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10.6 Help Contents

 
Documentation Notice
Copyright Notice
10.6 New Features
10.6 at a glance
Fund Raising changes
Improved Fund Raising history interface in Customer Portfolio
New Fund Raising Total Value configuration options
Designate Fund Raising information by Event function
Event items in Customer Portfolio Fund Raising history tab
Event Gifts are included in the Gift Portfolio
Upgrading Fund Raising Events defined before iMIS version 10.6
To define event functions
Portion of dues payment can be processed as a donation
Setting up Dues Fund Raising products
Cash dues payments with multi-entity enabled
Accrual dues with multi-entity enabled
Import REQUEST activities with Activity Importer
Setting up REQUEST, GIFT, and PLEDGE activity types
Memorial/Tribute honorees need not be in the database
Entering a memorial or tribute
Reporting performance for large Fund Raising data sets
Updating Fund Raising report summaries
Fund is now updated when distribution is changed
Visual interface changes
IQA changes
New Advanced Query links and personalized query links
New Advanced Query on the Customers tab
To run a predefined query from Customers
New Advanced Query on the Events tab
To run a predefined query from Events
New Advanced Query on the Orders tab
To run a predefined query from Orders
New Advanced Query on the Home page
To run a predefined query from the Home page
Creating a personalized query link on the Customers tab
New ability to link to iMIS modules from query results
Creating links to iMIS modules from query results
New ability to specify more than 500 returned rows
Configuring the global maximum number of rows returned by queries
Changes to IQA security
Enhancements to query filters
Limiting the rows returned by a query
Defining multiple values for a filter property
Address verification changes
Changes to AccuMail
Verify Address button added to more windows
Integration with QAS v4
UK postcode validation
Verify Address button now available for QAS
QAS for iMIS window
Manually verifying addresses with QAS
New QAS Batch interface
QAS Batch window
QAS Batch Interaction window
Verifying a batch of addresses with QAS Batch
New QAS options on the Customer Setup window
Customer Setup - QAS Options window
Specifying the default country database for QAS
Enabling or disabling address auto-verification for QAS
New QAS Install Paths window
QAS Install Paths window
Specifying QAS API install paths
Implementing QAS v4 with iMIS
Limitations and interaction with AccuMail
Installing QAS Pro v4 and QAS Batch v4
Configuring QAS Pro v4 for Australian addresses
Configuring QAS Pro v4 for New Zealand addresses
Configuring QAS Pro v4 for United Kingdom addresses
Configuring QAS Pro v4 for other countries
Configuring the QAWORLD.INI file for QAS Batch
Payment processing changes
CSC now supported by deferred authorization
New gateway type for European debit card processing
Setting up European debit card authorization
New cash account options for European debit cards
New options on payment entry windows
New report options to support European debit cards
Internationalization changes
Third address line added to all windows
Ability to disable U.S. phone formatting
Unformatting telephone number data
U.S. currency symbols removed from the iMIS interface
Manage Committees window offers more information and sorting
System - new ISO-3166-1 support in Country_Names table
Include Country and more in Find Company search
Resolution of VAT and GSTINC issues
Enhanced configuration of preferred sort order
NiUG-requested changes
Customer - ability to sort by any field in the Customer history tabs
AR/Cash - batch enhancements
SOURCE_CODES of Event MEETING activity records
Committees - ability to view current committee member's customer portfolio
System - new ISO-3166-1 support in Country_Names table
Customer - additional clipboard fields can now be configured
New table added to enable CEU General Lookup/Validation
Creating the CEU_TYPE table
e-Communities - choose whether updated news items send email
Events - ability to include GUESTs and others in Event Roster reports
Ability to view customer Prefix
Ability to view longer customer data values
Exposition changes
Changing tax authority after registering for a GSTINC function
AR/Cash changes
Credit card status field shows Trans.STATUS
New batch created for invoices whose original batch is Ready or Posted
New option to print prepaid credits
Customer changes
Automatic date format and completion extended to Customer Portfolio and Advanced Query (IQA)
Column headings for Institute, Toll-Free, and State/Province honor custom labels in History tabs
Roster display configurable for individuals and companies
Customer ID in Orders synchronizes with Customer Portfolio
Company ID cannot equal any customer ID
New option on the Committee Selection dialog to eliminate duplicate letters
e-Series
Enabling European debit cards in e-Series
e-Series multi-entity support
GSTINC now supported in e-Orders and e-Events
e-Series configuration variables
Custom reports in e-Series
Setting time span for changes to e-Series login information
Password verification in e-Series
e-Series 10.6 setup options
Ability to disable U.S. phone formatting in e-Series
e-Communities - choose whether updated news items send email
Adding unified basket credit card default group validation
QSI gateway connection not verified in e-Series
Third address line support in e-Series
Editing the address prompts for e-Series
e-Content Manager issues
Content folders must be deleted before website in e-CM
Content Manager collections
Events changes
General changes
Multi-entity now supported at the function level in Events
Multiple entities within Event registrations
Flag individual event functions as Fund Raising items
Events Registration - Source Code field has been moved
Ability to scroll on Event Portfolio Attendee and Badge name fields
Changing tax authority after registering for a GSTINC function
iBO changes
iBO Changes
Dates
15-character batch numbers
GSTINC now supported in iBO Orders and Events
iboAccounting
iboActivity
CActivity
iboContactManagement
CAddress
CContact
CName
iboEvents
CBadge
CFunction
CRegistration
iboFinancials
CPayment and CPayment1
CBatch
iboFundRaising - SimpleGift
iboOrders
COrder
COrderLine
CStdOrder
iboProducts
CDuesProduct
iboSubscriptions
CSubscription
CSubscriptions
Reporting changes
Report and query performance maintenance
Clearing old query results
AR Cash reports
AR Cash new reports
Batch Distribution Summaries report
Debit Card Post Authorization report
Debit Card Reconciliation report
AR/Cash changed reports
Customer reports
Customer new reports
Company Activity Spread report
Member Expiration Analysis report
Customer changed reports
Dues reports
Dues new reports
Dues Batch Summary report (Crystal)
Dues Product Table Listing report (Crystal)
Dues Batch Report (Combined) report
Dues Batch Detail report (Crystal)
Dues changed reports
Events reports
Events new reports
Room Setup Planning Report
Events/Meeting changed and deleted reports
Events report enhancements
Events report enhancements to support debit cards
Events report enhancements to support Fund Raising enhancements
Events deleted reports
Fund Raising reports
Fund Raising new reports
Appeal Activity Report (Crystal)
Appeal Performance Analysis (Crystal)
Appeal Setup Report (Crystal)
Campaign Activity Report (Crystal)
Campaign Setup Report (Crystal)
Distribution Activity by Campaign (Crystal)
Distribution Activity Report (Crystal)
Distribution Performance Analysis (Crystal)
Distribution Setup Report (Crystal)
Donor Club Setup Report (Crystal)
Donor Renewal Analysis by Calendar Year report
Fund Activity Report (Crystal)
Fund Performance Analysis report (Crystal)
Fund Raising Reports
Fund Setup Report (Crystal)
Gift Confirmation Report (Crystal)
Meeting Giving Detail (Crystal)
Meeting Giving Summary (Crystal)
Monthly Donations Summary by Fiscal Period Report (Crystal)
Monthly Donations Summary Report (Crystal)
Pledge Confirmation Report (Crystal)
Pledge Details Report
Pledge Income Forecast (Crystal)
Previous/Current Period Comparison Details report
Previous/Current Period Comparison Summary report
Request Report (Crystal)
Soft Credit Report (Crystal)
Solicitor Performance Analysis (Crystal)
Solicitor Profile (Crystal)
SYBUNT Report (Crystal)
Yearly Giving Comparison by Calendar Year report
Fund Raising changed and deleted reports
Fund Raising > Generate reports > Analysis
Fund Raising > Generate reports > Profile
Fund Raising > Generate reports > Reports
Fund Raising deleted reports
About custom reports created in previous iMIS versions
Opportunity Management reports
Opportunity Management new reports
Manager Action Report
Manager Incomplete Stage report
Manager Opportunity Forecast report
Manager Response Analysis report
Manager Won or Lost Analysis report
Opportunities by Salesperson report
Opportunity Forecast report
Salesperson Action Report
Salesperson Opportunity Forecast report
Manager Future Actions report
Manager Overdue Action Report
Salesperson Future Actions report
Salesperson Overdue Actions report
Opportunity Management changed reports
IQA reports
IQA new reports
IQA Security Report
Known issue with reports based on objects with a CS prefix
Opportunities changes
Action plan stages are numbered
Mark multiple notes as complete
Leave fields unchanged when changing Opportunity stages
Drop-down lists added to Opportunity creation
Relate Action Plan templates to Opportunity Types
Relating an Action Plan to an Opportunity Type
Upgrading Action Plans created before iMIS version 10.6
New OpportunityCreator security role
Create a new opportunity from customer portfolio
Copy an Action Plan
Copying action plans
Manager automatically assigned to opportunity
Associating personnel with prospects
Attach document templates to opportunity types
Attaching document templates to an opportunity type
Attach documents to opportunity emails
Attaching documents to Opportunity emails
Delete multiple Opportunities from Opportunity List
Deleting Opportunities
Differentiate imported opportunity descriptions
Company Name displayed as Opportunity Contact
Task dates now checked for discrepancies
Task window displays opportunity name
Rename the Prospect field
Email notification must have assignee
Documentation changes
Comprehensive iMIS-wide Help
New Guide: iMIS System Reference
New Guide: iMIS Reporting
New and changed database documents
iMIS Accounts Receivable
AR/Cash Overview
Introduction
Reviewing the AR/Cash Process
iMIS AR/Cash Features
Designed for non-accountant use
Flexible processing for cash receipts
Optional batch control
Immediate or hot posting
Simple order entry subsystem
Reporting features
Multiple-entity support
Direct Transactions
Direct Transactions Overview
Direct Transactions Types
Entering and Editing Sales Transactions
Enter and edit sales transactions window
To record sales transactions
To edit existing sales transactions
Deciding to use a simple order entry or a sales transaction
When to record direct sales transactions
When to use Simple Order Entry
Entering Cash Receipts
Enter and edit cash receipts window
To enter AR payments
To automatically apply AR payments
To reverse a payment and record returned checks
To record returned checks/payment reversals for Dues and Subscriptions products
Adjusting Journal Entries
Enter and edit credit memos window
Enter and edit debit memos window
Recording credit memos
To write off bad debt
To adjust an open item
To record debit adjustments
Simple Orders
Simple Orders Overview
How iMIS Processes Payment Amounts
Enter and edit orders window
To enter an order
To find/view existing orders
To find an existing order by order number
To find an existing order by Bill to ID
Transaction Ledger window
To view transactions
Cash Handling in Order Processing
To apply cash/check payments
To apply credit card payments
Controlling the recognition of credit card entries in batches
Invoicing Orders
To print simple order entry invoices
To print selected invoices
Batch Control
Batch Control Overview
Viewing Unposted Transactions
To view unposted transactions
Examples of unposted transactions
Viewing Batches
To view batches
Working with Batches
Manage batches window
To create a new batch
To select an open batch
To print batches
Posting batches
To post a single batch
To post a group of batches
Month-End Procedures
Month End Procedures Overview
Creating the General Ledger Journal
Transaction Lists Report Formats
To run the Transaction Lists Distribution Summary
To create the GL Journal
How iMIS works with Credit Balances
Creating Credit Invoices
Credit Invoices window
Accounting Transactions Created When Processing Refunds
Implementing Mass Write-off of Debit/Credit Balances
To set the default write-off amount
To enter the default write-off offset account
To process mass write-offs
AR Payment Imports
iMIS AR Importer Overview
Using iMIS AR Importer
To enable the iMIS AR Importer module
To format data for import
Example Import File
To review history before importing transactions
To perform the import
To verify the import
To view open credits from an import
iMIS Analytics
About iMIS Analytics
Overview
Important iMIS Analytics concepts
Basic concepts for your executives and managers
Basic concepts for your IT staff
Predefined views in the iMIS Analytics Briefing Book
Cubes and dimensions
Implementation
Overview
System requirements
Installing iMIS Analytics
Creating a linked server definition for two-tier configurations
Manually running the Update iMIS Analytics DTS package
Changing the scheduled run time of the Update iMIS Analytics DTS package
Installing the iMIS Analytics Briefing Book on client computers
Configuring iMIS Analytics to track custom iMIS 10 demographics
Securing iMIS Analytics
Uninstalling iMIS Analytics
Determining the service pack level for SQL Server and Analysis Services
Usage
Overview
Analyzing iMIS business performance with the iMIS Briefing Book
Viewing iMIS Analytics cubes for ad-hoc analysis
iMIS Billing Management
Billing Overview
iMIS Billing System Overview
Dues Billing versus Non-Dues Billing
Annual versus Anniversary Billing
Cash-Based versus Accrual-Based Accounting
iMIS Billing Terminology
Accrual Accounting
Anniversary Billing
Annual Billing
Batch
Bill Begin
Billed Thru
Billing Category
Billing Cycle
Billing Interval
Billing Term
Cash Accounting
Credit
Customer
Customer Type
Debit
Effective Date
List Billing
Paid Thru
Prorating
Renewal Notice
Renewed Thru
Subscriber
Using the iMIS Billing Task List
Understanding the Billing Process
Billing Product Codes
Billing Cycles
Customer Renewal Notices
Billing Reports
Renewal Billing and Payment Workflow
Cash Dues Billing
Overview of the Billing Process
Process billing window
Running Mass Dues Billing
To verify billing of new renewals
To run initial mass dues billings
To rebill to correct a mass dues billing
Running Individual Dues Billing
To run individual dues renewal billing
Rebilling to Correct an Individual Dues Billing
To rebill an individual dues billing
To process and rebill Chapter changes
To process and rebill customer type changes
Billing run troubleshooting
Printing Reminder Notices
To print reminder notices
Generating Mass Billing Data
For a dues billing run
For a non-dues billing run
For a dues rebilling run
For a non-dues rebilling run
Cash Dues Payments
Overview of Payment Entry
Enter and edit payments window
Entering a Full Payment
To enter a billing payment
To apply payment to a different line item
Entering an Overpayment
To transfer open credit to AR/Cash
To apply overpayment to offset next year's billing
Entering a Partial Payment
To leave underpayment balances in Billing
To transfer underpayment balances to AR
To adjust residual balances
Combining Billing and Payment for a New Customer
To process billing for new customers
To process new prepaid subscriptions
Using Open Credit Balances as Payment (*Tab)
To select open credits to apply as payments
Overriding the Paid Thru Date
To edit the Renewed Thru date for a customer
To edit the Billed Thru date for a subscription payment
Correcting Cash Billing Payments
To edit a billing payment entry
To delete a cash billing payment entry
Reversing and Canceling Payment Transactions
To reverse a payment transaction
To cancel a payment transaction
Basic Subscription Products
Overview of Managing Subscriptions
Creating Subscription Products
Setting Up Subscriptions
To set up automatic subscriptions for dues billing
To set up optional subscriptions for non-dues product billing
To add optional subscription orders for non-dues product billing
To set up complimentary subscription products
To create non-customer subscriber types
Running a Non-dues Billing Cycle for a Subscription Product
To set up a non-dues subscription billing cycle
To add subscriptions during dues payments
Processing Subscription Cancellations After Payment
Example: Canceled Subscription Product
To record the cancellation amount:
Accrual Dues
Overview of Accrual Dues
Setting the Accrual Dues Options
To set the defaults for accrual dues
Creating an Accrual Dues Billing Cycle
To add an accrual dues billing cycle
Using Batch Control with iMIS Accrual Dues
Batch Control and mass dues billing
Batch Control and individual dues billing
Generating an Individual Accrual Dues Billing
Individual Accrual Dues Posting window
To generate an individual accrual dues billing
Generating a Mass Accrual Dues Billing
To generate a mass accrual dues billing
Posting Mass Accrual Dues Batches
To print an accrual dues batch
To post a mass accrual dues batch
To delete an unposted batch
Viewing Billing Results
Billing run troubleshooting
Processing Payments
Processing Adjustments
iMIS Authorization Levels
Credit Memos
Enter and edit credit memos window
To process an accrual dues credit memo
To find an accrual dues credit memo using a transaction number
To find an accrual dues credit memo using a transaction date
To find an accrual dues credit memo using the customer ID
To edit an accrual dues credit memo with Batch Control enabled
To cancel an accrual dues credit memo with Batch Control enabled
Debit Memos
Enter and edit debit memos window
To process an accrual dues debit memo
Payment Data Imports
Overview of Dues Importer
Using iMIS Dues Importer
To enable the iMIS Dues Importer module
To format data for import
Example Import File
To review history before importing transactions
To perform the import
To verify the import
To view open credits from import
Billing System Setup
Overview of System Setup
Defining Billing General Setup Options
Set up general options window
To set up general billing options
Creating Billing Cycles
Set up billing cycles window
To create a new billing cycle
Defining Product Codes
Set up products window
To define a new product code
Defining the AVAIL_CREDIT product code
Testing Billing Setup
To test the billing data generation
To test the Reminder Notice printing
To test Dues billing Renewal Notices
Billing Accounting
Billing System Accounting Rules
Cash Basis Operations
Accrual Basis
Payments
Deferred Income
Overview of Deferred Income
How Deferred Income Works
Enabling Deferred Income Processing
To set up deferred income for a dues or subscription product
Processing Deferred Income Transactions
Deferring dues/subscriptions income
Dues/subscription deferral term
To view the projected dues or subscription product term
Ensuring an accurate deferral term
Processing adjustments of deferred income
Using Multiple Entities
Cash dues payments with multi-entity enabled
Accrual dues with multi-entity enabled
Fundraising Dues Items
Billing Table Maintenance
Overview of Table Maintenance
Setting up Customer Types
Set up customer types window
To add product codes to customer types
To use wildcard product codes to update PAID_THRU date
Setting the Billing and Reminder Notices
Billing and Reminder Notices window
To set the billing and Reminder Notices
Defining Special Pricing
Special Pricing window
Setting Up Customer Type Categories for Special Pricing
To define special pricing
To create a new billing category
Creating the Name_All View
To create a Name_All view
Special Pricing Examples
Flat amount price
Pricing based on an iMIS field
Pricing based on a numeric table
To define pricing based on an alpha table
Define matching based on exact match
Additional Special Pricing Examples
Defining Prorating Rules
Prorating window
Future Credit and Bump Date Prorating
To define special prorating
To define future credit prorate pricing
To advance the billing term with Bump Date prorating
Setting up List Billing
To set Bill To using the Set up customer types window
To set Bill To using the Financial tab
To set Bill To using the Dues/Subscriptions Item Detail window
Billing run troubleshooting
Expired Customers
Overview of Managing Expired Customers
Managing Expired Customers
Manage expired members window
To view expired customers
To modify a customer type and status
Date Usage in iMIS
Overview of iMIS Dates
Viewing the Calculated Date Range
To view the calculated date range
Calculating dates in billing runs
Calculating the Begin Date for a Dues Billing Run
How the Begin Date for an anniversary billing cycle is calculated
Begin Date for an annual billing cycle
Calculating the Begin Date for a Non-Dues Billing Run
Calculating the Billing Interval for a Dues Billing Run
How the Billing Interval for anniversary billing cycle is calculated
How the Billing Interval for an annual billing cycle is calculated
Calculating the Billing Interval for a Non-Dues Billing Run
Billing interval for anniversary billing cycle
Billing interval for Annual Billing Cycle
iMIS Certification Management
Overview: Certification
Introduction
Benefits of Certification
iMIS Certification Terms
Special Features of iMIS Certification
How Certification Works
Understanding the Certification Task List
Certification Registrations
Overview
Registering a Student for a Program
Register a student by program window
To enroll a student in a program
Adding Program Notes
Registration Description window
To add registration notes
Viewing Certification Activity Records
Activity window
To view a registrant's certification activity
Viewing Student Program Details
Program Requirements window
Using the Register a student by program window
To register for a component using Register a student by program
To view program details
Using the Register a student by component window
Register a student by component window
To register for a component using Register a student by component
To cancel a component registration
Assigning Pass, Fail, and No Show to a Registration
To assign a pass, fail, or no show status to a registration record
Entering a Component Order
To enter a component order
To enter and make a payment on a component order
To print invoices for certification orders
Entering a Payment
To make a payment on an invoiced order
Viewing and Editing Certification Orders in AR/Cash and Orders Modules
To view and edit an order through AR/Cash
To view an order through Orders module
To edit an order through Orders module
Processing Component Registrations using Events
To link a CEU component with an event function
To update attendance
To close the event and generate CEU activity records
To view component registrations
To view CEU activity records after closing an event
Purging Certification Registration Records
Purge registrations window
To purge certification records
System Setup: Certification
Setup Options
Set up certification module window
Setting up User-Defined Fields
To set up user-defined fields
Defining Activity Fields
Certification Activity Setup window
To define Activity fields
Defining Certification Options
Certification System Options window
To define Certification options
To enable Subset Component Maintenance with Find window option
Creating Certification Activity Types
To create an activity type
Table Maintenance: Certification
Overview
Certification Set up tables submenu
Defining Component Categories
To create a component or combo category
Creating Subcomponents
Set up subcomponents window
To create a subcomponent
Set up component categories window
To clone a subcomponent
Exercises: Certified Medical Accounting Specialist
The CMAS Program
Educational Requirements for the CMAS Designation
Certification Components
Creating Components
Set up components window
To create a component
To attach subcomponents to a component
To make a subcomponent required
To enter component address information
To define component prerequisites
To enter component instructor information
To create multiple locations for a component
To view component statistics
To locate a component using the Component Find window
Certification Programs
Creating a Program
Set up programs window - Program list
Certification Program Type window
Set up programs window - Program definition
To create a certification program
To create the initial requirements for a program
To create the maintenance requirements for a program
To create grace period requirements for a program
To edit a program requirement
To delete a program requirement
Specifying Joint Program Requirements
To join two programs
To specify joined program components for the first joined program
To specify joined program components for the second joined program
To view a detailed list of program requirements by program type
Setting Program Dates
Program Dates window
To set program date requirements
Setting Additional Program Options
Program Options menu
To enter program descriptions
To enter coordinator information
To enter program notes
To enter program prerequisites
To view a program roster
Testing for Completion of a Program
To test for an individual's completion of a program
To test for completion using the Program Completion List Report
Canceling, Closing, and Deleting Programs
To close or cancel a program
To delete a closed or canceled program
iMIS Customer Management
Customer Overview
About iMIS Customer Management
iMIS Customer Management Capabilities
The Power of iMIS
Designed for Associations
Tracking Flexibility
Association List Management
iMIS Customer Terms
Reviewing the iMIS Interface
Understanding the Customers Task List
Customer Portfolio
Customer Portfolio Overview
iMIS Authorization Levels
Manage customers window (Customer Portfolio)
Manage customers window - Status area
Manage customers window - Name area
Manage customers window - Company area
Manage customers window - Address area
Manage customers window - Detail area
Manage customers window - History area
Customer Portfolio Data Entry
To enter a new customer record
To enter a new company record
To enter an address
To select values for the Designation field
Finding Customer Records
Opening customer records
Search window
To find and load a customer record
To find and load a company record
Find Company window
To open a record from a history tab
Modifying Customer Records
To edit a customer record
To delete a customer record
Data entry features
About Customer Portfolio data fields
Field Focus
Duplicate Record Checking
Address Verification
To select data from a drop-down list
Reviewing undefined values
Date field data entry
Company flow down
Working in Data Grids
To navigate within a data grid
To resize the Detail or History area
To resize a data grid
Selecting multiple values for user-defined fields
To select multiple values for a user-defined field
To enter single-instance user-defined information
To enter multi-instance user-defined information
To delete data from a multi-instance, user-defined record
To view multiple-select fields
To view read-only text fields
To view data on multiple-instance, user-defined tabs in a non-grid format
To view or edit data on multiple-instance, user-defined tabs
Using the Clipboard Icon
To copy customer information to the clipboard
Running Multiple iMIS instances
Shortcut limitation with multiple instances
Managing Tab Preferences
Customer Portfolio Tab Preferences window
Customer Portfolio tab security
To open the Customer Portfolio Tab Preferences window
To customize tabs in the detail and history areas
Detailed Customer Data
Manage Customers Overview
About Detail and History tab preferences
Manage Customers - Detail area
Manage customers window - Detail area
To navigate within the Detail area
To enter customer details
Manage customers window - Profile tab
Manage customers window - Donor Data tab
Manage customers window - Status tab
Manage customers window - VAT tab
Manage customers window - Solicitor Data tab
Manage customers window - Other tab
Manage customers window - Internet Security tab
Manage customers window - User-defined tab
Entering Financial Information
Manage customers window - Financial tab
To enter financial information
Entering Note Information
Manage customers window - Notes tab
To enter note information
To view note information
Adding a Picture
Manage customers window - Picture tab
To insert pictures
Entering Salutations Information
Salutations tab
To display the Salutations tab
To assign a salutation code
To edit a salutation code
To delete a salutation code
Historical Customer Data
History Tabs Overview
Sorting history tab data
Reviewing the History area
Manage customers window - History tabs
To navigate within the history tabs
To manually insert an activity record
To expand a field
Viewing Results
Manage customers window - Results tab
Viewing Record History
Manage customers window - Record History tab
To open a record from the Record History tab
Managing Call Activities
Manage customers window - Calls tab
To enter a Call activity
To view a Call activity
To edit a Call activity
To delete a Call activity
Managing Letter Activities
Manage customers window - Letters tab
To enter a Letter activity
To view a Letter activity
To edit a letter activity
To delete a letter activity
Viewing Company Rosters
Manage customers window - Roster tab
Viewing AR/Cash Activity Records
Manage customers window - AR/Cash tab
To view an AR/Cash activity
Viewing Billing Items
Manage customers window - Billing tab
To view a billing item
To delete a billing record
Managing Activity Records
Manage customers window - Activities-All tab
To enter an activity from the Activities-All tab
The Activity Detail window
To view all activities
To edit an activity from the Activities-All tab
To delete an activity from the Activities-All tab
Viewing Event Registrations and Activities
Manage customers window - Events tab
To view an event registration
To view an event activity record
Viewing Orders and Order Activities
Manage customers window - Orders tab
To view orders
To view an order activity record
Viewing Exhibition Registrations and Activities
Manage customers window - Exhibition tab
To view an Exhibition registration
To view an Exhibition activity record
Viewing Exposition Activities
Manage customers window - Exposition tab
To view an Exposition registration
To view an Exposition activity record
Viewing Certification Activities
Manage customers window - Certification tab
To view Certification activities
Managing Label Preferences
Manage customers window - Label Preferences tab
To display the Label Preferences tab
To enter a label preference
To edit a label preference
To delete a label preference
Viewing Change Log Activity Records
Manage customers window - Change Log tab
To view Change Log activity
Viewing Fund Raising Information
Customer Portfolio Fund Raising Tab
About Fund Raising History Filters
About Soft Credit History
Fund Raising tab - Summary sub-tab
Fund Raising tab - Donor History sub-tab
Donor History Sub-tab - Donor History Detail window
Fund Raising tab - Donor Recognition sub-tab
Fund Raising tab - Requests sub-tab
To view Fund Raising information in the Customer Portfolio
About Fund Raising tab access
Managing Matching Plans Information
Manage customers window - Matching Plans tab
To create a matching plan
To edit a matching plan
To delete interest codes from matching plans
To delete a matching plan
Managing Notification Information
Manage customers window - Notification tab
To enter notification information
To edit notification information
To delete notification information
Viewing Opportunity Information
Manage customers window - Opportunity tab
To view Opportunities
To edit Opportunities
Customer Communication
Overview
Generating Customer Profiles
To customize customer profiles
To print a customer's profile
Creating Letters
To create a letter for a single customer using QuickLetter
To add system variables to a letter created using QuickLetter
To change a letter format in QuickLetter
To merge a letter for a single customer using the Letter System
To merge an e-mail letter for a single customer using the Letter System (Office 97, 2000)
To merge an e-mail letter for a single customer using the Letter System (Office XP)
To view a customer's letter activity record
E-mailing Customers
To e-mail a customer from the Manage customers window
To e-mail a letter to a customer using QuickLetter
To e-mail a letter to multiple customers using QuickLetter
To send a broadcast e-mail from Microsoft Word using an e-mail merge
To view a customer's e-mail activity record
Attaching Documents to Activity Records
Activity Attachment window
Attaching files to activity records
To attach a file to an activity record
To create an activity and attach a file
To view activity attachments
To view activity attachments
To edit activity attachments
To delete activity attachments
Activity Tasks and Records
Activity Task Overview
Managing Your Activity Tasks
View activity tasks window
To view activity tasks
To edit an activity task
To delete an activity task
To print an activity task
To assign an activity task
Importing Activity Records
Using the Activity Importer
Import Activities window
To import activities
To view activities
Committee Management
Committee Overview
Managing Committees
Manage committees window
To assign a member to a committee
To edit a committee appointment
To delete an appointee from a committee
To change a committee appointment type
To insert committee minutes
To print committee minutes
Chapter Management
Chapters Overview
Managing Chapter Members
Manage chapter rosters window
To assign a member to a chapter
To edit a chapter enrollment
To delete a chapter enrollment
Acquisition Management
Overview of Acquisition Management
Setting Acquisition Options
Customer Setup - Acquisition Options window
To set Acquisition options
Importing Prospect Records
To import a prospect file
Finding and Converting Prospect Records
To find a prospect record
To convert a prospect record to a Name record
Relationship Management
Overview of iMIS Relationship Management
Relationship Features
Managing Relationship Activity Records
Manage customers window - Relationships tab
Relationship Detail window
To add a relationship to a customer record
To view an existing relationship
To edit an existing relationship
To delete an existing relationship
Managing Role Activities
Manage customers window - Role tab
To view the Role tab
To display an existing relationship on the Role tab
To add a relationship that will display on the Role tab
Customer Table Maintenance
Table Maintenance Overview
iMIS Table Layout
Guidelines for Building Tables
Using table maintenance windows
Defining Customer Types
Set up customer types window
To define customer types
To edit customer types
To delete customer types
Setting up Committees
Set up committee codes window
To define committee codes
To delete a committee
To change a committee status
Set up committee positions window
To define committee positions
To set committee options and membership duration
Setting up Chapter Management
To set chapter prompts
Defining chapter codes
Set up chapters window
To define a chapter code
To modify a chapter code
To delete a chapter code
Setting up Relationship Types
Configuring Relationships
Manage customers - Set up relationship types window
To add a new relationship type
To edit a relationship type
To delete a relationship type
Customer System Setup
Customer Setup Overview
Set up general options window
Customizing the iMIS Desktop
Files Available for Global Modification
Files Available for Individual Module Modification
Changing the Task Frame Background Color
To change the background color using gradient
To change the background color using no gradient
Modifying the iMIS Task Frame
To change the order of navigation links
To change the labels of navigation links
To modify a Task List item
To create a link to a file on the Home page
To customize the default Tab Preferences profile
Setting Basic Customer Options
Customer Setup - Basic Options window
About iMIS IDs
Preferred Sort Order Options
To set basic customer options
Setting Customer Address and Notes
Customer Setup - Address and Notes window
To set customer address and notes options
To identify your e-mail program
To select the MAPI compliant option in Eudora
To configure iMIS for sending and receiving e-mail
To create the EMAIL activity type
Troubleshooting Tips
Setting Accumail Options
To set customer Accumail options
Synchronizing Phone Numbers and E-mail Addresses
Customer Portfolio Synchronization Behavior
Imported Records and Synchronization
Running the Synchronization SQL Script
Synchronizing Work Phone, Fax, and E-mail Example
Automatic Updating and Synchronization
Avoiding Blank Address Records
To synchronize phone numbers and e-mail
Defining Lookup Indexes for the Find Window
Customer Setup - Indexes window
To define user-defined lookup indexes
Implementing and Managing Activity Types
Set up activity types window
To create an activity type
To edit an activity type
To delete an activity type
To create the LETTER activity type
To display activity records in customer profiles
Setting up REQUEST, GIFT, and PLEDGE activity types
Creating Tabs for Activity Types
To create a tab for an activity type
To display an activity tab
Activity Attachments
To enable the activity attachment feature
Specifying maximum size of activity attachments
Activity Attachment Fields
To purge activity attachments created before a specified date
Creating Mailing and Address Lookup and Validation
To enable product label preferences
To insert product label preference codes
Customer General Lookup/Validation and Expansion tables
Defining State/Province Codes
To define state/province codes
Setting up Login Activity Tasks
To display a user's task list on login
Checking for Duplicate Records
Example Duplicate Record Check Formulas
Adding and Deleting Fields in the Change Log
Customer Setup - Change Logging window
To add a field to Change Logging
To remove a field from Change Logging
Using International Address Formatting
International Address Formatting in iMIS Reports
Set up country names window
Address Layouts
Set up country address layouts window
To enter an address format
To apply an address format to a country
Address Layout Tester window
To test an address format
To view the address format applied to a country
To remove address formatting from a country
To edit an address format
To delete an address format
Setting up Acquisition Management
Setting Advanced Options
Customer Setup - Advanced window
To set up advanced options
Customizing Clipboard fields
Customizing Roster Display fields
Customer System Maintenance
Permanently Deleting Customer Records
To permanently delete a customer record (SQL database)
To permanently delete a customer record (Sybase database)
Troubleshooting iMIS
Shortcut limitation with multiple instances
Error log files
iMIS Events Management
Events Overview
Introduction
Events System Capabilities
Event Definition and Planning
Event Registration Processing
Event Reporting
Event Terminology
Attendance
Badge
Bill To
Certificate
CEU
Confirmation
Database
Event
Fees
Field
Function
Income Account
Linked Function
Record
Registrant
Registrant Class
Registration
Resource
Roster
Sort
Ticket
Wait List
Events Authorization Levels
Events Task List
Events tasks
Registration Processing
Overview
Reviewing Registration Data
Entering an Event Registration
Register a customer window
Register a customer window - Overview tab
To enter an event registration
To enter an event registration for multiple customers
Finding an Event Registration
To find event registrations using the Meeting Find window
To find event registrants using the Find window
Editing an Event Registration
To add a function to an existing event registration
To delete a function from an event registration
To edit the Bill To information
Canceling an Event Registration
To cancel an event registration with no cancellation fee
To cancel an event registration with a cancellation fee
Recording Payments
Register a customer window - Payments tab
To enter a single payment
To enter multiple payments
To edit an existing payment
Applying Credit Balances as Payment
The *Tab Command
The Individual and All Views
Applying Credit Balances to Other Registrants
Select Open Payments window
To apply a credit balance as payment
Editing Address Information
Register a customer window - Attendee tab
To edit a registrant's address
Information Flowdown to Open Events
Automatic Settings for “Use Company” and “Use Title” Options
Fields Populated Automatically when Using Add to Master
Changing Tax Authority after Registration
Managing Hotel Reservations and Other Information
Register a customer window - Other tab
To enter hotel and arrival information
Entering Badge Information
Register a customer window - Badges tab
To enter badge information
Information Flowdown to Badges
Automatic Settings for “Use Company” and “Use Title” Options
Entering Function Notes
Register a customer window - Function Note tab
To enter function notes
Printing Individual Reports and Reviewing Rosters
To set the report destination
To print individual reports from the Register a customer window's Overview tab
To view an event roster
Viewing a Registrant's Account Information
To view a registrant's account information
Transferring an Event to Another Registrant
To substitute registrants
Transferring a Registrant to Another Event
To transfer a registrant to another event
To transfer a registrant back to the original event
To use the *Tab method to find open credit items
To apply a prepaid amount to an open item
Managing Wait Lists
To place a registrant on a wait list
To view wait lists
To create a wait list report
To increase a function's maximum attendance limit
To cancel a registration and add an attendee from a wait list
To remove a wait-listed registrant from a wait list
Event Definition
Event Definition Overview
Viewing Available Events
Define an event - event list window
To view and sort the list of events
Cloning an Event
To clone an event
Defining a New Event
Define an event - event details window
To define an event
To modify an event
Entering Event Descriptions and Addresses
Event Description window
To enter event description information
Event Address window
To enter an event's address
Entering Event Coordinators and Notes
Event Coordinators window
To enter event coordinator information
Event Notes window
To enter event notes
To enter a SQL verification calculation
Viewing the Event Roster
To view a roster
Closing an Event
To close an event
Canceling an Event
To cancel an event
Event Function Definition
Functions Overview
Event Function Detail window
To define event functions
Setting Fees
Event Function Definition - Fees window
To define event function fees and GL information
Fee Structure Scenarios
No Fees Charged
Single Fee and Income Account
Early and Regular Fees for All Classes
Multiple Fees and Income Accounts by Class
Multiple Fees by Class, Single Income Account
Single Fee and Multiple Income Accounts by Class
Multiple Fees for Some Classes, Single Fees for Others
Some Functions with Fees by Class, Some with Fees for All
Function Planning
Event Function Definition - Plan window
To define a plan
View and Assign Event Function Staff
Event Function Definition - Staff window
To view staff assigned to an event function
To assign staff to an event function
Tracking Credits for Continuing Education
Event Function Definition - CEU window
To track credit for continuing education
Function Attendance window
To mark attendance
To update attendance
To adjust continuing education credits
Linking Event Functions
Function Links window
Child Components window
To link event functions
To delete an event function link
Viewing the Function Roster
Function Roster window
To view an event function roster
Editing Event Functions
To edit event functions
To delete an event function
iMIS Exhibition Management
Printing Individual Reports and Reviewing Rosters
To set the report destination
To print individual reports from the Register a customer window's Overview tab
To view an event roster
Viewing a Registrant's Account Information
To view a registrant's account information
Substituting Registrants
To substitute registrants
Transferring a Registrant to Another Event
To transfer a registrant to another event
To transfer a registrant back to the original event
To use the *Tab method to find open credit items
To apply a prepaid amount to an open item
Managing Wait Lists
To place a registrant on a wait list
To view wait lists
To create a wait list report
To increase a function's maximum attendance limit
To cancel a registration and add an attendee from a wait list
To remove a wait-listed registrant from a wait list
Continuing Education
Continuing Education Overview
CEU System Setup
To customize the CEU field prompts
CEU Record Keeping
Speaker Evaluation
Speaker Evaluation Overview
Defining Speakers and Evaluation Criteria
To set up a speaker activity type
How Many Speaker Groups?
To enter rating groups and evaluation criteria
Example of Speaker Resources
Evaluating Speakers
To enter evaluation data
Speaker Activity Records
Hotel Room Block Management
Hotel Room Block Management Overview
Defining Hotels
Hotels window
To enter hotel information
Room Types window
To define hotel room inventory
Managing Reservations
To enter hotel reservations
Hotel Availability window
To determine hotel room availability
Room Sharing window
To use room sharing
To cancel a reservation
To overbook rooms
Events System Setup
Events System Setup Overview
Creating General Lookup/Validation Tables for Events
Set up general lookup/validation window
To create General Lookup/Validation tables for events
Performing Basic Event System Setup
Set up module window
To add user-defined Event Description Fields
To add user-defined event Registration Fields
To add field names to the Exhibition - Years Exhibited Field
Enabling Event System Preferences
Event System Preferences window
To delete an event definition on close
To copy customer type codes to registrant class codes
To enable Duplicate Registration/Registrant checking
To display a warning message when an event is full
Enabling Event Wait Lists
To enable function wait lists
To enable the Choose from Wait List for opening option.
Mapping User-Defined Fields to Event Activity Records
To map user-defined fields to activity records
Set up activity types window
To view event activities for a registrant
Setting up Events Advanced Features
Events Advanced Features window
To create a stored procedure
To set up event and function name calculations
Events Table Maintenance
Table Maintenance Overview
Defining Event Registration Classes
Set up registration classes window
To define event registration classes
Defining Event Standard Resources
Set up event resources window
To define event resource groups
To define resources for a group
Events Accounting
iMIS Events accounting overview
Orders and Order_Lines
Trans
Invoice
Multiple Entities in Events
Events Field Formats
Events Fields Overview
Events Key Tables
Accessing the Events Fields
Field Syntax
Events Registration Fields
Fields: Register a customer window - Overview tab
Fields: Register a customer window - Attendee tab
Fields: Register a customer window - Other tab
Fields: Register a customer window - Badges tab
iMIS EXPOCAD Interface
EXPOCAD Interface
Overview: EXPOCAD Interface
EXPOCAD Interface Capabilities
EXPOCAD Components
Benefits of the EXPOCAD Interface
EXPOCAD Interface Terms
Table Structures for EXPOCAD
EXPOCAD Known Issue
Installing the EXPOCAD Components
Installing EXPOCAD
Installing iMISFind
To install iMISFind
ODBC setup for the iMISFind application
Creating an ODBC for FoxPro
To set up a FoxPro ODBC
Setting up iMISFind for use with EXPOCAD
To specify the data source in iMISFind
Setting up iMIS for use with EXPOCAD
To set iMIS authorization levels
To select the booth measurement option
To define the EXPOCAD local setup
Defining an Event (Exposition) in EXPOCAD
Defining the Default Booth Size in EXPOCAD
To set the default unit of measurement
To set the booth default values
Defining the Event (Exposition) in EXPOCAD
To define the company database and event in EXPOCAD
Creating an EXPOCAD Floor Plan
To create an EXPOCAD floor plan
Defining an Exposition (Event) in iMIS
Defining an EXPOCAD Exposition (Event) in iMIS
iMIS features disabled when defining an EXPOCAD exposition
To define an EXPOCAD exposition (event) in iMIS
To change an exposition category
Defining Exposition Products and Pricing
To define booth products and pricing
To define other products and pricing
Defining Product Mapping
To define product mapping
Exporting Exhibitor Records into EXPOCAD
Opening the Event in EXPOCAD
To open the EXPOCAD event
Using iMISFind to Retrieve iMIS Records
To export iMIS records into EXPOCAD
Creating Activities in EXPOCAD
Renting Booths in EXPOCAD
To rent booths
Un-renting Booths in EXPOCAD
To un-rent booths
Changing the Booth Number in EXPOCAD
To change a booth number
Changing the Booth Class in EXPOCAD
To change the booth class
Importing EXPOCAD Booth Data into iMIS
Importing Booth Information into iMIS
To import booth information into iMIS
To print the Import Error List
To fix an error on the Import Error List
To delete a record from the Import Error List
EXPOCAD Expositions in iMIS
Reviewing changes in the Exposition Orders Window
Processing an EXPOCAD Order in iMIS
To enter an EXPOCAD order
Viewing an EXPOCAD Order
To view an EXPOCAD order
Viewing Booth Changes
To view booth changes
Editing an EXPOCAD Order in iMIS
Canceling an EXPOCAD Order in iMIS
Closing an EXPOCAD Exposition in iMIS
Reviewing the iMIS and EXPOCAD Fields
Order_Lines
Exhb_Booth
iMIS Exposition Management
Exposition Overview
Introduction
iMIS Exposition Management System Capabilities
Exposition Definition and Planning
Detailed Prospect List Maintenance
Detailed Information Tracking
Exposition Order Processing
Exposition Reporting
iMIS Exposition Terminology
Badges
Booth Inventory
Booth Preference Management
Classes
Company Conflicts
Exhibitor Products
Exhibitor
Exposition
Exposition Products
Fees
Linked Product
Mapping
Order
Product Conflicts
Prospect
Proximity
Reservations
Standard Report
Upsell
Wait Listing
iMIS Exposition Task List
Exposition Orders
Overview
Process booth orders window
Entering Exposition Orders
To enter an exposition order
Editing Exposition Orders
To edit an exposition order
Finding Exposition Orders
To find exposition orders from a list of all expositions
To find exposition orders using the Expo Find window
To find exposition orders from a list of all exhibitors
To find exposition orders using the Roster Search window
Canceling Exposition Orders
To cancel an exposition order
To cancel an exposition order with a cancellation fee
Assigning Booths
Booth Inventory Assignment window
Current Booth Assignments window
Conflicting Booths/Products window
To assign a booth
Editing Address Information
Information Flowdown to Open Expositions
Expo Registration - Name/Address window
Automatic Settings for "Use Company" and "Use Title" Options
To edit a registrant's address
Entering Payments
Payments window
To enter a single payment for an order
To enter multiple payments for an order
To create or modify a payment schedule
Entering Badge Information
Information Flowdown to Badges
Badges window
Automatic Settings for “Use Company” and “Use Title” Options
To enter badge information
Entering Order Line Notes
Expo Order Line Note
To enter an order-line note
Viewing an Exhibitor's Transaction Ledger
Transaction Ledger window
To view an exhibitor's ledger
Entering Other Registration Information
Expo Registration - Other window
To enter other registration information
Managing an Exhibitor's Product List
Exhibitor Company Product Maintenance window
Load Products from Previous Exposition window
To add a product to an exhibitor's product list
To delete a product from an exhibitor's product list
To view other companies exhibiting the same products
To load a product list from a previous exposition
Managing Company Conflicts
Company Conflicts window
To edit the list of conflicting companies
Managing Wait Lists
Wait List Processing window
To add an exhibitor to a wait list
To view wait lists
To remove an exhibitor from a wait list
To increase booth availability for an exhibitor on a wait list
To add additional booths for an exhibitor on a wait list
To cancel an order for a wait-listed booth
To delete a product (that has a wait list) from an order
Printing Individual Reports and Reviewing Rosters
To print individual reports
To print a letter
Viewing Exposition Rosters
Expo Roster window
To view an exposition roster
Substituting Exhibitors
To substitute exhibitors
Transferring Exhibitors
To transfer an exhibitor to another exposition
Exhibitor Information
Overview
Viewing Exhibitor Information
View exhibitor information window
To view exhibitor information
Entering Exhibitor Information
Exhibitor Information window
To enter exhibitor information
Managing Exhibitor Contacts
Exhibitor Contacts window
Manage Contacts window
To add an exhibitor contact
To delete a contact
To view a list of contacts
Viewing Booth Changes
Booth Change History window
To view booth changes
Managing Service Contractors
Current Service Contractors window
Service Contractor Find window
To add a service contractor
To delete a service contractor
Tracking Forms
Forms Status window
To track forms
Viewing an Exhibitor's Ledger
Accounts Receivable window
Transaction Ledger window
To view an exhibitor's ledger
Prospect Lists
Overview
Loading Prospect Lists
Manage prospect lists window
To load a prospect list
Managing Exhibitor Sales
Expo Sales window
To open the Expo Sales window
Using Sales Scripts
Sales Script window
To use sales scripts
Reserving Products
Reserve Products window
Reservation window
To reserve a product and view booth proximity
To modify or delete a reserved product
Viewing Exposition History
Expositions/Meetings for window
To view a prospect's exposition order history
Managing Activity Records
Activity Detail window
To view or edit an Exposition activity record
To add an activity record
To view Exposition activities from Customer Management
Generating Letters and Reports
Expo Prospect Reports window
To generate a report from the Expo Prospect Reports window
To create or edit a letter from the Expo Prospect Reports window
Adding Prospects
Add a Prospect window
To add a prospect
Booth Preferences
Overview
Assigning Exhibitor Booth Preferences
Booth Preferences window
Preference Booth Select window
To assign booth preferences
Accepting, Declining, Converting, and Deleting Exhibitor Booth Preferences
Manage booth preferences window
To accept booth preferences
To decline booth preferences
To convert booth preferences
To delete booth preferences
Exposition System Setup
Overview
Set up module window
Creating User-Defined Fields
To create user-defined fields for the Expo Description window
To create user-defined fields for the Expo Registration - Other window
Enabling System Options
Expo System Options window
To enable system options
To enable wait lists for exposition products
To map user-defined fields to activity records
To view an exhibitor's exposition-related activities
Using default exposition activity types
Setting up Advanced Exposition Features
Expo Advanced Features window
To set up advanced exposition features
Exposition Table Maintenance
Overview
Set up tables sub-task list
Managing Exposition Products
Set up product master list window
To define an exposition product
Managing Conflicting Products
Exhibited Product Conflicts window
To manage conflicting products
Managing Exposition Forms
Set up forms master list window
To add, edit, and delete forms
Managing Exposition Prospects
Set up prospect list window
Update Prospect Lists window
To load a prospect list
To update a prospect list
To load a prospect list from a previous Expo
To delete a prospect list
To delete an individual prospect from a list
To assign prospects to salespeople
Managing Sales Scripts
Set up sales scripts window
Arrange Script Sections window
To create scripts
To arrange scripts
Managing Exhibitor Classes
Set up exhibitor classes window
To define exhibitor classes
To map a customer type to an exhibitor class
Creating General Lookup/Validation Tables for Exposition Management
Tables window
To create general lookup/validation tables for Exposition Management
Exposition Definition
Overview
Viewing Available Expositions
Set up an exposition window
To view and sort the list of expositions
Cloning an Exposition
To clone an exposition
Defining an Exposition
Set up an exposition window (second instance)
To define an exposition
To modify an exposition
Defining General Exposition Options
Expo General Setup window
To define general exposition options
Defining Exposition Options
Expo Options window
To define exposition options
Managing Service Contractors
Service Contractor Maintenance window
To add service contractors to an exposition
To edit or delete a service contractor
Managing Exposition Forms
Expo Forms window
To add forms to an exposition
To edit or delete exposition forms
Viewing Exposition Rosters
Expo Roster window
To view a roster
Managing Proximity Assignments
Proximity Assignment window
To define a proximity area
To modify booth proximity assignments
Defining Exposition Descriptions
Expo Description window
To define an exposition description
Defining Exposition Addresses
Expo Address window
To define an exposition address
Defining Exposition Notes
Expo Notes window
To enter an exposition note
Canceling an Exposition
To cancel an exposition
Closing an Exposition
To close an exposition
Exposition Product Definition
Overview
Defining Exposition Products
Exposition Product Detail window
To define an exposition product
To edit or delete an exposition product
Defining Product Fees
Exposition Booth & Product Fees window
To define product fees
Linking Exposition Products
Exposition Product Links window
To define a product link
To delete a product link
Defining Upsell Items
Exposition Products - Upsell Items window
To define an upsell product
Managing Booth Inventory
Booths window
To generate booths
To remove booths
To import booths
iMIS Fund Raising Management
Fund Raising Overview
iMIS Fund Raising System Capabilities
About iMIS Fund Raising
How Fund Raising integrates with other modules
Fundraising Terms
Appeal
Asset
Campaign
Distribution
Donation
Donor Clubs
Fair Market Value
Fund
Gift
In-Kind Donation
List As
Matching Gift
Matching Plan
Memorial
Notification
Notify ID
Pledge
Premium
Soft Credit
Solicitor
Split Gift
Tribute
iMIS Fund Raising Task List
Gifts and Pledges
Gifts and Pledges Overview
Entering a Single Gift or Pledge
Enter and edit gifts window - Overview tab
To enter a single gift or single pledge
Gift - Name/Address - Soft Credit window
To add or edit soft credit information
Select Open Payments window
To apply open credits as payments
Editing Gifts and Pledges
To edit a gift or pledge
Viewing Gifts and Pledges
To view gifts and pledges in Fund Raising
To view Fund Raising information in the Customer Portfolio
To view donation notes and details
Deleting Gifts and Pledges
To delete a gift or pledge
To reverse a donation after it has been posted
Using Rapid Gift Entry
To use rapid gift entry
Adding a Donor Record
Enter and edit gifts window - Donor tab
To add a new donor record
To edit a donor record
Sending a Customized Acknowledgement Letter
Enter and edit gifts window - Acknowledgement tab
To customize an acknowledgement
Entering Memorials and Tributes
Enter and edit gifts window - Memorial/Tribute tab
To enter a memorial or tribute
Entering Split Gifts
Enter and edit gifts window - Split Gifts tab
To enter a split gift or pledge
To view split gifts
Adding Notes
Enter and edit gifts window - Notes tab
To enter a Note to a gift or pledge
Entering an Installment Pledge
Enter and edit gifts window - Installments tab
To enter an installment pledge
To edit an installment pledge
Entering Matching Gifts
Enter and edit gifts window - Matching Plan tab
To enter a matching gift
To view a matching gift
Checking for Duplicate Records
To check for duplicate records
Issuing Reminders and Thank You Letters at Gift Entry
Select Report window
To send a reminder for a gift or pledge
To print a thank you letter for a gift or pledge
Fund Raising Payments
Overview of Fund Raising Payments
Process payments window
To enter a payment in Fund Raising
To enter a payment in AR/Cash
To view separate payer data through Customer
Using Credit Memos and Debit Memos
iMIS Authorization Levels for Pledge Credit and Debit Memos
Viewing pledge adjustments in the Customer Portfolio
To view a customer's SALES activities
Credit Memos
Enter and edit pledge credit memos window
Find window
To enter a pledge credit memo
To apply credit memos to multiple funds
Debit Memos
Enter and edit pledge debit memos window
To enter a pledge debit memo
To apply debit memos to multiple funds
About finding credit and debit memos using multiple search criteria
To find a pledge credit or debit memo
To edit a pledge credit or debit memo
To delete a pledge credit or debit memo with batch control enabled
Entering Appeal Expenses
Set up appeal expenses window
To add an appeal expense
Edit an appeal expense
Delete an appeal expense
Fundraising Event Registrations
Section Goal
Registering for a Fundraising Event
Register a customer window - Overview tab
To enter an event registration
Entering Event Payments
Register a customer window - Payments tab
To enter an event payment
Activities and Fund
Event items in Customer Portfolio Fund Raising history tab
Event Gifts are included in the Gift Portfolio
Campaign Management and function fees
Donor clubs and function fees
To view donor club activities achieved through event registrations
Fund Raising History
Customer Portfolio Fund Raising Tab
About Fund Raising History Filters
About Soft Credit History
Fund Raising tab - Summary sub-tab
Fund Raising tab - Donor History sub-tab
Donor History Sub-tab - Donor History Detail window
Fund Raising tab - Donor Recognition sub-tab
Fund Raising tab - Requests sub-tab
To view Fund Raising information in the Customer Portfolio
To View Fund Raising activities through the Activities-All tab in the Customer Portfolio
Fund Raising Requests
Requests Overview
Managing Request Activities
Manage requests window
Request Entry window
To enter a request
To search for requests
Importing Request Activities
To import activities
Fund Raising Event Management
Fund Raising Function Overview
Defining an Event as a Fundraising Event
Define an event - event details window
To define an event
Event Function Detail window
To define event functions
Receipts, reports, and summaries
Setting event function fees
About multi-entity and function fees
Event Function Definition - Fees window
To define event function fees and GL information
Fund Raising System Setup
Setting up Fund Raising in Customer Management
Defining Activity Types
Setting up REQUEST, GIFT, and PLEDGE activity types
Creating General Lookup/Validation Tables
Customer - Set up Fund Raising options
To enter interest codes
To create sender codes
To enter memorial/tribute codes
Adding Solicitor Data to a Customer Record
Manage customers window - Solicitor Data tab
To add solicitor data to a customer record
Adding Fundraising Information to a Customer Record
Manage customers window - Donor Data tab
To add fundraising information to a customer record
Adding Notification Information to a Customer Record
Manage customers window - Notification tab
To enter notification information for a customer record
To edit notification information
To delete notification information
To search for a Notify ID
Creating Matching Plans in Company Records
Manage customers window - Matching Plans tab
To create a matching plan
Setting up Fund Raising (in Fund Raising)
Overview of Fund Raising Module Setup
Designating your organization as a fund
Set up funds window
To designate your organization as a fund
Defining Funds
To define a fund
Defining Campaigns
Set up campaigns window
To define a campaign
Defining Appeals
Set up appeals window
To define an appeal
Defining Distributions and Premiums
Set up distributions and premiums window
To define a distribution or premium
Defining Donor Clubs
Set up donor clubs window
To define donor clubs
Defining Fund Raising Setup Options
Set up module window
To define default Fund Raising options
Rapid Gift Entry
Fund Raising Authorization Levels
iMIS Authorization Levels for Pledge Credit and Debit Memos
Fund Raising Accounting
Setting up Fund Raising in AR/Cash
Fund Raising in AR/Cash Overview
Configuring multi-entity processing
Enabling multi-entity processing
Set up module window
To enable iMIS multiple-entity processing
DueTo/DueFrom Processing
Correcting Balancing Problems
Setting up Due To/Due From Accounts
Set up DueTo/DueFrom window
To set up Due To/Due From accounts
Determining Transaction Entity Ownership
iMIS Issue Management
Issues Overview
About the iMIS Issue module
iMIS Issues Capabilities
iMIS Issues Task List
Entering and Editing Issues
Viewing and Deleting Issues
To search for issues
To delete an issue
Entering and Editing Issues
Issue Status area
Submitted By area
Issue Description area
Assignment area
To enter a new issue
To edit an issue
Entering and Editing Issue Resolution Information
Resolution area
Verification area
To enter issue resolution information
To edit issue resolution information
Sending Issue Status Updates
Informing Customers of Issue Status
Sending Issue Status Update Messages via E-mail
To queue an issue status update e-mail
To send queued issue status updates
Generating Issues Reports
Issue Statistics Report
Setting up the Issues Module
General Lookup/Validation Tables for Issues
Sample Scenario general lookup/validation tables
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
Configuring the Module Options
Configuring user prompts
Configuring Issues e-mail
To configure Issues prompts and e-mail settings
E-Mail Overlay report specification
To create the E-Mail Overlay report specification
Creating the ISSUEREQ activity type
To create the ISSUEREQ activity type
Sample Scenarios
Sample Scenarios Configuration
Scenario Field Labels
Scenario Predefined Drop-Down List Values
Sample Scenario Issue Entry without Manager Approval
Sample Scenario Issue Entry with Manager Approval
Sample Scenario Issue Entry with Analysis and Testing
Troubleshooting the Issues Module
Troubleshooting E-mail Problems
To troubleshoot e-mail problems
iMIS Legislative Bill Tracking
Legislative Tracking Overview
Introduction to Legislative Tracking
Features of iMIS Legislative Tracking
Bill Tracking Works with Membership
Setting Up Bill Tracking
Setting Up the Module
Bill Tracking Options
Entering Legislative Bills
Creating Legislative Bill Records
Keeping the Action Log
Summarizing the Bill (Synopsis)
Tracking Legislative Bills
Entering Notes and Actions
iMIS Marketing Suite
Overview of Marketing Suite
Marketing Concepts
The iMIS Value Cycle
1. Collect and manage data
2. Communicate
3. Manage responses
4. Analyze data
5. Create and distribute targeted messages
6. Create new revenue opportunities and manage transactions
7. Evaluate outcomes and plan the next steps
iMIS Marketing Suite Modules
Marketing Suite integration
iMIS Campaign Management
iMIS Segmentation
iMIS Recency, Frequency, Monetary Value (RFM) Analytics
iMIS Opportunity Management
Intelligent Query Architect (IQA)
Reports and Output Processes tools
Workflow Designer
Three Models for Using the iMIS Marketing Suite
Select and send model
Select, segment, and send model
Select, score, segment, and send model
Campaign Management
Campaign Management Overview
Campaign Management hierarchy
Campaign Management roles
Campaign Management versions
Campaign integration across iMIS modules
Using Campaign Management
Managing tasks
Managing communications
Managing Campaigns
Planning a campaign
Defining a campaign
Creating an appeal
Creating a solicitation
Creating a source code
Creating a source list
Creating an insert
Defining costs
Managing responses
Monitoring and measuring performance
Example: Creating a fundraising campaign
Setting Up Campaign Management
Licensing and installing the module
Setting up security groups
Setting module options
Segmentation
Understanding Segmentation
Key Features: Segmentation
Task Map: Segmentation
Concepts and Terms: Segmentation
Implementing Segmentation
Managing Segmentation Jobs
Creating a Segmentation Job
Copying a Segmentation Job
Viewing Segmentation Jobs
Deleting a Segmentation Job
Purging Inactive Segmentation Jobs
Managing Segments in a Job
Adding a Segment
Creating n-Select Segments
Duplicating a Segment
Populating Segments
Viewing Segments
Deleting a Segment
Managing Segmentation Lists
Purging Lists
Editing Lists
RFM Analytics
Understanding RFM Analytics
Key Features: RFM Analytics
Task Map: RFM Analytics
Defining RFM Analyses
Concepts and Terms: RFM Analytics
Implementing RFM Analytics
Creating RFM Analysis Definitions
Ranking Groups Automatically
Ranking Groups Manually
Generating Analysis Results
iMIS Opportunity Management
Overview of Opportunity Management
Using Opportunity Management with iMIS Marketing Suite
Opportunity concepts
Opportunity Management roles
Using Opportunity Management
Using opportunities
Using tasks
Using task communications
Managing Opportunities
Managing opportunity communications
Administering Opportunity Management
Planning the Implementation
The planning process
Tips for implementation planning
Identifying Opportunity Types
Opportunity Type concepts and terms
Tips for planning Opportunity Types
Opportunity Types example: Non-profit organization
Attaching document templates to an opportunity type
Determining roles and responsibilities
Opportunity security roles
Opportunity group roles
Tip for planning roles and responsibilities
Roles Examples
Associating personnel with prospects
Building action plans
Concepts and Terms: Action plans
Mapping action plans
Tips for planning action plans
Installing Opportunity Management
Creating action plans
Copying action plans
Setting up reports and output processes
Email merge fields for Opportunities
Tailoring Opportunity Management
The iMIS Framework Console
Editing query result displays
Query example: Upcoming tasks display
Modifying Security Settings
Role-based security settings
Example: Specify Opportunity List query security settings
Customizing Opportunity Classes
Building a New Business Object
To build a new business object
Example: Building a new Opportunity business object
Create a SQL Table called OpportunityMainJob
Add the OpportunityMainJob Table to the Opportunity Management Framework
Customize OpportunityJob Display Properties
Build a Relationship Between OpportunityJob and AccessMain
Modify the OpportunityType Business Object
Build and Publish the OpportunityJob Business Object
Create a New Opportunity Type for Opportunity Job
iMIS Order Processing
Orders Overview
Introduction
iMIS Orders System Capabilities
Order Entry and Processing Features
Inventory Control Features
Order Inquiry and Reporting
System Integration
Benefits of Order Processing
Cash Prepayments
Product-level Entities
Upsell, Cross-sell, and Replacement Items
Special Pricing
Automatic Handling Calculation
Automatic Freight Calculation
Inventory Valuation
Order Processing Terms
iMIS Orders Task List
Orders task list
Order Entry
Overview
Entering Orders
Enter and edit orders window
Enter and edit orders window - Overview tab
Searching for Products
Product Find window
Preventing Duplicate Product Line-Items
To enter an order
Entering Order Details Tab Information
Enter and edit orders window - Order Details tab
Understanding Order Hold Codes
To place an order on hold
To release orders placed on hold
To edit an order's freight and handling charges
To edit a credit memo order's restocking charge
Entering 'Ship to' Customer Information
Enter and edit orders window - Ship to Info tab
To enter 'Ship to' customer information
About Assigning Default Shipping Methods during Order Entry
Entering Payments
Enter and edit orders window - Payments tab
To enter a prepayment
To edit a prepayment
To enter a post-invoice payment
Viewing Account Information
Enter and edit orders window - Account Info tab
To view account information
Ordering Upsell, Cross-sell, and Replacement Items
Using the Opportunities Legend
Opportunities window
To open the Opportunities window
To close the Opportunities window
To add opportunity items to an order
To replace products with opportunity items
To replace Out of Production products that have no inventory available
Ordering Products from Multiple Warehouses
To order a product from a non-default warehouse
Entering Detailed Product Information
Product Detail window
To enter detailed product information
Viewing Publication Details
Publication Detail window
To view publication details
Finding Orders
Order Selector window
To open an order
To find an order using an invoice number
To find an order using the 'Bill to' customer's ID
To search for an order
Editing Orders
To edit the product quantity ordered
To add a product to an existing order
To override a product's default warehouse
To place a product on backorder
Canceling Orders
To cancel an order
To cancel an order with a cash prepayment
To cancel an order with a credit card prepayment
To cancel an invoiced order
To restore a canceled order
Editing Payment Types
Recognize Credit Card Order Payments as Prepaid Cash - Option Enabled
To edit a payment type recognized as prepaid cash
Recognize Credit Card Order Payments as Prepaid Cash - Option Disabled
To edit a payment type not recognized as prepaid cash
Applying Credit Balances as Payment
Using the *Tab Command
Applying Credit Balances to Other Customers
Select Open Payments window
To apply a credit balance as payment
Entering Credit Memo Orders
To enter a credit memo order (cancel an invoiced order)
To view credit transactions
Entering Debit Memo Orders
To enter a debit memo order
To view debit transactions
Printing Order-Specific Reports
Select Report window
To print an order-specific report
Accessing the Orders Module from Customer Portfolio
Manage customers window - Orders tab (Current view)
Manage customers window - Orders tab (History view)
To access the Orders module from Customer Portfolio
To access the Customer Portfolio from the Orders module
Viewing Order Activities
Manage customers window - Activities-All tab
To view customer order activities
Adding New Customers during Order Entry
Add New Customer window
To add a new customer during order entry
Order Processing
Overview
Using Order Processing
Process orders sub-task list
Converting Orders
Sample order processing window
To convert an order
Printing Sales Quotes
To print sales quotes
Converting Quotes
To convert quotes
Printing Pick Lists
To print a pick list
Printing Shipping Papers
To print shipping papers
Shipping Orders
Ship Order window
To ship an order
To edit an order's shipping information
Invoicing Orders
To invoice orders
Closing Orders
To close an order
Releasing Backorders
To release backorders
Product Management
Overview
Manage inventory sub-task list
Defining Products
Manage products window
To define a product
To edit a product
To delete a product
Defining Product Kits
Kitting window
To define a product kit
To define a kit's components
Defining Product Special Pricing
Special Pricing window
To define product special pricing
To generate purchase quantity discounts
To generate discounts based on total quantity ordered
Designating Upsell, Cross-sell, and Replacement Items for Products
Upsell/Replace window
To designate opportunity items for a product
To edit, replace, or delete a product's opportunity items
To designate opportunity items for kits
Defining Product Account Information
Accounting window
To define product account information
Defining Standard Inventory Parameters
Inventory window
To define standard inventory parameters
Defining Inventory Parameters for Multiple Warehouses
Warehouses window
To define warehouse parameters
To edit warehouse parameters
To delete a product's warehouse
Defining Publication Demographics
Publication Demographics window
To enter or edit publication demographic information
Enabling Products for the Web
Web Options window
To enable a product for the Web
Product Inventory
Overview
Manage inventory sub-task list
Entering and Posting Inventory Transactions
Enter and edit receipts and adjustments window
Entering Inventory Receipts
To enter inventory receipts
To enter inventory receipts for multiple warehouses
Entering Inventory Adjustments
To enter inventory adjustments
To enter inventory adjustments for multiple warehouses
Entering Inventory Transfers
To enter inventory transfers
Opening and Finding Inventory Transactions
To open inventory transactions
To find inventory transactions using the Inventory Transaction list
To find inventory transactions by date
To find product inventory transactions using the Post receipts window
Editing and Deleting Inventory Transactions
To edit product inventory transactions
To delete product inventory transactions
Posting Inventory Transactions
Post receipts window
Posting Transactions for Multiple Warehouses
To post inventory transactions
Viewing Product Inventory
To view product inventory
To view product inventory for multiple warehouses
Backorders
Overview
Processing Backorders Automatically
Backorder Processing window
Releasing Backorders
Releasing Backorders by Posting Product Receipts
To release backorders after printing shipping papers
To release backorders by editing open orders
Releasing Backorders Manually
Backordering Product Kits
Orders Table Maintenance
Overview
Set up tables sub-task list
Defining Order Types
Set up order types window
To define order types
Defining Product Categories
Set up product categories window
To define product categories
To define product categories for kits
Enabling Product Categories for the Web
Web Options window
To enable a product category for the Web
Defining Tax Codes
Set up tax codes window
To define tax codes
Defining Warehouse Locations
Set up warehouses window
To define a warehouse
To edit a warehouse description
To delete a warehouse
Freight Charge Calculation
Overview
Calculating Freight Charges by Weight
Defining Shipping Methods
Defining Shipping Zones
Set up zones window
Verifying Shipping Zones for Orders
To define a shipping zone
To edit a shipping zone
To delete a shipping zone
Defining Weight Tables
Set up freight by weight window
To define a weight table
To edit a weight table
Calculating Freight Charges by Total Value
Set up freight by total value window
Defining Value Ranges
To define a value range
To add a value range
To edit or delete a value range
Calculating Order Values that Fall Outside Defined Ranges
Calculating Freight Charges by Order Quantity
Set up freight by total quantity window
Defining Quantity Ranges
To define a quantity range
To add a quantity range
To edit or delete a quantity range
Calculating Freight Charges that Fall Outside Defined Ranges
Orders System Setup
Overview
Set up module window
Defining Order Status Defaults
Order Status Defaults window
To define order status defaults
Defining Add-on Charges
Add-on Charges window
To define add-on charges
Defining Default Shipping Methods for Individual Countries
Default Shipping Configuration window
To assign a default shipping method to a country
Defining Backorder Options
Backorder Processing window
To define backorder options
Disabling Multiple Warehouses
Defining Inventory Options
Inventory System Setup window
Enabling Multiple Warehouses
To define inventory options
Defining Web Order Options
Web Order Options window
To define Web order options
Order Importing
Overview
Using the iMIS Orders Importer
Formatting Import Data
Batch Header Record (BH)
Order Header Record (OH)
Order Address Record (OA)
Order Payment Record (OP)
Order Line Record (OL)
Importing Orders
To import orders
Viewing Imported Orders
Orders References
Product Status Codes
Assigning Status Codes to Products
Active Products
Inactive Products
Products Marked for Deletion
Products that are Not Available
Products that are Out of Production
Changing Product Status Codes
Changing an Active Product's Status
Changing an Inactive, Not Available, or Out of Production product's status
Verifying a Product's Status during Order Entry
Inactive or Mark for Deletion
Not Available or Out of Production (no inventory is available)
Active or Out of Production (inventory is available)
Verifying a Product's Available Inventory during Order Entry
Active
Out of Production
Summarizing Product Status Codes and Upsell/Cross-sell/Replacement Items
Product search results filter by status
Orders Accounting Business Rules
Understanding Cash Handling in Orders
Cash and Check Payments
Credit Card Payments
Back Orders and Batch Control
Understanding Order Accounting Entries
Understanding Order Inventory Transactions
Understanding Product Account Hierarchy
Standard Inventory
Multiple Warehouses
Understanding Inventory Accounting Transactions
Standard Inventory Transactions
Multiple Warehouse Inventory Transactions
Account Hierarchy for Inventory Adjustments
Understanding Multiple Entities and Orders
Determining a Product's Owner Entity
Assigning Entities to Standard Orders
Assigning Entities to Credit Memo Orders and Debit Memo Orders
Assigning Entities during Transaction Generation
Due To/Due From Scenarios
Examples of Due To/Due From Scenarios
iMIS Professional Referrals
Referrals Overview
About iMIS Professional Referral
iMIS Professional Referral Features
Accessing Referrals Task List
Referral Management
Overview
Entering Referrals
To enter a referral
Finding Referral Records
Viewing Provider Information
To view additional information about a provider
Modifying Referral Records
To edit a referral record
To delete a referral record
To mark a referral as a no show
Processing Referral Orders
To create a referral order
To invoice referral orders
To enter payments for referrals
Referral Lists
Overview
Building Referral List
To build a referral List
Troubleshooting Provider List Problems
Updating Referral List
Expired Records
Overview
Deleting Expired Referral Records
To delete expired referral records
Deleting Expired Provider Records
To delete expired provider records
Deleting Expired Client Contact Records
To delete expired client records
Referrals System Setup
Overview
Setting Basic Options
To set basic referral options
To create a lookup for a search field
Defining Referral Subscription Product Code
To create the Referral subscription code
Defining Referral Fee Product Code
To create the Referral fee code
Enabling Zip Code Search
To enable zip code search feature
Verifying Zip/Area Search Feature
To verify Zip/Area search feature is working properly
Setting Advanced Options
To set advanced options
iMIS Service Central
Service Central Overview
About iMIS Service Central
iMIS Service Central Capabilities
iMIS Service Central Terminology
Application
Clipboard
Company flow down
Customizer
Database
Duplicate record check
General/lookup validation table
Relationship
Tickler
Module Restrictions
Understanding the Service Central Task List
Service Central Windows
Process customer requests window
Payment entry window
Request and Payment Processing
Overview
Processing Orders and Event Registrations
To enter an order
To register a customer for an event
To apply a credit card payment for an order and an event registration
Sending a Summary Transaction Report
To send a receipt by e-mail
Creating an Open Cash Dues Item for a New Customer
To add a new customer
To create an open dues item
To process an order
To apply a credit card payment to outstanding items
Processing Fund Raising Gifts and Pledges
To enter a single gift or single pledge
To process an installment pledge
Processing Payments
To apply a specified payment amount to all unpaid items
To select open items for a payment
To apply a payment to multiple items using Auto-apply
Applying a Credit Balance to a Specific Item
To apply a credit balance through the Process customer requests window
To apply a credit balance using Auto-apply
Applying a Credit Balance Using *TAB
To apply a credit balance from Process customer requests
To apply a credit balance from Enter and edit payments
Processing List Payments
iMIS Subscription Fulfillment
Subscriptions Overview
Introduction
Subscription Fulfillment Terminology
Billing Cycle
Dues
Effective Date
General Ledger
Paid Thru
Product Codes
Renewal Notice
Subscriber
Accessing Subscription Fulfillment
Subscription Product Management
Overview
Creating Subscription Products
To define a SUB product
Defining Publication Product Codes
To define a subscription product
Subscription Product Billing
Overview
Adding a Subscription Item
To add a subscription item to a customer record
Billing for a Subscription Product
To set up a subscription billing cycle
To run a non-dues billing
Back Issues
Overview
Defining the BACKISSUE Activity Type
To define the BACKISSUE activity type
Managing Back Issue Requests
To enter a back issue request
To edit a back issue request
To delete a back issue request
Label Generation
Overview
Using the Generate reports Window
Run Time windows
To run a subscription label report
Modifying Subscription Label Reports
To modify subscription labels
Printing Back Issue Labels
To issue back labels
Printing Issue Labels
To print issue labels
Printing Bag Tags
To print a bag tag
Subscriptions Table Maintenance
Overview
Defining Mail Codes
To define the MAIL_CODE lookup table
Defining Zone Tables
To define a zone table
Importing Values into the Zip3 Table
To import a file into the ZIP3 general lookup/validation table
iMIS Reporting
Reporting Overview
Standard iMIS Reporting Capabilities
Using Standard iMIS Reporting Tools
Authorization Levels for Reports
iMIS Report Terms
Running a Standard Report
To run a standard report
Modifying a Standard Report
To view report options
To adjust margins
To change the sort fields
Using Ad Hoc Searches
To create an ad hoc search
Modifying an Existing Ad hoc Search
Examples of Ad Hoc Searches
Example 1: To search by bill date
Example 2: To search for specific products
Example 3: To search by customer type
Managing Ad Hoc Searches
Cloning a Report (Permanent Report Modifications)
Setting Report Print Options
Report Options by System/Category
To clone a report
Clearing old query results
Printing Bar Codes
To include bar coding on a report
Exporting Report Data
To export a report to either MS Word or WordPerfect
To export a report in other formats
Generating and Managing Mass Report Activity Records
To update report specifications
To create a report-specific activity type
To request a report and generate activities
To view activities
Using the QuickLetter System for Letter Reports
To use QuickLetter from the Reports menu
To create a new letter template (QuickLetter)
To edit a letter template (QuickLetter)
To add additional fields to a template (QuickLetter)
To mass merge a letter (QuickLetter)
To mass merge an e-mail (QuickLetter)
To delete a letter (QuickLetter)
To view a letter or e-mail activity (QuickLetter)
Using the MS Word Letter System for Letter Reports
Authorization for the Letter System
File Layouts
Fields Available in the Letter System
To use the Letter System from the Reports menu
To specify a shared folder for MS Word templates
To create a new letter template
To edit a letter template
To add additional fields to a template
To format letter merge data with field switches
To change the sort order of letters created using the Letter System
To mass merge a letter
To mass merge an e-mail letter (Office 97, 2000)
To mass merge an e-mail letter (Office XP)
To delete a letter
To view a letter or e-mail activity
Troubleshooting the Letter System
To disable the Letter System
Advanced Report Customization
Modifying Reports for Canadian Taxes
Modifying Reports for VAT
Limiting Access to Reports
Adding Custom Scripts to System Reports/Queries
Reporting Windows in iMIS
Activity Detail window
Chapter Reports window
Chapter Selection window
Detail Report Parameters window
Export Format window
Generate reports window
Letter Text window
Membership Standard Letters window
Setup Standard Letters window
Report Specifications window
Run Time windows
Select Date Range window
Select Member Types window
Search Instructions window
Select Report window
Select Search Instructions window
Module-Specific Reporting
Reports for AR/Cash
Most frequently used AR/Cash reports
To view on-screen account inquiries
Print Transaction Journal window
Sample AR/Cash Reports
AR/Cash Transaction Journal report
AR/Cash Transactions report
AR Statements report
Batch Distribution Summaries report
Debit Card Post Authorization report
Debit Card Reconciliation report
Trial Balance report
Selected Invoices report
Reports for Billing
Printing Renewal Notices
To print Renewal Notices Separately
Customizing the Renewal Notice Formats
To generate a custom Renewal Notice
To add user-defined text to the Dues Renewal Notice
To add user-defined text to the Dues Renewal Notice - List Bill
Example of the Dues Renewal Notice with Reminder Text
Example of the Dues Renewal Notice - No Remittance Stub
iMIS-authorized Renewal Notice formats
Sample Billing Reports
Dues Batch Summary report (Crystal)
Dues Product Table Listing report (Crystal)
Dues Batch Report (Combined) report
Dues Batch Detail report (Crystal)
Open Items by Name report
Open Items by Product report
Reports for Certification
Overview
Generating Completion Reports
To generate a completion report
To view program status after the completion report is run
Generating Export Reports
To generate an export file
Generating Description Reports
To generate a description detail report
Generating Certification Letter Reports
To generate letter reports
Generating Status Reports
To run the Component Registration List report
Reports for Customer
Running Committee Reports
To print committee reports
Running Chapter Reports
To run a chapter report
Sample Customer Reports
Activity Detail report
Activity Record Summary Counts report
Certificate of Appreciation report
Certificate of Membership report
Company Activity Spread report
Duplicate Match Key Analysis report
Member/Contact Counts report
Member Expiration Analysis report
Record Change History report
Count by Member Type spreadsheet report
Table Listings report
Reports for Events
Events-Specific Report Options
Modifying invoice reports for zero balance and payment details
Sample Events Reports
Badges report
CEU Certificates report
Meeting Registration Invoice report
Meeting Index report
Activity Planning report
Registration Class report
Standard Resources report
Rosters and Directories report
Meeting Status Summary report
Meeting Status report
Tickets report
Meetings Cash Distribution report
Meetings Receipt Transactions report
Room Setup report
Room Setup Planning Report
Speaker Evaluation report
Using Hotel Room Reports
To report on sharing of multiple rooms
Sample Hotel Room reports
Hotel Room Bookings/Availability report
Hotel Room Roster report
Hotel Room Change Roster report
Reports for Expositions
Expo Prospect Reports window
Printing Individual Reports and Reviewing Rosters
To print individual reports
To print a letter
Generating Letters and Reports
To generate a report from the Expo Prospect Reports window
To create or edit a letter from the Expo Prospect Reports window
Reports for Issues
Issue Statistics Report
To run the Issue Statistics report
Reports for Legislative Tracking
Reporting Full Bill Details
To report full bill details
Selecting Specific Bills
To select specific bills
Reports for Orders
Printing Order-Specific Reports
To print an order-specific report
Sample Orders Reports
Label report
Backorder report
Daily Summary report
Order Detail report
Orders on Hold report
Orders by Product Category report
Product Detail report
Product Inventory List report
Product Price List report
Product Reorder List report
Product Sales by Category and Title report
Warehouse Availability Analysis report
Transactions by Date report
Unposted Transactions by Date report
Reports for Referrals
Sample Referral Reports
Print Invoice report
Survey Reports
Roster Reports
Summary Reports
Reports for Service Central
Overview
Printing Service Central Reports
To print Service Central reports
SC Cash Distribution - Transaction Recap report
SC Cash Distribution - Payments Journal report
SC Receipt Transactions - Transaction Recap report
SC Receipt Transactions - Payments Journal report
Reporting References
Reporting Windows in iMIS
Activity Detail window
Chapter Reports window
Chapter Selection window
Detail Report Parameters window
Expo Prospect Reports window
Export Format window
Generate reports window
Letter Text window
Membership Standard Letters window
Print Transaction Journal window
Report Specifications window
Run Time windows
Select Date Range window
Select Member Types window
Search Instructions window
Select Report window
Select Search Instructions window
Set up general lookup/validation window
Standard Reporting window buttons
List of Available Reports in iMIS
iMIS System Reference
iMIS Global Settings and Security
iMIS Global System Settings
System Settings Overview
How iMIS determines the number of users connected
Modifying the System Settings
To modify the license configuration
To set the date format
Examples of Date Formatting
To change the font table
Choosing a SQL Security Model
iMIS Security Models
To choose a security model
Creating User IDs
To add user login IDs
Access Security Levels
Setting Up Organization Names
Organization Names window
To define an entity/organization/fund
Setting System Parameters
To set system parameters
Specifying a Shared Folder for Word Templates
To specify a shared folder for MS Word templates
Enabling Activity Attachment Feature
To enable the activity attachment feature
Specifying maximum size of activity attachments
Using the Help Menu
SQL Security Models and Logon IDs
Reviewing IDs and Passwords
User Logon in iMIS
MANAGER Logon in iMIS
Overview of the iMIS SQL Security Models
Security model 1: Passthrough security
Security model 2: Parallel login IDs
Security model 3: Unilogin security
Selecting the iMIS Security Model
Creating User IDs
To add user login IDs
Access Security Levels
Limiting User Access
Limiting Access to Modules with iMIS Authorization Levels
Module Access Security Levels
Creating Access Keywords
To create access keywords
Limiting Access to or Hiding Custom Windows
To limit access to or hide custom windows
Limiting Access to Reports
Limiting Access to Activity Records
To limit access to activity records
Limiting Access to Customer Data
To assign access keywords to selected customer data
To limit access to the Activity Importer
To limit access to customer financial data
To limit access to the Internet Security tab
To limit access to the Fund Raising tab
To limit access to customer address information
To limit access to customer status information
Assigning Access Keywords to Users
To assign access keywords to users
General Lookup/Validation Tables
Creating General Lookup/Validation Tables
Set up general lookup/validation window
To create a general lookup/validation table
To import files into a general lookup/validation table
To delete a general lookup/validation table
Reference to General Lookup/Validation Tables
ACCESS_KEYWORDS (Validation)
ADDRESS_PURPOSE (Validation)
APPEAL_TYPE (Validation)
BAD_ADDRESS (Validation)
BADGE_TYPES (Validation)
CATEGORY (Validation)
CEU_TYPE (Required Validation)
COMMITTEE_GROUP (Validation)
To create the Committee Group general lookup/validation table
COMMITTEE_STS (Required Validation)
CONFLICT_CODE (Validation)
CONTACT_TYPE (Validation)
COUNTRY (Validation, Expansion)
DESIGNATION (Expansion only)
EXPENSE_TYPE (Validation, Expansion)
EXPO_CAT (Validation)
EXPO_PROD_CAT (Validation)
FUNC_TITLE (Validation)
FUNDRAISER_TYPE (Validation)
GL_ACCOUNT (Validation)
GROUP_CODE (Validation)
To create the GROUP_CODE general lookup/validation table
HOLD_CODES (Lookup only)
LOCATION (Lookup only)
MAIL_CODE (Lookup only)
MEETING_TYPE (Lookup only)
MEM_TRIB_RELATIONSHIP (Validation)
MEMBER_STATUS (Required Validation)
MERGE_CODE (Validation)
NOTE_PURPOSE (Validation)
PREFIX (Validation)
REFERRAL_AREA (Validation)
REQUEST_STATUS (Validation)
REQUEST_TYPE (Validation)
SALUTATION_CODE (Validation)
SHIP_METHOD (Required Validation)
SIC_CODE (Validation)
SOURCE_CODE (Validation)
SR_AREA (Validation)
SR_CAT (Validation)
SR_ENVIRON (Validation)
SR_CATLEVEL (Validation)
SR_CNTTYPE (Validation)
SR_RES (Required Validation)
SR_SRVTYPE (Required Validation)
SR_SYS (Validation)
SR_VERSION (Validation)
STATE (Validation)
SUFFIX (Validation)
TITLE (Validation/Lookup)
ZIP3 (Validation)
iMIS Customizer
Overview of iMIS Customizer
Custom Table Features
Custom Field Features
Custom Window Tab Features
Apply Demographics to New Task
Customer Setup – Additional Windows window
To access the Customizer
Creating a Custom Table
User Defined Tables window
To create a custom table
To modify a custom table
To delete a custom table
Creating a Custom Tab
Window Designer window
To create a custom tab
To modify a custom tab
To delete a custom tab
To display custom window fields in customer profiles
Reviewing the Customizer interface
Sample Custom Tabs
Entering User-Defined (Custom) Data
To enter single-instance user-defined information
To enter multi-instance user-defined information
To edit a multi-instance user-defined record
To view a multi-instance user-defined record
To delete a multi-instance user-defined record
Viewing Data on Multiple-Instance, User-Defined Tabs in a Non-Grid Format
To view data on multiple-instance, user-defined tabs in a non-grid data window
To edit data on multiple-instance, user-defined tabs in a non-grid data window
Viewing Read-Only Fields in User-Defined Windows
To view multiple-select fields
To view read-only text fields
Converting Existing Fields
To convert pre-3.2x C/S versions
To convert iMIS LAN demographics
Limiting Access and/or Hiding Custom Window Tabs
To create access keywords
To assign access keywords to custom window tabs
To assign access keywords to users
Access Security Levels
SQL Reserved Words
Customizer Tips
Create custom window tabs
Unique table and field names
Limits for fields and window tabs
Custom fields in iMIS special pricing
Customizer Troubleshooting
Address Verification
Group1 Accumail and Prosort
Implementing Group 1 Postal Modules
AccuMail Install
ProSort Install
Accumail Upgrades
Using Group 1 Postal Modules with iMIS
Benefits of Using Postal Modules
Verifying Batch Addresses
Reviewing Unmatched Addresses
Verifying Addresses Online
To export records to ProSort
Advanced Subscriptions
QAS Postal Barcoding
QAS Overview
Batch and Manual address verification in iMIS
Postal Barcoding Terms
Benefits of QAS Postal Barcoding Module
Implementing QAS with iMIS
Limitations and interaction with AccuMail
Installing QAS Pro v4 and QAS Batch v4
Configuring QAS Address and Data Plus formats
Configuring QAS Pro v4 for Australian addresses
Configuring QAS Pro v4 for New Zealand addresses
Configuring QAS Pro v4 for United Kingdom addresses
Configuring QAS Pro v4 for other countries
Configuring the QAWORLD.INI file for QAS Batch
Specifying QAS API install paths
QAS Install Paths window
Specifying the default country database for QAS
Customer Setup - QAS Options window
Enabling or disabling address auto-verification for QAS
Verifying a batch of addresses with QAS Batch
QAS Batch window
QAS Batch Interaction window
Manually verifying addresses with QAS
QAS for iMIS window
Commerce Implementation
Credit Card Authorization in iMIS
Overview
Card authorization requirements
The card authorization process
Card authorization terms
Acquiring financial institution
Authorization
Batch
Capture
Card authorization gateway
Card Security Code (CSC)
DBA name
Deferred authorization
Manual authorization
Editing
Flag
Immediate authorization
Issue date
Issue number
Issuing financial institution
Merchant account
Submit
Settlement
User account
Void
Setting up card authorization
Installing iMIS and adding license keys
AR/Cash Credit Card Authorization window
Requiring a Card Security Code (CSC) for credit/debit card transactions
Setting up credit/debit card cash accounts in AR/Cash
To define a new credit/debit card cash account code
To modify a credit/debit card cash account
Accepting and validating Diners Club and Carte Blanche credit cards
Setting up multiple card authorization accounts
Customizing credit card expiration dates for e-Series
Setting up authorization options in Fund Raising
Setting up European debit card authorization
Setting up a card authorization account for non-iMIS authorization
Database schema for card authorization accounts and cash accounts
Using card authorization
Credit card authorization window
Immediate card authorization
To enter a credit card payment using immediate authorization
Deferred authorization
Running a Deferred Pre-Authorization report
To run the Deferred Pre-Authorization report
Submitting deferred credit card payments
To submit deferred credit/debit card payments for authorization
Searching credit/debit card transactions
Search credit card info window
To search credit/debit card transactions
To view an individual transaction through the Search credit card info window
Canadian Taxation
Overview
Enabling Canadian Taxation
Organization Names window
To enable Canadian taxation for the Default Organization
Defining Canadian Tax Codes
Set up tax codes window
To define the BASE_GST tax code
To define the Primary GST tax code
To define a provincial tax code
Defining the Default Tax Authority
To define the default tax authority
Defining the GSTINC Tax Authority
To define the GSTINC tax code
Determining which Tax Code to Use as the Default Tax Authority
Enabling Canadian Taxation for Countries
To enable Canadian taxation for a country
Assigning Canadian Tax Codes to Events
To assign a Canadian tax code to an event
To assign a Canadian tax code to an event function
Applying Canadian Taxation to Orders
Determining which Tax Authority to Use
To apply Canadian taxation to a product in AR/Cash
To apply Canadian taxation to a product category
To apply Canadian taxation to a product
To apply Canadian taxation to freight and handling charges
Modifying Reports for Canadian Taxes
To modify reports and invoices for Canadian taxes
Value-Added Tax (VAT)
Overview
Defining VAT and Intrastate Country Codes
To define a country code
Entering an Organization’s VAT Information
To enter an organization’s VAT information
Setting up Company Flow Down for VAT
To set up Company Flow Down for VAT
Defining VAT Tax Codes
Set up tax codes window
To define VAT-exempt tax codes
To define VAT zero-percent tax codes
To define VAT percentage tax codes
Enabling VAT Taxation
Organization Names window
To enable VAT for the Default Organization
Setting Up VAT for Event Functions
To apply VAT to an event function
To apply VAT to a hotel room
Setting Up VAT for Orders
To apply VAT to a product in AR/Cash
To apply VAT to a product category
To apply VAT to a product
To apply VAT to freight and handling charges
To modify reports and Event and Order Invoices for VAT
Applying VAT in Daily Operations
Manage customers window – VAT tab
To enter VAT information for an individual
To apply VAT to an event registration
To apply VAT to an order
Validating VAT
To set VAT validation options
To hyperlink to VAT validation websites
To validate VAT codes with a stored procedure
To validate the number of VAT code characters
To display the VAT tab
iMIS Server .NET Administration
iMIS Framework Console (iFC)
Understanding the iMIS Framework Console
Key Features: iMIS Framework Console
Task Map: iMIS Framework Console
Concepts and Terms: iMIS Framework Console
Administering iMIS via iFC
Viewing iMIS System Information
Configuring iMIS Printers
Administering Security
Setting up iMIS Modules
Administering the Central Object Repository
Managing the Workflow Queue
Viewing, Editing, Deleting, and Adding Tasks
Security Administration
Understanding Security Administration
Concepts and Terms: Security Administration
Administering Roles
Administering User Security
Intelligent Query Architect (IQA)
Understanding Intelligent Query Architect
Key Features: Intelligent Query Architect
Task Map: Intelligent Query Architect
Concepts and Terms: Intelligent Query Architect
Understanding iMIS queries
Tour: Intelligent Query Architect
Query Definition
Process overview
Tips for defining queries
Advanced mode options for sources
Creating or editing a query
Limiting the rows returned by a query
Configuring the global maximum number of rows returned by queries
Adding a Filter
Tips for adding filters
Controlling Joins Between Filters
Entering Values for Comparison
Filter Options for Advanced Mode
Defining multiple values for a filter property
Specifying Output Columns
Specifying Sort Order
Query Examples
Example: Find recipients for e-mail
Example: Find current registrants
Example: Find registered members by city
Example: Find members by company and state
Example: Find purchases by amount and date
Example: Find members by state or join date
Example: Find total number of pledges by amount
Integration with iMIS modules
Administering security for IQA integration with iMIS
To run a predefined query from Customers
To run a predefined query from Events
To run a predefined query from Orders
To run a predefined query from the Home page
Creating links to iMIS modules from query results
Creating a personalized query link on the Customers tab
Querying User-Defined Tables
Reports and Output Processes
Understanding Reports and Output Processes
Key Features: Reports and Output Processes
Task Map: Reports and Output Processes
Understanding Roles in Reports and Output Processes
Concepts and Terms: Reports and Output Processes
Known issue with reports based on objects with a CS prefix
Creating Output Processes
Creating an Output Process
Creating a Crystal Report Output Process
Creating an E-mail Merge Output Process
Creating a Microsoft Word Merge Output Process
Creating an Opportunity Output Process
Modifying Output Processes
Uploading Templates
Uploading Documents
Configuring Output Processes
Using Crystal Reports
Running Crystal Reports
Modifying Crystal Reports
Troubleshooting Reports and Output Processes
Crystal Report Specifications
Crystal Reports: Opportunity Management
Report Title: Action Report
Report Title: Action Report by Date
Report Title: Incomplete Stage Report
Report Title: Opportunities with Future Actions
Report Title: Opportunities with Overdue Actions
Report Title: Opportunity Forecast Donor
Report Title: Opportunity Forecast Member
Report Title: Opportunity Forecast Sales
Report Title: Opportunities with Future Actions
Report Title: Response Analysis
Report Title: Won or Lost Opportunity Analysis
Crystal Reports: Campaign Management
Report Title: Campaign Performance by Source Code
Report Title: Campaign Performance by Solicitation
Report Title: Campaign Purge Report
Report Title: Campaign Stage Report
Report Title: Confirmation Report
Crystal Reports: Segmentation
Report Title: Segmentation Definition Report
Report Title: Segmentation Definition Report
Report Title: Segmentation Job Report
Crystal Reports: RFM
Report Title: RFM Analysis Profile
Report Title: RFM Analysis Report
Index

© 2009 by Advanced Solutions International, Inc.