iPart-based Features

Certain features of iMIS, such as the shopping cart, are comprised of sets of iParts that have interrelationships and dependencies that affect their use. Following is information to help you recombine and alter iParts to support the needs of your organization.

•      See iPart Essentials to learn about iParts and the key iParts for content and queries.

•      See iPart Reference to see the full list of iParts and view their configuration field help.

•      See iPart Sites for guidance on developing your own site.

iParts for contacts  PAGEREF _Toc337550462 \h 1

Selecting a primary organization  1

Linking to companies in Contact Mini Profile  2

Directory Searches for Contact Data  3

iParts for commerce  3

Billing for membership dues 3

Configuring order confirmation emails 4

Enabling PayPal Express 5

Creating promotion codes 6

iParts for events  6

Configuring event registration  7

Enabling 'Register Someone Else' 11

Registering with event iParts 12

iParts for donation features  14

Building donation pages 14

Associating the donation with a distribution  19

Friendraising  20

Managing Friendraising transactions 21

Setting up Friendraising  22

Gift Aid (UK) 27

Managing Gift Aid  28

Setting up Gift Aid  30

Package Installer 31

Standing Orders (UK) 34

Managing Standing Orders 34

Setting up Standing Orders 37

NRDS bridge for data synchronization  39

Data shared between NRDS and iMIS  40

NRDS bridge setup and configuration  41

Synchronizing data between NRDS and iMIS  46