Setting up Friendraising user-defined tabs in iMIS Desktop

To record and display important information about Friendraising event participants in iMIS Desktop, you must first run a SQL script that allows you to create user-defined tabs based on the Friendraising-specific tables.

To enable the Friendraising tables for user-defined tabs

1.  From the ~\util folder located in your appserver's installation directory, locate the RegisterFriendraisingUDTablesV10.sql script. The ~\util path is relative to the root of your iMIS15 application.

2.  From SQL Server Management Studio, execute the RegisterFriendraisingUDTablesV10.sql script on your iMIS database.

3.  From iMIS Desktop, create user-defined tabs for the following Friendraising tables and fields:

Description

Table

Fields

Contains information about any teams a contact has joined as part of an event registration.

Name_FRTeamInformation

ID

SEQN

MEETING

TeamID

TeamName

TeamType

TeamGoal

TeamCaptainAlternateId

Contains information about a contact's event registrations.

Name_FREventInformation

ID

SEQN

MEETING

LocationID

RegistrationType

ParticipantGoalOnline

Contains survey questions and the contact's answers.

Name_FRSurveyQuestion

ID

SEQN

MEETING

QuestionID

AnswerID

AnswerValue

Contains the contact's mail and email opt out preferences.

Name_FRAdditionalInfo

ID

HomeMailOptOut

HomeEMailOptOut

WorkMailOptOut

WorkEMailOptOut

Contains a record of each registration or donation that has been successfully imported for a contact.

Name_FRTransactionLog

ID

SEQN

TransactionID

TransactionType

EventID

ConstituentID

DateImported

Contains a contact's AlternateId, which is the constituent ID in Friendraising.

Note: Name_AlternateId is not a user-defined table specific to Friendraising, but does contain information useful for Friendraising purposes.

Name_AlternateId

ID

SEQN

IdType

AlternateId