A |
accepting |
booth preferences
|
accepting Diners Club and Carte Blanche credit cards
|
access |
keywords, assigning to activity records
|
keywords, assigning to address information
|
keywords, assigning to custom windows
|
keywords, assigning to Fund Raising tab
|
keywords, assigning to Internet Security tab
|
keywords, assigning to status information
|
keywords, assigning to users |
Assigning Access Keywords to Users
|
To assign access keywords to users
|
keywords, creating
|
limiting user
|
limiting, activity records
|
limiting, custom windows
|
limiting, reports
|
Access privilege
|
Access to Output Processes
|
ACCESS_KEYWORDS |
assigning to custom tabs
|
assigning to users
|
creating
|
HIDDEN keyword |
To assign access keywords to custom window tabs
|
To create access keywords
|
lookup table
|
accessing the Customizer
|
account |
adjustments |
Accounting window
|
Set up product categories window
|
adjustments (default)
|
code |
define new credit card cash
|
cost of goods sold |
Accounting window
|
Set up product categories window
|
cost of goods sold (default)
|
default accounts |
Inventory System Setup window
|
Set up product categories window
|
general ledger |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Set up tax codes window
|
hierarchy |
Account Hierarchy for Inventory Adjustments
|
Multiple Warehouses
|
Standard Inventory
|
Understanding Product Account Hierarchy
|
income |
Accounting window
|
Income Account
|
Set up product categories window
|
income (default)
|
information
|
inventory |
Accounting window
|
Set up product categories window
|
inventory (default)
|
modify credit card cash
|
product |
Defining Product Account Information
|
To define product account information
|
account hierarchy
|
account hierarchy |
multi-warehouses
|
standard inventory
|
Account Info tab |
Enter and edit orders window - Account Info tab
|
Register a customer window
|
accounting |
entries
|
transactions
|
Accounting Method
|
accounting methods
|
Accounting window |
Accounting window
|
Manage inventory sub-task list
|
Manage products window
|
accounts |
Default
|
setting up due to-due from
|
setting up multiple credit card authorization
|
accounts in AR/Cash |
setting up credit card
|
Accounts Receivable window
|
accrual dues |
billing cycle
|
generating individual billing
|
generating mass billing
|
posting mass batches
|
processing adjustments
|
processing payments
|
setting options
|
using batch control
|
viewing billing results
|
AccuMail |
installing
|
acknowledgement |
customizing
|
letter, sending customized
|
Acknowledgement tab, Enter and edit gifts window
|
acquiring financial institution
|
activities |
editing in Manage customers window
|
exposition related
|
viewing
|
viewing all in Manage customers window
|
viewing customer's SALES
|
viewing SALES
|
activities, searching request
|
Activities-All tab
|
Activities-All tab (Manage customers window)
|
Activities-All tab, Manage customers window
|
Activities-All tab, Manage customers window |
viewing donor club activities
|
viewing fundraising activities
|
Activity Detail window |
Activity Detail window
|
To set up a speaker activity type
|
To view customer order activities
|
To view donor club activities achieved through event registrations
|
To view event activities for a registrant
|
Activity fields |
defining
|
Event System Preferences window
|
Expo System Options window
|
Activity Planning report |
sample
|
activity records |
adding
|
editing
|
managing
|
mapping fields
|
records, limiting access to |
Limiting Access to Activity Records
|
To limit access to activity records
|
viewing |
To view event activities for a registrant
|
To view or edit an Exposition activity record
|
activity type
|
activity type |
ISSUEREQ |
Configuring Issues e-mail
|
Troubleshooting E-mail Problems
|
ISSUEREQ, create
|
ISSUEREQ, creating
|
speaker
|
Actual Cost
|
Add a Prospect window |
Add a Prospect window
|
To add a prospect
|
Add Individual window
|
Add New Customer window
|
add-on charges
|
Add-on Charges window |
Add-on Charges window
|
Orders task list
|
Set up module window
|
adding |
program notes
|
activity records
|
appeal expenses
|
contacts
|
donor record |
Adding a Donor Record
|
To add a new donor record
|
exhibitors to wait lists
|
notes
|
products to product lists (exhibitor's)
|
prospects
|
service contractors
|
adding a customer record
|
adding a customer with dues payment
|
Adding a Filter
|
Adding a Segment
|
Adding an Exclusion Segment
|
Adding Lookups to Search Fields
|
Additional Fields window
|
additional program options |
setting
|
address |
editing information
|
entering addresses
|
address information |
editing
|
limiting access to
|
Address Layout Tester window
|
address of event
|
address verification
|
address verification |
requesting
|
addresses |
verify online |
Batch and Manual address verification in iMIS
|
Verifying Addresses Online
|
verifying online
|
adhoc searches |
introduction to
|
temp lists
|
Adjust Effective Date window
|
Adjust Hours button
|
adjust residual balances
|
adjustments |
processing for accrual dues
|
adjustments account |
default |
Inventory System Setup window
|
Set up product categories window
|
product
|
adjustments, processing
|
Administering iMIS via iFC
|
Administering Roles
|
Administering Roles at a Glance
|
Administering Security
|
Administering the Central Object Repository
|
Administering User Security
|
Administering User Security at a Glance
|
Advanced button
|
Advanced Mode Options for Sources
|
Advanced Setup
|
Alias
|
All Companies Exhibiting Product window
|
alpha table |
special pricing example
|
alternate key
|
analysis database |
Basic concepts for your IT staff
|
Cubes and dimensions
|
Overview
|
System requirements
|
Analysis Services
|
Analytics host |
Basic concepts for your IT staff
|
System requirements
|
Analytics.chm
|
AnalyticsConfiguration.exe
|
analyzing business performance |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
annual billing cycle |
calculating Billing Interval
|
annual pledge
|
appeal expenses |
adding
|
deleting
|
editing
|
entering
|
appeals |
defining |
Defining Appeals
|
To define an appeal
|
apply a credit balance |
directly from Payment Entry window
|
Process customer requests window
|
using *TAB
|
applying |
credit memos to multiple funds
|
debit memos to multiple funds
|
applying a single payment |
Processing Orders and Event Registrations
|
To apply a credit card payment for an order and an event registration
|
applying a single payment by credit card
|
applying payment to unpaid items
|
AR Importer |
benefits of
|
enabling
|
example import file
|
format data
|
import data
|
review history before importing transactions
|
using
|
verify import
|
view open credits from import
|
AR line entity ownership
|
AR/Cash activities |
viewing in Manage customers window
|
AR/Cash activity records |
viewing in Manage customers window
|
AR/Cash Set up module window
|
AR/Cash Set up module window |
multiple entities, additional fields for
|
AR/Cash tab
|
AR/Cash tab (Manage customers window)
|
AR/Cash tab on Manage customers window, viewing separate payer data
|
Area (Square Units)
|
Arrange Script Sections window |
Arrange Script Sections window
|
To arrange scripts
|
arranging |
sales scripts
|
ASI |
consulting |
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Overview
|
support
|
assigning |
access keywords to users |
Assigning Access Keywords to Users
|
To assign access keywords to users
|
booths |
Assigning Booths
|
To assign a booth
|
status codes
|
assigning keywords to custom tabs
|
assigning keywords to users
|
Assignment area, Issue window
|
Asynchronous Process
|
attendance |
definition
|
Attendee tab |
fields
|
Register a customer window
|
To edit a registrant's address
|
attributes, dimension |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
authorization
|
authorization |
credit card file layouts
|
deferred
|
deferred credit card
|
enter credit card payment using immeditate
|
immediate
|
immediate credit card
|
levels for pledge credit and pledge debit memos |
iMIS Authorization Levels for Pledge Credit and Debit Memos
|
manual
|
options, setting up credit card (Fund Raising)
|
setting up credit card
|
submit cred card payments for
|
using credit card
|
what is credit card
|
authorization accounts |
setting up multiple credit card
|
authorization options |
setting up credit card (AR/Cash)
|
Authorization Reports window
|
authorization requirements |
credit card
|
auto-apply option |
applying a payment to multiple items
|
Processing Payments
|
Service Central Windows
|
Auto-map source codes when retrieving responses
|
automatic |
address verification
|
Automatic Backorder Processing |
backorder options |
Backorder Processing window
|
To define backorder options
|
Backorder Processing window
|
Process orders sub-task list
|
Ship Complete or Cancel Entire Order
|
Ship Complete, Hold Until 100% Complete
|
Ship Partial, Backorder Remainder
|
Ship Partial, Cancel Backorders
|
To define backorder options
|
automatic enrollment feature
|
automatic freight
|
automatic handling
|
Automatically Enter First and/or Subsequent Maintenance Portion(s) options
|
automating mailing labels
|
AVAIL_CREDITSee product codes
|
Availability button (hotel)
|
Available button
|
available products |
Inventory window
|
Manage products window
|
Order Processing Terms
|
Warehouses window
|
average cost (product) |
Inventory window
|
Warehouses window
|
average valuation method
|
B |
backorder options
|
Backorder Processing window |
Backorder Processing window
|
Orders task list
|
Set up module window
|
backorders |
releasing (manually)
|
automatic processing
|
batch control
|
definition
|
priority
|
products
|
releasing |
Process orders sub-task list
|
Releasing Backorders by Posting Product Receipts
|
To release backorders after printing shipping papers
|
To release backorders by editing open orders
|
bad debt, writing off
|
badge |
entering information
|
printed information
|
BADGE_TYPE
|
badges |
entering
|
Badges report |
sample
|
Badges tab |
fields
|
Register a customer window
|
Register a customer window - Badges tab
|
Badges window
|
balancing problems, correcting
|
bar code
|
Base GST |
defining
|
definition
|
basic concepts |
for executives and managers
|
for IT staff
|
batch
|
batch |
creating a new
|
posting a group
|
posting a single
|
printing
|
select
|
working with
|
Batch Address Verification |
overview
|
batch control |
backorders
|
batch date
|
batch header
|
deleting pledge credit or debit memo
|
Enter and edit orders window - Overview tab
|
features
|
Order Status Defaults window
|
using with accrual dues
|
Viewing Imported Orders
|
batch header record
|
Batch window
|
Begin Date |
dues billing run
|
calculating for annual billing cycle
|
non-dues billing run |
Calculating the Begin Date for a Non-Dues Billing Run
|
Calculating the Billing Interval for a Non-Dues Billing Run
|
benefits for executives and managers
|
Bill Begin date
|
Bill to
|
Bill to |
address
|
customer
|
definition
|
editing
|
ID |
Enter and edit orders window
|
Enter and edit orders window - Overview tab
|
Register a customer window - Overview tab
|
information
|
Transfer/Substitute
|
Billed Thru date
|
Billing |
categories
|
deciding what gets billed
|
deciding who gets billed
|
entering a full payment
|
include inactive members |
Billing for a Subscription Product
|
Set up billing cycles window
|
include inactive sections |
Billing for a Subscription Product
|
Set up billing cycles window
|
options
|
task list
|
terminology
|
accrual-basis operations
|
cash-basis operations
|
defining general setup options
|
mass |
For a dues billing run
|
Running Mass Dues Billing
|
module overview |
iMIS Billing System Overview
|
Overview of the Billing Process
|
overall process
|
processing for new customers
|
product codes |
Billing Product Codes
|
Defining Product Codes
|
setting up
|
testing billing data generation
|
testing setup
|
troubleshooting
|
verifying new renewals
|
billing and reminder notices |
setting
|
Billing and Reminder Notices window
|
billing category |
creating
|
billing cycles |
accrual dues
|
categories |
Billing for a Subscription Product
|
Set up billing cycles window
|
creating |
Creating Billing Cycles
|
To create a new billing cycle
|
To set up a subscription billing cycle
|
products |
Billing for a Subscription Product
|
Set up billing cycles window
|
billing date, move
|
Billing Interval |
calculating for annual billing cycle
|
Billing item |
Code |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Description |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Product Type |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Title
|
viewing in Manage customers window
|
Billing Items |
Standard Price |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
billing items and activities |
viewing in Manage customers window
|
billing setup |
testing renewal notice printing
|
Billing system setup
|
Billing tab (Manage customers window)
|
Billing task list |
using
|
Billing terminology |
accrual accounting
|
anniversary billing time
|
annual billing time
|
batch
|
Bill Begin date
|
Billed Thru date
|
billing
|
billing category
|
billing cycle
|
billing interval
|
billing term
|
cash accounting
|
credit
|
customer
|
customer type
|
debit
|
deferred income
|
Effective Date
|
list billing
|
Paid Thru date
|
prorating
|
Renewal Notice
|
Renewed Thru date
|
subscriber
|
billing time |
anniversary
|
annual
|
bin |
Order Processing Terms
|
Warehouses window
|
Booth button
|
Booth Change History |
window
|
Booth Change History window
|
booth changes |
viewing |
Viewing Booth Changes
|
Booth Generator window
|
booth information |
importing
|
Booth Inventory Assignment window
|
Booth Preference Management window
|
booth preferences |
accepting
|
converting all
|
declining
|
deleting
|
entering
|
managing
|
Booth Preferences window
|
booth pricing |
defining
|
booth products |
defining
|
booth proximity
|
booths |
assigning |
Assigning Booths
|
To assign a booth
|
changing the booth class in EXPOCAD
|
changing the booth number in EXPOCAD
|
generating
|
importing
|
increasing availability |
To add additional booths for an exhibitor on a wait list
|
To increase booth availability for an exhibitor on a wait list
|
managing |
Managing Booth Inventory
|
Managing Proximity Assignments
|
proximity assignments
|
removing
|
renting in EXPOCAD
|
un-renting in EXPOCAD
|
window
|
Booths window |
Booths window
|
Event Function Detail window
|
Bound Query
|
Briefing Book |
analyzing business performance |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
creating custom views |
Basic concepts for your executives and managers
|
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
cubes |
Basic concepts for your IT staff
|
Cubes and dimensions
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
custom iMIS demographics |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
dimensions |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Cubes and dimensions
|
Dimensions Tool |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your executives and managers
|
drill-downs and cross-drills
|
finding data not in a predefined view
|
installing
|
measures (facts) |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
members (levels) |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
overview |
Important iMIS Analytics concepts
|
Overview
|
predefined views |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your executives and managers
|
Predefined views in the iMIS Analytics Briefing Book
|
system requirements
|
viewers, OLAP |
Important iMIS Analytics concepts
|
Overview
|
System requirements
|
views versus reports and queries
|
browsing |
database
|
databasebrowsing_database
|
browsing cubes
|
bump date |
prorating example
|
bus architecture |
Basic concepts for your IT staff
|
Important iMIS Analytics concepts
|
business intelligence |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
Business object |
Adding a Segment
|
Concepts and Terms: Intelligent Query Architect
|
Creating a Segmentation Job
|
Querying User-Defined Tables
|
business performance, analyzing |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
buttons |
Adjust Hours
|
Advanced
|
Availability (hotels)
|
Available (hotel)
|
Booth
|
Hotels
|
Letter
|
Mark All Absent
|
Mark All Attended
|
More
|
More Payments |
Register a customer window - Payments tab
|
To enter multiple payments
|
Preferences
|
Register Result List
|
Rooms
|
Sharing
|
Transfer/Substitute |
Register a customer window - Overview tab
|
To edit the Bill To information
|
Update Attendance
|
View Roster
|
C |
call activity |
editing in Manage customers window
|
entering in Manage customers window
|
viewing in Manage customers
|
Calls tab (Manage customers window)
|
Campaign
|
Campaign |
changing status
|
defining
|
deleting
|
managing
|
navigating
|
planning
|
viewing
|
Campaign Management
|
Campaign Management |
advanced version
|
appeal definition
|
basic version
|
campaign definition
|
concepts
|
creating a solicitation
|
creating a source code
|
creating a source list
|
creating an appeal
|
creating an insert
|
defining costs
|
fundraising campaign example
|
generating output
|
hierarchy
|
integration in iMIS
|
licensing and installing
|
managing communications
|
managing responses
|
managing tasks
|
monitoring and measuring performance
|
product overview
|
roles
|
setting module options
|
setting up
|
setting up reports and output processes
|
setting up security groups
|
solicitation definition
|
source code definition
|
synchronizing responses
|
using
|
versions
|
Campaign Management Procedures |
To add or remove a source list
|
To add a user to a security group
|
To add an insert to a source code
|
To assign a product to an appeal
|
To change a campaign, appeal, or solicitation status
|
To configure Campaign Management options
|
To copy a campaign
|
To create a campaign
|
To create a response stage
|
To create a solicitation
|
To create a source code
|
To create a source list
|
To create an appeal
|
To create an insert
|
To define costs
|
To delete a campaign
|
To delete a campaign, appeal, solicitation, or source code
|
To delete an appeal
|
To edit a campaign
|
To edit a task
|
To edit an appeal
|
To edit campaign security
|
To export a source list
|
To generate e-mail messages or MS Word merge documents
|
To navigate a campaign
|
To purge inactive campaigns
|
To run a report
|
To select a source list
|
To synchronize responses
|
To view a campaign
|
To view a task
|
campaigns |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
campaigns, defining |
Defining Campaigns
|
To define a campaign
|
Canadian tax codes |
assigning to event functions
|
assigning to events |
Assigning Canadian Tax Codes to Events
|
To assign a Canadian tax code to an event
|
Base GST |
Defining Canadian Tax Codes
|
To define the BASE_GST tax code
|
Primary GST |
Defining Canadian Tax Codes
|
To define the Primary GST tax code
|
Primary PST |
Defining Canadian Tax Codes
|
To define a provincial tax code
|
Canadian tax options |
GST
|
PST
|
Canadian taxation |
applying to freight and handling charges
|
assigning to event functions
|
assigning to events |
Assigning Canadian Tax Codes to Events
|
To assign a Canadian tax code to an event
|
defining tax codes
|
defining the default tax authority
|
enabling |
Set up subcomponents window
|
To enable Canadian taxation for the Default Organization
|
enabling for a product |
To apply Canadian taxation to a product
|
To apply Canadian taxation to a product category
|
To apply Canadian taxation to a product in AR/Cash
|
To apply VAT to a product in AR/Cash
|
enabling for a product category |
To apply Canadian taxation to a product
|
To apply Canadian taxation to a product category
|
To apply VAT to a product
|
To apply VAT to a product category
|
enabling for Orders
|
GST remittance number
|
modifying reports |
Modifying Reports for Canadian Taxes
|
To modify reports and invoices for Canadian taxes
|
tax authority
|
Taxation Method
|
Canadian taxes
|
Canadian taxes |
GST remittance number
|
tax authority
|
canceling |
EXPOCAD order in iMIS
|
expositions
|
invoiced orders
|
orders for wait listed products
|
canceling an event
|
cancellation fee
|
cancellation reason code
|
cancellations, processing
|
Capabilities
|
capabilities of iMIS Fund Raising
|
capabilities, Issues module
|
capture
|
carrier route |
Benefits of QAS Postal Barcoding Module
|
Benefits of Using Postal Modules
|
Carte Blanche credit cards |
accepting and validating
|
cash account |
modify credit card
|
cash account code |
define new credit card
|
cash and check payments
|
cash dues for list payments
|
cash handling
|
cash handling |
backorders and batch control
|
cash and check payments
|
credit card payments
|
cash line entity ownership
|
cash receipts
|
cash receipts |
processing
|
CASSSee Coding Accuracy Support System
|
catch-up mode, deferred income
|
categories |
defining
|
category |
code (product)
|
definition of
|
order type
|
product |
Manage products window
|
To define product categories
|
product kit
|
CCAuthAcct table
|
certificate |
definition
|
Certification |
benefits of using
|
menu
|
special features
|
terms
|
how it works
|
integration with other iMIS modules
|
Certification |
defining options
|
certification activities |
viewing in Manage customers window
|
certification activity types |
creating
|
certification orders |
printing invoices
|
viewing through Enter and edit orders window
|
Certification program |
closing and canceling
|
creating
|
Certification Program Type window
|
certification records |
purging
|
Certification tab (Manage customers window)
|
certified labels |
print
|
Certified Medical Accounting Specialist designation
|
CEU |
definition
|
CEU Certificates report |
sample
|
CEU field prompts |
customizing
|
change log activities |
viewing in Manage customers window |
To view Change Log activity
|
To view Opportunities
|
Change Log tab (Manage customers window) |
Manage customers window - Change Log tab
|
Manage customers window - Opportunity tab
|
changing |
addressbrowsing_database
|
status codes
|
changing the update schedule
|
channels |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
CHAPT product type
|
chapters |
introduction to
|
charges |
add-on
|
freight |
Add-on Charges window
|
Calculating Freight Charges that Fall Outside Defined Ranges
|
Calculating Order Values that Fall Outside Defined Ranges
|
Defining Quantity Ranges
|
Defining Value Ranges
|
Defining Weight Tables
|
Enter and edit orders window - Overview tab
|
Ship Order window
|
To define a quantity range
|
To define a shipping zone
|
To define a value range
|
To define a weight table
|
To delete a shipping zone
|
To edit a shipping zone
|
To edit a weight table
|
To edit an order's freight and handling charges
|
To edit or delete a quantity range
|
To edit or delete a value range
|
handling |
Add-on Charges window
|
Enter and edit orders window - Overview tab
|
Ship Order window
|
To edit an order's freight and handling charges
|
restocking |
Add-on Charges window
|
Enter and edit orders window - Order Details tab
|
Enter and edit orders window - Overview tab
|
check-out message
|
check/CC |
definition
|
checking for duplicate records |
Checking for Duplicate Records
|
To check for duplicate records
|
Child Components window |
Child Components window
|
To attach subcomponents to a component
|
To link event functions
|
Choose from Wait List for opening |
enabling |
Event System Preferences window
|
To enable function wait lists
|
To enable the Choose from Wait List for opening option.
|
Citrix
|
class |
registrant
|
Client Contact Purging Utility
|
client system requirements
|
cloning expositions
|
Close orders window |
Orders task list
|
Process orders sub-task list
|
closing |
EXPOCAD exposition in iMIS
|
expositions
|
closing an event
|
closing and canceling Certification programs
|
closing orders |
Process orders sub-task list
|
To close an order
|
CMAS designation |
educational requirements for
|
code |
cancellation reason
|
city tax
|
define new credit card cash account
|
hold |
Enter and edit orders window - Order Details tab
|
To place an order on hold
|
To release orders placed on hold
|
Understanding Order Hold Codes
|
order type
|
product |
Enter and edit orders window - Overview tab
|
Manage products window
|
Special Pricing window
|
product category
|
product kit
|
shipping method
|
source
|
state tax
|
tax |
Set up tax codes window
|
To define tax codes
|
warehouse
|
Code (Billing Item) |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Coding Accuracy Support System (CASS)
|
commission rate
|
committed products |
Manage products window
|
Order Processing Terms
|
committees
|
committees |
introduction to
|
companies
|
company conflicts |
managing |
Managing Company Conflicts
|
To edit the list of conflicting companies
|
Company Conflicts window
|
company record |
entering company records
|
company rosters |
viewing in Manage customers window
|
company/institute
|
Comparison Method
|
completion |
definition of
|
Completion from Entry into Rotating Portion option
|
component |
definition of
|
enrolling a student in
|
locate using the Component Find window
|
component address information |
entering
|
Component Instructors window
|
component locations |
creating multiple
|
component order |
entering
|
component prerequisites |
defining
|
window
|
component registration |
cancelling
|
entering a payment
|
processing in the Register a student by component -window
|
processing in the Register a student by program window
|
processing through the Events module
|
component statistics |
viewing
|
components |
creating
|
EXPOCAD and ExpoCadExp file
|
iMIS
|
iMISFind
|
concepts |
for executives and managers
|
for IT staff
|
Concepts and Terms |
iMIS Framework Console
|
Intelligent Query Architect
|
Reports and Output Processes
|
RFM Analytics
|
Security Administration
|
Segmentation
|
configurable prompts
|
configure prompts and e-mail settings
|
configuring |
e-mail
|
Issues module
|
configuring iMIS Analytics |
Basic concepts for your IT staff
|
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Securing iMIS Analytics
|
Configuring iMIS Printers
|
Configuring Output Processes
|
Configuring Referrals System Setup
|
confirmation |
definition
|
conflict code
|
CONFLICT_CODE
|
Conflicting Booths/Products window
|
conformed dimensions and measures (facts)
|
connections |
Installing the iMIS Analytics Briefing Book on client computers
|
System requirements
|
consulting, ASI |
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Overview
|
Contact list
|
Contact record
|
contacts |
adding
|
deleting
|
managing
|
viewing
|
continuing education |
adjusting credits
|
hours/points
|
tracking credits
|
Controlling Joins Between Filters
|
Convert quotes
|
Convert quotes window |
Orders task list
|
Process orders sub-task list
|
converting orders
|
converting quotes
|
Copying a Segmentation Job
|
CORE |
Concepts and Terms: Intelligent Query Architect
|
Concepts and Terms: Reports and Output Processes
|
correcting balancing problems
|
Cost
|
Cost |
average (product) |
Inventory window
|
Warehouses window
|
extended (product)
|
last (product) |
Inventory window
|
Warehouses window
|
product |
Inventory window
|
Warehouses window
|
standard (product) |
Inventory window
|
Warehouses window
|
total (inventory) |
Inventory window
|
Warehouses window
|
unit
|
cost of goods sold
|
cost of goods sold |
average valuation method
|
standard valuation method
|
valuation method
|
cost of goods sold account |
default |
Inventory System Setup window
|
Set up product categories window
|
product
|
Cost per Thousand
|
countries
|
country codes |
defining VAT country codes |
Defining VAT and Intrastate Country Codes
|
To define a country code
|
formatting addresses
|
create |
E-Mail Overlay report specification
|
ISSUEREQ activity type
|
Create Activity Records for Component Registrations option
|
creating |
joint programs
|
multiple locations for a component
|
access keywords
|
certification activity types
|
certification program
|
components
|
EXPOCAD floor plan
|
general lookup/validation tables |
Creating General Lookup/Validation Tables
|
Creating General Lookup/Validation Tables for Exposition Management
|
initial certificatiion program requirements
|
letters and reports
|
Creating a Crystal Report Output Process
|
Creating a Microsoft Word Merge Output Process
|
Creating a Segmentation Job
|
Creating an E-mail Merge Output Process
|
Creating an Opportunity Output Process
|
Creating an Output Process
|
creating ISSUEREQ activity type
|
Creating n-Select Segments
|
creating open dues item
|
Creating Output Processes
|
Creating RFM Analysis Definitions
|
creating the ACCESS_KEYWORDS lookup table
|
Creating the Referrals Fee (Sales Item)
|
Creating the Referrals Subscription
|
credit balances
|
credit balances |
applying as payment |
To apply a credit balance as payment
|
applying to other customers |
Applying Credit Balances to Other Customers
|
Applying Credit Balances to Other Registrants
|
credit card |
accepting and validating Diners Club and Carte Blanche
|
authorization file layouts
|
authorization options (Fund Raising), setting up
|
Authorization Reports window
|
authorization requirements
|
authorization terms and concepts
|
Credit card authorization window
|
deferred authorization
|
Deferred Credit Card Pre-Authorization report sample
|
Deferred Pre-Authorization report
|
payments for authorization |
submit
|
payments, applying
|
run Deferred Pre-Authorization report
|
Search credit card info window
|
terms and concepts
|
transactions |
searching
|
credit card accounts in AR/Cash |
setting up
|
Credit Card authorizaiton gateway
|
credit card authorization |
immediate
|
setting up
|
using
|
what is
|
credit card authorization accounts |
setting up multiple
|
credit card authorization options |
setting up (AR/Cash)
|
Credit card authorization window
|
credit card cash account |
modify
|
credit card cash account code |
define new
|
credit card payment using immediate authorization |
enter
|
credit card payments
|
credit card payments |
submitting deferred
|
credit card transactions |
search
|
Credit Invoices window
|
credit invoices, creating
|
credit items
|
credit memo |
Add-on Charges window
|
Enter and edit orders window - Order Details tab
|
To edit a credit memo order's restocking charge
|
credit memo order type
|
credit memo orders
|
credit memos |
Adjusting Journal Entries
|
apply to multiple funds
|
Credit Memos
|
recording
|
using
|
credit memos, entering pledge
|
credit orders
|
credit transactions |
viewing
|
Credit/Debit Invoices Write-Off window
|
Cross-sell items |
definition
|
status codes
|
Crystal Report Specifications
|
Crystal reports |
Campaign Management
|
Opportunity Management
|
RFM
|
Segmentation
|
Administering the Central Object Repository
|
Creating a Crystal Report Output Process
|
Troubleshooting Reports and Output Processes
|
cubes |
Basic concepts for your IT staff
|
Cubes and dimensions
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
Current Booth Assignments window
|
Current Service Contractors window
|
custom |
fields |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
iMIS demographics |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
tables |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
custom table |
creating |
Creating a Custom Table
|
To create a custom table
|
deleting
|
modifying
|
custom tabs |
assigning access keywords
|
creating |
Creating a Custom Tab
|
To create a custom tab
|
creating access keywords
|
deleting
|
hiding
|
limiting access
|
modifying
|
samples
|
custom windows, limiting access to or hiding
|
customer |
adding new |
Enter and edit orders window - Overview tab
|
To add a new customer during order entry
|
Bill to
|
Ship to
|
type |
Add New Customer window
|
Special Pricing window
|
Web type
|
Customer Portfolio |
accessing orders
|
Customer Portfolio Tab Preferences window
|
customer record |
creating an open cash dues item
|
customer renewal notices
|
Customer Setup – Access Keys window
|
Customer Setup – Additional Windows window
|
Customer Setup – Advanced window
|
Customer Setup - Address and Notes window
|
Customer Setup - Advanced window |
Customer Setup - Advanced window
|
To customize the CEU field prompts
|
Customer Setup - Basic Options window
|
Customer Setup - Change Logging window
|
Customer Setup - Indexes window
|
customer type |
copying to registrant class |
Event System Preferences window
|
To copy customer type codes to registrant class codes
|
customer types |
setting up
|
customer.location |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
customer.type |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
CustomerExt
|
Customers |
authorization levels
|
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
customized acknowledgement letter, sending
|
customizer
|
Customizer |
accessing
|
assigning keywords to custom tabs
|
converting existing fields
|
converting LAN demographics
|
converting pre-3.2x versions
|
creating a custom tab |
Creating a Custom Tab
|
To create a custom tab
|
creating a custom table
|
creating access keywords
|
creating custom table
|
deleting a multiple-instance record
|
deleting custom tab
|
deleting custom table
|
editing a multiple-instance record
|
entering multiple-instance information
|
entering single-instance information
|
entering user-defined data
|
features
|
limiting access
|
modifying a custom table
|
modifying custom tab
|
reviewing interface
|
sample custom tab
|
viewing a multiple-instance record
|
customizing acknowledgement
|
customizing iMIS Analytics |
Basic concepts for your IT staff
|
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Securing iMIS Analytics
|
D |
data mart |
Basic concepts for your IT staff
|
Important iMIS Analytics concepts
|
data transformation services (DTS) |
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Manually running the Update iMIS Analytics DTS package
|
Overview
|
data warehouse |
Basic concepts for your IT staff
|
Overview
|
System requirements
|
data, current versus historical
|
database |
browsingbrowsing_database
|
definition
|
databases |
analysis |
Basic concepts for your IT staff
|
Cubes and dimensions
|
Overview
|
System requirements
|
database connections
|
growth rate
|
OLAP |
Basic concepts for your IT staff
|
Overview
|
performance
|
permissions
|
security
|
system requirements
|
Date |
installment
|
move billing
|
range, viewing fundraising history by |
About Fund Raising History Filters
|
To view Fund Raising information in the Customer Portfolio
|
dates
|
dates |
Billed Thru
|
Begin Date for dues billing
|
Begin Date for non-dues billing |
Calculating the Begin Date for a Non-Dues Billing Run
|
Calculating the Billing Interval for a Non-Dues Billing Run
|
Bill Begin
|
Paid Thru
|
Renewed Thru
|
viewing in the Dues/Subscriptions window
|
DBA name
|
debit adjustments |
recording
|
debit memo order type
|
debit memo orders |
enabling options
|
entering
|
debit memos |
Adjusting Journal Entries
|
apply to multiple funds
|
Debit Memos
|
using
|
debit memos, entering pledge
|
debit transactions |
viewing
|
declining |
booth preferences
|
default |
duplicate record formula
|
Fund Raising options, defining
|
Default Accounts |
adjustments |
Inventory System Setup window
|
Set up product categories window
|
cost of goods sold |
Inventory System Setup window
|
Set up product categories window
|
income |
Inventory System Setup window
|
Set up product categories window
|
inventory |
Inventory System Setup window
|
Set up product categories window
|
Inventory System Setup window
|
Set up components window
|
Set up product categories window
|
Default Dues Fees |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
default order type |
Order Status Defaults window
|
To define order status defaults
|
default organization
|
Default Shipping Configuration window |
Add-on Charges window
|
Default Shipping Configuration window
|
default shipping method
|
defaults |
order status
|
deferral term, accuracy of
|
deferred authorization |
AR/Cash Credit Card Authorization window
|
credit card
|
Deferred authorization
|
deferred credit card payments |
submitting
|
Deferred Credit Card Pre-Authorization report |
sample
|
deferred income |
accuracy of term
|
Adjust Effective Date window
|
adjustments, processing dues/subscriptions
|
catch-up mode
|
defined
|
dues/subscriptions
|
dues/subscriptions deferral terms
|
enabling
|
incremental method
|
lump sum method
|
matrix
|
methods
|
processing transactions
|
set up for dues/subscription products
|
Deferred Pre-Authorization report
|
Define an event window |
Define an event - event list window
|
Functions Overview
|
define new credit card cash account code
|
defining |
activity fields
|
component prerequisites
|
add-on charges
|
appeals |
Defining Appeals
|
To define an appeal
|
backorder options
|
booth products and booth pricing
|
campaigns |
Defining Campaigns
|
To define a campaign
|
certification options
|
component categories
|
default accounts (product category)
|
default adjustments account (product category)
|
default booth size
|
default cost of goods sold account (product category)
|
default Fund Raising options
|
default income account (product category)
|
default inventory account (product category)
|
distributions and premiums |
Defining Distributions and Premiums
|
To define a distribution or premium
|
donor clubs |
Defining Donor Clubs
|
To define donor clubs
|
event in EXPOCAD
|
exhibitor classes
|
EXPOCAD Exposition in iMIS
|
exposition addresses
|
exposition descriptions
|
exposition notes
|
exposition products
|
expositions
|
Fund Raising setup options
|
funds |
Defining Funds
|
To define a fund
|
general exposition options
|
inventory options |
Inventory System Setup window
|
To define inventory options
|
options
|
order status defaults
|
order types |
Defining Order Types
|
To define order types
|
organization
|
product account information |
Defining Product Account Information
|
To define product account information
|
product categories
|
product categories for kits
|
product fees
|
product inventory
|
product kit components
|
product kits
|
product links
|
product mapping
|
product special pricing |
Defining Product Special Pricing
|
To define product special pricing
|
To generate purchase quantity discounts
|
products |
Defining Exposition Products
|
To define a product
|
To define an exposition product
|
publication demographics
|
shipping methods |
Default Shipping Configuration window
|
Defining Shipping Methods
|
shipping zone tables |
Defining Shipping Zones
|
To define a shipping zone
|
tax codes
|
upsell products
|
warehouses
|
Web order options
|
weight tables
|
Defining a Query |
Creating a Microsoft Word Merge Output Process
|
Query Definition
|
Defining RFM Analyses
|
Delete Component Registrations at Cancellation option
|
delete issue
|
Delete Program on Cancel option
|
Delete Program on Close option
|
Delete Program Registration at Cancellation setup option
|
deleting |
payments
|
appeal expenses
|
booth preferences
|
contacts
|
exhibitors from wait lists
|
expositions
|
gift or pledge
|
gifts
|
inventory transactions
|
pledge credit or debit memo with batch control enabled
|
product links
|
products
|
products (that have wait lists)
|
products from product lists (exhibitor's)
|
reserved products
|
service contractors
|
unposted batch
|
warehouses
|
Deleting a Segment
|
Deleting a Segmentation Job
|
deleting custom tab
|
deleting event functions
|
deleting function links
|
deleting issues
|
delivery point |
Benefits of QAS Postal Barcoding Module
|
Benefits of Using Postal Modules
|
demographics, custom |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
Description |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Description (Billing Item) |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
designation |
definition of
|
Detail Report Parameters window for E-Mail Overlay, example
|
determining transaction entity ownership
|
Dev Status prompt sample scenario
|
dimension attributes |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
dimensional models |
Basic concepts for your IT staff
|
Cubes and dimensions
|
dimensions |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Cubes and dimensions
|
Dimensions Tool |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your executives and managers
|
Diners Club credit cards |
accepting and validating
|
direct transaction types
|
discount |
based on order quantity
|
line item
|
order
|
Display Order
|
Distributed Transaction Coordinator service
|
distribution/income line entity ownership
|
distributions, defining |
Defining Distributions and Premiums
|
To define a distribution or premium
|
Document |
Concepts and Terms: Reports and Output Processes
|
Uploading Documents
|
Uploading Templates
|
documentation, third-party
|
domains
|
donor |
adding record |
Adding a Donor Record
|
To add a new donor record
|
editing record
|
donor clubs |
activities, viewing in Activities-All tab on Manage customers window
|
defining |
Defining Donor Clubs
|
To define donor clubs
|
history, viewing |
Fund Raising tab - Donor Recognition sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
history, viewing through Fund Raising history windows |
Fund Raising tab - Donor Recognition sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
donor information |
entering in Manage customers window
|
Donor tab (Manage customers window)
|
Donor tab, Enter and edit gifts window
|
down payment, pay
|
drill-downs and cross-drills
|
Driver Business Object
|
drop-down list values, predefined
|
DTS |
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Manually running the Update iMIS Analytics DTS package
|
Overview
|
due from cash entity
|
due to owner entity
|
due to-due from |
accounts, setting up
|
processing
|
Due To-Due From accounts, setting up
|
dues
|
dues billing |
running individual
|
running mass
|
Dues Importer |
enabling
|
formatting data for import
|
verifying import
|
importing data
|
viewing open credits
|
DUES product type
|
dues/subscriptions |
adjustments, processing
|
defer income
|
deferral terms, establishing
|
set up deferred income
|
duplicate records |
checking for |
Checking for Duplicate Records
|
To check for duplicate records
|
formula
|
Duplicating a Segment
|
dynamic charting
|
E |
e-mail |
using to send Transaction Summary
|
configure
|
configuring
|
queue issue status update
|
sending issue status updates via
|
troubleshoot problems
|
troubleshooting problems
|
E-mail merge |
Creating an E-mail Merge Output Process
|
Troubleshooting Reports and Output Processes
|
E-Mail Overlay report specification
|
E-Mail Overlay report specification |
create
|
Service_Request.ServiceReference
|
Service_Request.Status
|
Service_Request.Title
|
E-Mail Overlay Report Specifications window
|
E-mail Server Configuration area, Set up module window
|
e-mailing |
letter to a customer
|
earned income |
defined
|
edit |
issue
|
issue resolution information
|
editing
|
editing |
existing products
|
payments
|
activity records
|
address information
|
appeal expenses
|
Billed Thru date for a non-dues payment line item
|
certification activity records
|
donor record
|
EXPOCAD order in iMIS
|
freight charges
|
gift
|
gifts
|
handling charges
|
installment pledge
|
inventory transactions
|
issue resolution information
|
issues
|
letters and reports
|
payment types |
To edit a payment type not recognized as prepaid cash
|
To edit a payment type recognized as prepaid cash
|
payments
|
pledge credit or debit memo
|
products |
To edit a product
|
To edit or delete an exposition product
|
program requirements
|
Renewed Thru date for a customer
|
Ship to information
|
shipping information
|
soft credit information, new
|
warehouses
|
weight tables
|
editing data in a non-grid window
|
Editing Lists
|
enabling |
Canadian Taxation
|
duplicate order/order ID checking
|
system options
|
wait lists
|
enrolling a student in a component
|
enrollment
|
enter |
issue resolution information
|
multiple gifts or multiple single pledges using rapid gift entry
|
new issue
|
Enter and edit cash receipts window |
Enter and edit cash receipts window
|
entering a payment in
|
To enter a payment in AR/Cash
|
Enter and edit credit memos window |
Enter and edit credit memos window
|
showing split funds
|
Enter and edit debit memos window |
Enter and edit debit memos window
|
Enter and edit gifts window
|
Enter and edit gifts window |
Acknowledgement tab
|
Donor tab
|
Matching Plan tab
|
Memorial/Tribute tab
|
Notes tab
|
Overview tab
|
Split Gifts tab
|
Enter and edit orders window |
Account Info tab
|
Enter and edit orders window
|
entering a payment for Certification components
|
Order Details tab
|
Orders task list
|
Overview tab
|
Payments tab
|
Ship to Info tab
|
viewing certification orders
|
Enter and edit payments window |
Enter and edit payments window
|
Service Central Windows
|
Enter and edit pledge credit memos window |
Enter and edit pledge credit memos window
|
To enter a pledge credit memo
|
Enter and edit pledge debit memos window
|
Enter and edit receipts and adjustments window |
Enter and edit receipts and adjustments window
|
Manage inventory sub-task list
|
Orders task list
|
enter credit card payment using immediate authorization
|
entering |
component address information
|
component instructor information
|
component-specific information
|
program descriptions
|
program notes
|
program prerequisites
|
appeal expenses
|
badges
|
booth preferences
|
component order
|
credit memo orders
|
detailed product information
|
event payments |
Entering Event Payments
|
To enter an event payment
|
exhibitor information |
Entering Exhibitor Information
|
To enter exhibitor information
|
Fund Raising payments
|
fundraising event registration |
Registering for a Fundraising Event
|
To enter an event registration
|
installment pledges |
Entering an Installment Pledge
|
To enter an installment pledge
|
interest codes
|
inventory adjustments |
Enter and edit receipts and adjustments window
|
To enter inventory adjustments
|
inventory adjustments (multi-warehouses)
|
inventory receipts
|
inventory receipts (multi-warehouses)
|
inventory transactions
|
inventory transfers
|
issue resolution information
|
issues
|
line notes
|
matching gifts |
Entering Matching Gifts
|
To enter a matching gift
|
memorial/tribute codes
|
memorials and tributes
|
orders |
Entering Exposition Orders
|
To enter an exposition order
|
other registration information
|
payment schedule
|
payments (multiple)
|
payments in Enter and edit cash receipts window
|
payments in Process payments window
|
pledge credit memo
|
pledge debit memo
|
post invoice payments
|
requests
|
Ship to information
|
single gift |
Entering a Single Gift or Pledge
|
To enter a single gift or single pledge
|
soft credit information, new
|
split gifts |
Entering Split Gifts
|
To enter a split gift or pledge
|
Entering a Reference Fee
|
entering an order request
|
entering event registration for multiple records
|
entering payments
|
Entering Referrals Fee Payments
|
Entering Values for Comparison
|
entities
|
entities, using multiple
|
entity ownership |
AR line
|
cash line
|
determining transaction
|
distribution/income line
|
entry, using rapid gift
|
Errors
|
Errors |
Crystal Reports
|
E-mail Merges
|
MS Word Integration
|
escape character
|
Estimated Cost
|
event
|
event |
activities, viewing through Fund Raising History windows |
Fund Raising tab - Donor Recognition sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
attendance
|
badge
|
defining as a fundraising event
|
defining as fundraising event
|
definition
|
deleting on close
|
function fees, setting |
Setting event function fees
|
To define event function fees and GL information
|
functions, defining
|
payments, entering |
Entering Event Payments
|
To enter an event payment
|
registering for fundraising |
Registering for a Fundraising Event
|
To enter an event registration
|
status |
Define an event - event details window
|
Define an event - event list window
|
event activities |
viewing in Manage customers window |
To view an event activity record
|
Viewing Event Registrations and Activities
|
event address
|
Event Address window |
Define an event - event details window
|
Event Address window
|
event and function name calculations |
setting up
|
event coordinators |
entering
|
Event Coordinators window |
Define an event - event details window
|
Event Coordinators window
|
event dates |
beginning
|
early cutoff
|
ending
|
regular cutoff
|
Event Description window |
adding user-defined fields
|
Define an event - event details window
|
Event Description window
|
To add user-defined Event Description Fields
|
event directions |
suppress printing on confirmation letter
|
Event Exhibitor List
|
event function |
attendance limit
|
beginning date
|
beginning time
|
code
|
deleting
|
deleting a link
|
description
|
editing
|
ending date
|
ending time
|
increasing attendance limit
|
marking attendance
|
Max Registrations per Registrant
|
secondary (child)
|
show on Web
|
sort sequence
|
status
|
title
|
to link
|
type
|
updating attendance
|
viewing roster
|
Event Function Definition - CEU window |
Event Function Definition - CEU window
|
Event Function Detail window
|
Event Function Definition - Fees window |
Event Function Definition - Fees window
|
Event Function Detail window
|
Event Function Definition - Plan window |
Event Function Definition - Plan window
|
Event Function Detail window
|
Event Function Definition - Speakers window
|
Event Function Detail window
|
event function planning |
defining
|
event in EXPOCAD |
defining
|
opening
|
event name calculation
|
event notes |
suppress printing on confirmation letter
|
Event Notes window |
Define an event - event details window
|
Event Notes window
|
event registrant |
finding
|
event registration |
transferring registrants back to events
|
adding a function
|
adding from wait list
|
applying VAT
|
canceling with a fee
|
canceling with no fee
|
deleting a function
|
display message when limit is reached |
Event System Preferences window
|
To display a warning message when an event is full
|
editing bill to information
|
editing payments
|
enabling duplicate checking
|
entering
|
entering a payment
|
entering badge information
|
entering for multiple customers
|
entering hotel information
|
entering multiple payments
|
finding
|
viewing in Manage customers window
|
viewing rosters
|
event registration classes |
defining
|
event registration for multiple records, entering
|
event registrations |
viewing in Manage customers window
|
event resource groups |
defining
|
defining resources
|
Event Roster window |
Define an event - event details window
|
Event Roster window
|
To view a roster
|
event standard resources |
current resources
|
defining
|
defining groups
|
event status |
active
|
canceled
|
closed
|
frozen
|
pending
|
Event System Preferences window |
Event System Preferences window
|
Set up module window
|
events |
accessing fields
|
activity records
|
attendance limit
|
canceling |
Define an event - event details window
|
To cancel an event
|
closing |
Define an event - event details window
|
To close an event
|
defining new
|
deleting on close
|
entering address information
|
entering description information
|
entering notes
|
entering SQL registration verification calculation
|
modifying
|
sorting by code
|
sorting by date
|
sorting by status
|
sorting by title
|
suppressing notes on confirmation letter
|
viewing a registrant's activities
|
viewing and sorting
|
viewng roster
|
Events Advanced Features window |
Events Advanced Features window
|
Set up module window
|
Events module |
processing component registrations
|
Events tab (Manage customers window)
|
Events task list |
Define an event window
|
Generate reports window
|
Register a customer window
|
Set up module window
|
Set up tables menu
|
Example |
Find current registrants
|
Find members by company and state
|
Find members by state or join date
|
Find purchases by amount and date
|
Find recipients for e-mail
|
Find registered members by city
|
Find total number of pledges by amount
|
example import file
|
exhibition activitiy |
viewing in Manage customers window
|
exhibition registration |
viewing in Manage customers window
|
Exhibition tab (Manage customers window)
|
exhibitor classes |
defining
|
managing
|
mapping customer types
|
Exhibitor Company Product Maintenance window
|
exhibitor contacts |
managing
|
Exhibitor Contacts window
|
exhibitor information |
entering |
Entering Exhibitor Information
|
To enter exhibitor information
|
viewing |
To view exhibitor information
|
Viewing Exhibitor Information
|
Exhibitor Information window
|
Exhibitors
|
Exhibitors |
substituting
|
transferring
|
EXPCAD tool bar |
window
|
expenses |
adding appeal
|
deleting appeal
|
editing appeal
|
entering appeal
|
Expo Address window
|
Expo Advanced Features window
|
Expo Description window |
Expo Description window
|
To create user-defined fields for the Expo Description window
|
Expo Forms window
|
Expo General Setup window
|
Expo Notes window
|
Expo Options window
|
Expo Order Line Note window
|
Expo Prospect Reports window
|
Expo Registration - Name Address window
|
Expo Registration - Name/Address window |
To edit a registrant's address
|
To enter an order-line note
|
Expo Registration - Other window |
Expo Registration - Other window
|
To create user-defined fields for the Expo Registration - Other window
|
Expo Roster window |
Expo Roster window
|
To view a roster
|
Expo Sales window
|
Expo System Options window
|
Expo System Setup |
window
|
EXPOCAD
|
EXPOCAD - Change Booth Number |
window
|
EXPOCAD - Default Values |
window
|
EXPOCAD - Max Fit |
window
|
EXPOCAD - Rent Booth |
window
|
EXPOCAD - Set Booth Class |
window
|
EXPOCAD Exposition in iMIS |
closing
|
defining
|
EXPOCAD floor plan |
creating
|
EXPOCAD Import |
window
|
ExpoCad Local Setup |
window
|
EXPOCAD order in iMIS |
canceling
|
editing
|
ExpoCad System Options |
Area
|
Quantity
|
Exporting Output Processes
|
exposition activities |
viewing in Manage customers window
|
Exposition Booth & Product Fees |
window
|
Exposition Booth & Product Fees window
|
Exposition Definition |
window
|
exposition directions |
suppress printing on confirmation letter |
To define an exposition address
|
To enter an exposition note
|
exposition history |
viewing
|
exposition notes |
suppress printing on confirmation letter
|
Exposition Orders |
window
|
Exposition Product Detail |
window
|
Exposition Product Detail window |
Exposition Product Detail window
|
To define a product link
|
To define an exposition product
|
To define an upsell product
|
To define product fees
|
To delete a product link
|
To generate booths
|
To import booths
|
To remove booths
|
Exposition Product Links window
|
Exposition Products - Upsell Items window
|
exposition rosters |
viewing
|
Exposition tab (Manage customers window)
|
exposition(s) |
sorting by code
|
sorting by date
|
sorting by status
|
sorting by title
|
suppressing directions on confirmation letter
|
expositions |
viewing rosters
|
adding service contractors
|
addresses
|
canceling
|
cloning
|
closing
|
defining |
Defining an Exposition
|
To define an exposition
|
defining general options |
Defining General Exposition Options
|
To define general exposition options
|
defining options
|
deleting on close
|
deleting service contractors
|
descriptions
|
forms |
To add forms to an exposition
|
To edit or delete exposition forms
|
modifying
|
notes
|
status
|
suppressing notes on confirmation letters
|
viewing available
|
Expositions/Meetings for window
|
Expositions/Meetings window
|
Extend Good Thru for Grace Period option
|
extended product cost
|
extract, transform, and load (ETL) schedule |
Basic concepts for your IT staff
|
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Overview
|
F |
facts
|
fail status |
assigning to a registration
|
features |
maintaining multiple programs
|
Features and Benefits |
Security Administration
|
fee structure scenarios |
early and regular fees for all classes
|
fees by class-fees for all
|
multiple fee by class-single income account
|
multiple fees and income accounts by class
|
multiple fees for some classes-single fees for others
|
no fees charged
|
single fee and income account
|
single fee and multiple income accounts by class
|
fees |
cancellation
|
charged
|
definition
|
fees, setting event function |
Setting event function fees
|
To define event function fees and GL information
|
field |
definition
|
field contents example, user-defined tab
|
field labels, sample scenario
|
field syntax
|
fields |
activity |
Event System Preferences window
|
Expo System Options window
|
Attendee tab
|
Badges tab
|
CEU
|
converting |
To convert iMIS LAN demographics
|
To convert pre-3.2x C/S versions
|
Other tab
|
Overview tab
|
syntax
|
user-defined |
Creating User-Defined Fields
|
Define an event - event details window
|
Event Description window
|
Register a customer window - Other tab
|
Set up activity types window
|
Set up module window
|
fields, custom |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
file layouts |
credit card authorization
|
Filter
|
Filter Options for Advanced Mode
|
financial information |
entering in Manage customers window
|
Financial tab (Manage customers window)
|
Find Company window
|
Find window |
Find window
|
To enter an event registration for multiple customers
|
finding |
company record
|
inventory transactions |
To find inventory transactions by date
|
To find inventory transactions using the Inventory Transaction list
|
To find product inventory transactions using the Post receipts window
|
pledge credit or debit memo using ID
|
pledge credit or debit memo using multiple search criteria
|
pledge credit or debit memo using transaction date
|
finding data not in a predefined view
|
Finding Referrals by Client
|
Finding Referrals by Client and Provider
|
Finding Referrals by Provider
|
flag
|
flowdown |
Information Flowdown to Badges
|
Information Flowdown to Open Events
|
forecasting capabilities
|
format data for import
|
forms |
adding
|
adding, editing, and deleting
|
managing |
Managing Exposition Forms
|
modifying
|
tracking
|
Forms Status window
|
freight charges |
automatic |
Add-on Charges window
|
Enter and edit orders window - Order Details tab
|
by order quantity |
Add-on Charges window
|
Calculating Freight Charges that Fall Outside Defined Ranges
|
Defining Quantity Ranges
|
To define a quantity range
|
To edit or delete a quantity range
|
by value |
Add-on Charges window
|
Calculating Order Values that Fall Outside Defined Ranges
|
Defining Value Ranges
|
To define a value range
|
To edit or delete a value range
|
by weight |
Add-on Charges window
|
Defining Weight Tables
|
To define a shipping zone
|
To define a weight table
|
To delete a shipping zone
|
To edit a shipping zone
|
To edit a weight table
|
editing
|
Enter and edit orders window - Overview tab
|
manual
|
Ship Order window
|
tax
|
Frequency
|
function
|
function |
definition
|
increasing attendance limit
|
function attendance |
adjust hours
|
mark all absent
|
mark all attended
|
marking
|
updating
|
Function Attendance window |
Event Function Definition - CEU window
|
Function Attendance window
|
function fees, setting event |
Setting event function fees
|
To define event function fees and GL information
|
Function Links window |
Event Function Detail window
|
Function Links window
|
Function Note tab |
Register a customer window
|
Register a customer window - Function Note tab
|
function notes |
entering
|
Function Roster window |
Event Function Detail window
|
Function Roster window
|
To view an event function roster
|
function type |
EX
|
MEMO
|
REG
|
functions |
adding
|
deleting
|
Fund Raising |
capabilities, iMIS
|
defining default options
|
defining setup options
|
integration with other modules
|
task list
|
Fund Raising History window |
event activities, viewing |
Fund Raising tab - Donor Recognition sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
Fund Raising tab (Manage customers window)
|
Fund Raising tab, Manage customers window |
limiting access to
|
fundraising |
activities, viewing in Activities-All tab on Manage customers window
|
event registration
|
event registration, entering |
Registering for a Fundraising Event
|
To enter an event registration
|
event, defining event as a
|
history, viewing by date range |
About Fund Raising History Filters
|
To view Fund Raising information in the Customer Portfolio
|
history, viewing summary of |
Fund Raising tab - Summary sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
terms
|
funds, defining |
Defining Funds
|
To define a fund
|
G |
G/L Account |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
general ledger (GL) activity |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
general ledger account
|
General lookup/validation tables |
BADGE_TYPE
|
CONTACT _TYPE
|
creating
|
EXPO_CAT
|
EXPO_PROD_CAT
|
creating |
Creating General Lookup/Validation Tables for Exposition Management
|
To create a general lookup/validation table
|
To create General Lookup/Validation tables for events
|
sample scenario SR_AREA
|
sample scenario SR_CAT
|
sample scenario SR_DEVSTATUS
|
sample scenario SR_ENVIRON
|
sample scenario SR_RECORDEDBY
|
sample scenario SR_RES
|
sample scenario SR_SRVTYPE
|
sample scenario SR_SYS
|
sample scenario SR_VERSION
|
setting up Issues
|
SR_AREA
|
SR_CAT
|
SR_DEVSTATUS
|
SR_ENVIRON
|
SR_RECORDEDBY
|
SR_RES
|
SR_SRVTYPE
|
SR_SYS
|
SR_VERSION
|
general lookup/validation tables, creating
|
Generate reports window
|
Generate reports window |
Events task list
|
generating |
letters and reports |
Generating Letters and Reports
|
To generate a report from the Expo Prospect Reports window
|
Generating Analysis Results
|
generating booths
|
generating reports
|
gift |
editing
|
Gift - Name/Address - Soft Credit window
|
gift entry, using rapid
|
gifts |
applying open credits as payments
|
deleting |
Deleting Gifts and Pledges
|
To delete a gift or pledge
|
editing
|
entering matching |
Entering Matching Gifts
|
To enter a matching gift
|
entering single |
Entering a Single Gift or Pledge
|
To enter a single gift or single pledge
|
entering split |
Entering Split Gifts
|
To enter a split gift or pledge
|
matching
|
memorial/tribute
|
print thank you letter
|
send reminder
|
single |
Enter and edit gifts window - Overview tab
|
Gifts and Pledges Overview
|
split
|
split, viewing detail
|
viewing
|
viewing in Enter and edit gifts window
|
viewing in Manage customers window
|
viewing matching
|
viewing split
|
GL Journal |
creating |
Creating the General Ledger Journal
|
To create the GL Journal
|
GL_ACCOUNT
|
grace period |
definition of
|
Grace Period option
|
Group
|
groups
|
growth rate of databases
|
H |
handling charges |
automatic |
Add-on Charges window
|
Enter and edit orders window - Order Details tab
|
editing
|
Enter and edit orders window - Overview tab
|
manual
|
Ship Order window
|
tax
|
hiding custom tabs
|
hiding custom windows |
Limiting Access to or Hiding Custom Windows
|
To limit access to or hide custom windows
|
historical data versus current data
|
history |
viewing donor club |
Fund Raising tab - Donor Recognition sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
viewing fundraising by date range |
About Fund Raising History Filters
|
To view Fund Raising information in the Customer Portfolio
|
viewing requests |
Fund Raising Requests
|
Fund Raising tab - Requests sub-tab
|
viewing soft credit |
About Soft Credit History
|
To view Fund Raising information in the Customer Portfolio
|
viewing summary of fundraising |
Fund Raising tab - Summary sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
hold code |
Enter and edit orders window - Order Details tab
|
To place an order on hold
|
To release orders placed on hold
|
Understanding Order Hold Codes
|
hosts |
database connections
|
growth rate of databases
|
iMIS |
Basic concepts for your IT staff
|
System requirements
|
iMIS Analytics |
Basic concepts for your IT staff
|
System requirements
|
linked server definitions |
Basic concepts for your IT staff
|
Creating a linked server definition for two-tier configurations
|
permissions
|
security
|
server components |
Basic concepts for your IT staff
|
Installing iMIS Analytics
|
System requirements
|
SQL Server host |
Basic concepts for your IT staff
|
System requirements
|
system requirements
|
tier configuration |
Basic concepts for your IT staff
|
Creating a linked server definition for two-tier configurations
|
System requirements
|
hot posting
|
hotel |
address
|
arrival
|
canceling a room
|
defining hotel room inventory
|
departure
|
entering hotel information
|
entering reservation information
|
entering reservations
|
name
|
overbooking rooms
|
room rate
|
room type
|
Hotel Availability window |
Hotel Availability window
|
Hotels window
|
hotel reservation |
canceling
|
confirmation
|
entering
|
number of nights
|
overbooking rooms
|
hotel room |
description
|
availability
|
determining availability
|
overbooking
|
quantity needed
|
room type
|
sharing |
Register a customer window - Other tab
|
To use room sharing
|
Hotels button
|
Hotels window |
Define an event - event details window
|
Hotels window
|
To apply VAT to a hotel room
|
How to Update Referrals Lists
|
I |
i10.UseCustomerExtensions
|
ID |
'Bill to'
|
finding pledge credit or debit memo using
|
Ship to
|
iMIS |
Analytics Briefing Book |
Important iMIS Analytics concepts
|
Installing the iMIS Analytics Briefing Book on client computers
|
Overview
|
Analytics host |
Basic concepts for your IT staff
|
System requirements
|
custom demographics |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
customizer
|
database |
Overview
|
System requirements
|
host |
Basic concepts for your IT staff
|
System requirements
|
running multiple instances
|
iMIS Accounts Receivable and Cash Receipts, Fund Raising integration with
|
iMIS Analytics.bbk
|
iMIS AR Importer |
benefits of
|
enabling
|
example import file
|
format data
|
import data
|
review history before importing transactions
|
using
|
verify import
|
view open credits from import
|
iMIS Customizer
|
iMIS Events module, Fund Raising integration with
|
iMIS Exposition Management |
features
|
iMIS Framework Console (iFC)
|
iMIS Fund Raising |
capabilities
|
integration with other modules
|
iMIS General Ledger, Fund Raising integration with
|
iMIS Membership Management, Fund Raising integration with
|
iMIS Value Cycle
|
iMISFind |
using
|
immediate authorization |
AR/Cash Credit Card Authorization window
|
enter credit card payment using
|
Immediate authorization
|
immediate credit card authorization
|
immediate posting
|
impact on iMIS database
|
implementing iMIS Analytics
|
Implementing RFM Analytics
|
Implementing Segmentation
|
import |
example file
|
format data
|
verify
|
importing |
booth information
|
importing booths
|
importing orders |
formatting data |
Batch Header Record (BH)
|
Formatting Import Data
|
Order Address Record (OA)
|
Order Header Record (OH)
|
Order Line Record (OL)
|
Order Payment Record (OP)
|
from third-party
|
To import orders
|
Viewing Imported Orders
|
Inclusion/exclusion categories
|
income account |
default |
Inventory System Setup window
|
Set up product categories window
|
definition
|
product
|
incremental deferral method
|
Individual Accrual Dues Posting window
|
individual billing |
generating for accrual dues
|
individual transaction through Search credit card info window |
view
|
information flowdown |
Information Flowdown to Badges
|
Information Flowdown to Open Events
|
information, editing soft credit
|
information, entering new soft credit
|
informing customers of issue status
|
initial program |
begin and end dates
|
completion from entry into program option
|
optional initial date calculation
|
registration deadline
|
initial program requirements |
definition of
|
install |
AccuMail
|
ProSort
|
installing |
EXPOCAD
|
iMIS Analytics
|
iMIS Analytics Briefing Book
|
iMISFind
|
Postal Module
|
installing software |
diskettes
|
installment
|
installment |
information, viewing
|
installment date
|
installment pledge |
editing
|
installment pledges |
Enter and edit gifts window - Overview tab
|
entering |
Entering an Installment Pledge
|
To enter an installment pledge
|
Gifts and Pledges Overview
|
To process an installment pledge
|
intelligence, business |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
Intelligent Query Architect (IQA)
|
interest codes, entering
|
Internet security information |
entering in Manage customers window
|
Internet Security tab |
limiting access to
|
Internet Security tab (Manage customers window)
|
inventory |
releasing backorders (manually)
|
account hierarchy |
Account Hierarchy for Inventory Adjustments
|
Standard Inventory
|
accounting transactions
|
adjustments
|
affect when invoicing orders
|
Automatic Backorder Processing
|
available |
Inventory window
|
Warehouses window
|
average cost |
Inventory window
|
Warehouses window
|
average valuation method
|
backorder options
|
backorders
|
cost |
Inventory window
|
Warehouses window
|
cost of goods sold
|
Cubes and dimensions
|
defining
|
Enter and edit receipts and adjustments window
|
inventory adjustments
|
inventory adjustments (multi-warehouses)
|
invoice number
|
last cost |
Inventory window
|
Warehouses window
|
minimum order point |
Inventory window
|
Warehouses window
|
minimum order quantity |
Inventory window
|
Warehouses window
|
multiple warehouses |
To define warehouse parameters
|
To delete a product's warehouse
|
To edit warehouse parameters
|
on hand |
Inventory window
|
Warehouses window
|
on order |
Inventory window
|
Warehouses window
|
options |
Inventory System Setup window
|
To define inventory options
|
parameters |
Defining Standard Inventory Parameters
|
To define standard inventory parameters
|
Predefined views in the iMIS Analytics Briefing Book
|
quantity |
Inventory window
|
Warehouses window
|
releasing backorders |
Process orders sub-task list
|
Releasing Backorders by Posting Product Receipts
|
To release backorders after printing shipping papers
|
To release backorders by editing open orders
|
reserved |
Inventory window
|
Warehouses window
|
standard cost |
Inventory window
|
Warehouses window
|
standard inventory
|
standard valuation method
|
stock item
|
total available
|
total cost |
Inventory window
|
Warehouses window
|
total quantity available
|
transaction number
|
transactions |
Entering and Posting Inventory Transactions
|
Understanding Order Inventory Transactions
|
valuation method
|
viewing |
To view product inventory
|
To view product inventory for multiple warehouses
|
warehouse parameters |
To define warehouse parameters
|
To delete a product's warehouse
|
To edit warehouse parameters
|
inventory account |
default |
Inventory System Setup window
|
Set up product categories window
|
product
|
inventory receipts
|
inventory receipts |
multi-warehouses
|
Inventory System Setup window |
Inventory System Setup window
|
Orders task list
|
Set up module window
|
inventory transactions |
deleting
|
editing
|
Enter and edit receipts and adjustments window
|
Entering and Posting Inventory Transactions
|
finding |
To find inventory transactions by date
|
To find inventory transactions using the Inventory Transaction list
|
To find product inventory transactions using the Post receipts window
|
inventory adjustments |
Enter and edit receipts and adjustments window
|
To enter inventory adjustments
|
inventory adjustments (multi-warehouses)
|
invoice number
|
product quantity
|
transaction number
|
inventory transfers
|
Inventory window |
Inventory window
|
Manage inventory sub-task list
|
Manage products window
|
invoice |
date
|
number
|
invoice number |
inventory transactions
|
invoice orders |
Process orders sub-task list
|
To invoice orders
|
Invoice orders window |
Orders task list
|
Process orders sub-task list
|
invoiced orders |
canceling
|
invoices |
modifying for VAT
|
printing certification orders
|
invoicing |
batch control
|
orders
|
Invoicing Referrals Fees
|
IQA
|
irregular pledge
|
issue |
delete
|
edit
|
enter new
|
resolution information, editing
|
resolution information, enter
|
resolution information, entering
|
Issue area |
Set up module window
|
Issue Count by Assignment chart
|
Issue Count by Source chart
|
Issue Count by Status chart
|
Issue Count by Type chart
|
Issue Description area, Issue window
|
issue entry sample scenario |
with analysis and testing
|
with manager approval
|
without manager approval
|
Issue Options area, Set up module window
|
issue resolution information, edit
|
Issue Statistics report
|
Issue Status area, Issue window
|
issue status updates |
e-mail, queue
|
send queued
|
via e-mail, sending
|
issue status, informing customers of
|
Issue window
|
Issue window |
Issue Assignment area
|
Issue Description area
|
Issue Status area
|
Issue Submitted By area
|
truncated prompt
|
ISSUEREQ activity |
Configuring Issues e-mail
|
Troubleshooting E-mail Problems
|
ISSUEREQ activity type |
create
|
creating
|
Issues |
capabilities
|
configuring
|
Cubes and dimensions
|
deleting
|
editing
|
entering
|
module, about the
|
Predefined views in the iMIS Analytics Briefing Book
|
search
|
task list
|
viewing
|
issuing |
reminders and thank you letters at gift entry
|
issuing financial institution
|
J |
Job |
Concepts and Terms: Segmentation
|
Copying a Segmentation Job
|
Creating a Segmentation Job
|
Deleting a Segmentation Job
|
Purging Inactive Segmentation Jobs
|
Viewing Segmentation Jobs
|
jobs |
schedules
|
Update Analytics
|
Join Operator
|
joined program components |
specifying
|
joint programs
|
Joint Programs window
|
K |
Key Features |
iMIS Framework Console
|
Intelligent Query Architect
|
Reports and Output Processes
|
RFM Analytics
|
Segmentation
|
key performance indicators (KPI) |
Important iMIS Analytics concepts
|
Overview
|
keys, license
|
keywords |
access, assigning to activity records
|
access, assigning to address information
|
access, assigning to custom windows
|
access, assigning to Fund Raising tab
|
access, assigning to Internet Security tab
|
access, assigning to status information
|
access, assigning to users |
Assigning Access Keywords to Users
|
To assign access keywords to users
|
access, creating
|
assigning access keywords to users
|
Kimball model
|
kit |
Manage products window
|
Order Processing Terms
|
kits |
designating opportunity items
|
Kitting window |
Kitting window
|
Manage products window
|
L |
Label Preferences tab (Manage customers window)
|
last cost (product) |
Inventory window
|
Warehouses window
|
ledgers |
viewing
|
legend
|
letter activities |
editing in Manage customers window
|
entering in Manage customers window
|
managing in Manage customers window
|
Letter button
|
Letter System |
merge individual e-mail letter (Windows 98, 2000)
|
merge individual e-mail letter (Windows XP)
|
letterhead paper |
printing on
|
letters |
changing the print width
|
creating
|
e-mailing
|
generating |
Generating Letters and Reports
|
issuing reminders and thank you letters
|
sending customized acknowledgement
|
system variables in
|
letters and reports |
creating
|
editing
|
generating |
Generating Letters and Reports
|
To generate a report from the Expo Prospect Reports window
|
Letters tab (Manage customers window)
|
levels |
authorization, for pledge credit and pledge debit memos |
iMIS Authorization Levels for Pledge Credit and Debit Memos
|
licensing
|
limitations |
of custom iMIS 10 demographics
|
of iMIS Analytics
|
system requirements
|
limiting |
access to activity records |
Limiting Access to Activity Records
|
To limit access to activity records
|
access to address information
|
access to custom windows |
Limiting Access to or Hiding Custom Windows
|
To limit access to or hide custom windows
|
access to Fund Raising tab
|
access to Internet Security tab
|
access to reports
|
access to status information
|
user access
|
limiting access to custom tabs
|
line items |
adding
|
discounts
|
duplicate
|
line notes |
entering
|
linked function |
definition
|
linked server definitions |
Basic concepts for your IT staff
|
Creating a linked server definition for two-tier configurations
|
linking event functions
|
linking products
|
List |
Concepts and Terms: Segmentation
|
Editing Lists
|
Purging Lists
|
List Assignment Options window
|
list bill |
establishing bill to ID
|
setting bill to from Financial tab
|
setting bill to from Item Detail window
|
setting bill to from Set up customer types window
|
List Billing |
defined
|
list values, predefined drop-down
|
Load Products from Previous Exposition window |
Load Products from Previous Exposition window
|
To load a product list from a previous exposition
|
loading |
previous exposition product list
|
prospect lists
|
local default instance
|
lookup and validation tables
|
lump sum deferral method
|
M |
maintenance program requirements |
definition of
|
Manage batches window
|
Manage committees window
|
Manage contacts window
|
Manage customers window
|
Manage customers window |
Activities-All tab
|
Activities-All tab, viewing fundraising activities
|
Activity/History area
|
Activity/History section
|
Address area
|
AR/Cash tab |
Manage customers window - AR/Cash tab
|
To adjust an open item
|
AR/Cash tab, viewing separate payer data
|
Billing tab
|
Calls tab
|
Certification tab
|
Change Log tab |
Manage customers window - Change Log tab
|
Manage customers window - Opportunity tab
|
Company area
|
Detail area |
Manage customers window - Detail area
|
Donor tab
|
entering address information
|
entering customer information |
To enter a new company record
|
To enter a new customer record
|
entering data
|
Events tab
|
Exhibition tab
|
Exposition tab
|
field focus
|
Financial tab
|
formatting date fields
|
Fund Raising tab
|
Internet Security tab
|
Label Preferences tab
|
Letters tab
|
Matching Plans tab
|
Name area
|
Notes tab
|
Notification tab
|
Orders tab |
Manage customers window - Orders tab
|
Manage customers window - Orders tab (Current view)
|
Manage customers window - Orders tab (History view)
|
Other tab
|
Picture tab
|
Profile tab
|
Record History tab
|
Relationships tab
|
reviewing undefined values
|
Role tab
|
Roster tab
|
Salutations tab
|
selecting data
|
Solicitor Data tab
|
Status area
|
Status tab
|
User-defined tabs
|
VAT tab |
Manage customers window – VAT tab
|
Manage customers window - VAT tab
|
viewing gifts and pledges
|
Manage expired members window
|
Manage inventory sub-task list |
Manage inventory sub-task list
|
Manage products window |
Manage inventory sub-task list
|
Manage products window
|
Orders task list
|
Manage prospect lists window
|
Manage requests window
|
managing |
activity records
|
booth preferences
|
booths
|
company conflicts |
Managing Company Conflicts
|
To edit the list of conflicting companies
|
conflicting products |
Managing Conflicting Products
|
To manage conflicting products
|
contacts
|
exhibitor classes
|
exposition forms
|
forms
|
product lists (exhibitor's)
|
products
|
prospects
|
proximity assignments
|
sales
|
sales scripts
|
service contractors |
Managing Service Contractors
|
wait lists
|
Managing Segmentation Jobs
|
Managing Segmentation Lists
|
Managing Segments in a Job
|
Managing the Workflow Queue
|
manual authorization |
AR/Cash Credit Card Authorization window
|
Manual authorization
|
manual freight
|
manual handling
|
Manually release backorders window |
Orders task list
|
Process orders sub-task list
|
manually releasing backorders |
Releasing Backorders Manually
|
To release backorders
|
manually updating the data warehouse and analysis database |
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Manually running the Update iMIS Analytics DTS package
|
mapping |
user-defined fields
|
Mark All Absent button
|
Mark All Attended button
|
Marketing Suite |
iMIS Value Cycle
|
integration
|
marketing concepts
|
models
|
modules
|
select and send model
|
select, score, segment, and send model
|
select, segment, and send model
|
mass accrual dues |
posting a batch
|
mass dues billing |
rebilling to correct
|
Master Exhibitor List
|
matching gifts
|
matching gifts |
entering |
Entering Matching Gifts
|
To enter a matching gift
|
viewing
|
Matching Plan tab, Enter and edit gifts window
|
Matching Plans tab (Manage customers window)
|
matrix, deferred income
|
measures (facts) |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Meeting Function Attendance window
|
MEETING_TYPE
|
member |
status
|
type
|
members (levels) |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
membership term |
anniversary
|
memberships
|
memorial |
gifts
|
gifts, entering |
Entering Memorials and Tributes
|
To enter a memorial or tribute
|
memorial/tribute codes, entering
|
Memorial/Tribute tab, Enter and edit gifts window
|
memos |
credit
|
debit
|
entering pledge credit
|
entering pledge debit
|
to multiple funds, applying credit
|
to multiple funds, applying debit
|
using credit and debit
|
menu |
Set up tables
|
merchant account
|
merge individual e-mail letter (Windows 98, 2000) |
Letter System
|
merge individual e-mail letter (Windows XP) |
Letter System
|
minimum order point |
Inventory window
|
Warehouses window
|
minimum order quantity |
Inventory window
|
Warehouses window
|
MISC product type
|
modify credit card cash account
|
modifying |
reserved products
|
modifying a custom table
|
Modifying Crystal Reports
|
Modifying Output Processes
|
Monetary
|
monthly pledge
|
More button
|
More Payments button |
Register a customer window - Payments tab
|
To enter multiple payments
|
move billing date
|
multi-entities
|
multi-instance custom tables |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
multi-instance user-defined records |
deleting
|
multi-warehouses
|
multi-warehouses |
account hierarchy |
Account Hierarchy for Inventory Adjustments
|
Multiple Warehouses
|
accounting transactions
|
bin
|
default warehouse |
Inventory System Setup window
|
Manage products window
|
defining
|
deleting warehouses
|
disabling
|
duplicate line items
|
editing
|
enabling |
Enabling Multiple Warehouses
|
Inventory System Setup window
|
from warehouse
|
inventory adjustments
|
inventory receipts
|
inventory transfers |
Enter and edit receipts and adjustments window
|
To enter inventory transfers
|
ordering from
|
ordering from (non-default)
|
overriding |
To order a product from a non-default warehouse
|
To override a product's default warehouse
|
to warehouse
|
viewing inventory
|
multiple credit card authorization accounts |
setting up
|
multiple entities
|
multiple entities, using
|
multiple entity
|
multiple funds |
applying credit memos to
|
applying debit memos to
|
multiple gifts or multiple single peldges |
using rapid gift entry, enter
|
multiple records, entering event registration for
|
multiple-entity processing |
enabling iMIS to support
|
using
|
multiple-instance user-defined fields |
entering
|
multiple-instance user-defined tabs |
editing data in non-grid window
|
viewing data in non-grid format
|
viewing data in non-grid window
|
N |
n-Select |
Concepts and Terms: Segmentation
|
Creating n-Select Segments
|
n-Select segments
|
Name_All View |
creating
|
named instance
|
network requirements
|
new credit card cash account code |
define
|
new customer record |
adding dues payment
|
entering customer records
|
new issue, enter
|
no show status |
assigning to a registration
|
non-dues billing |
deciding what gets billed
|
deciding who gets billed
|
non-dues rebilling |
deciding what gets billed
|
deciding who gets billed
|
non-grid format, viewing data in
|
non-member pricing
|
notes |
Adding a Segment
|
Copying segmentation jobs
|
Creating n-Select segments
|
Duplicating a segment
|
Populating segments
|
Purging segmentation jobs
|
Viewing segmentation jobs
|
adding
|
entering function notes
|
general (hotel)
|
hotel
|
Notes tab (Manage customers window)
|
Notes tab, Enter and edit gifts window
|
Notes window
|
Notification tab (Manage customers window)
|
numeric table |
special pricing example
|
O |
Object |
Concepts and Terms: Intelligent Query Architect
|
Concepts and Terms: Reports and Output Processes
|
on hand (product inventory) |
Inventory window
|
Manage products window
|
Warehouses window
|
on order (product inventory) |
Inventory window
|
Manage products window
|
Warehouses window
|
on order products
|
Online Address Verification |
overview |
Batch and Manual address verification in iMIS
|
Verifying Addresses Online
|
online analytical processing (OLAP) |
cubes |
Basic concepts for your IT staff
|
Cubes and dimensions
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
database, OLAP |
Basic concepts for your IT staff
|
Overview
|
viewers, OLAP |
Important iMIS Analytics concepts
|
Overview
|
System requirements
|
open credits |
applying as gift or pledge payments
|
transferring to AR/Cash
|
open item |
adjusting
|
opening |
event in EXPOCAD
|
opportunities |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
Opportunities Legend
|
Opportunities window |
closing
|
Designating Upsell, Cross-sell, and Replacement Items for Products
|
opening
|
Opportunities window
|
opportunitities |
legend
|
Opportunity |
navigating
|
using
|
viewing
|
opportunity items |
adding
|
adding and replacing
|
Cross-sell
|
deleting
|
designating
|
designating for kits
|
editing
|
Opportunities Legend
|
recognizing
|
Replacement
|
replacing |
To edit, replace, or delete a product's opportunity items
|
To replace Out of Production products that have no inventory available
|
Upsell
|
Opportunity Management |
action plans
|
administering
|
attaching a document
|
closing an opportunity
|
concepts
|
creating action plans
|
editing query result displays
|
installing
|
managing opportunities
|
modifying security settings
|
opportunity and task communications |
Managing opportunity communications
|
Using task communications
|
opportunity types
|
planning the implementation
|
product overview
|
roles |
Determining roles and responsibilities
|
Opportunity Management roles
|
setting up reports and ourput processes
|
tailoring
|
using
|
using tasks
|
using with iMIS Marketing Suite
|
Opportunity Management Procedures |
To add tasks
|
To assign opportunity group roles
|
To assign users to opportunity security roles
|
To attach a document to an opportunity
|
To bypass a stage in the action plan
|
To change the default action plan
|
To change the task owner
|
To close an opportunity
|
To copy an output process
|
To create a query results display
|
To create an action plan |
Creating action plans
|
Installing Opportunity Management
|
To create an opportunity
|
To create opportunity group roles
|
To create opportunity types
|
To delete an opportunity
|
To delete an output process
|
To edit a query results display
|
To edit an opportunity
|
To edit an output process
|
To edit opportunity group roles
|
To edit opportunity security settings
|
To edit opportunity types
|
To edit tasks
|
To edit the opportunity summary
|
To export a Crystal report
|
To generate e-mail messages or MS Word merge documents
|
To install the module
|
To navigate an opportunity
|
To run a report
|
To select message recipients or report data
|
To set up output processes or reports |
Installing Opportunity Management
|
Setting up reports and output processes
|
To specify security settings for queries or reports
|
To view an opportunity
|
To view tasks
|
Optional Entry Date Calculation option
|
Optional Referrals Fields
|
options |
advanced
|
defining default Fund Raising
|
defining Fund Raising setup
|
Skip Enrollment
|
Suppress Creation of All Certification Orders
|
system
|
order
|
order |
accessing from Customer Portfolio
|
activities (viewing)
|
adding new customers
|
adding opportunity items
|
adding products
|
backordered products
|
backordering products
|
'Bill to' ID
|
canceling |
To cancel an invoiced order
|
To cancel an order
|
To cancel an order with a cash prepayment
|
To cancel an order with a credit card prepayment
|
closing
|
converting
|
date
|
debit memo
|
discount
|
editing |
adding products
|
product quantity
|
editing payments
|
editing shipping information
|
entering detailed product information
|
entering payments
|
freight charge
|
handling charge
|
hold code |
Enter and edit orders window - Order Details tab
|
Enter and edit orders window - Overview tab
|
To place an order on hold
|
To release orders placed on hold
|
Understanding Order Hold Codes
|
invoice date
|
invoice number
|
invoicing
|
number
|
payment applied
|
payment balance
|
payment terms
|
post invoice payments
|
processing |
Orders task list
|
To convert an order
|
purchase order number
|
releasing backorders
|
replacing items
|
replacing 'Out of Production' products
|
replacing products
|
restocking charge
|
restoring canceled
|
ship date
|
shipping |
To edit an order's shipping information
|
To ship an order
|
shipping method
|
status
|
tax
|
total cost
|
total product price
|
type |
Enter and edit orders window - Overview tab
|
Order Processing Terms
|
Web options
|
Web type
|
weight
|
order activities |
viewing
|
order activity records |
viewing in Manage customers window
|
order address record |
Formatting Import Data
|
Order Address Record (OA)
|
Order Creation options
|
Order Details tab
|
order entry |
adding new customers |
Enter and edit orders window - Overview tab
|
To add a new customer during order entry
|
Order Entry - General Information window
|
Order Entry - Name/Address window
|
order header record |
Formatting Import Data
|
Order Header Record (OH)
|
order line record |
Formatting Import Data
|
Order Line Record (OL)
|
order payment |
amount
|
editing
|
entering
|
post invoice
|
order payment record |
Formatting Import Data
|
Order Payment Record (OP)
|
order processing options
|
order processing stages
|
order processing stages |
Close orders |
Process orders sub-task list
|
To close an order
|
Convert quotes |
Process orders sub-task list
|
To convert quotes
|
Invoice orders |
Process orders sub-task list
|
To invoice orders
|
Manually release backorders |
Process orders sub-task list
|
To release backorders
|
Print pick list |
Process orders sub-task list
|
To print a pick list
|
Print quotes |
Process orders sub-task list
|
To print sales quotes
|
Print shipping papers |
Process orders sub-task list
|
To print shipping papers
|
Ship orders |
Process orders sub-task list
|
To edit an order's shipping information
|
To ship an order
|
Order Selector window
|
order status defaults
|
Order Status Defaults window |
Order Status Defaults window
|
Orders task list
|
Set up module window
|
order type |
category
|
code
|
credit memo
|
debit memo
|
default |
Order Status Defaults window
|
To define order status defaults
|
description
|
order processing options
|
pro forma
|
standard
|
order type category
|
order type category |
credit memo
|
debit memo
|
pro forma
|
standard
|
order types
|
order types |
credit
|
credit memo
|
debit
|
debit memo
|
defining |
Defining Order Types
|
To define order types
|
pro forma |
Order Status Defaults window
|
Process orders sub-task list
|
To convert quotes
|
To print sales quotes
|
processing options
|
standard
|
order(s) |
entering an
|
orders |
adding new customers
|
applying VAT
|
canceling
|
canceling with a fee
|
editing
|
finding by order number |
To find an existing order by Bill to ID
|
To find an existing order by order number
|
finding existing
|
importing
|
opening
|
processing |
Orders task list
|
Processing an EXPOCAD Order in iMIS
|
reports
|
reviewing
|
searching
|
set up tables
|
shipping method
|
viewing
|
viewing existing
|
viewing imported
|
viewing in Manage customers window
|
Orders (module) |
reports
|
set up tables
|
Orders and Order_Lines table
|
Orders Importer |
batch header record
|
order address record
|
order header record
|
order line record
|
Order Lines record
|
order payment record
|
Orders module |
accounting entries
|
backorders and batch control
|
cash and check payments
|
cash handling
|
credit card payments
|
inventory transactions
|
multiple entities
|
Orders tab |
Current view
|
History view
|
Orders tab (Manage customers window)
|
Orders Task List
|
Organization Names window |
Organization Names window
|
To enable Canadian taxation for the Default Organization
|
To enable VAT for the Default Organization
|
organization, defining
|
organizations
|
Other Options
|
other registration information |
entering
|
Other tab |
fields
|
Register a customer window
|
Register a customer window - Attendee tab
|
Register a customer window - Other tab
|
To enter hotel and arrival information
|
To enter hotel reservations
|
user-defined registration fields
|
Other tab (Manage customers window)
|
Output Device
|
Output Format
|
Output Process
|
Outputs, defining |
Creating an Opportunity Output Process
|
Creating an Output Process
|
Overhead Cost
|
overpayments |
entering
|
transferring to AR/Cash
|
overview |
maintaining booth preferences
|
Overview of Professional Referrals
|
Overview of Referrals System Setup
|
Overview of Referrals Transactions
|
Overview tab |
Enter and edit gifts window
|
Enter and edit orders window - Overview tab
|
fields
|
Printing Individual Reports and Reviewing Rosters
|
Register a customer window
|
Register a customer window - Overview tab
|
Overview, Professional Referral
|
ownership, determining transaction entity
|
P |
Pack
|
package, Update iMIS Analytics
|
packs, service |
Determining the service pack level for SQL Server and Analysis Services
|
System requirements
|
Paid Thru date
|
Paid Thru date |
overriding
|
Parameter
|
Parameterized Query
|
parameters, E-Mail Overlay report specification
|
partial payments |
entering
|
pass |
definition of
|
pass status |
assigning to a registration
|
pattern analysis
|
PAVESee Presort Accuracy Validation and Evaluation |
Benefits of Using Postal Modules
|
To export records to ProSort
|
pay down payment
|
payment |
amount
|
applied to an order
|
applying credit balances |
To apply a credit balance as payment
|
balance
|
cash and check
|
credit card
|
editing
|
entering
|
outstanding balance
|
post invoice
|
Payment Entry window
|
payment schedule |
entering
|
Payment Schedule window
|
payment terms
|
payment types |
editing |
To edit a payment type not recognized as prepaid cash
|
To edit a payment type recognized as prepaid cash
|
payment using immediate authorization |
enter credit card
|
payments |
entering in Enter and edit cash receipts window
|
amount
|
applying cash/checks
|
applying open credits
|
applying prepaid amounts
|
applying to a different line item
|
canceling
|
correcting
|
deleting
|
editing |
To edit a billing payment entry
|
To edit an existing payment
|
editing bill to information
|
entering event |
Entering Event Payments
|
To enter an event payment
|
entering Fund Raising
|
entering in Process payments window
|
entering multiple |
To enter multiple payments
|
To enter multiple payments for an order
|
entering new
|
finding open credit items
|
how iMIS processes
|
leaving underpayment balances in billing
|
outstanding balance
|
paid
|
partial
|
processing accrual dues
|
reversing
|
source code
|
submitting deferred credit card
|
terms
|
payments for authorization |
submit deferred credit card
|
Payments tab |
Enter and edit orders window - Payments tab
|
entering certification payment in
|
Register a customer window
|
Register a customer window - Payments tab
|
Payments window |
Payments window
|
Register a customer window - Payments tab
|
To enter multiple payments
|
performance
|
performance indicators, key |
Important iMIS Analytics concepts
|
Overview
|
permissions
|
pick list |
Process orders sub-task list
|
To print a pick list
|
Picture tab (Manage customers window)
|
pledge |
editing installment
|
pledge credit and debit memos |
authorization levels for |
iMIS Authorization Levels for Pledge Credit and Debit Memos
|
pledge credit memo, entering
|
pledge credit or debit memo |
deleting with batch control enabled
|
editing
|
finding using ID
|
finding using multiple search criteria
|
finding using transaction date
|
pledge debit memo, entering
|
pledges
|
pledges |
annual
|
applying open credits as payments
|
deleting
|
entering installment |
Entering an Installment Pledge
|
To enter an installment pledge
|
installment |
Enter and edit gifts window - Overview tab
|
Gifts and Pledges Overview
|
irregular
|
monthly
|
print thank you letter
|
quarterly
|
semiannual
|
send reminder
|
single |
Enter and edit gifts window - Installments tab
|
Enter and edit gifts window - Overview tab
|
Gifts and Pledges Overview
|
viewing
|
viewing in Enter and edit gifts window
|
viewing in Manage customers window
|
Populate segments
|
Populating Segments
|
Population Query
|
Post receipts window |
Manage inventory sub-task list
|
Orders task list
|
Post receipts window
|
To find product inventory transactions using the Post receipts window
|
Postal Modules |
installing
|
overview
|
posting inventory transactions
|
predefined drop-down list values
|
predefined views |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your executives and managers
|
Predefined views in the iMIS Analytics Briefing Book
|
predictive capabilities
|
Preference Booth Select window
|
Preferences button
|
Preferred Distribution/Premium
|
PREFIX
|
premiums, defining |
Defining Distributions and Premiums
|
To define a distribution or premium
|
prepaid cash |
recognizing credit card payments
|
prepay |
installment down payment
|
presentation visuals
|
preserving historical values of a custom demographic
|
Previous Expo window
|
price |
extension
|
product
|
pricing
|
pricing |
member
|
Primary GST |
defining
|
definition of
|
Primary PST |
defining
|
definition of
|
print |
certified labels
|
Print pick list |
Process orders sub-task list
|
To print a pick list
|
Print pick list window |
Orders task list
|
Process orders sub-task list
|
Print quotes |
Process orders sub-task list
|
To print sales quotes
|
Print quotes window |
Orders task list
|
Process orders sub-task list
|
Print shipping papers |
Process orders sub-task list
|
To print shipping papers
|
Print shipping papers window |
Orders task list
|
Process orders sub-task list
|
print tickets
|
printing |
display check boxes on renewal form stub
|
reminder notices
|
signature on letter
|
thank you letter |
for gift or pledge
|
thank you letters at gift entry
|
printing certification invoices
|
Printing Output Processes
|
printing sales quotes
|
printing Summary Transaction Report
|
priority
|
priority |
for backorders
|
priority points |
assigning
|
pro forma order |
Order Status Defaults window
|
Process orders sub-task list
|
To convert quotes
|
To print sales quotes
|
pro forma order type
|
problems |
troubleshoot e-mail
|
troubleshooting e-mail
|
problems solved by iMIS Analytics
|
problems, correcting balancing
|
Process
|
Process billing window |
Process billing window
|
Service Central Windows
|
Process booth orders window
|
Process customer requests window
|
process definition
|
Process orders sub-task list
|
Process orders window
|
Process payments window
|
Process payments window |
entering payments in
|
processing |
an event registration
|
an installment pledge
|
an order |
Processing Orders and Event Registrations
|
To process an order
|
Fund Raising gift/pledges
|
payments
|
due to-due from
|
enabling iMIS to support multiple-entity
|
using multiple-entity
|
processing deferred income transactions
|
processing orders |
Orders task list
|
To convert an order
|
ProClarity Professional |
analyzing business performance |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
Briefing Book |
Important iMIS Analytics concepts
|
Installing the iMIS Analytics Briefing Book on client computers
|
Overview
|
creating custom views |
Basic concepts for your executives and managers
|
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
cubes |
Basic concepts for your IT staff
|
Cubes and dimensions
|
Overview
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
custom iMIS demographics |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
dimensions |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Cubes and dimensions
|
Dimensions Tool |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your executives and managers
|
drill-downs and cross-drills
|
finding data not in a predefined view
|
iMIS Analytics.bbk
|
installing
|
measures (facts) |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
members (levels) |
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
system requirements
|
viewers, OLAP |
Important iMIS Analytics concepts
|
Overview
|
System requirements
|
views versus reports and queries
|
product
|
product |
accounts
|
average cost |
Inventory window
|
Warehouses window
|
backorder
|
code
|
description
|
discount
|
extended cost
|
inventory |
Enter and edit receipts and adjustments window
|
Inventory window
|
inventory adjustments
|
inventory transactions
|
kit
|
order quantity
|
price
|
ship quantity
|
special pricing
|
total cost
|
total price
|
unit cost
|
user-defined fields
|
warehouse transfer
|
product adjustments |
Order Processing Terms
|
To enter inventory adjustments
|
To enter inventory adjustments for multiple warehouses
|
product categories |
enabling for the Web
|
hyperlink
|
sell on Web
|
view on Web
|
product category
|
product category |
code
|
commissionable
|
description
|
options
|
product kit
|
stock item
|
taxable
|
product code
|
product codes |
adding
|
AVAIL_CREDIT
|
using wildcards
|
product cost |
standard |
Inventory window
|
Warehouses window
|
product description |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
product kit
|
Product Detail window
|
product fees
|
Product Find window
|
product inventory |
available |
Inventory window
|
Manage products window
|
Warehouses window
|
committed
|
minimum order point |
Inventory window
|
Warehouses window
|
minimum order quantity |
Inventory window
|
Warehouses window
|
on hand |
Inventory window
|
Warehouses window
|
on order |
Inventory window
|
Manage products window
|
Warehouses window
|
quantity on hand
|
reserved |
Inventory window
|
Manage products window
|
Warehouses window
|
standard cost |
Inventory window
|
Warehouses window
|
product kit
|
product kit |
category
|
defining
|
defining categories
|
defining components
|
product code
|
product description
|
product quantity
|
product links
|
product links |
defining
|
deleting
|
product list |
loading
|
product lists |
adding products
|
deleting products
|
exhibitor's
|
loading
|
viewing
|
product mapping |
defining
|
product pricing
|
product pricing |
non-member
|
regular
|
product quantity |
product kit
|
product receipts
|
product status codes
|
Product Title |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Product Type |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
product types
|
product-level entities
|
Product/Activity type window
|
Products |
product category
|
account hierarchy |
Multiple Warehouses
|
Standard Inventory
|
Understanding Product Account Hierarchy
|
accounts
|
Active |
Active
|
Active or Out of Production (inventory is available)
|
Active Products
|
Changing an Active Product's Status
|
add-on charges
|
adding opportunity items
|
adding to existing orders
|
adjustments
|
adjustments account
|
assigning status codes
|
Automatic Backorder Processing
|
available |
Inventory window
|
Manage products window
|
Order Processing Terms
|
Warehouses window
|
backorder options
|
backordering
|
changing status codes
|
committed |
Manage products window
|
Order Processing Terms
|
conflicting |
Managing Conflicting Products
|
To manage conflicting products
|
cost |
Inventory window
|
Warehouses window
|
cost of goods sold account
|
Cubes and dimensions
|
defining |
Defining Exposition Products
|
To define a product
|
To define an exposition product
|
defining categories
|
defining categories for kits
|
defining fees
|
defining kit components
|
defining kits
|
definings
|
deleting
|
editing |
To edit a product
|
To edit or delete an exposition product
|
enabling categories for the Web
|
enabling for the Web
|
entities
|
Inactive |
Changing an Inactive, Not Available, or Out of Production product's status
|
Inactive or Mark for Deletion
|
Inactive Products
|
income account
|
inventory |
To define standard inventory parameters
|
Warehouses window
|
inventory account
|
inventory options |
Inventory System Setup window
|
To define inventory options
|
kit
|
last cost |
Inventory window
|
Warehouses window
|
linking
|
managing
|
Mark for Deletion |
Inactive or Mark for Deletion
|
Products Marked for Deletion
|
multiple entities
|
non-member pricing
|
Not Available |
Changing an Inactive, Not Available, or Out of Production product's status
|
Not Available or Out of Production (no inventory is available)
|
Products that are Not Available
|
on hand |
Inventory window
|
Warehouses window
|
on order |
Manage products window
|
Order Processing Terms
|
ordering from a non-default warehouse
|
ordering from multiple warehouses
|
Out of Production |
Active or Out of Production (inventory is available)
|
Changing an Inactive, Not Available, or Out of Production product's status
|
Not Available or Out of Production (no inventory is available)
|
Out of Production
|
Products that are Out of Production
|
overriding a default warehouse
|
Predefined views in the iMIS Analytics Briefing Book
|
pricing
|
product code
|
product kit
|
product-level entities
|
purchase quantity discounts
|
quantity on hand |
Manage products window
|
Order Processing Terms
|
receipts
|
regular pricing
|
replacing 'Out of Production' products
|
replacing 'Out of Producton' products
|
replacing with opportunity items |
To replace Out of Production products that have no inventory available
|
To replace products with opportunity items
|
reserved |
Inventory window
|
Manage products window
|
Order Processing Terms
|
Warehouses window
|
reserving |
Reserving Products
|
To reserve a product and view booth proximity
|
special pricing |
To define product special pricing
|
To generate purchase quantity discounts
|
standard cost |
Inventory window
|
Warehouses window
|
status codes |
Active |
Active
|
Active or Out of Production (inventory is available)
|
Active Products
|
Changing an Active Product's Status
|
Assigning Status Codes to Products
|
Changing Product Status Codes
|
Importing Orders
|
Inactive |
Changing an Inactive, Not Available, or Out of Production product's status
|
Inactive or Mark for Deletion
|
Inactive Products
|
Manage products window
|
Mark for Deletion |
Inactive or Mark for Deletion
|
Products Marked for Deletion
|
Not Available |
Changing an Inactive, Not Available, or Out of Production product's status
|
Not Available or Out of Production (no inventory is available)
|
Products that are Not Available
|
Out of Production |
Active or Out of Production (inventory is available)
|
Changing an Inactive, Not Available, or Out of Production product's status
|
Not Available or Out of Production (no inventory is available)
|
Out of Production
|
Products that are Out of Production
|
Summarizing Product Status Codes and Upsell/Cross-sell/Replacement Items
|
Verifying a Product's Available Inventory during Order Entry
|
Verifying a Product's Status during Order Entry
|
stock item
|
taxable
|
total cost |
Inventory window
|
Warehouses window
|
unit of measure
|
upsell
|
verifying status codes |
Verifying a Product's Available Inventory during Order Entry
|
Verifying a Product's Status during Order Entry
|
viewing inventory |
To view product inventory
|
To view product inventory for multiple warehouses
|
viewing publication details
|
weight
|
Professional Referral Overview
|
Profile tab (Manage customers window)
|
program |
definition of
|
Program Coordinators window
|
Program Dates window
|
Program Description fields
|
Program Description window
|
program descriptions |
entering
|
program details |
viewing
|
Program Details window
|
Program Items window
|
program notes |
adding
|
entering
|
Program Notes window
|
program prerequisites |
entering
|
Program Prerequisites window
|
program requirement |
removing
|
program requirements |
editing
|
Program Requirements window
|
program roster |
viewing
|
Program Roster window
|
program types
|
program-specific requirements |
setting
|
promotions
|
prompts |
configure
|
user-configurable
|
prorating |
bump date example
|
defining rules
|
Prorating window
|
ProSort |
installing
|
overview
|
prospect list
|
prospect list |
assigning to salespeople
|
deleting
|
deleting from
|
loading |
To load a prospect list
|
To load a prospect list from a previous Expo
|
updating
|
prospect lists |
loading
|
Prospect record
|
prospect(s) |
assigning to a list
|
assigning to individual salesperson
|
prospects |
adding
|
managing
|
Provider Purging Utility
|
Provider’s Detail
|
Proximity Assignment window
|
publication demographics
|
publication demographics |
enabling
|
Publication Demographics window |
Manage inventory sub-task list
|
Manage products window
|
Publication Demographics window
|
Publication Detail window |
Product Detail window
|
Publication Detail window
|
publication details
|
purchase quantity discounts
|
Purge |
Purging Inactive Segmentation Jobs
|
Purging Lists
|
purging certification records
|
Purging Inactive Segmentation Jobs
|
Purging Lists
|
Q |
Quantity
|
Quantity |
on hand |
Manage products window
|
Order Processing Terms
|
product
|
ship
|
quantity ranges |
defining |
Defining Quantity Ranges
|
To define a quantity range
|
editing
|
quarterly pledge
|
queries versus Briefing Book views
|
Query |
Adding a Segment
|
Advanced mode options for sources
|
Concepts and Terms: Intelligent Query Architect
|
Concepts and Terms: RFM Analytics
|
Process overview
|
Query Definition
|
Querying User-Defined Tables
|
Tips for adding filters
|
Tips for defining queries
|
Query Definition at a Glance
|
Query Examples
|
Query segment
|
Querying User-Defined Tables
|
queue issue status update e-mail
|
queued issue status updates, send
|
Quintile
|
R |
Ranking Groups Automatically
|
Ranking Groups Manually
|
rapid gift entry |
enter multiple gifts or multiple single pledges using
|
rapid gift entry, using
|
rebilling
|
rebilling |
to process customer type changes
|
deciding what gets billed
|
deciding who gets billed
|
to correct mass dues billing
|
to process chapter changes
|
Recency
|
recognizing credit card payments as prepaid cash
|
record |
definition
|
editing donor
|
opening from Relationships tab
|
opening from Results tab
|
searching
|
Record History (Manage customers window)
|
Record History tab (Manage customers window)
|
Record-level access
|
records |
adding donor
|
checking for duplicate |
Checking for Duplicate Records
|
To check for duplicate records
|
Ref/PO |
definition
|
Register a customer window |
Account info tab
|
Attendee tab
|
Badges tab |
Register a customer window
|
Register a customer window - Badges tab
|
Events task list
|
Function Note tab |
Register a customer window
|
Register a customer window - Function Note tab
|
Other tab |
Register a customer window
|
Register a customer window - Attendee tab
|
Register a customer window - Other tab
|
Overview tab |
Register a customer window
|
Register a customer window - Overview tab
|
Payments tab |
Register a customer window
|
Register a customer window - Payments tab
|
Register a customer window
|
Service Central Windows
|
Register a student by component window |
Register a student by component window
|
Using the Register a student by component window
|
Register a student by program window |
Register a student by program window
|
Using the Register a student by program window
|
Register Result List button
|
registering a customer for an event
|
registering a customer for an event |
apply payment
|
registering for fundraising event |
Registering for a Fundraising Event
|
To enter an event registration
|
registrant |
class |
Event Function Definition - Fees window
|
Register a customer window - Overview tab
|
To enter an event registration
|
definition
|
enabling duplicate checking |
Event System Preferences window
|
To enable Duplicate Registration/Registrant checking
|
finding
|
hotel arrival
|
hotel departure
|
status
|
transferring back to original events
|
wait lists
|
registrant class |
definition
|
registration |
transferring registrants back to events
|
adding from wait list
|
canceling with a fee
|
canceling with no fee
|
definition
|
editing bill to information
|
editing payments
|
enabling duplicate checking
|
entering
|
entering a payment
|
entering badge information
|
entering for multiple customers
|
entering hotel information
|
entering multiple payments
|
reviewing data
|
viewing rosters
|
Registration fields
|
registration for multiple records, entering event
|
regular pricing
|
Relation
|
relationship activities |
editing in Manage customers window
|
entering in Manage customers window
|
viewing in Manage customers window
|
Relationships tab (Manage customers window)
|
releasing backorders |
Process orders sub-task list
|
Releasing Backorders by Posting Product Receipts
|
To release backorders
|
To release backorders after printing shipping papers
|
To release backorders by editing open orders
|
reminder |
send for gift or pledge
|
sending at gift entry
|
remote access
|
removing |
program requirement
|
removing booths
|
removing iMIS Analytics
|
renewal notice format |
preprinted forms
|
renewal notices |
testing
|
renewals
|
Renewed Thru date
|
Renewed Thru date |
editing for a customer
|
Replacement items |
definition
|
status codes
|
report specification, E-Mail Overlay
|
report specification, E-Mail Overlay |
create
|
Service_Request.ServiceReference
|
Service_Request.Status
|
Service_Request.Title
|
Report Specifications window for E-Mail Overlay
|
reporting |
features
|
reports |
Summary Transaction
|
Deferred Credit Card Pre-Authorization sample
|
Deferred Pre-Authorization
|
generating |
Orders task list
|
To print an order-specific report
|
Issue Statistics
|
Issue Statistics, Issue Count by Assignment chart
|
Issue Statistics, Issue Count by Source chart
|
Issue Statistics, Issue Count by Status chart
|
Issue Statistics, Issue Count by Type chart
|
limiting access to
|
order-specific
|
printing
|
printing individual |
To print individual reports
|
To print individual reports from the Register a customer window's Overview tab
|
run Deferred Pre-Authorization
|
sample Activity Planning
|
sample Badges
|
sample CEU Certificates
|
setting destination
|
setting the destination
|
terms and concepts
|
Reports and Output Processes
|
reports versus Briefing Book views
|
Request Entry window
|
requests |
activities, searching
|
entering
|
history, viewing |
Customer Portfolio Fund Raising Tab
|
Fund Raising tab - Donor Recognition sub-tab
|
Fund Raising tab - Requests sub-tab
|
Fund Raising tab - Summary sub-tab
|
To View Fund Raising activities through the Activities-All tab in the Customer Portfolio
|
To view Fund Raising information in the Customer Portfolio
|
search for
|
requirements |
credit card authorization
|
requirements, system
|
Reservation window
|
Reservations window
|
Reserve Products window
|
reserved products |
deleting
|
Inventory window
|
Manage products window
|
modifying
|
Order Processing Terms
|
Warehouses window
|
reserving |
products |
Reserving Products
|
To reserve a product and view booth proximity
|
residual balances |
adjusting
|
Resolution area |
Resolution window
|
Set up module window
|
resolution information |
edit issue
|
editng issue
|
enter issue
|
entering issue
|
Resolution window
|
Resolution window |
Resolution area
|
with configured prompts
|
resource |
definition
|
responses |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
restocking charges |
automatic
|
Enter and edit orders window - Order Details tab
|
Enter and edit orders window - Overview tab
|
To edit a credit memo order's restocking charge
|
restoring canceled orders
|
resynchronization SQL script
|
revenue
|
reversals, processing
|
reverse a payment and record returned checks
|
review |
unmatched addresses
|
review history before importing transactions
|
Review Unmatched Addresses |
overview
|
reviewing |
orders
|
RFM Administrator
|
RFM Analytics
|
RFM Manager
|
RFM User
|
Role |
Administering Roles
|
Administering User Security
|
Understanding Security Administration
|
Role tab (Manage customers window)
|
rollover |
definition of
|
Room Sharing window
|
Room Types window |
Hotels window
|
Room Types window
|
To apply VAT to a hotel room
|
Rooms button
|
roster |
definition
|
viewing |
Register a customer window - Overview tab
|
To view an event roster
|
viewing event
|
Roster tab (Manage customers window)
|
run Deferred Pre-Authorization report
|
Run Time window
|
Running Crystal Reports
|
Running Output Processes
|
S |
sales |
managing
|
SALES activities, viewing
|
SALES activities, viewing customer's
|
Sales Script window
|
sales scripts |
managing
|
using
|
sales teams |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
sales transactions |
editing existing
|
entering/editing
|
recording
|
Salutations tab (Manage customers window)
|
sample Deferred Credit Card Pre-Authorization report
|
sample scenario |
Dev Status prompt
|
field labels
|
issue entry with analysis and testing
|
issue entry with manager approval
|
issue entry without manager approval
|
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
|
Save As
|
SCDs |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
schedules, job
|
Schema
|
scope of ASI support
|
script control arrows
|
search |
request activities
|
requests
|
Search credit card info window
|
Search credit card info window |
view individual transaction through
|
search credit card transactions
|
search criteria |
finding pledge credit or debit memo using multiple
|
search issues
|
Search window |
Manage customers window
|
searching |
orders
|
searching credit card transactions
|
searching for a record
|
SEC product type
|
Security |
Administering Roles
|
Administering Security
|
Administering User Security
|
Securing iMIS Analytics
|
Understanding Security Administration
|
Security Administration at a Glance
|
SegAdmin group
|
Segment definition
|
Segmentation
|
Segmentation Administrator
|
Segmentation job
|
Segmentation Manager
|
Segmentation Security Groups
|
Segmentation User
|
SegMgr group
|
SegUser group
|
Select a Section window |
Arrange Script Sections window
|
To arrange scripts
|
Select import file window
|
Select Open Payments window |
Select Open Payments window
|
To apply a credit balance from Process customer requests
|
Select Report window |
Select Report window
|
selecting open items for single payment |
Processing Payments
|
To select open items for a payment
|
semiannual pledge
|
send queued issue status updates
|
sending |
reminder for gift or pledge
|
reminders at gift entry
|
sending customized acknowledgement letter
|
sending issue status updates via e-mail
|
sending receipt by e-mail
|
separate payer |
viewing data in AR/Cash tab on Manage customers window
|
servers |
components |
Basic concepts for your IT staff
|
Installing iMIS Analytics
|
System requirements
|
growth rate of databases
|
iMIS Analytics host |
Basic concepts for your IT staff
|
System requirements
|
iMIS host |
Basic concepts for your IT staff
|
System requirements
|
linked server definitions |
Basic concepts for your IT staff
|
Creating a linked server definition for two-tier configurations
|
permissions
|
security
|
SQL Server host |
Basic concepts for your IT staff
|
System requirements
|
system requirements
|
tier configuration |
Basic concepts for your IT staff
|
Creating a linked server definition for two-tier configurations
|
System requirements
|
Service Central |
capabilities
|
menu
|
module restrictions
|
terms
|
windows
|
Service Contractor Find window
|
Service Contractor Maintenance window
|
service contractors |
adding |
To add a service contractor
|
To add service contractors to an exposition
|
deleting |
To delete a service contractor
|
To edit or delete a service contractor
|
managing |
Managing Service Contractors
|
service packs |
Determining the service pack level for SQL Server and Analysis Services
|
System requirements
|
Set up registration classes window
|
Set up activity types window |
Set up activity types window
|
To limit access to activity records
|
Set up an exposition window |
Set up an exposition window
|
Set up an exposition window (second instance)
|
Set up appeal expenses window
|
Set up billing cycles window
|
Set up certification module window
|
Set up committee codes window
|
Set up country address layouts window
|
Set up country names window |
Set up country names window
|
To define a country code
|
Set up customer types window
|
Set up event resources window
|
Set up event resources window |
Set up tables menu
|
Set up exhibitor classes window
|
Set up forms master list window
|
Set up freight by total quantity window |
Orders task list
|
Set up freight by total quantity window
|
Set up tables sub-task list
|
Set up freight by total value window |
Orders task list
|
Set up freight by total value window
|
Set up tables sub-task list
|
Set up freight by weight window |
Orders task list
|
Set up freight by weight window
|
Set up tables sub-task list
|
Set up general lookup/validation window |
Enter and edit orders window
|
Tables window
|
To create access keywords
|
Set up general options window |
Billing
|
Set up general options window
|
Set up module window |
AR/Cash
|
AR/Cash, additional fields for multiple entities
|
Configuring the Module Options
|
E-mail Server Configuration area
|
Issue area
|
Issue Options area
|
Orders task list
|
Resolution area
|
Set up module window
|
user-defined fields
|
Set up module window (Events) |
Events tasks
|
Set up module window
|
Set up order types window |
Orders task list
|
Set up order types window
|
Set up tables sub-task list
|
Set up product categories window |
Orders task list
|
Set up product categories window
|
Set up tables sub-task list
|
Set up product label preferences window
|
Set up product master list window
|
Set up products window
|
Set up products window |
AR/Cash
|
Set up programs window
|
Set up prospect list window
|
Set up registration classes window |
Set up tables menu
|
Set up sales scripts window
|
Set up state/province codes window
|
Set up tables menu |
Event resources
|
Registration classes
|
Set up tables sub-task list
|
Set up tax codes window |
Orders task list
|
Set up tables sub-task list
|
Set up tax codes window
|
Set up warehouses window |
Orders task list
|
Set up warehouses window
|
Set up zones window |
Orders task list
|
Set up tables sub-task list
|
Set up zones window
|
setting |
additional program options
|
event function fees |
Setting event function fees
|
To define event function fees and GL information
|
program-specific requirements
|
setting Bill To |
using Financial tab
|
using Item Detail window
|
using Set up customer types window
|
setting up |
credit card accounts in AR/Cash
|
credit card authorization
|
credit card authorization options (AR/Cash)
|
credit card authorization options (Fund Raising)
|
due to-due from accounts
|
iMIS to use with EXPOCAD
|
iMISFind to use with EXPOCAD
|
multiple credit card authorization accounts
|
Setting up iMIS Modules
|
setting up Issues general lookup/validation tables
|
settlement
|
setup |
defining Fund Raising options
|
setup options |
Create Activity Records for Component Registrations
|
Delete Component Registrations at Cancellation
|
Delete Program on Cancel
|
Delete Program on Close
|
Delete Programs Registrations at Cancellation
|
Extend Good Thru for Grade Period
|
Subset Component Maintenance with Find Window
|
Suppress Creation of $0 Only
|
shared dimensions
|
Sharing button
|
ship |
quantity
|
Ship Complete or Cancel Entire Order
|
Ship Complete, Hold Until 100% Complete
|
Ship Order window
|
ship orders |
Process orders sub-task list
|
To ship an order
|
Ship orders window |
Orders task list
|
Process orders sub-task list
|
Ship Partial, Backorder Remainder
|
Ship Partial, Cancel Backorders
|
Ship Partial, Cancel Backorders |
Cancellation Reason Code
|
Ship to |
address
|
customer
|
ID |
Enter and edit orders window
|
Enter and edit orders window - Ship to Info tab
|
Ship to Info tab
|
Ship to information |
editing
|
entering
|
shippers
|
shipping method |
code
|
default
|
defining
|
Defining Shipping Methods
|
Enter and edit orders window - Overview tab
|
Set up zones window
|
Ship Order window
|
shipping methods |
default
|
shipping orders |
To edit an order's shipping information
|
To ship an order
|
shipping papers |
Order Status Defaults window
|
Process orders sub-task list
|
To print shipping papers
|
shipping zone
|
shipping zone |
country
|
rate
|
weight break
|
shipping zone tables |
defining |
Defining Shipping Zones
|
To define a shipping zone
|
Defining Shipping Zones
|
Set up zones window
|
To define a shipping zone
|
signature |
printing on a letter
|
simple order entry |
Simple order entry subsystem
|
When to use Simple Order Entry
|
single gift |
Enter and edit gifts window - Overview tab
|
entering |
Entering a Single Gift or Pledge
|
To enter a single gift or single pledge
|
Gifts and Pledges Overview
|
single pledge |
Enter and edit gifts window - Installments tab
|
Enter and edit gifts window - Overview tab
|
Gifts and Pledges Overview
|
single-instance custom tables |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
single-instance user-defined fields |
entering
|
Skip Enrollment option
|
slowly changing dimensions (SCDs) |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
soft credit |
information, editing
|
information, entering new
|
viewing history |
About Soft Credit History
|
To view Fund Raising information in the Customer Portfolio
|
Solicitor Data tab (Manage customers window)
|
solicitor information |
entering in Manage customers window
|
sort |
definition
|
Source
|
Source code |
definition
|
Enter and edit orders window - Overview tab
|
Entering Referrals
|
SOURCE_CODE
|
speaker |
activity type
|
entering rating groups and criteria
|
groups
|
resources
|
special pricing |
Base Amount
|
Base from Formula
|
defining |
Defining Product Special Pricing
|
Defining Special Pricing
|
To define product special pricing
|
To define special pricing
|
description
|
discounts based on order quantity
|
examples
|
flat amount example
|
Flat Amount special pricing |
Base Amount
|
purchase quantity discounts
|
rules
|
using Alpha Table option
|
using Amount from Field option |
Additional Special Pricing Examples
|
Pricing based on an iMIS field
|
using Exact Match option
|
using Numeric Table option
|
Special Pricing window |
Manage inventory sub-task list
|
Manage products window
|
Special Pricing window
|
special prorating |
defining
|
Special Referrals Features
|
Specific Begin Date option
|
Specify a new Expo Code window
|
Specifying Output Columns
|
Specifying Sort Order
|
split gifts
|
split gifts |
detail, viewing
|
entering |
Entering Split Gifts
|
To enter a split gift or pledge
|
viewing
|
Split Gifts tab, Enter and edit gifts window
|
Splitting a Segment
|
SQL calculation |
event name
|
SQL registration verification calculation
|
SQL registration verification calculation |
entering
|
SQL reserved words
|
SQL script, resynchronization
|
SQL Server |
SQL Server 2000
|
SQL Server 2000 Analysis Services
|
SQL Server Agent
|
SQL Server host |
Basic concepts for your IT staff
|
System requirements
|
SR_AREA general lookup/validation table
|
SR_AREA general lookup/validation table |
sample scenario
|
SR_CAT general lookup/validation table
|
SR_CAT general lookup/validation table |
sample scenario
|
SR_DEVSTATUS general lookup/validation table
|
SR_DEVSTATUS general lookup/validation table |
sample scenario
|
SR_ENVIRON general lookup/validation table
|
SR_ENVIRON general lookup/validation table |
sample scenario
|
SR_RECORDEDBY general lookup/validation table
|
SR_RECORDEDBY general lookup/validation table |
sample scenario
|
SR_RES general lookup/validation table
|
SR_RES general lookup/validation table |
sample scenario
|
SR_SRVTYPE general lookup/validation table
|
SR_SRVTYPE general lookup/validation table |
sample scenario
|
SR_SYS general lookup/validation table
|
SR_SYS general lookup/validation table |
sample scenario
|
SR_VERSION general lookup/validation table
|
SR_VERSION general lookup/validation table |
sample scenario
|
stages
|
standard cost (product) |
Inventory window
|
Warehouses window
|
standard order type
|
standard orders
|
Standard Price |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
star schema
|
Statistics report, Issue
|
Status |
canceled
|
event |
Define an event - event details window
|
Define an event - event list window
|
event function
|
member
|
status codes |
Active |
Active
|
Active or Out of Production (inventory is available)
|
Active Products
|
Changing an Active Product's Status
|
assigning
|
assigning |
Active
|
Inactive
|
Mark for Deletion
|
Not Available
|
Out of Production
|
changing
|
changing |
Active
|
Inactive
|
Not Available
|
Out of Production
|
Importing Orders
|
Inactive |
Changing an Inactive, Not Available, or Out of Production product's status
|
Inactive or Mark for Deletion
|
Inactive Products
|
Manage products window
|
Mark for Deletion |
Inactive or Mark for Deletion
|
Products Marked for Deletion
|
Not Available |
Changing an Inactive, Not Available, or Out of Production product's status
|
Not Available or Out of Production (no inventory is available)
|
Products that are Not Available
|
Out of Production |
Active or Out of Production (inventory is available)
|
Changing an Inactive, Not Available, or Out of Production product's status
|
Not Available or Out of Production (no inventory is available)
|
Out of Production
|
Products that are Out of Production
|
Summarizing Product Status Codes and Upsell/Cross-sell/Replacement Items
|
verifying |
Active |
Active
|
Active or Out of Production (inventory is available)
|
Inactive
|
Mark for Deletion
|
Not Available
|
Out of Production |
Active or Out of Production (inventory is available)
|
Not Available or Out of Production (no inventory is available)
|
Out of Production
|
Verifying a Product's Available Inventory during Order Entry
|
Verifying a Product's Status during Order Entry
|
status information |
entering in Manage customers window
|
limiting access to
|
Status tab (Manage customers window)
|
status update e-mail, queue
|
status updates |
send queued issue
|
via e-mail, sending issue
|
status, informing customers of issue
|
stock item |
Manage products window
|
Order Processing Terms
|
Set up product categories window
|
stored procedures |
creating
|
SUB product type
|
sub-task lists |
Manage inventory |
Manage inventory sub-task list
|
Orders task list
|
Process orders |
Orders task list
|
Process orders sub-task list
|
Set up tables |
Orders task list
|
Set up tables sub-task list
|
Subcomponent List |
window
|
submit
|
submit credit card payments for authorization
|
Submitted By area, Issue window
|
submitting deferred credit card payments
|
subscriptions |
processing new prepaid
|
Subset Component Maintenance with Find Window option
|
substituting |
exhibitors
|
SUFFIX
|
Summary Transaction Report
|
support, ASI
|
Suppress Creation of $0 Orders Only option
|
Suppress Creation of All Certification Orders setup option
|
suppress printing |
coordinators on confirmation letter
|
directions on confirmation letter |
Event Address window
|
To define an exposition address
|
To enter an exposition note
|
notes on confirmation letter |
Event Notes window
|
Expo Notes window
|
Synchronous Process
|
System
|
system options
|
system requirements
|
system setup |
accounting method |
Defining Referral Subscription Product Code
|
Set up general options window
|
advance Bill Begin date
|
billing interval
|
billing time
|
creating billing cycles
|
defining product codes
|
defining prorating rules
|
overriding Begin Date for new customers
|
setting standard pricing
|
setting standard prorating
|
setting start date control options
|
setting up customer types
|
testing renewal notice printing
|
testing the billing data generation
|
user defined registration fields |
To add field names to the Exhibition - Years Exhibited Field
|
To add user-defined event Registration Fields
|
system setup options
|
System-defined group
|
System-defined role
|
System-defined user
|
T |
tab |
Acknowledgement, Enter and edit gifts window
|
Activities-All, Manage customers window
|
AR/Cash, Manage customers window
|
Donor, Enter and edit gifts window
|
Matching Plan, Enter and edit gifts window
|
Memorial/Tribute, Enter and edit gifts window
|
Notes, Enter and edit gifts window
|
Overview, Enter and edit gifts window
|
Split Gifts, Enter and edit gifts window
|
Tab command |
The *Tab Command
|
Using the *Tab Command
|
tab example, user-defined
|
Tab method
|
Table Layouts
|
tables |
CCAuthAcct
|
setting up Issues general lookup/validation
|
tables, custom |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
tabs |
Account Info |
Enter and edit orders window - Account Info tab
|
Register a customer window
|
Activities-All
|
AR/Cash
|
Attendee |
Register a customer window
|
To edit a registrant's address
|
Badges
|
Billing
|
Calls
|
Change Log |
Manage customers window - Change Log tab
|
Manage customers window - Opportunity tab
|
Donor Data
|
Events
|
Exhibition
|
Exposition
|
Financial
|
Function Note
|
Fund Raising
|
Internet Security
|
Label Preferences
|
Letters
|
Matching Plans
|
Notes
|
Notification
|
Order Details
|
Orders |
Manage customers window - Orders tab
|
Manage customers window - Orders tab (Current view)
|
Manage customers window - Orders tab (History view)
|
Other |
Manage customers window - Other tab
|
Register a customer window - Attendee tab
|
Register a customer window - Other tab
|
To add user-defined event Registration Fields
|
To enter hotel and arrival information
|
To enter hotel reservations
|
Overview |
Enter and edit orders window - Overview tab
|
Printing Individual Reports and Reviewing Rosters
|
Register a customer window - Overview tab
|
Payments |
Enter and edit orders window - Payments tab
|
Register a customer window - Payments tab
|
Picture
|
Profile
|
Record History
|
Relationships
|
Result
|
Role
|
Roster
|
Salutations
|
Ship to Info
|
Solicitor Data
|
Status
|
user-defined
|
VAT |
Manage customers window – VAT tab
|
Manage customers window - VAT tab
|
Task
|
task list |
Orders
|
task list, Fund Raising
|
task list, Issues
|
Task Map |
iMIS Framework Console
|
Intelligent Query Architect
|
Reports and Output Processes
|
RFM Analytics
|
Segmentation
|
tax
|
tax |
freight charges
|
handling charges
|
Web sales
|
tax authority
|
tax authority |
defining for Canadian taxation
|
tax codes
|
tax codes |
city
|
defining
|
defining Canadian
|
defining VAT
|
state
|
VAT percent
|
VAT zero percent
|
VAT-exempt
|
tax rate
|
taxable
|
Taxation Method |
Canadian |
Enabling Canadian Taxation
|
Organization Names window
|
default |
Organization Names window
|
Organization Names window
|
VAT |
Organization Names window
|
To enable VAT for the Default Organization
|
taxes |
Canadian
|
Canadian Tax Authority
|
default organization
|
tax code
|
tax rate
|
VAT
|
teams |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
Template |
Administering the Central Object Repository
|
Concepts and Terms: Reports and Output Processes
|
Uploading Templates
|
temporary sublists, adhoc
|
Terminal Server
|
terms |
definition
|
EXPOCAD Interface Terms
|
iMIS Certification Terms
|
thank you letter |
print for gift or pledge
|
printing at gift entry
|
third-party documentation (for iMIS Analytics) |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your IT staff
|
Installing the iMIS Analytics Briefing Book on client computers
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
ticket |
definition
|
ticklers |
deleting
|
edit
|
printing
|
tie to program option
|
tier configuration |
Basic concepts for your IT staff
|
Creating a linked server definition for two-tier configurations
|
System requirements
|
tips
|
Tips for adding filters
|
Tips for administering roles
|
Tips for administering the CORE
|
Tips for administering user security
|
Tips for configuring printers
|
Tips for defining queries
|
Tips for managing tasks
|
Tips for output processes
|
Tips for running Crystal reports
|
Tips for Security Administration
|
Tips for setting up modules
|
Tips for using report parameters
|
TITLE
|
Title (Billing Item)
|
Title, Product |
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
To add a binary field to the View list
|
To add a new customer record
|
To add a segment
|
To assign a user to the Reporting group
|
To build a business object for a user-defined table using the iMIS Framework Console (IFC)
|
To copy a segmentation job
|
To copy an output process
|
To create a Crystal report output process
|
To create a new Microsoft Word template
|
To create a segmentation job
|
To create an analysis definition
|
To create n-Select segments
|
To define a query
|
To define a Word merge output process
|
To define an e-mail merge output process
|
To define an opportunity output process
|
To delete an output process
|
To duplicate a segment
|
To edit a contact or prospect list
|
To edit an output process
|
To export a Crystal report
|
To generate RFM results
|
To load a document template
|
To prevent module administrators from accessing applications
|
To register a customer for an event
|
To register a member/contact for a meeting
|
To set user permissions for an output process
|
To upload a document
|
To upload a Microsoft Word template
|
To view segments
|
Total Cost
|
total cost (inventory) |
Inventory window
|
Warehouses window
|
total order cost
|
total quantity range
|
total value range
|
tracking |
forms
|
Tracking by Source Code
|
tracking iMIS 10 custom demographics |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Transaction
|
transaction date |
finding pledge credit or debit memo using
|
transaction entity ownership, determining
|
Transaction Ledger window |
Examples of unposted transactions
|
To view a registrant's account information
|
To view unposted transactions
|
Transaction Ledger window
|
transaction ledgers |
viewing
|
Transaction Lists Distribution Summary |
running
|
Transaction Purging Utility
|
Transaction Query
|
transaction through Search credit card info window |
view individual
|
transactions |
credit
|
debit
|
search credit card
|
searching credit card
|
Transfer/Substitute
|
Transfer/Substitute button
|
transferring |
exhibitors
|
transferring underpayment balances to AR
|
tribute |
gifts
|
gifts, entering |
Entering Memorials and Tributes
|
To enter a memorial or tribute
|
troubleshoot e-mail problems
|
troubleshooting
|
troubleshooting |
balancing problems
|
troubleshooting e-mail problems
|
Troubleshooting Reports and Output Processes
|
type |
activity
|
customer |
Add New Customer window
|
Special Pricing window
|
member
|
order |
Defining Order Types
|
Enter and edit orders window - Overview tab
|
To define order types
|
payment |
To edit a payment type not recognized as prepaid cash
|
To edit a payment type recognized as prepaid cash
|
Web customer
|
Web order
|
Types of segmentation jobs
|
U |
underpayment balances |
leaving in billing
|
leaving in dues
|
transferring to AR
|
Understanding iMIS Referral
|
Understanding Intelligent Query Architect
|
Understanding Reports and Output Processes
|
Understanding RFM Analytics
|
Understanding Roles in Reports and Output Processes
|
Understanding Security Administration
|
Understanding Segmentation
|
Understanding the iMIS Framework Console
|
uninstalling iMIS Analytics
|
Unit |
window
|
unit cost
|
unit of measure
|
Universe query |
Concepts and Terms: Intelligent Query Architect
|
Concepts and Terms: Segmentation
|
unmatched addresses |
review
|
unposted batches |
deleting
|
Update Analytics job
|
Update Attendance button
|
Update iMIS Analytics package
|
Update Prospect Lists window
|
updates, send queued issue status
|
updating the data warehouse and analysis database |
Changing the scheduled run time of the Update iMIS Analytics DTS package
|
Manually running the Update iMIS Analytics DTS package
|
Uploading Documents
|
Uploading Templates
|
Upsell items |
definition
|
status codes
|
upsell products
|
Upsell/Replace window
|
Upsell/Replace window |
Designating Upsell, Cross-sell, and Replacement Items for Products
|
Upsell/Replace window
|
use member pricing
|
User
|
user access, limiting
|
user account
|
User Defined Tables window |
Reviewing the Customizer interface
|
User Defined Tables window
|
User Passwords window
|
User Permission
|
user-configurable prompts
|
user-defined data
|
user-defined data |
deleting
|
editing
|
multiple-instance
|
single-instance
|
viewing
|
user-defined fields |
Creating User-Defined Fields
|
Product Detail window
|
Set up product categories window
|
user-defined indexes
|
user-defined registration fields |
adding |
To add field names to the Exhibition - Years Exhibited Field
|
To add user-defined event Registration Fields
|
user-defined tab |
example
|
field contents example
|
User-defined table
|
User-Defined tabs (Manage customers window)
|
users |
assigning access keywords
|
using |
credit memos and debit memos
|
iMISFind
|
multiple entities
|
multiple-entity processing
|
using *TAB |
applying a credit balance
|
Applying a Credit Balance Using *TAB
|
To apply a credit balance from Enter and edit payments
|
Using a Universe Query
|
using auto-apply option
|
using credit card authorization
|
Using Crystal Reports
|
using iMIS Analytics
|
using rapid gift entry
|
Using the Search Routine
|
V |
validating Diners Club and Carte Blanche credit cards
|
valuation method
|
valuation method |
average
|
standard
|
value ranges |
defining |
Defining Value Ranges
|
To define a value range
|
editing
|
values, predefined drop-down list
|
VAT
|
VAT |
applying to an order
|
applying to event registrations
|
assigning at the product level
|
assigning to event functions
|
assigning to events
|
assigning to hotel rooms
|
assigning to products
|
branch ID |
Organization Names window
|
company |
Organization Names window
|
country |
Enter and edit orders window - Overview tab
|
Manage customers window – VAT tab
|
Organization Names window
|
defining country codes |
Defining VAT and Intrastate Country Codes
|
To define a country code
|
defining tax codes
|
defining VAT percent tax codes
|
defining VAT zero percent tax codes
|
defining VAT-exempt tax codes
|
enabling
|
entering an organization's information |
Entering an Organization’s VAT Information
|
To enter an organization’s VAT information
|
entering information for individuals
|
exempt
|
license key |
Organization Names window
|
modifying invoices
|
registration number |
Enter and edit orders window - Overview tab
|
Manage customers window – VAT tab
|
Organization Names window
|
setting up company flow down |
Setting up Company Flow Down for VAT
|
To set up Company Flow Down for VAT
|
taxes
|
using
|
using company flow down
|
VAT information |
entering in Manage customers window
|
VAT tab
|
VAT tab (Manage customers window)
|
VAT tax codes |
assigning at the product level
|
assigning to event functions
|
assigning to events
|
assigning to hotel rooms
|
assigning to products
|
VAT percent
|
VAT zero percent
|
VAT-exempt
|
verify |
addresses |
Batch and Manual address verification in iMIS
|
Verifying Addresses Online
|
verify import
|
verifying |
address
|
addresses online
|
status codes |
Verifying a Product's Available Inventory during Order Entry
|
Verifying a Product's Status during Order Entry
|
verifying addresses |
automatically
|
View activity tasks window
|
View and enter issues window
|
View Booth Proximity window
|
View exhibitor information window
|
view individual transaction through Search credit card info window
|
view open credits from import
|
View Roster button
|
viewers, OLAP |
Important iMIS Analytics concepts
|
Overview
|
System requirements
|
viewing |
component statistics
|
customer's SALES activities
|
program details
|
account information
|
activity records
|
available expositions
|
booth changes |
Viewing Booth Changes
|
certification activity records
|
certification orders
|
contacts list
|
credit transactions
|
debit transactions
|
donor club activities in Activities-All tab on Manage customers window
|
donor club history
|
event activities through Fund Raising History windows |
Fund Raising tab - Donor Recognition sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
exhibitor information |
To view exhibitor information
|
Viewing Exhibitor Information
|
exposition activities
|
exposition history
|
exposition rosters |
Viewing Exposition Rosters
|
fundraising activities in Activities-All tab on Manage customers window
|
fundraising history by date range |
About Fund Raising History Filters
|
To view Fund Raising information in the Customer Portfolio
|
fundraising history, summary of |
Fund Raising tab - Summary sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
gifts and pledges
|
gifts and pledges in Enter and edit gifts window
|
gifts and pledges in Manage customers window
|
imported orders
|
installment information
|
inventory |
To view product inventory
|
To view product inventory for multiple warehouses
|
ledgers
|
matching gifts
|
order activities
|
orders
|
product lists
|
program roster
|
publication details
|
requests history |
Fund Raising tab - Requests sub-tab
|
To view Fund Raising information in the Customer Portfolio
|
SALES activities
|
separate payer data in AR/Cash tab on Manage customers window
|
soft credit history
|
split gift detail
|
split gifts
|
transaction ledgers
|
wait lists
|
viewing cubes
|
viewing data in a non-grid window
|
viewing data in non-grid format
|
Viewing iMIS System Information
|
viewing issues
|
Viewing Segmentation Jobs
|
Viewing Segments
|
Viewing, Editing, Deleting, and Adding Tasks
|
views, Briefing Book |
creating custom views |
Basic concepts for your executives and managers
|
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
Viewing iMIS Analytics cubes for ad-hoc analysis
|
custom iMIS demographics |
Basic concepts for your IT staff
|
Configuring iMIS Analytics to track custom iMIS 10 demographics
|
Important iMIS Analytics concepts
|
Overview
|
overview |
Important iMIS Analytics concepts
|
Overview
|
predefined views |
Analyzing iMIS business performance with the iMIS Briefing Book
|
Basic concepts for your executives and managers
|
Predefined views in the iMIS Analytics Briefing Book
|
views versus reports and queries
|
void
|
VOL product type
|
VPN connections
|
W |
Wait List Processing window
|
wait lists |
adding exhibitors
|
canceling order for wait listed products
|
creating reports
|
definition
|
deleting products
|
enabling |
Event System Preferences window
|
To enable function wait lists
|
enabling options
|
Expo System Options window
|
managing
|
processing
|
removing a registrant
|
removing exhibitors
|
To enable wait lists for exposition products
|
viewing |
To view wait lists
|
warehouse |
adjustments account
|
average cost of inventory
|
bin |
Order Processing Terms
|
Warehouses window
|
code
|
cost of goods sold account
|
default location |
Inventory System Setup window
|
Manage products window
|
defining
|
deleting
|
editing
|
from warehouse
|
income account
|
inventory account
|
inventory available
|
inventory on hand
|
inventory reserved
|
inventory transfers |
Enter and edit receipts and adjustments window
|
To enter inventory transfers
|
last cost of inventory
|
overriding |
Product Detail window
|
To override a product's default warehouse
|
to warehouse
|
total cost of inventory
|
viewing inventory
|
warehouse, data |
Basic concepts for your IT staff
|
Overview
|
System requirements
|
warehouses |
Cubes and dimensions
|
Predefined views in the iMIS Analytics Briefing Book
|
Warehouses window |
Manage inventory sub-task list
|
Manage products window
|
Warehouses window
|
Web |
order options
|
check-out message
|
customer type
|
enabling product categories
|
enabling products
|
order type
|
product categories
|
product category hyperlink
|
sales tax authority
|
Web Options window |
Manage inventory sub-task list
|
Manage products window
|
Set up product categories window
|
Web Options window
|
Web Order Options window |
Orders task list
|
Set up module window
|
Web Order Options window
|
weight
|
weight |
order
|
weight tables |
defining |
Defining Weight Tables
|
To define a weight table
|
editing
|
To define a weight table
|
To edit a weight table
|
window |
Address Layout Tester
|
Window Designer window |
Reviewing the Customizer interface
|
To assign access keywords to custom window tabs
|
To limit access to or hide custom windows
|
Window Designer window
|
windows |
Enter and edit payments
|
Payment Entry
|
Process billing
|
Process customer requests
|
Process orders
|
Register a customer
|
Select Open Payments
|
Accounting |
Accounting window
|
Manage inventory sub-task list
|
Manage products window
|
Accounts Receivable
|
Activities-All tab (Manage customers window)
|
Activity Detail |
Activity Detail window
|
To set up a speaker activity type
|
To view customer order activities
|
To view donor club activities achieved through event registrations
|
To view event activities for a registrant
|
Add a Prospect |
Add a Prospect window
|
To add a prospect
|
Add Individual
|
Add New Customer
|
Add-on Charges |
Add-on Charges window
|
Orders task list
|
Set up module window
|
Additional Fields
|
Adjust Effective Date
|
All Companies Exhibiting Product
|
AR/Cash Set up module, additional fields for multiple entities
|
AR/Cash tab (Manage customers window)
|
Arrange Script Sections |
Arrange Script Sections window
|
To arrange scripts
|
Authorization Reports
|
Backorder Processing |
Backorder Processing window
|
Orders task list
|
Set up module window
|
Badges
|
Batch
|
Billing and Reminder Notices
|
Billing tab (Manage customers window)
|
Booth Change History |
Booth Change History window
|
To view booth changes
|
Booth Generator
|
Booth Inventory Assignment
|
Booth Preference Management
|
Booth Preferences
|
Booths |
Booths window
|
Event Function Detail window
|
To view an EXPOCAD order
|
Calls tab (Manage customers window)
|
Certification Program Type
|
Certification tab (Manage customers window)
|
Change Log tab (Manage customers window) |
Manage customers window - Change Log tab
|
Manage customers window - Opportunity tab
|
Child Components |
Child Components window
|
To attach subcomponents to a component
|
To link event functions
|
Close orders |
Orders task list
|
Process orders sub-task list
|
Company Conflicts
|
Component Instructors
|
Component Prerequisites
|
Conflicting Booths/Products
|
Convert quotes |
Orders task list
|
Process orders sub-task list
|
Credit card authorization
|
Credit Invoices
|
Credit/Debit Invoices Write-Off
|
Current Booth Assignments
|
Current Service Contractors
|
Customer Portfolio Tab Preferences
|
Customer Setup – Access Keys
|
Customer Setup – Additional Windows
|
Customer Setup – Advanced
|
Customer Setup - Address and Notes
|
Customer Setup - Advanced |
Customer Setup - Advanced window
|
To customize the CEU field prompts
|
Customer Setup - Basic Options
|
Customer Setup - Change Logging
|
Customer Setup - Indexes
|
Default Shipping Configuration |
Add-on Charges window
|
Default Shipping Configuration window
|
Define an event |
Define an event - event details window
|
Define an event - event list window
|
Functions Overview
|
Detail Report Parameters, for E-Mail Overlay, example
|
Detail Split
|
Donor tab (Manage customers window)
|
Enter and edit cash receipts |
Enter and edit cash receipts window
|
To enter a payment in AR/Cash
|
Enter and edit credit memos |
Enter and edit credit memos window
|
Enter and edit credit memos showing split funds
|
Enter and edit debit memos |
Enter and edit debit memos window
|
Enter and edit gifts
|
Enter and edit gifts, Acknowledgement tab
|
Enter and edit gifts, Donor tab
|
Enter and edit gifts, Matching Plan tab
|
Enter and edit gifts, Memorial/Tribute tab
|
Enter and edit gifts, Notes tab
|
Enter and edit gifts, Overview tab
|
Enter and edit gifts, Split Gifts tab
|
Enter and edit orders |
Enter and edit orders window
|
Orders task list
|
Enter and edit payments
|
Enter and edit pledge credit memos |
Enter and edit pledge credit memos window
|
To enter a pledge credit memo
|
Enter and edit pledge debit memos
|
Enter and edit receipts and adjustments |
Enter and edit receipts and adjustments window
|
Manage inventory sub-task list
|
Orders task list
|
Event Address |
Define an event - event details window
|
Event Address window
|
Event Coordinators |
Define an event - event details window
|
Event Coordinators window
|
Event Description |
Define an event - event details window
|
Event Description window
|
To add user-defined Event Description Fields
|
Event Function Definition - CEU |
Event Function Definition - CEU window
|
Event Function Detail window
|
Event Function Definition - Fees |
Event Function Definition - Fees window
|
Event Function Detail window
|
Event Function Definition - Plan |
Event Function Definition - Plan window
|
Event Function Detail window
|
Event Function Definition - Speakers
|
Event Function Definition Fees
|
Event Function Detail
|
Event Notes |
Define an event - event details window
|
Event Notes window
|
Event Roster |
Define an event - event details window
|
To view a roster
|
To view an event roster
|
Event System Preferences |
Event System Preferences window
|
Events tasks
|
Events Advanced Features |
Events Advanced Features window
|
Events tasks
|
Events tab (Manage customers window)
|
Events-Advanced Features
|
Exhibited Product Conflicts
|
Exhibition tab (Manage customers window)
|
Exhibitor Company Product Maintenance
|
Exhibitor Contacts
|
Exhibitor Information
|
EXPCAD tool bar
|
Expo Address
|
Expo Description |
Expo Description window
|
To create user-defined fields for the Expo Description window
|
Expo Forms
|
Expo General Setup
|
Expo Notes
|
Expo Options
|
Expo Order Line Note
|
Expo Prospect Reports
|
Expo Registration - Name/Address |
Expo Registration - Name/Address window
|
To edit a registrant's address
|
To enter an order-line note
|
Expo Registration - Other |
Expo Registration - Other window
|
To create user-defined fields for the Expo Registration - Other window
|
Expo Roster |
Expo Roster window
|
To view a roster
|
Expo Sales
|
Expo System Options
|
Expo System Setup
|
Expo-Advanced Features
|
EXPOCAD - Change Booth Number
|
EXPOCAD - Default Values
|
EXPOCAD - Max Fit
|
EXPOCAD - Rent Booth
|
EXPOCAD - Set Booth Class
|
EXPOCAD Import
|
ExpoCad Local Setup
|
Exposition Booth & Product Fees |
Exposition Booth & Product Fees window
|
To define booth products and pricing
|
Exposition Definition
|
Exposition Orders
|
Exposition Product Detail |
Exposition Product Detail window
|
To define a product link
|
To define an exposition product
|
To define an upsell product
|
To define booth products and pricing
|
To define product fees
|
To delete a product link
|
To generate booths
|
To import booths
|
To remove booths
|
Exposition Product Links
|
Exposition Products - Upsell Items
|
Exposition tab (Manage customers window)
|
Expositions/Meetings
|
Expositions/Meetings for
|
Financial tab (Manage customers window)
|
Find |
Find window
|
To enter an event registration for multiple customers
|
To find event registrants using the Find window
|
Find Company
|
Forms Status
|
Function Attendance |
Event Function Definition - CEU window
|
Function Attendance window
|
Function Links |
Event Function Detail window
|
Function Links window
|
Function Roster |
Event Function Detail window
|
Function Roster window
|
To view an event function roster
|
Fund Raising tab (Manage customers window)
|
Generate reports
|
Gift - Name/Address - Soft Credit
|
Hotel Availability |
Hotel Availability window
|
Hotels window
|
Register a customer window - Other tab
|
Hotels |
Define an event - event details window
|
Hotels window
|
To apply VAT to a hotel room
|
Individual Accrual Dues Posting
|
Internet Security tab (Manage customers window)
|
Inventory |
Inventory window
|
Manage inventory sub-task list
|
Manage products window
|
Inventory System Setup |
Inventory System Setup window
|
Orders task list
|
Set up module window
|
Invoice orders |
Orders task list
|
Process orders sub-task list
|
Issue
|
Issue, Assignment area
|
Issue, Issue Description area
|
Issue, Issue Status area
|
Issue, Submitted By area
|
Issue, truncated prompt
|
Joint Programs
|
Kitting |
Kitting window
|
Manage products window
|
Label Preferences tab (Manage customers window)
|
Letters tab (Manage customers window)
|
limiting access to or hiding
|
List Assignment Options
|
Load Products from Previous Exposition |
Load Products from Previous Exposition window
|
To load a product list from a previous exposition
|
Manage batches
|
Manage committees
|
Manage Contacts
|
Manage customers window
|
Manage customers, Activities-All tab
|
Manage expired members
|
Manage products |
Manage inventory sub-task list
|
Manage products window
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Orders task list
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Manage prospect lists
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Manage requests
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Manually release backorders |
Orders task list
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Process orders sub-task list
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Meeting Find
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Meeting Function Attendance
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Meeting Standard Letters
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Notes
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Notes tab (Manage customers window)
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Notification tab (Manage customers window)
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Opportunities |
Designating Upsell, Cross-sell, and Replacement Items for Products
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Opportunities window
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To close the Opportunities window
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To open the Opportunities window
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Order Entry - General Information
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Order Entry - Name/Address
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Order Selector
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Order Status Defaults |
Order Status Defaults window
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Orders task list
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Set up module window
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Orders tab (Manage customers window)
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Organization Names |
Organization Names window
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To enable Canadian taxation for the Default Organization
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To enable VAT for the Default Organization
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Other tab (Manage customers window)
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Payment Schedule
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Payments |
Payments window
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Register a customer window - Payments tab
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To enter multiple payments
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Picture tab (Manage customers window)
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Post receipts |
Manage inventory sub-task list
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Orders task list
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Post receipts window
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To find product inventory transactions using the Post receipts window
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Preference Booth Select
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Previous Expo
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Print pick list |
Orders task list
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Process orders sub-task list
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Print quotes |
Orders task list
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Process orders sub-task list
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Print shipping papers |
Orders task list
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Process orders sub-task list
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Process billing
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Process booth orders
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Process payments
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Product Detail
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Product Find
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Product/Activity type
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Profile tab (Manage customers window)
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Program Coordinators
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Program Dates
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Program Description
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Program Details
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Program Items
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Program Notes
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Program Prerequisites
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Program Requirements
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Program Roster
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Prorating
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Proximity Assignment
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Publication Demographics |
Manage inventory sub-task list
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Manage products window
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Publication Demographics window
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Publication Detail |
Product Detail window
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Publication Detail window
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Register a customer
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Register a student by component |
Register a student by component window
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Using the Register a student by component window
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Register a student by program
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Relationships tab (Manage customers window)
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Report Specifications, for E-Mail Overlay
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Request Entry
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Reservation |
Reservation window
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To reserve a product and view booth proximity
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Reserve Products
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Resolution
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Resolution, Resolution area
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Resolution, with configured prompts
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Role tab (Manage customers window)
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Room Sharing |
Register a customer window - Other tab
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Room Sharing window
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Room Types |
Hotels window
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Room Types window
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To apply VAT to a hotel room
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Roster tab (Manage customers window)
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run time
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Sales Script
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Salutations tab (Manage customers window)
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Search
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Search credit card info
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Select a Section |
Arrange Script Sections window
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To arrange scripts
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Select import file
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Select Open Payments |
Select Open Payments window
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Select Report |
Select Report window
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Service Contractor Find
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Service Contractor Maintenance
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Set up activity types |
Set up activity types window
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To limit access to activity records
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Set up an exposition |
Set up an exposition window
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Set up an exposition window (second instance)
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Set up appeal expenses
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Set up billing cycles
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Set up certification module
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Set up committee codes
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Set up country address layouts
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Set up country names |
Set up country names window
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To define a country code
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Set up customer types
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Set up event resources |
Events tasks
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Set up event resources window
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Set up exhibitor classes
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Set up forms master list
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Set up freight by total quantity |
Orders task list
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Set up freight by total quantity window
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Set up tables sub-task list
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Set up freight by total value |
Orders task list
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Set up freight by total value window
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Set up tables sub-task list
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Set up freight by weight |
Orders task list
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Set up freight by weight window
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Set up tables sub-task list
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Set up general lookup/validation |
Enter and edit orders window
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Set up general lookup/validation window
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Tables window
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To create access keywords
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Set up general options |
Set up general options window
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Set up general options (Billing)
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Set up module |
Configuring the Module Options
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Orders task list
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Set up module window
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Set up module (AR/Cash) |
Set up module window
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To enable iMIS multiple-entity processing
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Set up module (AR/Cash), additional fields for multiple entities
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Set up module (Events)
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Set up module, E-mail Server Configuration area
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Set up module, Issue area
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Set up module, Issue Options area
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Set up module, Resolution area
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Set up order types |
Orders task list
|
Set up order types window
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Set up tables sub-task list
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Set up product categories |
Orders task list
|
Set up product categories window
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Set up tables sub-task list
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Set up product label preferences
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Set up product master list
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Set up products
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Set up products (AR/Cash)
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Set up programs
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Set up prospect list
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Set up registration classes |
Events tasks
|
Set up registration classes window
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Set up sales scripts
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Set up state/province codes
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Set up tax codes |
Orders task list
|
Set up tables sub-task list
|
Set up tax codes window
|
Set up warehouses |
Orders task list
|
Set up warehouses window
|
Set up zones |
Orders task list
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Set up tables sub-task list
|
Set up zones window
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Ship Order
|
Ship orders |
Orders task list
|
Process orders sub-task list
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Solicitor Data tab (Manage customers window)
|
Special Pricing |
Manage inventory sub-task list
|
Manage products window
|
Special Pricing window
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Specify a new Expo Code
|
Status tab (Manage customers window)
|
Subcomponent List
|
Transaction Ledger |
Examples of unposted transactions
|
To view a registrant's account information
|
To view unposted transactions
|
Transaction Ledger window
|
Unit
|
Update Prospect Lists
|
Upsell/Replace |
Designating Upsell, Cross-sell, and Replacement Items for Products
|
Manage products window
|
Upsell/Replace window
|
User Defined Tables |
Reviewing the Customizer interface
|
User Defined Tables window
|
User Passwords
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User-defined tabs (Manage customers window)
|
VAT tab (Manage customers window)
|
View activity tasks
|
View and enter issues
|
View Booth Proximity
|
View exhibitor information
|
Wait List Processing
|
Warehouses |
Manage inventory sub-task list
|
Manage products window
|
Warehouses window
|
Web Options |
Manage inventory sub-task list
|
Manage products window
|
Set up product categories window
|
Web Options window
|
Web Order Options |
Orders task list
|
Set up module window
|
Web Order Options window
|
Window Designer |
Reviewing the Customizer interface
|
To assign access keywords to custom window tabs
|
To limit access to or hide custom windows
|
Window Designer window
|
Word merge |
Creating a Microsoft Word Merge Output Process
|
Troubleshooting Reports and Output Processes
|
Uploading Templates
|
Workflow |
Concepts and Terms: iMIS Framework Console
|
Managing the Workflow Queue
|
Workflow queue
|