For AI agents: visit https://documentation.advsol.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
Documentation
Client Success
iMIS
TopClass
Clowder
iMIS EMS
iMIS Desktop
iMIS 2017
iMIS 100
Documentation
Search
iMIS
iMIS EMS
Documentation
Communities gallery
Communities gallery
Get Started
iMIS EMS Documentation
Latest Release: May 2026 (20.3.228)
2025: Release Notes
2024: Release Notes
2023: Release Notes
2022: Release Notes
iMIS Video Tutorials
Certification videos
Commerce videos
Community videos
Event videos
Finance videos
Fundraising videos
Marketing videos
Membership videos
Power Suite videos
Reports videos
RiSE videos
Videos: Creating a website
Videos: BOD & IQA
Videos: Forms & Panels
Videos: Process automation
Videos: Scoring
Upgrading
Phase 1: Planning for an upgrade
iMIS EMS Upgrade Packages
How to upgrade to iMIS EMS
Upgrading through the Advance 20/20 Direct SQL Program
System requirements (on-premise only)
Considerations before beginning an upgrade
iMIS Desktop to Staff site: Migrated features
iMIS Desktop to Staff site: Planned, under-consideration, and deprecated features
iMIS Desktop to Staff site: Functionality differences
iMIS Desktop to Staff site: Migrated reports
Upgrade Changes
Upgrade Dashboard
Pre-upgrade checklist
Upgrade Scripts
Ensuring panels and panel sources are not missing after an upgrade
Upgrading custom websites that are using the Constellations template
Updating deprecated templates and themes in websites
Updating custom system icons
Database Validation Scripts
Helpful upgrade tools
Phase 2: Staging the upgrade and performing tests
Testing iMIS EMS
Testing checklist
Settings configuration
Membership testing
Fundraising testing
Finance testing
Queries and reports testing
Commerce testing
Websites and account pages testing
Images and files testing
Events testing
Communications testing
Global Payments gateway
Upgrading with a TopClass integration
Upgrading with a Higher Logic integration
Accessing the API endpoint
Updating queries that must access the REST API
Standards for third-party integrations
Converting custom multi-year billing
Migrating campaigns and appeals from Desktop to EMS
Phase 3: Preparing for the live upgrade
iMIS EMS Checklist
Phase 4: Performing post-upgrade tasks
Setting up the Global Payments gateway
Post-upgrade checklist
On premise post-upgrade tasks
Reviewing and updating settings in iMIS EMS
Disabling Process Automation tasks using custom stored procedures
Updating the contact account page after an upgrade from iMIS 2017
Ensuring all dues invoices are available after upgrading
Working with AVAIL_CREDIT balances after upgrading
Publishing troubleshooting (on-premise only)
QuickStart Template
Directories: QST
Committee listing
Member directory
Events: QST
Event searches
Display pages
Event reminders
Dashboards
Jobs board: QST
Membership: QST
Membership dashboard
Individual and Organization Joins
Approving join applications
Reporting: QST
Query sources shortcuts
Storing queries
Panel definition audit
Panel source audit
QuickStart template dashboards
Staff site: QST
QST account pages
Naming recommendations
Standalone panels
Website: QST
Account pages
Contact us
Website themes
Websites
Widgets
Cloud Services
Cloud environment overview
Terms and Language
Upgrade support
Billable services
Cloud Services FAQ
iMIS Guides
Features Guide
Product Comparison Guide: EMS Enterprise, EMS Professional, & iMIS 2017
Product Comparison: iMIS 100 & EMS Enterprise
Business Objects: 100 & EMS Enterprise Differences
Groups & Membership: 100 & EMS Enterprise Differences
Glossary
Community
Community: Dashboard
Committees
Administering committees
Committee Administrator role
Committee minutes
Creating a custom query to search for committee members
Account pages
Understanding account pages
Creating custom account pages
Updating the account page shortcuts
Finding custom account page content records
Modifying account page tabs
Creating a panel and adding it to account pages
Editing queries on account pages
Adding out-of-the-box content to custom account pages
Updating the account page banner
Updating the buttons on the public account pages
Adding alerts to account pages
Updating the contact account page after an upgrade from iMIS 2017
Contacts
Adding contacts
Deleting contacts
Creating an account for an individual
Editing contacts
Finding contacts, members, and companies
Data integrity: Dashboard
Managing duplicate contacts
Before merging: Important items to consider
Understanding what is merged
Tips for deterring duplicate account creation
Best Practices: Preventing duplicate contacts
Merging individuals and organizations
Managing multiple duplicates
Reporting on potential duplicate accounts and merged accounts
Reviewing the duplicate merge logs
Adding the resolve duplicates action to custom account pages
Adding notes to a contact's account
Updating email addresses
Managing activity tasks
Saving a PDF or other file to someone's account
Marking a contact for deletion
Erasing a contact's personal data
Change history overview
Setting primary organization
Assigning the company administrator role for one or more companies
Managing organizations as a company administrator
Organization flow down
Performing tasks as a public user
Importing contacts
Populating the address purpose
Address Verification Service (AVS)
Updating a contact's mailing preferences
Excluding contacts from a website's directory
Relationships
Editing the default search queries
Security
iMIS Security: Getting Started Guide
Overview of security throughout iMIS
Assigning security credentials and staff access
Contact security queries
Password security
Multi-factor authentication
Administrator responsibilities
Module authorization levels
Granting a staff user access to RiSE without making them a system administrator
Securing RiSE websites
Unlocking a user's account
Updating usernames and passwords
GDPR guidelines
Website cookies
Administering volunteers
Communities: Settings
Administering communities
Creating an effective communities plan
Creating content for communities
Designing communities
Implementing communities
Membership
Membership
Membership: Dashboard
iMIS Membership: Getting Started & Best Practices
Using the Membership Configuration Wizard
Batches & Invoices
Adjusting and reversing membership invoices
Understanding the membership invoice reversal options
Reviewing and printing membership fee batches
Billing cycles
Setting up billing cycles
Creating a non-dues billing cycle
Managing different start months for annual memberships
Billing products
Defining billing products
Defining special pricing for billing products
Creating billing categories
Creating flexible membership terms
Using an Expression Builder business object in dues special pricing
Creating billing products with negative amounts
Creating special pricing rules for Northern Territory or Western Australia
Cancelling & Adjusting
Cancelling membership subscriptions
Adjusting prices and term dates on subscription items
Changing member types
Adjusting and cancelling membership subscriptions outside of the renewal process (mid-term changes)
Deleting subscription records
Managing chapters
Chapter: Dashboard
Creating chapters
Assigning the Chapter Administrator role
Managing chapter members
Emailing chapter members
Searching for chapter members
Using a chapter as the primary fee
Managing non-fee based chapters
Assigning chapters by zip code
Importing zip codes for chapters.
Creating queries with chapter data
Joining (Join Now)
Understanding Join Now
Setting up Join Now
Setting up Organization Joins
Creating a Join Now page for prospective members
Finding new members
Defining prorating rules
Membership promotion codes
Renewing (Renew Now)
Billing for membership fees
List billing
Generating a renewal for single contact
Generating an invoice for a lapsed member
Persisted cash membership invoices
Automating the membership renewal process
Renewing memberships
Issuing renewal notifications
Reversing and rebilling membership renewals
Billing troubleshooting
Managing expired members
Allowing members to renew in advance
Allowing members to renew after their paid-through date has passed
Adding subscription items to member's accounts before generating renewals
Renewing a non-dues fee that was added outside of the membership fees
How term length is established when generating membership renewals
Configuring the itemized renewal page
Settings & Data
Configuring billing options
Overview: Member status and Contact status
Understanding the billing dates
Ensuring account pages have membership queries
Creating member-specific content
iMIS Chapter Experience
Appendix
Security
Gateway configuration
Optional features
eCheck
New member Import
Chapter Order Supply
Sitemaps
Content blocks
Profiles
Demographics
Workflow
Activity Based Membership
Add Member Configuration
Claim account configuration
Chapter or Company Actions
Settings
Notifications
Reports
Calendar
Forms
Chapter List Management
Testing Plans
ICE 5.1 Testing Plans
ICE 5.2 Testing Plans
Fundraising
iMIS Fundraising: Getting Started Guide
Fundraising: Dashboard
Donations
Creating donation pages using the out-of-the-box Give Now pages
Setting up a custom donation page
Associating donations with specific gift items
Configuring specific donation pages
Providing suggested donation amounts
Tribute donations
Donating as an organization
Importing donor and donation data
Permitting donors to give without logging in
Donating without the Fundraising license
Gifts
Setting up funds
Defining gift items
Entering gifts
Splitting gifts
Finding gifts
Adjusting gift and pledge details
Adding custom data to gifts, pledges, and adjustments
Processing and reviewing credit card payments
Reviewing incomplete gift payments
Soft credits
Fundraising requests
Setting up In-Kind gifts
Paying installment pledges
Adding notes during gift entry
Receipting
Issuing and viewing charitable receipts
Voiding and issuing replacement charitable receipts
Gift Aid
Overview: Gift Aid and iMIS
Eligible Gift Aid donations
Setting up Gift Aid
Creating the Gift Aid donation page
Gift Aid claims
Gift Aid declarations
Adjusting and reversing fundraising invoices
Defining fundraising source codes
Fundraising business objects
Premiums
Setting up moves management
Moves Management: Dashboard
Donate Now - Premium (formerly CSiDonate)
Concepts
Admin Area
Template Manager
Financial accounts
Giving Dashboard Settings
File Manager
Editing media
Editing templates
Editing Stylesheets
Text and Content
Email Queue
System Settings
Transaction History
System Overview
Licensing
Database
Technical Log
Receipts
E-mail templates
Design elements guidelines
Virtual event board
Contacts
E-mail marketing
Text to Give
Recurring onations
Payment processing
Templates
Tributes
Rapid Entry
Multiple Tributes
Ambassadors
Automatic rebilling
Giving Dashboard
Challenges
Financials
Reference
DB objects
Gen tables
Error code reference
External Gift API Reference
Tutorials
Stopping rebilling plan in BluePay
Using an EMV card Reader with Donate Now - Premium
Applying a BluePay Recurring Plan to an Existing iMIS Pledge
Adding Analytics Tags to Donate Now - Premium
Setting up a future recurring gift in BluePay and iMIS
Testing BluePay credit card and ACH transactions
Entering a missed recurring gift
Troubleshooting
System requirements
Events
Events: Dashboard
iMIS Events: Getting Started & Best Practices
Creating an event
Defining event pricing and registration options
Specifying resources for an event
Setting up event speaker details
Adding program items to an event
Adding an event to the public website's navigation
Managing event templates
Creating event categories
Adding a Zoom meeting link to an event
Managing registrations
Registering for events
Registering for complimentary (free) events
Registering a guest or someone else
Registering multiple contacts
Finding registrations
Transferring a registration from one person to another
Changing registrations after registration is complete
Overriding event pricing
Creating an event invoice for someone else to pay later
Waitlisting for an event
Automatically sending event registration confirmations
Event invoices
Printing event tickets
Restricting event registration using pricing groups
Adding the event guest relationship types
Managing events
Searching for events
Issuing event confirmations
Editing events
Closing an event
Deleting an event
Changing the status of an event
Deleting registration options and program items
Event calendar
Defining and marking CEU attendance
Modifying the event landing page layout
Using the Report Writer event invoice report
Adding invoice data to an event dashboard registrant page
Reporting on event questions
Event reports
Cancellations
Cancelling an event
Cancelling an event registration
Adjusting or refunding a cancellation fee
Charging a cancellation fee
Advertising
Advertising Management (SpaceMaster)
Advertising: Getting Started Guide
Media orders
Creating media orders
Updating media orders
Copying and deleting media orders
Posting and unposting orders
Media asset management
Advertising: Run dates
Advertising: Ad adjustments
Advertising: Rate cards
Advertising: Rate card details
Advertising: Inventory management
Setting up sales representatives, territories, and commissions
Setting up mappings
Defining production settings
Reversing advertising invoices
Advertising queries and business objects
Power Suite
iMIS Power Suite
Getting Started Guide: Cloud Dashboard
Using the Cloud Dashboard
Login troubleshooting
Cloud ID account linking
Understanding an invalid Background Account
Whitelisting the IP for Power Suite products
iDMS - iMIS Data Management Suite
Getting Started in iDMS
Video: Cloud Dashboard Overview for Administrators
iDMS Dashboard
Common data automation scenarios
iMIS and iDMS Compatibility Chart
Core concepts
Understanding sources
Matching and record identification
Actions and updates
Jobs and processes
Scheduling jobs
Webhooks
Tutorials and Common Workflows
Granting iDMS access to IQA queries and panel sources
Importing contacts from a spreadsheet
Exporting data to an external system
Scheduling automated data updates
Building a basic automated workflow
Triggering automation with webhooks
Membership counts by day
Replacing Dynamic Groups with User Roles
Using iDMS with persisted cash dues
Using iDMS to send emails through Process Automation
Optimizing iUpdate jobs by updating only the contacts that need changes
iImport
Creating an import job
Configuring field mapping
Preventing duplicates in iImport using auto matching
Running an import task
Task options
Task actions
Task templates
Attaching files to a panel source in iImport
iUpdate
Webhooks and HTTP Triggers
Updating using an IQA query as a data source
Updating existing contacts using an IQA query with iUpdate
Optimizing iUpdate jobs by updating only the contacts that need changes
Configuring update actions
Creating update jobs
Running update jobs
Testing update jobs
iSchedule
Creating a scheduled task
Using webhooks and HTTP triggers
Disabling a scheduled task
Managing and monitoring scheduled jobs
iWorkflow
Getting Started: Understanding iWorkflow
Building a basic automated workflow
Creating a workflow
Choosing a trigger
Scheduled jobs
Webhooks
Adding actions
Convert from XML
Convert to CSV
Delay
Delta Hashing
Execute JS
Fetch IQA Data
FTP Upload
Gate
Generate Public Link
HTTP Request
iDMS iUpdate
iMIS API
Insert Activity
Insert Panel Record
JSON Validation
Select
SFTP upload
SQL Stored Procedure
iWorkflow Dashboard
Viewing a run
Viewing a workflow
Editing a workflow
Searching for workflow components
Sequencing and flow control
Data Pipeline overview
Template engine
Referencing Action Outputs
Filter and variable reference
Limitations, issues, and workarounds
Migrating from iSchedule to iWorkflow
Updating existing records using IQA
Exporting data to an external system
iTransfer Migration
iTransfer
Data transfer scenarios
iTransfer Concepts
iTransfer Licensing
iTransfer Migration
iTransfer User Manual
Monitoring Outbound Jobs
Outbound Jobs
Outbound Job Steps
Technical capabilities
Troubleshooting iTransfer
iHook
iHook Licensing
Inbound webhooks
Triggering automation with webhooks
Source guides
Activities guide
Address guide
AutoPay Instruction Cancellation guide
Batch guide
Billing Products guide
Committee Activities guide
Committee Codes guide
Communication Log guide
Communication Preferences guide
Contact Details guide
Delete Action guides
Event Registrations guide
Event Setup guide
Event Operation guide
General Lookup Tables Guide
Generate Renewals Guide
Gift Items Guide
Gifts Guide
Group Members Guide
Inventory Receipts Guide
Invoice Adjustments Guide
Invoice Reversals guide
Orders guide
Panel data guide
Payments guide
Pledges guide
Products guide
Promotions guide
Relationships guide
Shipping by weight guide
Shopping cart guide
Social profile guide
Subscriptions guide
User credentials guide
User Roles Guide
Troubleshooting iDMS issues
Requesting iDMS Support
ASI event log troubleshooting steps
Troubleshooting iDMS
Troubleshooting
iMIS GL Processor Cloud
Setup and Onboarding
Templates
Template expressions
Organizations
Financial Entities
Exports
Terminology
iMIS Outlook Integration (formerly iEmail Cloud)
Installing the iMIS Outlook Integration
Mobile setup
Individual user installation
Central deployment for multiple users
Configuring attachments for the iMIS Outlook Integration
iMIS Outlook Integration App Registration - PowerShell
App Registration - Entra Console
Using iMIS Outlook Integration
iMIS Outlook Integration: Video overview
Opening and signing into Outlook
iMIS Outlook Integration: Options
Using the mobile iMIS Outlook Integration
iMIS Outlook Integration Security
Finding Recipients
Designing an effective query for the Outlook Integration
Searching by IQA Query in iMIS Outlook Integration
Searching by Individual in iMIS Outlook Integration
Searching by Group in iMIS Outlook Integration
Finding recipients when composing an appointment
Favoriting IQA queries
Designing an effective query for the Outlook Integration
Searching by IQA Query in iMIS Outlook Integration
Searching by Individual in iMIS Outlook Integration
Searching by Group in iMIS Outlook Integration
Finding recipients when composing an appointment
Favoriting IQA queries
Saving Outlook emails to iMIS
Updating the iMIS Outlook Integration Icon
iMIS Outlook Integration troubleshooting
iMIS Power Automate Connector
Action and trigger reference
Action search filter reference
Panel actions
Contact actions
Trigger: When an order is created
Activity actions
IQA actions
Trigger: When an activity is added
How-to guides
Using pagination within actions
Working with panel files
Creating a Power BI Data Warehouse workflow
Automation idea library
Troubleshooting and known limitations
Getting started with iMIS Power Automate Connector
iMIS Power Automate Connector prerequisites
Custom connector installation
Power Automate connection management
Obtaining the API Key
Roster Manager
Initial Deployment Steps
Roster Manager: Examples
Using the Roster Manager iPart
iMIS SSO Premium
iMIS SSO - Premium: Onboarding Guide
User profile data
OIDC profile data
SAML Profile Data
System Settings
Client apps
OIDC Client Apps
SAML Client Apps
iMIS SSO Premium: FAQ
SSO errors and troubleshooting
Technical implementation specifications
Technical architecture
SSO Information for third-party vendors
SSO Information for iMIS Staff
iMIS SSO Premium TLS 1.2 Guidelines
Integrations
Zendesk integration
OpenID Connect (OAuth 2) overview
Enabling Single Logout (SLO)
SAML 2.0 overview
OpenID Connect Premium
Connecting to iMIS - Configuring the OpenID Connect Module
Connecting to an External Directory/Identity Provider
Directory providers
Microsoft Entra ID (Formerly Azure AD)
AWS Cognito
iMIS Text Messenger ( formerly Text Manager )
Recurring Campaigns
One-Time Campaigns
Tracking unsubscribed and re-subscribed members
Creating a Twilio account
iMIS Cvent Integration
Registration widgets
Registration query
Registration content item
CVENT onboarding checklist
Installation and configuration
QuickPay
QuickPay: Setup and Onboarding Guide
QuickPay: Settings
QuickPay: Receipts
QuickPay: Troubleshooting
QuickPay: Finance Information
QuickPay: Logs
Content items (iParts)
Activity Attachments content item
Radius Search
iAdd2Cart content item
Commerce
iMIS Commerce: Getting Started & Best Practices
Commerce: Dashboard
Products
Defining products
Defining a collection of items
Entering and adjusting inventory
Granting access to secure website content
Defining product categories
Entering and reviewing order notes
Organizing the shop list of products
Order Confirmation emails
Defining the default order confirmation template
Customizing how the order confirmation is sent
Suppressing the order confirmation email from sending
Resending an order confirmation email
Shopping cart
Setting up the shopping cart
Clearing or deleting customer carts
Purchases
Making a purchase
Using On behalf of
Overriding a price
Overriding shipping and handling charges
Calculating shipping charges
Associating source codes with transactions
Orders
Defining order types
Creating a new order
Finding, reviewing, and printing orders
Processing orders
Adjusting and reversing order invoices
Overriding the default order type in the cart
Cancelling orders
Understanding order transactions in batches and reports
Defining promotion codes
Applying promotion codes
Using promotion codes: Examples
Pricing groups for products and events
Marketing
Marketing
Communications
Communications Getting Started & Best Practices
Communication: Dashboard
Advanced Email
Sample communication templates
Communication checklist
Sending communications to contacts
Testing communications before they are sent en masse
Testing emails: Sending an email to a subset of contacts first
Testing Process Automation communication templates
Testing Process Automation communication triggers
Creating communications
Working with communication templates
Customizing the out-of-the-box templates
Creating a new communication template
Setting up a default communication template
Creating recipient queries for communications
Accessing and modifying a saved communication template
Attaching a Report Writer report to a communication template
Attaching a SSRS report to a communication template
Resolving warnings when 'Pass query values to matching report parameters' is enabled
Uploading a PDF to use as an attachment to a communication template
Customizing the salutation of a communication
Sending a communication to all members who renewed last year
Using the foreach placeholder
Adding links to communication templates
Using the insert fields in a communication template
Using conditional functions in communication templates
Communication logs
Recipient and data source queries
Tracking email interactions with contacts
Checking authentication for SPF records
Managing communication preferences
Maximizing deliverability
Recovering deleted communication templates
Enabling one-click unsubscribe for communications
Using Word Mail Merge
Understanding From addresses and email authentication
Campaigns
Overview: iMIS Campaigns
Marketing concepts and terms
Setting up campaigns
Planning a campaign
Creating a basic campaign
Basic campaign example: Professional conference
Getting started with complex campaigns
Complex campaign example: Fundraising campaign
Best practices for complex campaigns
Campaign tips
Monitoring and measuring performance
Importing source codes
Assigning source codes to hyperlinks
Process Manager
Using Process manager
Administering Process Manager
Segmentation
RFM analytics
Certification
Certification
Migrating certification programs
Creating a certification program
Defining certification communications
Managing enrollments
Approving completions
Cancelling certification programs
Finance
Finance
iMIS Finance: Getting Started & Best Practices
Finance: Dashboard
Differences between Global Payments and Stripe
Global Payments gateway
Global Payments Getting Started
Setting up the Global Payments gateway
Global Payments application process: FAQ
Global Payments FAQ
ACH/direct debits FAQ for Global Payments gateway
Global Payments post-implementation guide
PCI Assure
Stripe: Getting Started Guide
Setting up UK direct debit payments
Setting up US ACH direct debit payments
Setting up AU BECS Direct Debit payments
Setting up NZ BECS direct debits
Setting up EU SEPA direct debit payments
Reconciliation for recurring direct debit payments
Multi-factor verification: 3D Secure for UK
Stripe Elements
Stripe rates
Stripe FAQ
Creating a query of cancelled Stripe direct debit mandates
Invoices
Generating invoices in iMIS
Overview of invoices
Adjusting invoices
Emailing and printing invoices
Paying open invoices
Customizing invoices
Writing off an invoice balance
Understanding the invoice types
Paying invoices using a direct link
Reversing advertising invoices
Payments
Searching for payments
Viewing payments
Payment Fundamentals
PayCentral: Dashboard
Understanding the payment workflow between iMIS, Pay Central, and payment gateways
Payment methods and payment method sets
Using Pay Central Live to review payments
Processing payments
Reconciling unsuccessful ACH/direct debit transactions
Understanding and reviewing failed or missing payments
Applying partial payments
Applying prepayments
Applying an open credit
Posting a payment without an invoice
Backdating cash and check transactions
Using Pay Later
Disabling the PO number when using Pay Later
Using the 'Retrieve processed payments from Pay Central' scheduled task
PayPal Express Checkout
Managing and Adjusting Payments
Unapplying a payment
Transferring a payment
Recording a payment reversal
Refunding payments
Deciding which payment adjustment option to use
Creating and using a custom payment receipt
Finding which card was used for a payment
Identifying who entered a payment
Managing batches
Configuring the batch mode
Creating a new batch
Selecting a new batch and switching between open batches
Posting batches
Modifying the batch status and reopening a batch
Finding and viewing batches
Deleting batches
Exporting batches
Running batch reports
Editing the batch description
Accounting
Deferred Income
Deferred income in iMIS
Understanding and enabling deferred income processing
Processing deferred income transactions
Exporting general ledger transactions
Deferred income reports
Deferred income and backdated transactions
Best practices for Deferred Income
Exporting general ledger transactions
QuickBooks
Managing batches
Printing contact account statements
Printing trial balance reports
Processing closing procedures
Assigning financial entities to transactions
Automatic payments (AutoPay)
AutoPay Getting Started
AutoPay Membership: Dashboard
AutoPay Fundraising: Dashboard
General AutoPay information
iMIS AutoPay FAQ
Best practices for recurring transactions
AutoPay: Region and gateway comparison chart
Configuring AutoPay
Configuring the AutoPay settings
Configuring automatic membership renewals
Configuring automatic recurring donations
Configuring monthly, quarterly, or yearly membership offerings
Using the 'Retrieve processed payments from Pay Central' scheduled task
Allowing members and donors to cancel their own enrollments
Sending confirmation emails for recurring payment enrollments and cancellations
Customizing the AutoPay information displayed on account pages
Enrolling with AutoPay and managing enrollments
Enrolling a member with AutoPay
Enrolling a donor with AutoPay
Cancelling AutoPay enrollments
Adjusting the amount and collection date for recurring donations
Modifying an existing AutoPay payment method
Using saved payment methods
Processing AutoPay transactions
Processing recurring memberships
Processing recurring donations
Viewing automatic payment transactions
Automating the recurring donation process for staff users
Resubmitting failed automatic payments
Taxation
Asia-Pacific taxation (GSTINC)
Canadian taxation (GST and HST)
Defining tax codes
European taxation (VAT)
Configuring iMIS for VAT
Setting up VAT for events, orders, and contacts
United States taxation
Reports
Reports
iMIS Report Writer
iMIS Report Writer: Best Practices
Report Writer FAQs
Report Writer: Video Series
Samples Reports
Report Writer: Commerce Reports
Report Writer: Contacts Reports
Report Writer: Events Reports
Report Writer: Finance Reports
Report Writer: Fundraising Reports
Report Writer: Membership Reports
Adding business objects and queries as available sources in Report Writer
Creating an ExpressView report
Creating an Advanced Report
Creating an Advanced Report based on an imported template
Advanced Reports: Report Options
Advanced Reports: Report Viewer Options
Report Writer Sections
Creating sections
Repeating group headers
Section shading
Creating a Dashboard with Report Writer
Creating a chained report
Creating a CrossTab report
Creating barcodes
Attaching a Report Writer report to a communication template
Printing and Exporting
Printing an attached Report Writer report
Using Report Writer invoices on the Print tab of the invoice display
Exporting and importing Report Writer reports
Filtering reports using URL parameter values
Displaying Report Writer reports
Formatting dates in Report Writer reports
Using contact images and organizational logos in Report Writer reports
Reporting with IQA or SSRS
Reporting in IQA
SSRS reports
Provided SSRS reports
Sample reports
Contact reports
Membership reports
Fundraising reports
Event reports
Commerce reports
Accounting reports
Certification reports
Content reports
Modifying and creating SSRS reports
Setting up SQL Server Data Tools
Creating IQA-SSRS reports
Creating standalone SSRS reports
Modifying a sample SSRS report
Changing the default layout for reports
Adding or replacing a report logo
RiSE
RiSE: Dashboard
Site Builder
Getting started with Site Builder
Creating a website: Getting Started & Best Practices
Performance: Best Practices
Using Quick Start Sites
Creating a site
Shortcuts and Sitemaps
Managing shortcuts
Using sitemaps
Controlling sitemap behavior
Using redirector ASPX pages
Managing Sites
Managing websites
Deactivating or deleting websites
Accessibility best practices
Creating custom 404 and 500 pages
Implementing Responsive Web Design (RWD)
Tailoring the homepage for logged-in users
Keeping users logged in while navigating through subdomains
Using iMIS with social media
Updating the iMIS time zone
Using RiSE to maximize SEO results
Generative Engine Optimization (GEO) for iMIS
Optimizing iMIS content for better search results
Tracking your site with Google Analytics 4 (GA4)
Moving content from one website to another
Page Builder
Creating content
Overview of content records
Easy Edit overview
Defining and publishing content
Updating out-of-the-box content records
Copying or moving content
Reverting to an earlier version of a content record
Tracking and approving content
Troubleshooting content records
Hiding a page from the search
Managing Content
Creating custom layouts
Defining content folders
Configuration options for content folders
Editing text in the website footer
Managing files and images
Granting access to content using the Access Settings
Choosing keywords and description text for a content record
Purging or restoring deleted content records
Managing content set within an expiration
Planning for tag inheritance
Changing zone properties
Enabling workflow for content authoring
Using the contact redirector
Theme Builder
Using out-of-the-box themes
Creating RiSE-built website templates
Creating custom themes
Updating the homepage images on out-of-the-box themes
Changing Telerik skins
Customizing the colors of website icons
Using the Constellations_Classic template
Editing the CSS of a RiSE website
Dynamic Content Items
Finding content items (iParts)
Configuring content items
Configuring paging for query results
Commerce gallery
Cart Charges Display
Cart Checkout Button Link
Cart Details Display
Confirmation Display
Continue Shopping Button Link
General Product Display
Order Billing Details
Order Confirmation Display
Order Details Header
Order Line Items
Order Shipping Details
Payment Confirmation
Product Display List
Promotion Manager
Related Items
Shipping Method Selector
Submit Order Button Link
Communities gallery
Contact gallery
Address Mapper
Certification Program History
Change History Display
Change Logon Password
Communication Preferences Editor
Contact Account Creator
Contact Address Editor
Contact Communities
Contact Mini Profile
Contact Sign In
Display Name Editor
Engagement Score Display
Interaction Log
Social Profile List Creator
Subscription Adder
Content gallery
Alert Display
Big Button Panel
Content Block
Content Collection Organizer
Content File
Content Html
Content Reference
Content Tagged List
Data Showcase
Embedded Web Page
Forms
Panel Editor
Slideshow
Social Share
Video Player
Events gallery
Event Calendar
Event Display
Event Invoice Creator
Event Program Display
Event Update Attendance
Function Display
Finance gallery
Automatic Payment Enrollments
Auto Pay Instructions Creator
Batch Invoice Payment Processing
EFT Batch Status
Guest Invoice Payment
Invoice Payment Link
Open Credit Display
Open Invoice List Display
Payment Creator
Payment Method Set Creator
Payment Option Manager
Fundraising gallery
Donation Creator
Gift Aid Declaration
Gift Aid Tax Reclaim
Recurring Donation Creator
Recurring Donation Pledge Creator
Tribute Gift Editor
Groups gallery
Group List Editor
Utility gallery
Common Search
Communication Creator
Contact Us
File Importer For Web Services
File Viewer For Web Services
Log Viewer For Web Services
Progress Tracker
Query Chart Viewer
Query Menu
Query Template Display
Recent History
Report Display
Report Writer Display
SSRS Report
Summary Display
Website gallery
Content Display
Main Content Placeholder
Primary Navigation
Secondary Navigation
Utility Navigation
Tagging
Defining tags
Defining tagged list formats
Importing content from a staging server
Searching for tagged items
Maintenance
Defining user-defined fields
Defining content types
Defining content authority groups
Auditing queries
Navigation areas
Intelligent Query Architect (IQA)
Getting started with IQA
Understanding IQA
Best practices: Configuring queries
Best practices: Using and testing queries
Building IQA queries: Tutorials
Building a new query
Understanding query relations and joins
Defining queries
IQA tab options
Developing filters
Moving queries from one folder to another folder
Getting started with IQA queries: Business Objects
Contacts Business Objects
Committees Business Objects
Membership Business Objects
Events Business Objects
Invoice Business Objects
Commerce Business Objects
Fundraising Business Objects
Communications Business Objects
Settings & Other Business Objects
Using the out-of-the-box queries
Using out-of-the-box queries: Accounting and Finance
Using out-of-the-box queries: Commerce
Using out-of-the-box queries: Communications
Using out-of-the-box queries: Contacts
Using out-of-the-box queries: Events
Using out-of-the-box queries: Membership
Advanced processes
Adding a query source to the default list
Defining displays for users
Adding links to IQA results
Creating Groups with IQA
Creating templates to display query data
Examples: IQA templates
Displaying hierarchical grids
Finding and editing existing queries
Searching for queries
Locating the query behind a report
Reporting using the fiscal year
Finding queries that use a specific business object
Granting queries access to the REST API
iMIS IQA Update for TopClass
IQA SQL reference sheet
Business Objects
Business Objects: Best Practices
Understanding business objects
Using the Expression Builder
Working with Business Object Designer
Business Object Designer field reference
Examples of business object customizations
Building a new business object to display images
Reverting and deleting business objects
Form Builder
Creating Forms: Tutorials
Form Builder FAQ
Working with out-of-the-box Forms
Using Form Designer and the Form Library
Understanding the form elements
Using Drag-and-Drop mode
Using Advanced mode
Using activity fields
Using multi-layouts
Offering preferred billing, mailing, and shipping options on a form
Using Rules
Approvals
Health Check
Form groups
Creating a new source and adding it to a form
Displaying a form
Reporting and viewing submitted form information
Using the Form migration tool
Accessing forms based on authentication
Post processing with Forms
Panel Designer
Panel Sources and Properties
Understanding the difference between panels and panel sources
Creating panel sources
Viewing and editing panel sources
Deleting panel sources
Indexing panel properties
Panels
Using the out-of-the-box panels
Creating a panel and adding it to account pages
Creating a drop-down menu for a panel
Creating a file upload option for a panel
Creating a checkbox (yes/no) option for a panel
Querying and reporting on panel data
Creating a panel that allows multiple entries
Logging changes to panel data
Editing a panel with an explicit value list
Adding images to panels
Adding activity attachments
Adding invoice panels to invoice pages
Understanding the parent panel types
Creating standalone panels
Creating event-based panels
Creating invoice-based panels
Process automation
Process Automation: Getting Started & Best Practices
Process Automation FAQ
Licensing for Process automation
Understanding scheduled tasks
Overview of out-of-the-box scheduled tasks
Using out-of-the-box scheduled tasks
Creating and editing scheduled tasks
Sending scheduled communications
Sending scheduled reports
Sending an automatic email based on a change to a panel data source
Using stored procedures in Process Automation
Reviewing logs for scheduled and scheduling tasks
Overview of out-of-the-box alerts
Creating new alerts
Creating data sources (queries) for alert tasks
Creating alert tasks and sets
Adding an Alert Display content item to a content record
Formatting alerts
Using conditional functions in alerts
Scoring
Scoring: Getting Started Guide
Scoring Examples
Creating a score formula based on membership participation
Creating a score formula based on event participation
Finding all engagement score leaders
Locating at-risk engagement score contacts and sending them an email
Calculating yearly scores
Reviewing historical scores from previous months or years
Scoring licensing: Standard and Premium
Scoring FAQ
Understanding Scoring
Using the provided formulas
Copying or deleting formulas
Creating new formulas
Calculating scores
Engagement dashboards
Updating the account page to use custom scores
Reporting on scoring data
Viewing scores
Document system
Workflow
Task Viewer
Upgrade log
Settings
Settings
About iMIS
Configuring licensing in iMIS
Understanding the iMIS cache and how it affects performance
Resetting the website cache
Clearing the cache after an upgrade
Changing the iMIS date format
Enhancing your iMIS experience
Organization: Settings
Contacts: Settings
Contacts Settings: General
Contacts Settings: Contact security
Contacts Settings: Communication preferences
Contacts Settings: Account management
Contacts Settings: Authentication
Implementing OpenID Connect (OIDC)
Social media
Single Sign-On (SSO)
Contacts Settings: Customer types
Contacts Settings: Activity types
Contacts Settings: Committee positions
Contacts Settings: Committee minutes
Contacts Settings: Relationship types
Contacts Settings: System options
Addresses: Settings
Address Settings: Address Formats
Address Settings: States and provinces
Address Settings: Countries
Membership: Settings
Communities: Settings
Fundraising: Settings
Fundraising Settings: General
Fundraising Settings: Gift Aid (UK)
Fundraising Settings: Tribute Types
Events: Settings
Events Settings: Resource types
Events Settings: General
Commerce: Settings
Commerce Settings: General
Commerce Settings: Order Types
Commerce Settings: Product categories
Commerce Settings: Shipping and Zones
Commerce Settings: System options
Finance: Settings
Finance Settings: General
Finance Settings: Financial entities
Finance Settings: Due to/Due from
Finance Settings: GL accounts
Finance Settings: Pay Central
Finance Settings: Tax categories
Finance Settings: Tax codes
Finance Settings: Tax by zip code
Finance Settings: Terms
Finance Settings: Aging
RiSE: Settings
RiSE Settings: Quick setup
RiSE Settings: Page builder configuration
RiSE Settings: Search configuration
RiSE Settings: Indexing
RiSE Settings: Process automation
RiSE Settings: Workflow configuration
RiSE Settings: Report formats
RiSE Settings: Recent history
Language translation
Setting up and enabling iMIS Translation
Activating a version (dictionary)
Adding a language culture and importing dictionaries
Creating new dictionary versions for a language
Editing phrases in a dictionary
Designating a default language for the translation drop-down
Designating a RiSE website to appear in a specific language
Configuring Microsoft Azure Translator Text application
General lookup tables
iMIS general lookup tables
Creating, editing, and deleting tables
Creating a drop-down for an activity type property
Linking a general lookup table with Panel Editor to create a drop-down
Email settings
Advanced email: Settings
Implementing Change Notifications
AI
iMIS Assistant chatbot
Settings audit: Checking settings for warnings or errors
Additional Resources
Legacy iMIS versions
Using the Workbook Converter
Workbook Converter FAQ
Workbook Converter tips
Locating the Workbook Converter
Pre-conversion tasks
Preparing the workbook data
Importing the workbook data
Post-conversion tasks
Importing standalone panels
Importing AutoPay data into the Workbook Converter
Importing direct debit mandates
ASI's Commitment to Security
iMIS reserved words
Browser requirements
iMIS Technology
iMIS Assistant chat temporaily offline
Communities gallery
Copy Page
