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  • 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: 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: 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
  • 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: 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 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
  • 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
  • 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
  • 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
  • Migrating certification programs
  • Creating a certification program
  • Defining certification communications
  • Managing enrollments
  • Approving completions
  • Cancelling certification programs
  • 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
  • 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: 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
  • 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
  • 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

Samples Reports

  • Commerce Reports
  • Contacts Reports
  • Events Reports
  • Finance Reports
  • Fundraising Reports
  • Membership Reports