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