define order types
     pro forma
          Order Status Defaults window
          Process orders sub-task list
          To convert quotes
          To print sales quotes
     processing options
     standard
order(s)
     entering an
orders
     adding new customers
     applying VAT
     canceling
     canceling with a fee
     editing
     finding by order number
          To find an existing order by Bill to ID
          To find an existing order by order number
     finding existing
     importing
     opening
     processing
          Orders task list
          Processing an EXPOCAD Order in iMIS
     reports
     reviewing
     searching
     set up tables
     shipping method
     viewing
     viewing existing
     viewing imported
     viewing in Manage customers window
Orders (module)
     reports
     set up tables
Orders and Order_Lines table
Orders Importer
     batch header record
     order address record
     order header record
     order line record
     Order Lines record
     order payment record
Orders module
     accounting entries
     backorders and batch control
     cash and check payments
     cash handling
     credit card payments
     inventory transactions
     multiple entities
Orders tab
     Current view
     History view
Orders tab (Manage customers window)
Orders Task List
Organization Names window
     Organization Names window
     To enable Canadian taxation for the Default Organization
     To enable VAT for the Default Organization
organization, defining
organizations
Other Options
other registration information
     entering
Other tab
     fields
     Register a customer window
     Register a customer window - Attendee tab
     Register a customer window - Other tab
     To enter hotel and arrival information
     To enter hotel reservations
     user-defined registration fields
Other tab (Manage customers window)
Output Device
Output Format
Output Process
Outputs, defining
     Creating an Opportunity Output Process
     Creating an Output Process
Overhead Cost
overpayments
     entering
     transferring to AR/Cash
overview
     maintaining booth preferences
Overview of Professional Referrals
Overview of Referrals System Setup
Overview of Referrals Transactions
Overview tab
     Enter and edit gifts window
     Enter and edit orders window - Overview tab
     fields
     Printing Individual Reports and Reviewing Rosters
     Register a customer window
     Register a customer window - Overview tab
Overview, Professional Referral
ownership, determining transaction entity
P
Pack
package, Update iMIS Analytics
packs, service
     Determining the service pack level for SQL Server and Analysis Services
     System requirements
Paid Thru date
Paid Thru date
     overriding
Parameter
Parameterized Query
parameters, E-Mail Overlay report specification
partial payments
     entering
pass
     definition of
pass status
     assigning to a registration
pattern analysis
PAVESee Presort Accuracy Validation and Evaluation
     Benefits of Using Postal Modules
     To export records to ProSort
pay down payment
payment
     amount
     applied to an order
     applying credit balances
          To apply a credit balance as payment
     balance
     cash and check
     credit card
     editing
     entering
     outstanding balance
     post invoice
Payment Entry window
payment schedule
     entering
Payment Schedule window
payment terms
payment types
     editing
          To edit a payment type not recognized as prepaid cash
          To edit a payment type recognized as prepaid cash
payment using immediate authorization
     enter credit card
payments
      entering in Enter and edit cash receipts window
     amount
     applying cash/checks
     applying open credits
     applying prepaid amounts
     applying to a different line item
     canceling
     correcting
     deleting
     editing
          To edit a billing payment entry
          To edit an existing payment
     editing bill to information
     entering event
          Entering Event Payments
          To enter an event payment
     entering Fund Raising
     entering in Process payments window
     entering multiple
          To enter multiple payments
          To enter multiple payments for an order
     entering new
     finding open credit items
     how iMIS processes
     leaving underpayment balances in billing
     outstanding balance
     paid
     partial
     processing accrual dues
     reversing
     source code
     submitting deferred credit card
     terms
payments for authorization
     submit deferred credit card
Payments tab
     Enter and edit orders window - Payments tab
     entering certification payment in
     Register a customer window
     Register a customer window - Payments tab
Payments window
     Payments window
     Register a customer window - Payments tab
     To enter multiple payments
performance
performance indicators, key
     Important iMIS Analytics concepts
     Overview
permissions
pick list
     Process orders sub-task list
     To print a pick list
Picture tab (Manage customers window)
pledge
     editing installment
pledge credit and debit memos
     authorization levels for
          iMIS Authorization Levels for Pledge Credit and Debit Memos
pledge credit memo, entering
pledge credit or debit memo
     deleting with batch control enabled
     editing
     finding using ID
     finding using multiple search criteria
     finding using transaction date
pledge debit memo, entering
pledges
pledges
     annual
     applying open credits as payments
     deleting
     entering installment
          Entering an Installment Pledge
          To enter an installment pledge
     installment
          Enter and edit gifts window - Overview tab
          Gifts and Pledges Overview
     irregular
     monthly
     print thank you letter
     quarterly
     semiannual
     send reminder
     single
          Enter and edit gifts window - Installments tab
          Enter and edit gifts window - Overview tab
          Gifts and Pledges Overview
     viewing
     viewing in Enter and edit gifts window
     viewing in Manage customers window
Populate segments
Populating Segments
Population Query
Post receipts window
     Manage inventory sub-task list
     Orders task list
     Post receipts window
     To find product inventory transactions using the Post receipts window
Postal Modules
     installing
     overview
posting inventory transactions
predefined drop-down list values
predefined views
     Analyzing iMIS business performance with the iMIS Briefing Book
     Basic concepts for your executives and managers
     Predefined views in the iMIS Analytics Briefing Book
predictive capabilities
Preference Booth Select window
Preferences button
Preferred Distribution/Premium
PREFIX
premiums, defining
     Defining Distributions and Premiums
     To define a distribution or premium
prepaid cash
     recognizing credit card payments
prepay
     installment down payment
presentation visuals
preserving historical values of a custom demographic
Previous Expo window
price
     extension
     product
pricing
pricing
     member
Primary GST
     defining
     definition of
Primary PST
     defining
     definition of
print
     certified labels
Print pick list
     Process orders sub-task list
     To print a pick list
Print pick list window
     Orders task list
     Process orders sub-task list
Print quotes
     Process orders sub-task list
     To print sales quotes
Print quotes window
     Orders task list
     Process orders sub-task list
Print shipping papers
     Process orders sub-task list
     To print shipping papers
Print shipping papers window
     Orders task list
     Process orders sub-task list
print tickets
printing
     display check boxes on renewal form stub
     reminder notices
     signature on letter
     thank you letter
          for gift or pledge
     thank you letters at gift entry
printing certification invoices
Printing Output Processes
printing sales quotes
printing Summary Transaction Report
priority
priority
     for backorders
priority points
     assigning
pro forma order
     Order Status Defaults window
     Process orders sub-task list
     To convert quotes
     To print sales quotes
pro forma order type
problems
     troubleshoot e-mail
     troubleshooting e-mail
problems solved by iMIS Analytics
problems, correcting balancing
Process
Process billing window
     Process billing window
     Service Central Windows
Process booth orders window
Process customer requests window
process definition
Process orders sub-task list
Process orders window
Process payments window
Process payments window
     entering payments in
processing
      an event registration
      an installment pledge
      an order
          Processing Orders and Event Registrations
          To process an order
      Fund Raising gift/pledges
      payments
     due to-due from
     enabling iMIS to support multiple-entity
     using multiple-entity
processing deferred income transactions
processing orders
     Orders task list
     To convert an order
ProClarity Professional
     analyzing business performance
          Analyzing iMIS business performance with the iMIS Briefing Book
          Overview
          Viewing iMIS Analytics cubes for ad-hoc analysis
     Briefing Book
          Important iMIS Analytics concepts
          Installing the iMIS Analytics Briefing Book on client computers
          Overview
     creating custom views
          Basic concepts for your executives and managers
          Cubes and dimensions
          Predefined views in the iMIS Analytics Briefing Book
          Viewing iMIS Analytics cubes for ad-hoc analysis
     cubes
          Basic concepts for your IT staff
          Cubes and dimensions
          Overview
          Viewing iMIS Analytics cubes for ad-hoc analysis
     custom iMIS demographics
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
     dimensions
          Basic concepts for your executives and managers
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Cubes and dimensions
     Dimensions Tool
          Analyzing iMIS business performance with the iMIS Briefing Book
          Basic concepts for your executives and managers
     drill-downs and cross-drills
     finding data not in a predefined view
     iMIS Analytics.bbk
     installing
     measures (facts)
          Basic concepts for your executives and managers
          Basic concepts for your IT staff
     members (levels)
          Basic concepts for your executives and managers
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
     system requirements
     viewers, OLAP
          Important iMIS Analytics concepts
          Overview
          System requirements
     views versus reports and queries
product
product
     accounts
     average cost
          Inventory window
          Warehouses window
     backorder
     code
     description
     discount
     extended cost
     inventory
          Enter and edit receipts and adjustments window
          Inventory window
     inventory adjustments
     inventory transactions
     kit
     order quantity
     price
     ship quantity
     special pricing
     total cost
     total price
     unit cost
     user-defined fields
     warehouse transfer
product adjustments
     Order Processing Terms
     To enter inventory adjustments
     To enter inventory adjustments for multiple warehouses
product categories
     enabling for the Web
     hyperlink
     sell on Web
     view on Web
product category
product category
     code
     commissionable
     description
     options
     product kit
     stock item
     taxable
product code
product codes
     adding
     AVAIL_CREDIT
     using wildcards
product cost
     standard
          Inventory window
          Warehouses window
product description
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
     product kit
Product Detail window
product fees
Product Find window
product inventory
     available
          Inventory window
          Manage products window
          Warehouses window
     committed
     minimum order point
          Inventory window
          Warehouses window
     minimum order quantity
          Inventory window
          Warehouses window
     on hand
          Inventory window
          Warehouses window
     on order
          Inventory window
          Manage products window
          Warehouses window
     quantity on hand
     reserved
          Inventory window
          Manage products window
          Warehouses window
     standard cost
          Inventory window
          Warehouses window
product kit
product kit
     category
     defining
     defining categories
     defining components
     product code
     product description
     product quantity
product links
product links
     defining
     deleting
product list
     loading
product lists
     adding products
     deleting products
     exhibitor's
     loading
     viewing
product mapping
     defining
product pricing
product pricing
     non-member
     regular
product quantity
     product kit
product receipts
product status codes
Product Title
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
Product Type
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
product types
product-level entities
Product/Activity type window
Products
      product category
     account hierarchy
          Multiple Warehouses
          Standard Inventory
          Understanding Product Account Hierarchy
     accounts
     Active
          Active
          Active or Out of Production (inventory is available)
          Active Products
          Changing an Active Product's Status
     add-on charges
     adding opportunity items
     adding to existing orders
     adjustments
     adjustments account
     assigning status codes
     Automatic Backorder Processing
     available
          Inventory window
          Manage products window
          Order Processing Terms
          Warehouses window
     backorder options
     backordering
     changing status codes
     committed
          Manage products window
          Order Processing Terms
     conflicting
          Managing Conflicting Products
          To manage conflicting products
     cost
          Inventory window
          Warehouses window
     cost of goods sold account
     Cubes and dimensions
     defining
          Defining Exposition Products
          To define a product
          To define an exposition product
     defining categories
     defining categories for kits
     defining fees
     defining kit components
     defining kits
     definings
     deleting
     editing
          To edit a product
          To edit or delete an exposition product
     enabling categories for the Web
     enabling for the Web
     entities
     Inactive
          Changing an Inactive, Not Available, or Out of Production product's status
          Inactive or Mark for Deletion
          Inactive Products
     income account
     inventory
          To define standard inventory parameters
          Warehouses window
     inventory account
     inventory options
          Inventory System Setup window
          To define inventory options
     kit
     last cost
          Inventory window
          Warehouses window
     linking
     managing
     Mark for Deletion
          Inactive or Mark for Deletion
          Products Marked for Deletion
     multiple entities
     non-member pricing
     Not Available
          Changing an Inactive, Not Available, or Out of Production product's status
          Not Available or Out of Production (no inventory is available)
          Products that are Not Available
     on hand
          Inventory window
          Warehouses window
     on order
          Manage products window
          Order Processing Terms
     ordering from a non-default warehouse
     ordering from multiple warehouses
     Out of Production
          Active or Out of Production (inventory is available)
          Changing an Inactive, Not Available, or Out of Production product's status
          Not Available or Out of Production (no inventory is available)
          Out of Production
          Products that are Out of Production
     overriding a default warehouse
     Predefined views in the iMIS Analytics Briefing Book
     pricing
     product code
     product kit
     product-level entities
     purchase quantity discounts
     quantity on hand
          Manage products window
          Order Processing Terms
     receipts
     regular pricing
     replacing 'Out of Production' products
     replacing 'Out of Producton' products
     replacing with opportunity items
          To replace Out of Production products that have no inventory available
          To replace products with opportunity items
     reserved
          Inventory window
          Manage products window
          Order Processing Terms
          Warehouses window
     reserving
          Reserving Products
          To reserve a product and view booth proximity
     special pricing
          To define product special pricing
          To generate purchase quantity discounts
     standard cost
          Inventory window
          Warehouses window
     status codes
          Active
               Active
               Active or Out of Production (inventory is available)
               Active Products
               Changing an Active Product's Status
          Assigning Status Codes to Products
          Changing Product Status Codes
          Importing Orders
          Inactive
               Changing an Inactive, Not Available, or Out of Production product's status
               Inactive or Mark for Deletion
               Inactive Products
          Manage products window
          Mark for Deletion
               Inactive or Mark for Deletion
               Products Marked for Deletion
          Not Available
               Changing an Inactive, Not Available, or Out of Production product's status
               Not Available or Out of Production (no inventory is available)
               Products that are Not Available
          Out of Production
               Active or Out of Production (inventory is available)
               Changing an Inactive, Not Available, or Out of Production product's status
               Not Available or Out of Production (no inventory is available)
               Out of Production
               Products that are Out of Production
          Summarizing Product Status Codes and Upsell/Cross-sell/Replacement Items
          Verifying a Product's Available Inventory during Order Entry
          Verifying a Product's Status during Order Entry
     stock item
     taxable
     total cost
          Inventory window
          Warehouses window
     unit of measure
     upsell
     verifying status codes
          Verifying a Product's Available Inventory during Order Entry
          Verifying a Product's Status during Order Entry
     viewing inventory
          To view product inventory
          To view product inventory for multiple warehouses
     viewing publication details
     weight
Professional Referral Overview
Profile tab (Manage customers window)
program
     definition of
Program Coordinators window
Program Dates window
Program Description fields
Program Description window
program descriptions
     entering
program details
     viewing
Program Details window
Program Items window
program notes
     adding
     entering
Program Notes window
program prerequisites
     entering
Program Prerequisites window
program requirement
     removing
program requirements
     editing
Program Requirements window
program roster
     viewing
Program Roster window
program types
program-specific requirements
     setting
promotions
prompts
     configure
     user-configurable
prorating
      bump date example
     defining rules
Prorating window
ProSort
     installing
     overview
prospect list
prospect list
     assigning to salespeople
     deleting
     deleting from
     loading
          To load a prospect list
          To load a prospect list from a previous Expo
     updating
prospect lists
     loading
Prospect record
prospect(s)
     assigning to a list
     assigning to individual salesperson
prospects
     adding
     managing
Provider Purging Utility
Provider’s Detail
Proximity Assignment window
publication demographics
publication demographics
     enabling
Publication Demographics window
     Manage inventory sub-task list
     Manage products window
     Publication Demographics window
Publication Detail window
     Product Detail window
     Publication Detail window
publication details
purchase quantity discounts
Purge
     Purging Inactive Segmentation Jobs
     Purging Lists
purging certification records
Purging Inactive Segmentation Jobs
Purging Lists
Q
Quantity
Quantity
     on hand
          Manage products window
          Order Processing Terms
     product
     ship
quantity ranges
     defining
          Defining Quantity Ranges
          To define a quantity range
     editing
quarterly pledge
queries versus Briefing Book views
Query
     Adding a Segment
     Advanced mode options for sources
     Concepts and Terms: Intelligent Query Architect
     Concepts and Terms: RFM Analytics
     Process overview
     Query Definition
     Querying User-Defined Tables
     Tips for adding filters
     Tips for defining queries
Query Definition at a Glance
Query Examples
Query segment
Querying User-Defined Tables
queue issue status update e-mail
queued issue status updates, send
Quintile
R
Ranking Groups Automatically
Ranking Groups Manually
rapid gift entry
     enter multiple gifts or multiple single pledges using
rapid gift entry, using
rebilling
rebilling
      to process customer type changes
     deciding what gets billed
     deciding who gets billed
     to correct mass dues billing
     to process chapter changes
Recency
recognizing credit card payments as prepaid cash
record
     definition
     editing donor
     opening from Relationships tab
     opening from Results tab
     searching
Record History (Manage customers window)
Record History tab (Manage customers window)
Record-level access
records
     adding donor
     checking for duplicate
          Checking for Duplicate Records
          To check for duplicate records
Ref/PO
     definition
Register a customer window
     Account info tab
     Attendee tab
     Badges tab
          Register a customer window
          Register a customer window - Badges tab
     Events task list
     Function Note tab
          Register a customer window
          Register a customer window - Function Note tab
     Other tab
          Register a customer window
          Register a customer window - Attendee tab
          Register a customer window - Other tab
     Overview tab
          Register a customer window
          Register a customer window - Overview tab
     Payments tab
          Register a customer window
          Register a customer window - Payments tab
     Register a customer window
     Service Central Windows
Register a student by component window
     Register a student by component window
     Using the Register a student by component window
Register a student by program window
     Register a student by program window
     Using the Register a student by program window
Register Result List button
registering a customer for an event
registering a customer for an event
      apply payment
registering for fundraising event
     Registering for a Fundraising Event
     To enter an event registration
registrant
     class
          Event Function Definition - Fees window
          Register a customer window - Overview tab
          To enter an event registration
     definition
     enabling duplicate checking
          Event System Preferences window
          To enable Duplicate Registration/Registrant checking
     finding
     hotel arrival
     hotel departure
     status
     transferring back to original events
     wait lists
registrant class
     definition
registration
      transferring registrants back to events
     adding from wait list
     canceling with a fee
     canceling with no fee
     definition
     editing bill to information
     editing payments
     enabling duplicate checking
     entering
     entering a payment
     entering badge information
     entering for multiple customers
     entering hotel information
     entering multiple payments
     reviewing data
     viewing rosters
Registration fields
registration for multiple records, entering event
regular pricing
Relation
relationship activities
     editing in Manage customers window
     entering in Manage customers window
     viewing in Manage customers window
Relationships tab (Manage customers window)
releasing backorders
     Process orders sub-task list
     Releasing Backorders by Posting Product Receipts
     To release backorders
     To release backorders after printing shipping papers
     To release backorders by editing open orders
reminder
     send for gift or pledge
     sending at gift entry
remote access
removing
     program requirement
removing booths
removing iMIS Analytics
renewal notice format
     preprinted forms
renewal notices
     testing
renewals
Renewed Thru date
Renewed Thru date
     editing for a customer
Replacement items
     definition
     status codes
report specification, E-Mail Overlay
report specification, E-Mail Overlay
     create
     Service_Request.ServiceReference
     Service_Request.Status
     Service_Request.Title
Report Specifications window for E-Mail Overlay
reporting
     features
reports
      Summary Transaction
     Deferred Credit Card Pre-Authorization sample
     Deferred Pre-Authorization
     generating
          Orders task list
          To print an order-specific report
     Issue Statistics
     Issue Statistics, Issue Count by Assignment chart
     Issue Statistics, Issue Count by Source chart
     Issue Statistics, Issue Count by Status chart
     Issue Statistics, Issue Count by Type chart
     limiting access to
     order-specific
     printing
     printing individual
          To print individual reports
          To print individual reports from the Register a customer window's Overview tab
     run Deferred Pre-Authorization
     sample Activity Planning
     sample Badges
     sample CEU Certificates
     setting destination
     setting the destination
     terms and concepts
Reports and Output Processes
reports versus Briefing Book views
Request Entry window
requests
     activities, searching
     entering
     history, viewing
          Customer Portfolio Fund Raising Tab
          Fund Raising tab - Donor Recognition sub-tab
          Fund Raising tab - Requests sub-tab
          Fund Raising tab - Summary sub-tab
          To View Fund Raising activities through the Activities-All tab in the Customer Portfolio
          To view Fund Raising information in the Customer Portfolio
     search for
requirements
     credit card authorization
requirements, system
Reservation window
Reservations window
Reserve Products window
reserved products
     deleting
     Inventory window
     Manage products window
     modifying
     Order Processing Terms
     Warehouses window
reserving
     products
          Reserving Products
          To reserve a product and view booth proximity
residual balances
     adjusting
Resolution area
     Resolution window
     Set up module window
resolution information
     edit issue
     editng issue
     enter issue
     entering issue
Resolution window
Resolution window
     Resolution area
     with configured prompts
resource
     definition
responses
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
restocking charges
     automatic
     Enter and edit orders window - Order Details tab
     Enter and edit orders window - Overview tab
     To edit a credit memo order's restocking charge
restoring canceled orders
resynchronization SQL script
revenue
reversals, processing
reverse a payment and record returned checks
review
     unmatched addresses
review history before importing transactions
Review Unmatched Addresses
     overview
reviewing
     orders
RFM Administrator
RFM Analytics
RFM Manager
RFM User
Role
     Administering Roles
     Administering User Security
     Understanding Security Administration
Role tab (Manage customers window)
rollover
     definition of
Room Sharing window
Room Types window
     Hotels window
     Room Types window
     To apply VAT to a hotel room
Rooms button
roster
     definition
     viewing
          Register a customer window - Overview tab
          To view an event roster
     viewing event
Roster tab (Manage customers window)
run Deferred Pre-Authorization report
Run Time window
Running Crystal Reports
Running Output Processes
S
sales
     managing
SALES activities, viewing
SALES activities, viewing customer's
Sales Script window
sales scripts
     managing
     using
sales teams
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
sales transactions
     editing existing
     entering/editing
     recording
Salutations tab (Manage customers window)
sample Deferred Credit Card Pre-Authorization report
sample scenario
     Dev Status prompt
     field labels
     issue entry with analysis and testing
     issue entry with manager approval
     issue entry without manager approval
     SR_AREA general lookup/validation table
     SR_CAT general lookup/validation table
     SR_DEVSTATUS general lookup/validation table
     SR_ENVIRON general lookup/validation table
     SR_RECORDEDBY general lookup/validation table
     SR_RES general lookup/validation table
     SR_SRVTYPE general lookup/validation table
     SR_SYS general lookup/validation table
     SR_VERSION general lookup/validation table
Save As
SCDs
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
schedules, job
Schema
scope of ASI support
script control arrows
search
     request activities
     requests
Search credit card info window
Search credit card info window
     view individual transaction through
search credit card transactions
search criteria
     finding pledge credit or debit memo using multiple
search issues
Search window
     Manage customers window
searching
     orders
searching credit card transactions
searching for a record
SEC product type
Security
     Administering Roles
     Administering Security
     Administering User Security
     Securing iMIS Analytics
     Understanding Security Administration
Security Administration at a Glance
SegAdmin group
Segment definition
Segmentation
Segmentation Administrator
Segmentation job
Segmentation Manager
Segmentation Security Groups
Segmentation User
SegMgr group
SegUser group
Select a Section window
     Arrange Script Sections window
     To arrange scripts
Select import file window
Select Open Payments window
     Select Open Payments window
     To apply a credit balance from Process customer requests
Select Report window
     Select Report window
selecting open items for single payment
     Processing Payments
     To select open items for a payment
semiannual pledge
send queued issue status updates
sending
     reminder for gift or pledge
     reminders at gift entry
sending customized acknowledgement letter
sending issue status updates via e-mail
sending receipt by e-mail
separate payer
     viewing data in AR/Cash tab on Manage customers window
servers
     components
          Basic concepts for your IT staff
          Installing iMIS Analytics
          System requirements
     growth rate of databases
     iMIS Analytics host
          Basic concepts for your IT staff
          System requirements
     iMIS host
          Basic concepts for your IT staff
          System requirements
     linked server definitions
          Basic concepts for your IT staff
          Creating a linked server definition for two-tier configurations
     permissions
     security
     SQL Server host
          Basic concepts for your IT staff
          System requirements
     system requirements
     tier configuration
          Basic concepts for your IT staff
          Creating a linked server definition for two-tier configurations
          System requirements
Service Central
      capabilities
      menu
      module restrictions
      terms
      windows
Service Contractor Find window
Service Contractor Maintenance window
service contractors
     adding
          To add a service contractor
          To add service contractors to an exposition
     deleting
          To delete a service contractor
          To edit or delete a service contractor
     managing
          Managing Service Contractors
service packs
     Determining the service pack level for SQL Server and Analysis Services
     System requirements
Set up registration classes window
Set up activity types window
     Set up activity types window
     To limit access to activity records
Set up an exposition window
     Set up an exposition window
     Set up an exposition window (second instance)
Set up appeal expenses window
Set up billing cycles window
Set up certification module window
Set up committee codes window
Set up country address layouts window
Set up country names window
     Set up country names window
     To define a country code
Set up customer types window
Set up event resources window
Set up event resources window
     Set up tables menu
Set up exhibitor classes window
Set up forms master list window
Set up freight by total quantity window
     Orders task list
     Set up freight by total quantity window
     Set up tables sub-task list
Set up freight by total value window
     Orders task list
     Set up freight by total value window
     Set up tables sub-task list
Set up freight by weight window
     Orders task list
     Set up freight by weight window
     Set up tables sub-task list
Set up general lookup/validation window
     Enter and edit orders window
     Tables window
     To create access keywords
Set up general options window
     Billing
     Set up general options window
Set up module window
     AR/Cash
     AR/Cash, additional fields for multiple entities
     Configuring the Module Options
     E-mail Server Configuration area
     Issue area
     Issue Options area
     Orders task list
     Resolution area
     Set up module window
     user-defined fields
Set up module window (Events)
     Events tasks
     Set up module window
Set up order types window
     Orders task list
     Set up order types window
     Set up tables sub-task list
Set up product categories window
     Orders task list
     Set up product categories window
     Set up tables sub-task list
Set up product label preferences window
Set up product master list window
Set up products window
Set up products window
     AR/Cash
Set up programs window
Set up prospect list window
Set up registration classes window
     Set up tables menu
Set up sales scripts window
Set up state/province codes window
Set up tables menu
     Event resources
     Registration classes
Set up tables sub-task list
Set up tax codes window
     Orders task list
     Set up tables sub-task list
     Set up tax codes window
Set up warehouses window
     Orders task list
     Set up warehouses window
Set up zones window
     Orders task list
     Set up tables sub-task list
     Set up zones window
setting
     additional program options
     event function fees
          Setting event function fees
          To define event function fees and GL information
     program-specific requirements
setting Bill To
     using Financial tab
     using Item Detail window
     using Set up customer types window
setting up
     credit card accounts in AR/Cash
     credit card authorization
     credit card authorization options (AR/Cash)
     credit card authorization options (Fund Raising)
     due to-due from accounts
     iMIS to use with EXPOCAD
     iMISFind to use with EXPOCAD
     multiple credit card authorization accounts
Setting up iMIS Modules
setting up Issues general lookup/validation tables
settlement
setup
     defining Fund Raising options
setup options
     Create Activity Records for Component Registrations
     Delete Component Registrations at Cancellation
     Delete Program on Cancel
     Delete Program on Close
     Delete Programs Registrations at Cancellation
     Extend Good Thru for Grade Period
     Subset Component Maintenance with Find Window
     Suppress Creation of $0 Only
shared dimensions
Sharing button
ship
     quantity
Ship Complete or Cancel Entire Order
Ship Complete, Hold Until 100% Complete
Ship Order window
ship orders
     Process orders sub-task list
     To ship an order
Ship orders window
     Orders task list
     Process orders sub-task list
Ship Partial, Backorder Remainder
Ship Partial, Cancel Backorders
Ship Partial, Cancel Backorders
     Cancellation Reason Code
Ship to
     address
     customer
     ID
          Enter and edit orders window
          Enter and edit orders window - Ship to Info tab
Ship to Info tab
Ship to information
     editing
     entering
shippers
shipping method
     code
     default
     defining
     Defining Shipping Methods
     Enter and edit orders window - Overview tab
     Set up zones window
     Ship Order window
shipping methods
     default
shipping orders
     To edit an order's shipping information
     To ship an order
shipping papers
     Order Status Defaults window
     Process orders sub-task list
     To print shipping papers
shipping zone
shipping zone
     country
     rate
     weight break
shipping zone tables
     defining
          Defining Shipping Zones
          To define a shipping zone
     Defining Shipping Zones
     Set up zones window
     To define a shipping zone
signature
     printing on a letter
simple order entry
     Simple order entry subsystem
     When to use Simple Order Entry
single gift
     Enter and edit gifts window - Overview tab
     entering
          Entering a Single Gift or Pledge
          To enter a single gift or single pledge
     Gifts and Pledges Overview
single pledge
     Enter and edit gifts window - Installments tab
     Enter and edit gifts window - Overview tab
     Gifts and Pledges Overview
single-instance custom tables
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
single-instance user-defined fields
     entering
Skip Enrollment option
slowly changing dimensions (SCDs)
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
soft credit
     information, editing
     information, entering new
     viewing history
          About Soft Credit History
          To view Fund Raising information in the Customer Portfolio
Solicitor Data tab (Manage customers window)
solicitor information
     entering in Manage customers window
sort
     definition
Source
Source code
     definition
     Enter and edit orders window - Overview tab
     Entering Referrals
SOURCE_CODE
speaker
     activity type
     entering rating groups and criteria
     groups
     resources
special pricing
     Base Amount
     Base from Formula
     defining
          Defining Product Special Pricing
          Defining Special Pricing
          To define product special pricing
          To define special pricing
     description
     discounts based on order quantity
     examples
     flat amount example
     Flat Amount special pricing
          Base Amount
     purchase quantity discounts
     rules
     using Alpha Table option
     using Amount from Field option
          Additional Special Pricing Examples
          Pricing based on an iMIS field
     using Exact Match option
     using Numeric Table option
Special Pricing window
     Manage inventory sub-task list
     Manage products window
     Special Pricing window
special prorating
     defining
Special Referrals Features
Specific Begin Date option
Specify a new Expo Code window
Specifying Output Columns
Specifying Sort Order
split gifts
split gifts
     detail, viewing
     entering
          Entering Split Gifts
          To enter a split gift or pledge
     viewing
Split Gifts tab, Enter and edit gifts window
Splitting a Segment
SQL calculation
     event name
SQL registration verification calculation
SQL registration verification calculation
     entering
SQL reserved words
SQL script, resynchronization
SQL Server
     SQL Server 2000
     SQL Server 2000 Analysis Services
     SQL Server Agent
     SQL Server host
          Basic concepts for your IT staff
          System requirements
SR_AREA general lookup/validation table
SR_AREA general lookup/validation table
     sample scenario
SR_CAT general lookup/validation table
SR_CAT general lookup/validation table
     sample scenario
SR_DEVSTATUS general lookup/validation table
SR_DEVSTATUS general lookup/validation table
     sample scenario
SR_ENVIRON general lookup/validation table
SR_ENVIRON general lookup/validation table
     sample scenario
SR_RECORDEDBY general lookup/validation table
SR_RECORDEDBY general lookup/validation table
     sample scenario
SR_RES general lookup/validation table
SR_RES general lookup/validation table
     sample scenario
SR_SRVTYPE general lookup/validation table
SR_SRVTYPE general lookup/validation table
     sample scenario
SR_SYS general lookup/validation table
SR_SYS general lookup/validation table
     sample scenario
SR_VERSION general lookup/validation table
SR_VERSION general lookup/validation table
     sample scenario
stages
standard cost (product)
     Inventory window
     Warehouses window
standard order type
standard orders
Standard Price
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
star schema
Statistics report, Issue
Status
     canceled
     event
          Define an event - event details window
          Define an event - event list window
     event function
     member
status codes
     Active
          Active
          Active or Out of Production (inventory is available)
          Active Products
          Changing an Active Product's Status
     assigning
     assigning
          Active
          Inactive
          Mark for Deletion
          Not Available
          Out of Production
     changing
     changing
          Active
          Inactive
          Not Available
          Out of Production
     Importing Orders
     Inactive
          Changing an Inactive, Not Available, or Out of Production product's status
          Inactive or Mark for Deletion
          Inactive Products
     Manage products window
     Mark for Deletion
          Inactive or Mark for Deletion
          Products Marked for Deletion
     Not Available
          Changing an Inactive, Not Available, or Out of Production product's status
          Not Available or Out of Production (no inventory is available)
          Products that are Not Available
     Out of Production
          Active or Out of Production (inventory is available)
          Changing an Inactive, Not Available, or Out of Production product's status
          Not Available or Out of Production (no inventory is available)
          Out of Production
          Products that are Out of Production
     Summarizing Product Status Codes and Upsell/Cross-sell/Replacement Items
     verifying
          Active
               Active
               Active or Out of Production (inventory is available)
          Inactive
          Mark for Deletion
          Not Available
          Out of Production
               Active or Out of Production (inventory is available)
               Not Available or Out of Production (no inventory is available)
               Out of Production
          Verifying a Product's Available Inventory during Order Entry
          Verifying a Product's Status during Order Entry
status information
     entering in Manage customers window
     limiting access to
Status tab (Manage customers window)
status update e-mail, queue
status updates
     send queued issue
     via e-mail, sending issue
status, informing customers of issue
stock item
     Manage products window
     Order Processing Terms
     Set up product categories window
stored procedures
     creating
SUB product type
sub-task lists
     Manage inventory
          Manage inventory sub-task list
          Orders task list
     Process orders
          Orders task list
          Process orders sub-task list
     Set up tables
          Orders task list
          Set up tables sub-task list
Subcomponent List
     window
submit
submit credit card payments for authorization
Submitted By area, Issue window
submitting deferred credit card payments
subscriptions
     processing new prepaid
Subset Component Maintenance with Find Window option
substituting
     exhibitors
SUFFIX
Summary Transaction Report
support, ASI
Suppress Creation of $0 Orders Only option
Suppress Creation of All Certification Orders setup option
suppress printing
     coordinators on confirmation letter
     directions on confirmation letter
          Event Address window
          To define an exposition address
          To enter an exposition note
     notes on confirmation letter
          Event Notes window
          Expo Notes window
Synchronous Process
System
system options
system requirements
system setup
     accounting method
          Defining Referral Subscription Product Code
          Set up general options window
     advance Bill Begin date
     billing interval
     billing time
     creating billing cycles
     defining product codes
     defining prorating rules
     overriding Begin Date for new customers
     setting standard pricing
     setting standard prorating
     setting start date control options
     setting up customer types
     testing renewal notice printing
     testing the billing data generation
     user defined registration fields
          To add field names to the Exhibition - Years Exhibited Field
          To add user-defined event Registration Fields
system setup options
System-defined group
System-defined role
System-defined user
T
tab
     Acknowledgement, Enter and edit gifts window
     Activities-All, Manage customers window
     AR/Cash, Manage customers window
     Donor, Enter and edit gifts window
     Matching Plan, Enter and edit gifts window
     Memorial/Tribute, Enter and edit gifts window
     Notes, Enter and edit gifts window
     Overview, Enter and edit gifts window
     Split Gifts, Enter and edit gifts window
Tab command
     The *Tab Command
     Using the *Tab Command
tab example, user-defined
Tab method
Table Layouts
tables
     CCAuthAcct
     setting up Issues general lookup/validation
tables, custom
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
     Important iMIS Analytics concepts
     Overview
tabs
     Account Info
          Enter and edit orders window - Account Info tab
          Register a customer window
     Activities-All
     AR/Cash
     Attendee
          Register a customer window
          To edit a registrant's address
     Badges
     Billing
     Calls
     Change Log
          Manage customers window - Change Log tab
          Manage customers window - Opportunity tab
     Donor Data
     Events
     Exhibition
     Exposition
     Financial
     Function Note
     Fund Raising
     Internet Security
     Label Preferences
     Letters
     Matching Plans
     Notes
     Notification
     Order Details
     Orders
          Manage customers window - Orders tab
          Manage customers window - Orders tab (Current view)
          Manage customers window - Orders tab (History view)
     Other
          Manage customers window - Other tab
          Register a customer window - Attendee tab
          Register a customer window - Other tab
          To add user-defined event Registration Fields
          To enter hotel and arrival information
          To enter hotel reservations
     Overview
          Enter and edit orders window - Overview tab
          Printing Individual Reports and Reviewing Rosters
          Register a customer window - Overview tab
     Payments
          Enter and edit orders window - Payments tab
          Register a customer window - Payments tab
     Picture
     Profile
     Record History
     Relationships
     Result
     Role
     Roster
     Salutations
     Ship to Info
     Solicitor Data
     Status
     user-defined
     VAT
          Manage customers window – VAT tab
          Manage customers window - VAT tab
Task
task list
     Orders
task list, Fund Raising
task list, Issues
Task Map
      iMIS Framework Console
      Intelligent Query Architect
      Reports and Output Processes
      RFM Analytics
      Segmentation
tax
tax
     freight charges
     handling charges
     Web sales
tax authority
tax authority
     defining for Canadian taxation
tax codes
tax codes
     city
     defining
     defining Canadian
     defining VAT
     state
     VAT percent
     VAT zero percent
     VAT-exempt
tax rate
taxable
Taxation Method
     Canadian
          Enabling Canadian Taxation
          Organization Names window
     default
          Organization Names window
     Organization Names window
     VAT
          Organization Names window
          To enable VAT for the Default Organization
taxes
     Canadian
     Canadian Tax Authority
     default organization
     tax code
     tax rate
     VAT
teams
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
Template
     Administering the Central Object Repository
     Concepts and Terms: Reports and Output Processes
     Uploading Templates
temporary sublists, adhoc
Terminal Server
terms
     definition
     EXPOCAD Interface Terms
     iMIS Certification Terms
thank you letter
     print for gift or pledge
     printing at gift entry
third-party documentation (for iMIS Analytics)
     Analyzing iMIS business performance with the iMIS Briefing Book
     Basic concepts for your IT staff
     Installing the iMIS Analytics Briefing Book on client computers
     Viewing iMIS Analytics cubes for ad-hoc analysis
ticket
     definition
ticklers
     deleting
     edit
     printing
tie to program option
tier configuration
     Basic concepts for your IT staff
     Creating a linked server definition for two-tier configurations
     System requirements
tips
Tips for adding filters
Tips for administering roles
Tips for administering the CORE
Tips for administering user security
Tips for configuring printers
Tips for defining queries
Tips for managing tasks
Tips for output processes
Tips for running Crystal reports
Tips for Security Administration
Tips for setting up modules
Tips for using report parameters
TITLE
Title (Billing Item)
Title, Product
     Defining Referral Fee Product Code
     Defining Referral Subscription Product Code
To add a binary field to the View list
To add a new customer record
To add a segment
To assign a user to the Reporting group
To build a business object for a user-defined table using the iMIS Framework Console (IFC)
To copy a segmentation job
To copy an output process
To create a Crystal report output process
To create a new Microsoft Word template
To create a segmentation job
To create an analysis definition
To create n-Select segments
To define a query
To define a Word merge output process
To define an e-mail merge output process
To define an opportunity output process
To delete an output process
To duplicate a segment
To edit a contact or prospect list
To edit an output process
To export a Crystal report
To generate RFM results
To load a document template
To prevent module administrators from accessing applications
To register a customer for an event
To register a member/contact for a meeting
To set user permissions for an output process
To upload a document
To upload a Microsoft Word template
To view segments
Total Cost
total cost (inventory)
     Inventory window
     Warehouses window
total order cost
total quantity range
total value range
tracking
     forms
Tracking by Source Code
tracking iMIS 10 custom demographics
     Basic concepts for your IT staff
     Configuring iMIS Analytics to track custom iMIS 10 demographics
Transaction
transaction date
     finding pledge credit or debit memo using
transaction entity ownership, determining
Transaction Ledger window
     Examples of unposted transactions
     To view a registrant's account information
     To view unposted transactions
     Transaction Ledger window
transaction ledgers
     viewing
Transaction Lists Distribution Summary
     running
Transaction Purging Utility
Transaction Query
transaction through Search credit card info window
     view individual
transactions
     credit
     debit
     search credit card
     searching credit card
Transfer/Substitute
Transfer/Substitute button
transferring
     exhibitors
transferring underpayment balances to AR
tribute
     gifts
     gifts, entering
          Entering Memorials and Tributes
          To enter a memorial or tribute
troubleshoot e-mail problems
troubleshooting
troubleshooting
     balancing problems
troubleshooting e-mail problems
Troubleshooting Reports and Output Processes
type
     activity
     customer
          Add New Customer window
          Special Pricing window
     member
     order
          Defining Order Types
          Enter and edit orders window - Overview tab
          To define order types
     payment
          To edit a payment type not recognized as prepaid cash
          To edit a payment type recognized as prepaid cash
     Web customer
     Web order
Types of segmentation jobs
U
underpayment balances
     leaving in billing
     leaving in dues
     transferring to AR
Understanding iMIS Referral
Understanding Intelligent Query Architect
Understanding Reports and Output Processes
Understanding RFM Analytics
Understanding Roles in Reports and Output Processes
Understanding Security Administration
Understanding Segmentation
Understanding the iMIS Framework Console
uninstalling iMIS Analytics
Unit
     window
unit cost
unit of measure
Universe query
     Concepts and Terms: Intelligent Query Architect
     Concepts and Terms: Segmentation
unmatched addresses
     review
unposted batches
     deleting
Update Analytics job
Update Attendance button
Update iMIS Analytics package
Update Prospect Lists window
updates, send queued issue status
updating the data warehouse and analysis database
     Changing the scheduled run time of the Update iMIS Analytics DTS package
     Manually running the Update iMIS Analytics DTS package
Uploading Documents
Uploading Templates
Upsell items
     definition
     status codes
upsell products
Upsell/Replace window
Upsell/Replace window
     Designating Upsell, Cross-sell, and Replacement Items for Products
     Upsell/Replace window
use member pricing
User
user access, limiting
user account
User Defined Tables window
     Reviewing the Customizer interface
     User Defined Tables window
User Passwords window
User Permission
user-configurable prompts
user-defined data
user-defined data
     deleting
     editing
     multiple-instance
     single-instance
     viewing
user-defined fields
     Creating User-Defined Fields
     Product Detail window
     Set up product categories window
user-defined indexes
user-defined registration fields
     adding
          To add field names to the Exhibition - Years Exhibited Field
          To add user-defined event Registration Fields
user-defined tab
     example
     field contents example
User-defined table
User-Defined tabs (Manage customers window)
users
     assigning access keywords
using
     credit memos and debit memos
     iMISFind
     multiple entities
     multiple-entity processing
using *TAB
      applying a credit balance
     Applying a Credit Balance Using *TAB
     To apply a credit balance from Enter and edit payments
Using a Universe Query
using auto-apply option
using credit card authorization
Using Crystal Reports
using iMIS Analytics
using rapid gift entry
Using the Search Routine
V
validating Diners Club and Carte Blanche credit cards
valuation method
valuation method
     average
     standard
value ranges
     defining
          Defining Value Ranges
          To define a value range
     editing
values, predefined drop-down list
VAT
VAT
     applying to an order
     applying to event registrations
     assigning at the product level
     assigning to event functions
     assigning to events
     assigning to hotel rooms
     assigning to products
     branch ID
          Organization Names window
     company
          Organization Names window
     country
          Enter and edit orders window - Overview tab
          Manage customers window – VAT tab
          Organization Names window
     defining country codes
          Defining VAT and Intrastate Country Codes
          To define a country code
     defining tax codes
     defining VAT percent tax codes
     defining VAT zero percent tax codes
     defining VAT-exempt tax codes
     enabling
     entering an organization's information
          Entering an Organization’s VAT Information
          To enter an organization’s VAT information
     entering information for individuals
     exempt
     license key
          Organization Names window
     modifying invoices
     registration number
          Enter and edit orders window - Overview tab
          Manage customers window – VAT tab
          Organization Names window
     setting up company flow down
          Setting up Company Flow Down for VAT
          To set up Company Flow Down for VAT
     taxes
     using
     using company flow down
VAT information
     entering in Manage customers window
VAT tab
VAT tab (Manage customers window)
VAT tax codes
     assigning at the product level
     assigning to event functions
     assigning to events
     assigning to hotel rooms
     assigning to products
     VAT percent
     VAT zero percent
     VAT-exempt
verify
     addresses
          Batch and Manual address verification in iMIS
          Verifying Addresses Online
verify import
verifying
     address
     addresses online
     status codes
          Verifying a Product's Available Inventory during Order Entry
          Verifying a Product's Status during Order Entry
verifying addresses
     automatically
View activity tasks window
View and enter issues window
View Booth Proximity window
View exhibitor information window
view individual transaction through Search credit card info window
view open credits from import
View Roster button
viewers, OLAP
     Important iMIS Analytics concepts
     Overview
     System requirements
viewing
      component statistics
      customer's SALES activities
      program details
     account information
     activity records
     available expositions
     booth changes
          Viewing Booth Changes
     certification activity records
     certification orders
     contacts list
     credit transactions
     debit transactions
     donor club activities in Activities-All tab on Manage customers window
     donor club history
     event activities through Fund Raising History windows
          Fund Raising tab - Donor Recognition sub-tab
          To view Fund Raising information in the Customer Portfolio
     exhibitor information
          To view exhibitor information
          Viewing Exhibitor Information
     exposition activities
     exposition history
     exposition rosters
          Viewing Exposition Rosters
     fundraising activities in Activities-All tab on Manage customers window
     fundraising history by date range
          About Fund Raising History Filters
          To view Fund Raising information in the Customer Portfolio
     fundraising history, summary of
          Fund Raising tab - Summary sub-tab
          To view Fund Raising information in the Customer Portfolio
     gifts and pledges
     gifts and pledges in Enter and edit gifts window
     gifts and pledges in Manage customers window
     imported orders
     installment information
     inventory
          To view product inventory
          To view product inventory for multiple warehouses
     ledgers
     matching gifts
     order activities
     orders
     product lists
     program roster
     publication details
     requests history
          Fund Raising tab - Requests sub-tab
          To view Fund Raising information in the Customer Portfolio
     SALES activities
     separate payer data in AR/Cash tab on Manage customers window
     soft credit history
     split gift detail
     split gifts
     transaction ledgers
     wait lists
viewing cubes
viewing data in a non-grid window
viewing data in non-grid format
Viewing iMIS System Information
viewing issues
Viewing Segmentation Jobs
Viewing Segments
Viewing, Editing, Deleting, and Adding Tasks
views, Briefing Book
     creating custom views
          Basic concepts for your executives and managers
          Cubes and dimensions
          Predefined views in the iMIS Analytics Briefing Book
          Viewing iMIS Analytics cubes for ad-hoc analysis
     custom iMIS demographics
          Basic concepts for your IT staff
          Configuring iMIS Analytics to track custom iMIS 10 demographics
          Important iMIS Analytics concepts
          Overview
     overview
          Important iMIS Analytics concepts
          Overview
     predefined views
          Analyzing iMIS business performance with the iMIS Briefing Book
          Basic concepts for your executives and managers
          Predefined views in the iMIS Analytics Briefing Book
     views versus reports and queries
void
VOL product type
VPN connections
W
Wait List Processing window
wait lists
     adding exhibitors
     canceling order for wait listed products
     creating reports
     definition
     deleting products
     enabling
          Event System Preferences window
          To enable function wait lists
     enabling options
     Expo System Options window
     managing
     processing
     removing a registrant
     removing exhibitors
     To enable wait lists for exposition products
     viewing
          To view wait lists
warehouse
     adjustments account
     average cost of inventory
     bin
          Order Processing Terms
          Warehouses window
     code
     cost of goods sold account
     default location
          Inventory System Setup window
          Manage products window
     defining
     deleting
     editing
     from warehouse
     income account
     inventory account
     inventory available
     inventory on hand
     inventory reserved
     inventory transfers
          Enter and edit receipts and adjustments window
          To enter inventory transfers
     last cost of inventory
     overriding
          Product Detail window
          To override a product's default warehouse
     to warehouse
     total cost of inventory
     viewing inventory
warehouse, data
     Basic concepts for your IT staff
     Overview
     System requirements
warehouses
     Cubes and dimensions
     Predefined views in the iMIS Analytics Briefing Book
Warehouses window
     Manage inventory sub-task list
     Manage products window
     Warehouses window
Web
      order options
     check-out message
     customer type
     enabling product categories
     enabling products
     order type
     product categories
     product category hyperlink
     sales tax authority
Web Options window
     Manage inventory sub-task list
     Manage products window
     Set up product categories window
     Web Options window
Web Order Options window
     Orders task list
     Set up module window
     Web Order Options window
weight
weight
     order
weight tables
     defining
          Defining Weight Tables
          To define a weight table
     editing
     To define a weight table
     To edit a weight table
window
     Address Layout Tester
Window Designer window
     Reviewing the Customizer interface
     To assign access keywords to custom window tabs
     To limit access to or hide custom windows
     Window Designer window
windows
      Enter and edit payments
      Payment Entry
      Process billing
      Process customer requests
      Process orders
      Register a customer
      Select Open Payments
     Accounting
          Accounting window
          Manage inventory sub-task list
          Manage products window
     Accounts Receivable
     Activities-All tab (Manage customers window)
     Activity Detail
          Activity Detail window
          To set up a speaker activity type
          To view customer order activities
          To view donor club activities achieved through event registrations
          To view event activities for a registrant
     Add a Prospect
          Add a Prospect window
          To add a prospect
     Add Individual
     Add New Customer
     Add-on Charges
          Add-on Charges window
          Orders task list
          Set up module window
     Additional Fields
     Adjust Effective Date
     All Companies Exhibiting Product
     AR/Cash Set up module, additional fields for multiple entities
     AR/Cash tab (Manage customers window)
     Arrange Script Sections
          Arrange Script Sections window
          To arrange scripts
     Authorization Reports
     Backorder Processing
          Backorder Processing window
          Orders task list
          Set up module window
     Badges
     Batch
     Billing and Reminder Notices
     Billing tab (Manage customers window)
     Booth Change History
          Booth Change History window
          To view booth changes
     Booth Generator
     Booth Inventory Assignment
     Booth Preference Management
     Booth Preferences
     Booths
          Booths window
          Event Function Detail window
          To view an EXPOCAD order
     Calls tab (Manage customers window)
     Certification Program Type
     Certification tab (Manage customers window)
     Change Log tab (Manage customers window)
          Manage customers window - Change Log tab
          Manage customers window - Opportunity tab
     Child Components
          Child Components window
          To attach subcomponents to a component
          To link event functions
     Close orders
          Orders task list
          Process orders sub-task list
     Company Conflicts
     Component Instructors
     Component Prerequisites
     Conflicting Booths/Products
     Convert quotes
          Orders task list
          Process orders sub-task list
     Credit card authorization
     Credit Invoices
     Credit/Debit Invoices Write-Off
     Current Booth Assignments
     Current Service Contractors
     Customer Portfolio Tab Preferences
     Customer Setup – Access Keys
     Customer Setup – Additional Windows
     Customer Setup – Advanced
     Customer Setup - Address and Notes
     Customer Setup - Advanced
          Customer Setup - Advanced window
          To customize the CEU field prompts
     Customer Setup - Basic Options
     Customer Setup - Change Logging
     Customer Setup - Indexes
     Default Shipping Configuration
          Add-on Charges window
          Default Shipping Configuration window
     Define an event
          Define an event - event details window
          Define an event - event list window
          Functions Overview
     Detail Report Parameters, for E-Mail Overlay, example
     Detail Split
     Donor tab (Manage customers window)
     Enter and edit cash receipts
          Enter and edit cash receipts window
          To enter a payment in AR/Cash
     Enter and edit credit memos
          Enter and edit credit memos window
     Enter and edit credit memos showing split funds
     Enter and edit debit memos
          Enter and edit debit memos window
     Enter and edit gifts
     Enter and edit gifts, Acknowledgement tab
     Enter and edit gifts, Donor tab
     Enter and edit gifts, Matching Plan tab
     Enter and edit gifts, Memorial/Tribute tab
     Enter and edit gifts, Notes tab
     Enter and edit gifts, Overview tab
     Enter and edit gifts, Split Gifts tab
     Enter and edit orders
          Enter and edit orders window
          Orders task list
     Enter and edit payments
     Enter and edit pledge credit memos
          Enter and edit pledge credit memos window
          To enter a pledge credit memo
     Enter and edit pledge debit memos
     Enter and edit receipts and adjustments
          Enter and edit receipts and adjustments window
          Manage inventory sub-task list
          Orders task list
     Event Address
          Define an event - event details window
          Event Address window
     Event Coordinators
          Define an event - event details window
          Event Coordinators window
     Event Description
          Define an event - event details window
          Event Description window
          To add user-defined Event Description Fields
     Event Function Definition - CEU
          Event Function Definition - CEU window
          Event Function Detail window
     Event Function Definition - Fees
          Event Function Definition - Fees window
          Event Function Detail window
     Event Function Definition - Plan
          Event Function Definition - Plan window
          Event Function Detail window
     Event Function Definition - Speakers
     Event Function Definition Fees
     Event Function Detail
     Event Notes
          Define an event - event details window
          Event Notes window
     Event Roster
          Define an event - event details window
          To view a roster
          To view an event roster
     Event System Preferences
          Event System Preferences window
          Events tasks
     Events Advanced Features
          Events Advanced Features window
          Events tasks
     Events tab (Manage customers window)
     Events-Advanced Features
     Exhibited Product Conflicts
     Exhibition tab (Manage customers window)
     Exhibitor Company Product Maintenance
     Exhibitor Contacts
     Exhibitor Information
     EXPCAD tool bar
     Expo Address
     Expo Description
          Expo Description window
          To create user-defined fields for the Expo Description window
     Expo Forms
     Expo General Setup
     Expo Notes
     Expo Options
     Expo Order Line Note
     Expo Prospect Reports
     Expo Registration - Name/Address
          Expo Registration - Name/Address window
          To edit a registrant's address
          To enter an order-line note
     Expo Registration - Other
          Expo Registration - Other window
          To create user-defined fields for the Expo Registration - Other window
     Expo Roster
          Expo Roster window
          To view a roster
     Expo Sales
     Expo System Options
     Expo System Setup
     Expo-Advanced Features
     EXPOCAD - Change Booth Number
     EXPOCAD - Default Values
     EXPOCAD - Max Fit
     EXPOCAD - Rent Booth
     EXPOCAD - Set Booth Class
     EXPOCAD Import
     ExpoCad Local Setup
     Exposition Booth & Product Fees
          Exposition Booth & Product Fees window
          To define booth products and pricing
     Exposition Definition
     Exposition Orders
     Exposition Product Detail
          Exposition Product Detail window
          To define a product link
          To define an exposition product
          To define an upsell product
          To define booth products and pricing
          To define product fees
          To delete a product link
          To generate booths
          To import booths
          To remove booths
     Exposition Product Links
     Exposition Products - Upsell Items
     Exposition tab (Manage customers window)
     Expositions/Meetings
     Expositions/Meetings for
     Financial tab (Manage customers window)
     Find
          Find window
          To enter an event registration for multiple customers
          To find event registrants using the Find window
     Find Company
     Forms Status
     Function Attendance
          Event Function Definition - CEU window
          Function Attendance window
     Function Links
          Event Function Detail window
          Function Links window
     Function Roster
          Event Function Detail window
          Function Roster window
          To view an event function roster
     Fund Raising tab (Manage customers window)
     Generate reports
     Gift - Name/Address - Soft Credit
     Hotel Availability
          Hotel Availability window
          Hotels window
          Register a customer window - Other tab
     Hotels
          Define an event - event details window
          Hotels window
          To apply VAT to a hotel room
     Individual Accrual Dues Posting
     Internet Security tab (Manage customers window)
     Inventory
          Inventory window
          Manage inventory sub-task list
          Manage products window
     Inventory System Setup
          Inventory System Setup window
          Orders task list
          Set up module window
     Invoice orders
          Orders task list
          Process orders sub-task list
     Issue
     Issue, Assignment area
     Issue, Issue Description area
     Issue, Issue Status area
     Issue, Submitted By area
     Issue, truncated prompt
     Joint Programs
     Kitting
          Kitting window
          Manage products window
     Label Preferences tab (Manage customers window)
     Letters tab (Manage customers window)
     limiting access to or hiding
     List Assignment Options
     Load Products from Previous Exposition
          Load Products from Previous Exposition window
          To load a product list from a previous exposition
     Manage batches
     Manage committees
     Manage Contacts
     Manage customers window
     Manage customers, Activities-All tab
     Manage expired members
     Manage products
          Manage inventory sub-task list
          Manage products window
          Orders task list
     Manage prospect lists
     Manage requests
     Manually release backorders
          Orders task list
          Process orders sub-task list
     Meeting Find
     Meeting Function Attendance
     Meeting Standard Letters
     Notes
     Notes tab (Manage customers window)
     Notification tab (Manage customers window)
     Opportunities
          Designating Upsell, Cross-sell, and Replacement Items for Products
          Opportunities window
          To close the Opportunities window
          To open the Opportunities window
     Order Entry - General Information
     Order Entry - Name/Address
     Order Selector
     Order Status Defaults
          Order Status Defaults window
          Orders task list
          Set up module window
     Orders tab (Manage customers window)
     Organization Names
          Organization Names window
          To enable Canadian taxation for the Default Organization
          To enable VAT for the Default Organization
     Other tab (Manage customers window)
     Payment Schedule
     Payments
          Payments window
          Register a customer window - Payments tab
          To enter multiple payments
     Picture tab (Manage customers window)
     Post receipts
          Manage inventory sub-task list
          Orders task list
          Post receipts window
          To find product inventory transactions using the Post receipts window
     Preference Booth Select
     Previous Expo
     Print pick list
          Orders task list
          Process orders sub-task list
     Print quotes
          Orders task list
          Process orders sub-task list
     Print shipping papers
          Orders task list
          Process orders sub-task list
     Process billing
     Process booth orders
     Process payments
     Product Detail
     Product Find
     Product/Activity type
     Profile tab (Manage customers window)
     Program Coordinators
     Program Dates
     Program Description
     Program Details
     Program Items
     Program Notes
     Program Prerequisites
     Program Requirements
     Program Roster
     Prorating
     Proximity Assignment
     Publication Demographics
          Manage inventory sub-task list
          Manage products window
          Publication Demographics window
     Publication Detail
          Product Detail window
          Publication Detail window
     Register a customer
     Register a student by component
          Register a student by component window
          Using the Register a student by component window
     Register a student by program
     Relationships tab (Manage customers window)
     Report Specifications, for E-Mail Overlay
     Request Entry
     Reservation
          Reservation window
          To reserve a product and view booth proximity
     Reserve Products
     Resolution
     Resolution, Resolution area
     Resolution, with configured prompts
     Role tab (Manage customers window)
     Room Sharing
          Register a customer window - Other tab
          Room Sharing window
     Room Types
          Hotels window
          Room Types window
          To apply VAT to a hotel room
     Roster tab (Manage customers window)
     run time
     Sales Script
     Salutations tab (Manage customers window)
     Search
     Search credit card info
     Select a Section
          Arrange Script Sections window
          To arrange scripts
     Select import file
     Select Open Payments
          Select Open Payments window
     Select Report
          Select Report window
     Service Contractor Find
     Service Contractor Maintenance
     Set up activity types
          Set up activity types window
          To limit access to activity records
     Set up an exposition
          Set up an exposition window
          Set up an exposition window (second instance)
     Set up appeal expenses
     Set up billing cycles
     Set up certification module
     Set up committee codes
     Set up country address layouts
     Set up country names
          Set up country names window
          To define a country code
     Set up customer types
     Set up event resources
          Events tasks
          Set up event resources window
     Set up exhibitor classes
     Set up forms master list
     Set up freight by total quantity
          Orders task list
          Set up freight by total quantity window
          Set up tables sub-task list
     Set up freight by total value
          Orders task list
          Set up freight by total value window
          Set up tables sub-task list
     Set up freight by weight
          Orders task list
          Set up freight by weight window
          Set up tables sub-task list
     Set up general lookup/validation
          Enter and edit orders window
          Set up general lookup/validation window
          Tables window
          To create access keywords
     Set up general options
          Set up general options window
     Set up general options (Billing)
     Set up module
          Configuring the Module Options
          Orders task list
          Set up module window
     Set up module (AR/Cash)
          Set up module window
          To enable iMIS multiple-entity processing
     Set up module (AR/Cash), additional fields for multiple entities
     Set up module (Events)
     Set up module, E-mail Server Configuration area
     Set up module, Issue area
     Set up module, Issue Options area
     Set up module, Resolution area
     Set up order types
          Orders task list
          Set up order types window
          Set up tables sub-task list
     Set up product categories
          Orders task list
          Set up product categories window
          Set up tables sub-task list
     Set up product label preferences
     Set up product master list
     Set up products
     Set up products (AR/Cash)
     Set up programs
     Set up prospect list
     Set up registration classes
          Events tasks
          Set up registration classes window
     Set up sales scripts
     Set up state/province codes
     Set up tax codes
          Orders task list
          Set up tables sub-task list
          Set up tax codes window
     Set up warehouses
          Orders task list
          Set up warehouses window
     Set up zones
          Orders task list
          Set up tables sub-task list
          Set up zones window
     Ship Order
     Ship orders
          Orders task list
          Process orders sub-task list
     Solicitor Data tab (Manage customers window)
     Special Pricing
          Manage inventory sub-task list
          Manage products window
          Special Pricing window
     Specify a new Expo Code
     Status tab (Manage customers window)
     Subcomponent List
     Transaction Ledger
          Examples of unposted transactions
          To view a registrant's account information
          To view unposted transactions
          Transaction Ledger window
     Unit
     Update Prospect Lists
     Upsell/Replace
          Designating Upsell, Cross-sell, and Replacement Items for Products
          Manage products window
          Upsell/Replace window
     User Defined Tables
          Reviewing the Customizer interface
          User Defined Tables window
     User Passwords
     User-defined tabs (Manage customers window)
     VAT tab (Manage customers window)
     View activity tasks
     View and enter issues
     View Booth Proximity
     View exhibitor information
     Wait List Processing
     Warehouses
          Manage inventory sub-task list
          Manage products window
          Warehouses window
     Web Options
          Manage inventory sub-task list
          Manage products window
          Set up product categories window
          Web Options window
     Web Order Options
          Orders task list
          Set up module window
          Web Order Options window
     Window Designer
          Reviewing the Customizer interface
          To assign access keywords to custom window tabs
          To limit access to or hide custom windows
          Window Designer window
Word merge
     Creating a Microsoft Word Merge Output Process
     Troubleshooting Reports and Output Processes
     Uploading Templates
Workflow
     Concepts and Terms: iMIS Framework Console
     Managing the Workflow Queue
Workflow queue

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