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Integration with iMIS modules

Four iMIS modules have task list links to IQA predefined queries that are oriented towards facilitating your fund raising efforts. You can also create a personalized query link in the Customers module to perform advanced searches of customer records with one click.

Note: Your organization must have iMIS Server .NET installed and licensed for these links to be available to your iMIS users.

Advanced Query link in the task list

The Advanced Query links in the task list in each of the following iMIS modules take you directly to the following IQA folders in the Central Object Repository:

These links enable iMIS users to quickly access predefined queries that are oriented towards facilitating your fund raising efforts. If an iMIS user has been granted sufficient authority for the corresponding folder, they can edit these queries or create additional queries in the folder.

Personalized query link in the Customers module

Your iMIS administrator can create a custom IQA query for searching customer records and configure a personalized link to the query in the navigation menu of the Customers module in your iMIS client.

In This Section

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

See Also

Intelligent Query Architect (IQA)

Understanding Intelligent Query Architect

Query Definition

Adding a Filter

Specifying Output Columns

Specifying Sort Order

Query Examples


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