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Documentation

Customer System Maintenance

🏠iMIS Desktop Documentation

Address Verification Setup
Accumail and Prosort
- Implementing Postal Modules
- Using Postal Modules with iMIS
QAS Postal Barcoding

AR/Cash Setup
Accounts Receivable and Cash Receipts Overview
Batch Control
- Viewing unposted transactions
  - Examples of unposted transactions
- Working with batches
Simple Orders
Direct Transactions

AR/Cash Administration Setup
Month-End Procedures
AR/Cash: Set up module
AR/Cash: Set up tables
Accounting Tables

Billing Setup
Billing Overview
Cash Dues Billing
Cash Dues Payments
Basic Subscription Products

Billing Administration Setup
Accrual Dues
Billing: Set up module
Billing Table Maintenance
Expired Members
- Managing expired members
  - Manage expired members window
Date Usage in iMIS
- Viewing the calculated date range
- Calculating dates in billing runs
Billing Payment Importer
- Example billing import file

Certification Setup
Overview: Certification
Certification Registrations
System Setup: Certification
Certification Table Maintenance
Certification Components
- Set up components window
Certification Programs

Customers Setup
Common commands and shortcuts (Desktop)
- Standard toolbar commands
- Keyboard shortcuts
Customers Overview
Customer Data Management
Detailed Customer Data
Historical Customer Data
Customer Communication

Customer Administration Setup
Committee Management
- Managing committees
  - Manage committees window
Chapter Management
- Managing chapter members
  - Manage chapters window
Acquisition Management
Relationship Management
- Managing relationships activity records
  - Relationship Detail window
- Managing role activities
  - Manage customers window - Role tab
Customers: Set up tables
Customers: Set up module
iMIS Customizer
Customer System Maintenance

Duplicate Merge Manager Setup
Duplicate Merge Manager overview
- Generated file layouts
- Specifying an alternate data source
Using Duplicate Merge Manager

Events Setup
Events Overview
Registrations overview
- Reviewing registration data
Entering an event registration
- Register for an event window
- Register a customer window - Overview tab
Finding an event registration
Editing an event registration
Canceling an event registration
Recording registration payments
- Register a customer window - Payments tab
Applying credit balances as registration payment
Editing address information (Events)
- Register a customer window - Attendee tab
Managing hotel reservations and other information
- Register a customer window - Other tab
Entering badge information
- Register a customer window - Badges tab
  - Information Flowdown to Badges
Badges tab - "Use Company" and "Use Title"
Entering function notes
- Register a customer window - Function Note tab
Printing individual reports and reviewing rosters
Viewing a registrant's account information
Transferring an event to another registrant
Transferring a registrant to another event
Managing wait lists

Events Administration Setup
Event Definition
Event Function Definition
Events Setup
Events Table Maintenance
- Defining event registration classes
  - Set up registrant classes window
- Defining event standard resources
  - Set up event resources window
Events Accounting
- Multiple entities in events
Events Field Formats
- Events key tables
  - Accessing the events fields
  - Field syntax
- Events registration fields
Events Additional Features

EXPOCAD Interface Setup
Overview: EXPOCAD Interface
Defining an Event (Exposition) in EXPOCAD
Installing the EXPOCAD Components
Exporting Exhibitor Records into EXPOCAD
- Opening the Event in EXPOCAD
  - To open the EXPOCAD event
- Using iMISFind to Retrieve iMIS Records
  - To export iMIS records into EXPOCAD
Importing EXPOCAD Booth Data into iMIS
- Importing Booth Information into iMIS
Reviewing the iMIS and EXPOCAD Fields
- Order_Lines
- Exhb_Booth
Defining an Exposition (Event) in iMIS
Creating Activities in EXPOCAD
EXPOCAD Expositions in iMIS

Expositions Setup
Exposition Overview
Exposition Orders
Exhibitor Information
Prospect Lists
Booth Preferences
Exposition System Setup
Exposition Table Maintenance
Exposition Definition
Exposition Product Definition

Fundraising Setup
Fundraising Overview
Gifts and Pledges
Fundraising Payments
Fundraising Event Registrations
Fundraising History
- Customers Fundraising tab
- About Fundraising tab access
Fundraising Requests

Fundraising Administration Setup
Fundraising Event Management
Fundraising System Setup

General Ledger Interfaces Setup
Implementing General Ledger Interfaces
- Generic General Ledger Conversion Program
Supported Interfaces
Unsupported Interfaces

General lookup/validation tables setup
Creating general lookup/validation tables
- Set up general lookup/validation window
Reference to general lookup/validation tables

Financial Importers Setup
Orders Importer
- Using the iMIS Orders Importer
- Importing orders
  - Viewing imported orders
AR Payment Importer
- Using iMIS AR Importer
  - Example AR Import File

International Taxation Setup
Canadian Taxation (GST and HST)
European Taxation (VAT)

Issue Management Setup
Issues Overview
Entering and Editing Issues in iMIS
Sending Issue Status Updates
Generating Issues Reports
Setting up the Issues Module
Sample Scenarios
Troubleshooting Issues

Legislative Bill Tracking Setup
Legislative Tracking Overview
- Bill Tracking works with Customer
Configuring Legislative Bill Tracking
Entering Legislative Bills
Legislative Bill Tracking
Tracking Legislative Bills

NRDS Setup
Data shared between NRDS and iMIS
NRDS bridge setup and configuration
- Setting up iMIS to view and edit NRDS data
Synchronizing data between NRDS and iMIS
Adding new NRDS contacts and supplemental memberships from iMIS
Troubleshooting tips

Orders Setup
Orders Overview
Order Entry
Order Processing

Orders Administration Setup
Product Management for Orders
Product Inventory
Backorders
Orders: Set up tables
Orders: Set up warehouses
- Set up warehouses window
Orders: Set up module
Orders References
- Product status codes
- Orders accounting business rules

Payment Authorization Setup
PayPal Express Checkout Integration
Authorizing Credit Cards in iMIS
Authorization Gateways
Creating a custom credit card gateway
Payment method sets

Process Manager Setup

Professional Referrals Setup
Referrals Overview
Referral Management
Referral Lists
- Troubleshooting Provider List Problems
- Updating Referral List
Expired Records
Configuring Referrals
Reports for Referrals

Reporting in iMIS Setup
Reporting Essentials
Advanced Reporting
- Managing Crystal Reports in iMIS
- Advanced Report Customization
The Letter System (Word Merge)
Reports and Output Processes
- Clearing old query results

Sample Reports Setup
Reports for Accounting
Reports for Billing
Reports for Certification
Reports for Contacts
Event Reports
Reports for Fundraising
Reports for Issues
- Issue Statistics Report
Reports for Legislative Tracking
- Reporting Full Bill Details
- Selecting Specific Bills
Reports for Orders
Reports for Referrals
Reports for Service Central

Service Central Setup
Service Central Overview
- Service Central Windows
  - Process customer requests window
- Payment Entry window
Using Service Central

System Setup Overview
System Setup
Security Administration
System Setup (File menu)
Utilities (Utilities menu)

Subscription Fulfillment Setup
Subscription Product Management
- Creating SUB (subscription) products
- Defining Publication Product Codes
Subscription Product Billing
- Adding a Subscription Item
- Billing for a Subscription Product
Back Issues
- Defining the BACKISSUE Activity Type
- Managing Back Issue Requests
Label Generation
Subscriptions Table Maintenance

Customer System Maintenance

📘
Note
This is available only in Desktop.

Permanently deleting customer records

Customer record database schema

Troubleshooting iMIS