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Import Activities window

From Customers, select Import activities

Input from file

Specifies that a text (.txt) file of iMIS IDs will be used to generate activity records. The text file must contain a list of valid IDs, and the IDs should be listed in the file with only one ID per line.

Browse

Opens a browse dialog to locate the .txt file containing the list of user IDs.

Input from Query

Specifies that a SQL query will be used to select iMIS IDs to generate activity records. The Name and Demographic tables can be used in the query.

Note: The Input from Query field enables you to enter and execute a SQL statement. Your administrator can use the iMIS reserved access keyword, SQLQuery, to authorize certain users access to this advanced feature. This functionality requires knowledge of SQL and iMIS business processes.

Step 1 - Load Id's

Loads the ID's for which activity records will be created.

Import activities window - Step 2 - Set Values

From Customers, select Import activities

Note: The fields that display in the Step 2 - Set Values area of the Import activities window changes according to the Activity Type you select.

Activity Type

(Required) Specifies the activity type that will be created.

One or more of the following fields are activated based on the definition of the Activity Type chosen from the drop-down list.

Note: Field labels may have been changed in the Activity Type definition.

Subtype

Specifies a sub-type of the activity type. The Subtype field enables you to sub-categorize the activity type. For example, a product code is a sub-type of the activity type Sales.

Description

Describes the sub-type. If this field is activated, a text box is created within the Activity Detail window that enables up to 255 characters of text.

Note

Specifies notes you want to keep. If activated, a large text box is created within the Activity Detail window that enables up to 32,000 characters.

Follow-Up

Specifies follow-up comments. If activated, a large text box is created within the Activity Detail window that enables you to enter up to 32,000 characters.

Eff Date

Specifies an additional date field (The activity date is system generated). This field is used if another date field is necessary for the activity. For example, for tracking the begin date of a committee appointment.

Thru Date

Specifies an end date. For example, the ending date of a committee appointment.

Source

Specifies either a marketing code, or an individual to which an item will be assigned. For example, if an order sale is made over the phone, the code used to track this information might be Phone. Codes may be set up for advertising, catalogs, salespeople, etc.

Amount

Specifies a monetary amount for the activity.

Task Date

Specifies the date on which an activity record will be displayed in the user's task list (user defined in Source).

Action

Specifies the type of action taken on a task item.

CEU Type

Specifies the type or category of educational credit awarded (With CEU add-on module only).

Qty/CEU

Specifies the quantity or frequency of something. For example, the number CEU credit hours or the frequency of a recurring request.

UF_1, UF_2, and UF_3

Specify user-defined character information, that will be displayed in the bottom half of the Activity Detail window. For example, the GIFT and PLEDGE activities define these fields as List As, Campaign Code and Fund Code.

UF_4 and UF_5

Specify user-defined numeric information.

UF_6 and UF_7

Specify user-defined date information. For example, the REQUEST activity defines these fields as End Date and Last Reminder.

CO ID

Specifies an ID number. For example, the REQUEST, GIFT, and PLEDGE activity types define this field as Solicitor ID.

Other Code

Specifies a user-defined character field. For example, PAP_NEW defines this field as Added By.

Step 2 - Set Values

Used to set the values entered for the activity.

Import activities window - Optional Step 3 - Transform and Step 4 - Generate Activity

From Customers, select Import activities

Transformation Query

(Optional) Specifies a SQL query that updates records in the ActivityImporter table after setting the values for the activity. For example, you can update fields or delete specific IDs. This functionality requires knowledge of SQL and iMIS business processes.

Note: The Transformation Query field enables you to enter and execute a SQL statement. Your administrator can use the iMIS reserved access keyword, SQLQuery, to authorize certain users access to this advanced feature. This functionality requires knowledge of SQL and iMIS business processes.

Optional Step 3 - Transform

Processes the query in the Transformation Query field.

Reset

Clears all of the fields in the Import activities window.

Preview

Displays a preview of the activity record in a grid.

Step 4 - Generate Activity

Generates activity records and adds them to the iMIS database from the ActivityImporter table.

See Also

Using the Activity Importer

To import activities

To view activities


ASI logo 10.6 Production Release. Updated 2/21/2006 2:31:40 PM
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