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iMISiMIS
Documentation
iMIS
Documentation
Fundraising System Setup
  • 🏠iMIS Desktop Documentation
  • Address Verification Setup
  • Accumail and Prosort
    • Implementing Postal Modules
      • Installing AccuMail
      • Installing ProSort
      • Upgrading AccuMail
    • Using Postal Modules with iMIS
      • Verifying batch addresses
      • Reviewing unmatched addresses
      • Verifying addresses online
      • Advanced subscriptions
  • QAS Postal Barcoding
    • Batch and manual address verification in iMIS
    • Postal Barcoding Terms
    • Benefits of QAS Postal Barcoding Module
    • Implementing QAS with iMIS
      • Limitations and interaction with AccuMail
      • Installing QAS Pro v4 and QAS Batch v4
      • Configuring QAS Address and Data Plus formats
        • Configuring QAS Pro v4 for Australian addresses
        • Configuring QAS Pro v4 for New Zealand addresses
        • Configuring QAS Pro v4 for United Kingdom addresses
        • Configuring QAS Pro v4 for other countries
      • Configuring the QAWORLD.INI file for QAS Batch
      • Specifying QAS API install paths
        • QAS Install Paths window
      • Specifying the default country database for QAS
        • Customer Setup - QAS Options window
      • Enabling or disabling address auto-verification for QAS
    • Verifying a batch of addresses with QAS Batch
      • QAS Batch window
      • QAS Batch Interaction window
    • Manually verifying addresses with QAS
      • QAS for iMIS window
  • AR/Cash Setup
  • Accounts Receivable and Cash Receipts Overview
  • Batch Control
    • Viewing unposted transactions
      • Examples of unposted transactions
    • Working with batches
      • Manage batches window
      • Selecting an open batch
      • Batch window
      • Posting batches
  • Simple Orders
    • Processing payment amounts
    • Enter and edit orders window - Simple order entry
    • Account Info window for Simple Orders
    • Cash handling in order processing
      • Controlling the recognition of credit card entries in batches
    • Printing invoices
  • Direct Transactions
    • Enter and edit sales transactions window
    • Deciding to use a simple order entry or a sales transaction
    • Entering cash receipts
      • Enter and edit cash receipts window
    • Adjusting journal entries
      • Enter and edit credit memos window
      • Enter and edit debit memos window
      • Recording credit memos
  • AR/Cash Administration Setup
  • Month-End Procedures
    • Creating the general ledger journal
      • Transaction lists report format
    • Credit balances
    • Creating credit invoices
      • Credit Invoices window
      • Accounting transactions created when processing refunds
    • Implementing mass write-off of debit/credit balances
  • AR/Cash: Set up module
    • Financial entities
    • Setting basic AR options
      • Configure accounting options window
    • Defining default general ledger accounts
      • Default Accounts window
    • Defining aging groups
      • Aging window
    • Setting up batch control
      • AR/Cash Batch Control window
      • Limits on editing and deleting transactions
      • About marking unposted transactions
        • Examples of unposted transactions
    • Configuring the general ledger interface
      • General Ledger Interface window
      • Using special characters in file path/name
    • Implementing Advanced PCI Compliance options
      • Reading the PciAuditLog table
    • Settings for VAT taxation
  • AR/Cash: Set up tables
    • Setting up products
      • Setting up products window
    • Setting up payment terms
      • Set up terms window
    • Setting up tax codes
      • Set up tax codes window
    • Setting up cash accounts
      • Defining credit/debit card codes and accounts
      • Set up cash accounts window
  • Accounting Tables
    • Accounting impacts of direct transactions and orders
      • Accounting effect of direct transactions
      • Accounting effect of direct orders
      • Accounting effect of printing invoices
    • Main accounting tables
      • Trans table
        • Multiple trans records
        • Trans table fields
      • Invoice table
        • Invoice numbers
    • AR/Accounting table reports
      • Trans table reports
      • Invoice table reports
      • Other related iMIS tables
    • Deferred Income in iMIS
      • Working with deferred income
      • Enabling deferred income processing
      • Processing deferred income transactions
        • Deferring events/exhibition/exposition income
        • Deferring dues/subscriptions income
        • Verifying the dues/subscription deferral term
        • Ensuring an accurate deferral term
        • Processing adjustments of deferred income
      • Converting existing deferred income items
        • Conversion methods for building the initial matrix
        • Deferred Income Schedule Records window
      • Deferred income reports
    • Multiple Entity Processing
      • Enabling multi-entity processing
      • DueTo/DueFrom processing
        • Correcting balancing problems
        • Setting up DueTo/DueFrom accounts
        • Set up due to/due from window
      • Determining transaction entity ownership
      • Entity processing in Billing
      • Entity processing in Events and Exhibition
      • Entity processing in Exposition
      • Entity processing in Fundraising
      • Entity processing in AR/Cash - Sales Transactions and Simple Order Entry
      • Entity processing in Orders
      • Entity processing in Credit Memo or Debit Memo/Adjustment Transactions
      • Entity processing in AR/Cash - Cash Receipts
      • Entity processing in Service Central - Enter and edit payments
  • Billing Setup
  • Billing Overview
    • Dues billing versus non-dues billing
    • Annual versus anniversary billing
    • Cash-based versus accrual-based accounting
    • iMIS Billing terminology
    • Navigation for Billing
    • Understanding the billing process
      • Billing product codes
      • Billing cycles
      • Customer renewal notices
      • Billing reports
      • Renewal billing and payment workflow
  • Cash Dues Billing
    • Process billing window
    • Running mass dues billing
    • Running individual dues billing
    • Rebilling to correct an individual dues billing
    • Printing reminder notices
    • Generating mass billing data
      • For a dues billing run
      • For a non-dues billing run
      • For a dues rebilling run
      • For a non-dues rebilling run
  • Cash Dues Payments
    • Enter and edit payments window
    • Entering a full payment
      • Enter and edit payments window
    • Entering an overpayment
    • Entering a partial payment
    • Combining billing and payment for a new customer
    • Using open credit balances as payment (*Tab)
    • Overriding the Paid Thru date
    • Correcting cash billing payments
    • Reversing and canceling payment transactions
  • Basic Subscription Products
    • Setting up subscriptions
    • Running a non-dues billing cycle for a subscription product
    • Processing subscription cancellations after payment
      • Example: Cancel subscription product
  • Billing Administration Setup
  • Accrual Dues
    • Setting the accrual dues options
    • Creating an accrual dues billing cycle
    • Using batch control with accrual dues
      • Batch control and mass dues billing
      • Batch control and individual dues billing
    • Generating an individual accrual dues billing
      • To generate an individual accrual dues billing
    • Generating a mass accrual dues billing
    • Posting mass accrual dues batches
    • Viewing billing results
    • Processing accrual dues payments
    • Processing adjustments
      • Authorization levels for credit/debit memos
      • Credit memos for accrual dues
      • Enter and edit credit memos window
        • To process an accrual dues credit memo
        • To find an accrual dues credit memo using a transaction number
      • Debit memos for accrual dues
      • Enter and edit debit memos window
  • Billing: Set up module
    • Defining general billing options
      • General options window
    • Creating billing cycles
      • Billing cycles window
      • To create a new billing cycle
    • Defining product codes
      • Set up billing products window
      • To define a new product code
      • Defining the AVAIL_CREDIT product code
      • Configuring VAT or GST for dues products
    • Testing the setup
    • Billing Accounting
      • Billing system accounting rules
      • Using multiple entities
        • Cash dues payments with multi-entity enabled
        • Accrual dues with multi-entity enabled
      • Fundraising Dues Items
  • Billing Table Maintenance
    • Setting up customer types
    • Setting the billing and reminder notices
      • Billing and Reminder Notices window
    • Defining special pricing
      • Special Pricing window for Billing
      • Setting up customer type categories for special pricing
    • Creating the Name_All view
    • Special pricing examples
      • Pricing based on a numeric table
      • Define matching based on exact match
      • Additional special pricing examples
    • Defining prorating rules
      • Prorating window
      • Future credit and bump date prorating
    • Setting up list billing
      • Billing run troubleshooting
  • Expired Members
    • Managing expired members
      • Manage expired members window
  • Date Usage in iMIS
    • Viewing the calculated date range
    • Calculating dates in billing runs
      • Calculating the Begin Date for a dues billing run
        • How the Begin Date for an anniversary billing cycle is calculated
        • Begin Date for an annual billing cycle
      • Calculating the Begin Date for a non-dues billing run
      • Calculating the Billing Interval for a dues billing run
        • Billing interval for anniversary dues billing cycle
        • Billing interval for annual dues billing cycle
      • Calculating the Billing Interval for a non-dues billing run
        • Billing interval for anniversary non-dues billing cycle
        • Billing interval for annual non-dues billing cycle
  • Billing Payment Importer
    • Example billing import file
  • Certification Setup
  • Overview: Certification
    • Benefits of Certification
    • iMIS Certification Terms
    • Special Features of iMIS Certification
    • How Certification Works
    • Navigation for Certification
  • Certification Registrations
    • Registering a Student for a Program
      • Register a student by program window
    • Adding Program Notes
      • Registration Description window
    • Viewing Certification Activity Records
      • Activity window
    • Viewing Student Program Details
      • Program Requirements window
    • Using the Register a student by program window
    • Using the Register a student by component window
    • Assigning Pass, Fail, and No Show to a Registration
    • Entering a Component Order
    • Entering a Payment
    • Viewing and Editing Certification Orders in AR/Cash and Orders Modules
    • Processing Component Registrations using Events
      • View rosters by component window
    • Purging Certification Registration Records
      • Purge registration window
  • System Setup: Certification
    • Configure certification options window
    • Setting up User-Defined Fields
    • Defining Activity Fields
      • Certification Activity Setup window
    • Defining Certification Options
      • Certification System Options window
    • Creating Certification Activity Types
  • Certification Table Maintenance
    • Certification Set up tables submenu
    • Defining Component Categories
    • Creating Subcomponents
      • Set up subcomponents window
      • Set up component categories window
      • To clone a subcomponent
  • Certification Components
    • Set up components window
  • Certification Programs
    • Creating a Program
      • Set up programs window - Program list
        • Certification Program Type window
        • Set up programs window - Program definition
      • Set up programs window
    • Specifying Joint Program Requirements
    • Setting Program Dates
      • Program Dates window
    • Setting Additional Program Options
      • Program Options menu
    • Testing for Completion of a Program
    • Canceling, Closing, and Deleting Programs
      • Delete canceled programs window
      • Delete closed programs window
  • Customers Setup
  • Common commands and shortcuts (Desktop)
    • Standard toolbar commands
    • Keyboard shortcuts
  • Customers Overview
    • Association list management
    • iMIS Customers feature terms
    • Reviewing the iMIS interface
    • Navigation for Customers
  • Customer Data Management
    • Authorization levels for Customers
    • Customer data entry
    • Finding customer records
      • Opening customer records
      • Search window
      • Find Company window
    • Modifying customer records
    • Data entry features
      • About customer data fields
      • Field focus
      • Duplicate record checking
      • Address verification
      • Reviewing undefined values
      • Date field data entry
      • Company flow down in iMIS
      • Working in data grids
      • Selecting multiple values for user-defined fields
      • Using the Clipboard icon
    • Running multiple iMIS instances
    • Managing tab preferences
      • Customer Portfolio Tab Preferences window
      • Customers tab security
      • Customizing the default Tab Preferences
  • Detailed Customer Data
    • About Detail and History tab preferences
    • Manage customers - Detail area
      • Manage customers window - Profile tab
      • Manage customers window - Donor Data tab
      • Manage customers window - Status tab
      • Manage customers window - VAT tab
      • Manage customers window - Solicitor Data tab
      • Manage customers window - Other tab
      • Manage customers window - User-defined tab
    • Entering financial information
      • Manage customers window - Financial tab
    • Entering note information
      • Manage customers window - Notes tab
    • Adding a picture
      • Manage customers window - Picture tab
    • Entering salutations information
      • Salutations tab
  • Historical Customer Data
    • Sorting history tab data
    • Reviewing the History area
      • Manage customers window - History tabs
    • Viewing results
      • Manage customers window - Results tab
    • Viewing record history
      • Manage customers window - Record History tab
    • Managing call activities
      • Manage customers window - Calls tab
    • Managing letter activities
      • Manage customers window - Letters tab
    • Viewing company rosters
      • Manage customers window - Roster tab
    • Viewing AR/Cash activity records
      • Manage customers window - AR/Cash tab
    • Viewing billing items
      • Manage customers window - Billing tab
    • Managing activity records
      • Manage customers window - Activities-All tab
        • The Activity Detail window
    • Viewing event registrations and activities
      • Manage customers window - Events tab
    • Viewing orders and order activities
      • Manage customers window - Orders tab
    • Viewing exhibition registrations and activities
      • Manage customers window - Exhibition tab
    • Viewing exposition activities
      • Manage customers window - Exposition tab
    • Viewing certification activities
      • Manage customers window - Certification tab
    • Managing label preferences
      • Manage customers window - Label Preferences tab
    • Viewing change log activity records
      • Manage customers window - Change Log tab
    • Viewing fundraising information
    • Managing matching plans information
      • Manage customers window - Matching Plans tab
    • Managing notification information
      • Manage customers window - Notification tab
    • Viewing project information
      • Manage customers window - Process Manager tab
  • Customer Communication
    • Generating customer profiles
    • Creating letters
    • Emailing customers
    • Printing customer address labels
    • Attaching documents to activity records
      • Activity Attachment window
      • Viewing activity attachments
  • Customer Administration Setup
  • Committee Management
    • Managing committees
      • Manage committees window
  • Chapter Management
    • Managing chapter members
      • Manage chapters window
  • Acquisition Management
    • Setting acquisition options
      • Customer Setup - Acquisition Options window
    • Importing prospect records
    • Finding and converting prospect records
  • Relationship Management
    • Managing relationships activity records
      • Relationship Detail window
    • Managing role activities
      • Manage customers window - Role tab
  • Customers: Set up tables
    • iMIS table layout
    • Building tables guidelines
    • Using international address formatting
      • International address formatting in iMIS reports
      • Set up country names window
      • Address layouts
      • Set up country address layouts window
        • Address Layout Tester window
      • Set up state/province codes window
    • Customer general lookup/validation and expansion tables
    • Setting up Chapter Management
      • Defining chapter codes
      • Set up chapters window
    • Setting up committees
      • Set up committee codes window
      • Set up committee positions window
    • Setting up relationship types
      • Configuring Relationships
      • Set up relationship types window
  • Customers: Set up module
    • Configure membership options window
    • Setting basic customer options
      • Customer Setup - Basic Options window
      • About iMIS IDs
      • Preferred sort order options
    • Setting customer address and notes
      • Customer Setup - Address and Notes window
      • Troubleshooting: Email
    • Synchronizing phone and email data
      • Customers synchronization behavior
      • Imported records and synchronization
      • Running the synchronization SQL script
      • Synchronizing work phone, fax, and email example
      • Automatic updating and synchronization
      • Avoiding blank address records
    • Setting Accumail options
    • Defining lookup indexes for the Find window
      • Customer Setup - Indexes window
    • Adding and deleting fields in the change log
      • Customer Setup - Change Logging window
    • Setting advanced customer options
      • Customer Setup - Advanced window
      • About user defined company flow down
      • Customizing clipboard fields
      • Customizing roster display fields
      • Formula for checking for duplicate records
        • Example duplicate record check formulas
    • Customer Setup - Access Keys window
    • Defining customer types
      • Customer types window
    • Implementing and managing activity types
      • Activity types window
      • Creating tabs for activity types
      • Activity attachments
        • Activity attachment fields
      • Creating mailing and address lookup and validation
    • Area code updates window
  • iMIS Customizer
    • Custom table features
    • Custom field features
    • Custom tab features
    • Apply demographics to a new task
    • Customer Setup - Additional Windows window
    • To access the Customizer
    • Creating a user-defined table
      • User Defined Tables window
      • To create a user-defined table
      • To modify a user-defined table
      • To delete a user-defined table
    • Creating a user-defined tab
      • Window Designer window
      • To create a user-defined tab
      • To modify a user-defined tab
      • To delete a user-defined tab
      • To display custom window fields in customer profiles
    • Creating custom tabs
      • Custom Tab Designer window
      • To create custom tabs
    • Reviewing the Customizer interface
      • Sample user-defined tabs
    • Entering user-defined data
    • Viewing data on multiple-instance, user-defined tabs in non-grid format
    • Viewing read-only fields in user-defined windows
    • Limiting access and/or hiding tabs
      • Access security levels
    • SQL reserved words
    • Customizer tips
      • Troubleshooting Customizer
  • Customer System Maintenance
    • Permanently deleting customer records
    • Customer record database schema
    • Troubleshooting iMIS
      • Shortcut limitation with multiple instances
      • Error log files
  • Duplicate Merge Manager Setup
  • Duplicate Merge Manager overview
    • Generated file layouts
    • Specifying an alternate data source
  • Using Duplicate Merge Manager
    • Duplicate Merge Manager window
    • Identifying potential duplicate records
    • Viewing duplicate groups
    • Managing group records
      • Selecting the IDs to delete
    • Merging and deleting records
      • Merge actions performed for IDs to merge
      • Merge actions performed for IDs to delete
      • Merge actions performed on ContactMain and UserMain records
  • Events Setup
  • Events Overview
    • Event terminology
    • Events authorization levels
    • Navigation for Events
  • 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
    • Selecting open payments for registrations: *Tab
    • The Individual and All views
    • Applying credit balances to other registrants
      • Select Open Payments window (Events)
  • Editing address information (Events)
    • Register a customer window - Attendee tab
      • Information Flowdown to Open Events
      • Attendee tab - "Use Company" and "Use Title"
      • Fields Populated Automatically when Using Add to Master
      • Changing Tax Authority after Registration
  • Managing hotel reservations and other information
    • Register a customer window - Other tab
  • 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
    • Viewing available events
      • Define an event window
    • Cloning an event
    • Defining a new event
      • Define an event - event details window
    • Defining Event Web Options
    • Configuring content item-based event registration
    • Entering event descriptions and addresses
      • Event Description window
      • Event Address window
    • Entering event coordinators and notes
      • Event Coordinators window
        • Event Notes window
    • Viewing the event roster
    • Closing an event
    • Canceling an event
  • Event Function Definition
    • Event Function Detail window
      • Using the Event Function Detail window and its child windows
      • Using the Booths window and its child windows
    • Setting fees
      • Event Function Definition - Fees window
    • Fee structure scenarios
      • No Fees Charged
      • Single Fee and Income Account
      • Early and Regular Fees for All Classes
      • Multiple Fees and Income Accounts by Class
      • Multiple Fees by Class, Single Income Account
      • Single Fee and Multiple Income Accounts by Class
      • Multiple Fees for Some Classes, Single Fees for Others
      • Some Functions with Fees by Class, Some with Fees for All
    • Function planning
      • Event Function Definition - Plan window
    • View and assign event function staff
      • Event Function Definition - Staff window
    • Tracking credits for continuing education
      • Event Function Definition - CEU window
      • Function Attendance window
    • Linking event functions
      • Function Links window
        • Child Components window
    • Viewing the function roster
    • Editing event functions
  • Events Setup
    • Events Set up module
    • Events: Set up tables
    • Setting up basic event information
      • Set up module window for Events
    • Enabling event system preferences
      • Event System Preferences window
    • Enabling event wait lists
    • Mapping user-defined fields to event activity records
      • Set up activity types window for Events
    • Setting up Advanced features
      • Events Advanced Features window
  • 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
      • Fields: Register a customer window - Overview tab
      • Fields: Register a customer window - Attendee tab
      • Fields: Register a customer window - Other tab
      • Fields: Register a customer window - Badges tab
  • Events Additional Features
    • Continuing Education
      • CEU system setup
      • CEU record keeping
    • Speaker Evaluation
      • Defining speakers and evaluation criteria
        • How many speaker groups?
        • Speaker resources example
      • Evaluating speakers
        • Speaker activity records
    • Hotel Room Block Management
      • Defining hotels
        • Hotels window
        • Room Types window
      • Managing reservations
        • Hotel Availability window
        • Room Sharing window
    • Exhibitions
      • Printing individual reports and reviewing rosters
      • Viewing a registrant's account information
      • Substituting registrants
      • Transferring a registrant to another event
      • Managing wait lists
  • EXPOCAD Interface Setup
  • Overview: EXPOCAD Interface
    • EXPOCAD Interface Capabilities
    • EXPOCAD Components
    • Benefits of the EXPOCAD Interface
    • EXPOCAD Interface Terms
    • Table Structures for EXPOCAD
    • EXPOCAD Known Issue
    • Overview of EXPOCAD Requirements
  • Defining an Event (Exposition) in EXPOCAD
    • Defining the Default Booth Size in EXPOCAD
      • To set the default unit of measurement
      • To set the booth default values
    • Defining the Event (Exposition) in EXPOCAD
      • To define the company database and event in EXPOCAD
    • Creating an EXPOCAD Floor Plan
      • To create an EXPOCAD floor plan
  • Installing the EXPOCAD Components
    • Installing EXPOCAD
    • Installing iMISFind
      • To install iMISFind
      • ODBC setup for the iMISFind application
    • Creating an ODBC for FoxPro
      • To set up a FoxPro ODBC
    • Setting up iMISFind for use with EXPOCAD
      • To specify the data source in iMISFind
    • Setting up iMIS for use with EXPOCAD
      • To set iMIS authorization levels
      • To select the booth measurement option
      • To define the EXPOCAD local setup
  • 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
      • To import booth information into iMIS
      • To print the Import Error List
      • To fix an error on the Import Error List
      • To delete a record from the Import Error List
  • Reviewing the iMIS and EXPOCAD Fields
    • Order_Lines
    • Exhb_Booth
  • Defining an Exposition (Event) in iMIS
    • Defining an EXPOCAD Exposition (Event) in iMIS
      • iMIS features disabled when defining an EXPOCAD exposition
      • To define an EXPOCAD exposition (event) in iMIS
      • To change an exposition category
    • Defining Exposition Products and Pricing
      • To define booth products and pricing
      • To define other products and pricing
    • Defining Product Mapping
      • To define product mapping
  • Creating Activities in EXPOCAD
    • Renting Booths in EXPOCAD
      • To rent booths
    • Un-renting Booths in EXPOCAD
      • To un-rent booths
    • Changing the Booth Number in EXPOCAD
      • To change a booth number
    • Changing the Booth Class in EXPOCAD
      • To change the booth class
  • EXPOCAD Expositions in iMIS
    • Reviewing changes in the Exposition Orders Window
    • Processing an EXPOCAD Order in iMIS
      • To enter an EXPOCAD order
    • Viewing an EXPOCAD Order
      • To view an EXPOCAD order
    • Viewing EXPOCAD Booth Changes
      • To view EXPOCAD booth changes
    • Editing an EXPOCAD Order in iMIS
    • Canceling an EXPOCAD Order in iMIS
    • Closing an EXPOCAD Exposition in iMIS
  • Expositions Setup
  • Exposition Overview
    • iMIS Exposition Management System Capabilities
    • iMIS Exposition Terminology
    • Navigation for Exposition
  • Exposition Orders
    • Overview of exposition order processing
      • Process booth orders window
    • Entering Exposition Orders
    • Editing Exposition Orders
    • Finding Exposition Orders
    • Canceling Exposition Orders
    • Assigning Booths
      • Booth Inventory Assignment window
        • Current Booth Assignments window
        • Conflicting Booths/Products window
    • Editing Address Information (Expo)
      • Information Flowdown to Open Expositions
        • Expo Registration - Name/Address window
      • Name Address window - "Use Company" and "Use Title"
    • Entering Payments
      • Payments window
    • Entering Expo Badge Information
      • Information Flowdown to Expo Badges
        • Badges window
      • Expo Badges window - "Use Company" and "Use Title"
    • Entering Order Line Notes
      • Expo Order Line Note
    • Viewing an Exhibitor's Transaction Ledger
    • Entering Other Registration Information
      • Expo Registration - Other window
    • Managing an Exhibitor's Product List
      • Exhibitor Company Product Maintenance window
        • Load Products from Previous Exposition window
    • Managing Company Conflicts
      • Company Conflicts window
    • Managing Wait Lists for Exhibitors
      • Wait List Processing window
    • Printing Individual Reports and Reviewing Rosters
    • Viewing Exposition Rosters
      • Expo Roster window
    • Substituting Exhibitors
    • Transferring Exhibitors
  • Exhibitor Information
    • Overview of exhibitor information
    • Viewing Exhibitor Information
      • View exhibitor information window
    • Entering Exhibitor Information
      • Exhibitor Information window
    • Managing Exhibitor Contacts
      • Exhibitor Contacts window
        • Manage Contacts window
    • Viewing Booth Changes
      • Booth Change History window
    • Managing Service Contractors
      • Current Service Contractors window
        • Service Contractor Find window
    • Tracking Forms
      • Forms Status window
    • Viewing an Exhibitor's Ledger
      • Accounts Receivable window
      • Transaction Ledger window for Exhibitors
  • Prospect Lists
    • Overview of prospect lists
    • Loading Prospect Lists
      • Manage prospect lists window
    • Managing Exhibitor Sales
      • Expo Sales window
    • Using Sales Scripts
      • Sales Script window
    • Reserving Products
      • Reserve Products window
        • Reservation window
    • Viewing Exposition History
      • Expositions/Meetings for window
    • Managing Activity Records for Exhibitors
      • Exposition Activity Detail window
    • Generating Expo Letters and Reports
      • Expo Prospect Reports window
    • Adding Prospects
      • Add a Prospect window
  • Booth Preferences
    • Overview of booth preferences
    • Assigning Exhibitor Booth Preferences
      • Booth Preferences window
        • Preference Booth Select window
    • Accepting, Declining, Converting, and Deleting Exhibitor Booth Preferences
      • Manage booth preferences window
  • Exposition System Setup
    • Overview of Exposition Setup
      • Set up Expo module window
    • Creating User-Defined Fields
    • Enabling System Options
      • Expo System Options window
      • Using default exposition activity types
    • Setting up Advanced Exposition Features
      • Expo Advanced Features window
  • Exposition Table Maintenance
    • Overview of Exposition Tables
      • Set up tables sub-task list (Exposition)
    • Managing Exposition Products
      • Set up product master list window
    • Managing Conflicting Products
      • Exhibited Product Conflicts window
    • Managing Exposition Forms
      • Set up forms master list window
    • Managing Exposition Prospects
      • Set up prospect list window
        • Update Prospect Lists window
    • Managing Sales Scripts
      • Set up sales scripts window
        • Arrange Script Sections window
    • Managing Exhibitor Classes
      • Set up exhibitor classes window
    • Creating General Lookup/Validation Tables for Exposition Management
      • Tables window
  • Exposition Definition
    • Overview of exposition definition
    • Viewing Available Expositions
      • Set up an exposition window
    • Cloning an Exposition
    • Defining an Exposition
      • Set up an exposition window (second instance)
    • Defining General Exposition Options
      • Expo General Setup window
    • Defining Exposition Options
      • Expo Options window
    • Managing Service Contractors
      • Service Contractor Maintenance window
    • Managing Exposition Forms
      • Expo Forms window
    • Managing Proximity Assignments
      • Proximity Assignment window
    • Defining Exposition Descriptions
      • Expo Description window
    • Defining Exposition Addresses
      • Expo Address window
    • Defining Exposition Notes
      • Expo Notes window
    • Canceling an Exposition
    • Closing an Exposition
  • Exposition Product Definition
    • Overview of exposition product definition
    • Defining Exposition Products
      • Exposition Product Detail window
    • Defining Product Fees
      • Exposition Booth & Product Fees window
    • Linking Exposition Products
      • Exposition Product Links window
    • Defining Upsell Items
      • Exposition Products - Upsell Items window
    • Managing Booth Inventory
      • Booths window
  • Fundraising Setup
  • Fundraising Overview
    • How Fundraising integrates with other features
    • Fundraising terms
    • Navigation for Fundraising
  • Gifts and Pledges
    • Gifts and pledges overview
    • Entering a single gift or pledge
      • Enter and edit gifts window
        • Rapid Gift Entry in Enter and edit gifts window
        • Gift - Name/Address - Soft Credit window
        • Enter and edit gifts window - Soft credit tab
        • Select Open Payments window (Fundraising)
    • Editing gifts and pledges
      • Correcting a gift after the batch is posted
      • Refunding a gift
    • Viewing gifts and pledges
      • Soft credit debit and credit memos history
    • Deleting gifts and pledges
    • Adding a donor record
      • Enter and edit gifts window - Donor tab
    • Sending a customized acknowledgement letter
      • Enter and edit gifts window - Acknowledge tab
    • Entering memorials and tributes
      • Enter and edit gifts window - Memorial/Tribute tab
    • Entering split gifts
      • Enter and edit gifts window - Split Gifts tab
    • Adding notes
      • Enter and edit gifts window - Notes tab
    • Entering an installment pledge
      • Enter and edit gifts window - Installments tab
    • Entering matching gifts
      • Enter and edit gifts window - Matching Plan tab
    • Attaching premiums
      • Enter and edit gifts window - Premiums tab
      • Processing premiums
      • Process premiums window
    • Checking for duplicate donor records
    • Issuing reminders and thank you letters at gift entry
      • Select Report window for Fundraising
  • Fundraising Payments
    • Fundraising payments overview
      • Process gift payments window
    • Using credit memos and debit memos
      • Viewing pledge adjustments in the Customer Portfolio
      • Working with credit memos
      • Enter and edit pledge credit memos window
        • Find window
      • Working with debit memos
      • Enter and edit pledge debit memos window
      • About finding credit and debit memos using multiple search criteria
    • Entering appeal expenses
      • Enter and edit appeal expenses window
      • Edit an appeal expense
      • Delete an appeal expense
  • Fundraising Event Registrations
    • Registering for a fundraising event
      • Register a customer window - Overview tab
    • Entering event payments
      • Register a customer window - Payments tab
    • Event GIFT and MEETING activities
      • Event items in Customer Fundraising history tab
      • Event Gifts are included in the Gift Portfolio
      • Campaign Management and function fees
      • Donor clubs and function fees
  • Fundraising History
    • Customers Fundraising tab
      • About Fundraising history filters
      • About soft credit history
      • Fundraising tab - Summary sub-tab
      • Fundraising tab - Donor History sub-tab
      • Donor History Sub-tab - Donor History Detail window
      • Fundraising tab - Donor Recognition sub-tab
      • Fundraising tab - Requests sub-tab
    • About Fundraising tab access
  • Fundraising Requests
    • Requests overview
    • Managing request activities
      • Manage requests window
      • Request Entry window
    • Importing request activities
  • Fundraising Administration Setup
  • Fundraising Event Management
    • Defining an event function as a fundraising function
    • Receipts, reports, and summaries
    • Setting event function fees
      • About multi-entity and function fees
  • Fundraising System Setup
    • Customers: Set up fundraising
      • Defining activity types
        • Setting up REQUEST, GIFT, and PLEDGE activity types
      • General lookup/validation tables for Fundraising
      • Customer - Set up Fundraising options
      • Adding solicitor data to a customer record
      • Adding fundraising information to a customer record
      • Adding notification information to a customer record
      • Creating matching plans in company records
    • Fundraising: Set up module
      • Fundraising setup overview
      • Designating your organization as a fund
      • Set up funds window
      • Defining funds
      • Defining fundraising campaigns
        • Set up campaigns window
      • Defining fundraising appeals
      • Set up appeals window
      • Defining distributions and premiums
      • Set up distributions window
        • Appeal Premiums window
      • Defining donor clubs
      • Set up donor clubs window
        • To define donor clubs
      • Defining fundraising setup options
      • Configure fundraising options window
      • Enabling rapid gift entry in Enter and edit gifts window
      • Fundraising authorization levels
    • Setting up fundraising accounting
  • General Ledger Interfaces Setup
  • Implementing General Ledger Interfaces
    • Generic General Ledger Conversion Program
  • Supported Interfaces
    • ACCPAC for Windows
    • FundWare
    • Great Plains Dynamics - Integration Manager
    • MAS 90 (Sage)
    • MIP NonProfit Series
    • Peachtree for Windows
    • Quickbooks Pro
    • Solomon IV – Read Consolidation File
    • Solomon IV – Transaction Import Utility
  • Unsupported Interfaces
    • Access Accounts for Windows
    • Business Works for Windows
    • Exact for Windows
    • Platinum for Windows
    • Platinum SQL
    • Sage Sterling
  • General lookup/validation tables setup
  • Creating general lookup/validation tables
    • Set up general lookup/validation window
      • To create a general lookup/validation table
      • To import files into a general lookup/validation table
      • To delete a general lookup/validation table
  • Reference to general lookup/validation tables
    • ACCESS_KEYWORDS (Validation)
    • ADDRESS_PURPOSE (Validation)
    • APPEAL_TYPE  (Validation)
    • BADGE_TYPES (Validation)
    • BAD_ADDRESS (Validation)
    • CATEGORY (Validation)
    • CEU_TYPE (Required Validation)
    • COMMITTEE_GROUP (Validation)
      • To create the Committee Group general lookup/validation table
    • COMMITTEE_STS (Required Validation)
    • CONFLICT_CODE (Validation)
    • CONTACT_TYPE (Validation)
    • COUNTRY  (Validation, Expansion)
    • DESIGNATION (Expansion only)
    • EXPENSE_TYPE (Validation, Expansion)
    • EXPO_CAT (Validation)
    • EXPO_PROD_CAT (Validation)
    • FUNC_TITLE (Validation)
    • FUNDRAISER_TYPE (Validation)
    • GIFT_AMOUNT (Lookup only)
    • GL_ACCOUNT (Validation)
    • GROUP_CODE (Validation)
      • To create the GROUP_CODE general lookup/validation table
    • HOLD_CODES (Lookup only)
    • LOCATION (Lookup only)
    • MAIL_CODE (Lookup only)
    • MEETING_TYPE (Lookup only)
    • MEM_TRIB_RELATIONSHIP (Validation)
    • MEMBER_STATUS (Required Validation)
    • MERGE_CODE (Validation)
    • NOTE_PURPOSE (Validation)
    • PREFIX (Validation)
    • REFERRAL_AREA (Validation)
    • REQUEST_STATUS (Validation)
    • REQUEST_TYPE (Validation)
    • SALUTATION_CODE (Validation)
    • SHIP_METHOD (Required Validation)
    • SIC_CODE (Validation)
    • SOURCE_CODE (Validation)
    • SR_AREA (Validation)
    • SR_CAT (Validation)
    • SR_ENVIRON (Validation)
    • SR_CATLEVEL (Validation)
    • SR_CNTTYPE (Validation)
    • SR_RES (Required Validation)
    • SR_SRVTYPE (Required Validation)
    • SR_SYS (Validation)
    • SR_VERSION (Validation)
    • STATE (Validation)
    • SUFFIX (Validation)
    • TITLE (Validation/Lookup)
    • ZIP3 (Validation)
  • Financial Importers Setup
  • Orders Importer
    • Using the iMIS Orders Importer
      • Formatting import data
      • Batch Header Record (BH)
      • Order Header Record (OH)
      • Order Address Record (OA)
      • Order Payment Record (OP)
      • Order Line Record (OL)
    • Importing orders
      • Viewing imported orders
  • AR Payment Importer
    • Using iMIS AR Importer
      • Example AR Import File
  • International Taxation Setup
  • Canadian Taxation (GST and HST)
    • Enabling Canadian taxation for the Default Organization
    • Defining Canadian tax codes
    • Defining the default tax authority
    • Defining the GSTINC tax authority (Asia-Pacific)
    • Enabling Canadian taxation for countries
    • Applying Canadian taxation to Events
    • Applying Canadian taxation to Orders
    • Modifying reports for Canadian taxation
  • European Taxation (VAT)
    • Configuring iMIS for VAT
      • Enabling VAT for the default organization
      • Defining VAT and intrastate country codes
      • Defining VAT tax categories
      • Defining VAT tax codes
      • Configuring financial entities for VAT
      • Setting up Company Flow Down for VAT
      • Configuring VAT options in AR/Cash
        • Taxation based on Bill To versus Ship To
        • How taxation methods use the VAT tab
      • Defining VAT Rules for Events
        • How VAT Rules test Contact Country
        • Examples of VAT Rules
    • Setting up VAT for Events
    • Setting up VAT for Orders
    • Setting VAT tab data for a contact
    • Overriding VAT for a registrant (event attendee)
    • Overriding VAT on an order
    • Modifying reports and invoices for VAT
    • Validating VAT
  • Issue Management Setup
  • Issues Overview
  • Entering and Editing Issues in iMIS
    • Viewing and Deleting Issues
    • Entering and Editing Issues
      • Issue Status area
      • Submitted By area
      • Issue Description area
      • Assignment area
    • Entering and Editing Issue Resolution Information
      • Resolution area
      • Verification area
  • Sending Issue Status Updates
  • Generating Issues Reports
  • Setting up the Issues Module
    • Sample Scenario general lookup/validation tables
    • Configuring Options for Issues
    • Configuring user prompts
    • Configuring Issues e-mail
      • E-Mail Overlay report specification
      • Creating the ISSUEREQ activity type
  • Sample Scenarios
    • Scenario Field Labels
    • Scenario Predefined Drop-Down List Values
    • Issue Entry without Manager Approval
    • Issue Entry with Manager Approval
    • Issue Entry with Analysis and Testing
  • 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
    • Inventory control features
    • Order inquiry and reporting
    • Orders system integration
    • Benefits of order processing
    • Order processing terms
    • Navigation for Orders
  • Order Entry
    • Entering orders
      • Searching for products
        • Product Find window
      • Enter and edit orders window - Full Order Entry
        • Enter and edit orders window - Overview tab
      • Preventing duplicate product line-items
    • Entering order details information
      • Enter and edit orders window - Order Details tab
      • Understanding order hold codes
    • Entering shipping information
      • Enter and edit orders window - Ship to Info tab
      • About assigning default shipping methods during order entry
    • Entering order payments
      • Enter and edit orders window - Payments tab
    • Viewing account information
      • Enter and edit orders window - Account Info tab
    • Ordering upsell, cross-sell, and replacement items
      • Using the Opportunities Legend
        • Opportunities window
    • Ordering products from multiple warehouses
    • Entering detailed product information
      • Product Detail window
    • Viewing publication details
      • Publication Detail window
    • Finding orders
      • Order Selector window
    • Editing orders
    • Canceling orders
    • Editing payment types
      • Recognize Credit Card Order Payments as Prepaid Cash - option enabled
      • Recognize Credit Card Order Payments as Prepaid Cash - option disabled
    • Applying credit balances as orders payment
      • Selecting open payments for orders: *Tab
      • Applying credit balances to other customers
        • Select Open Payments window (Orders)
    • Entering credit memo orders
    • Entering debit memo orders
    • Printing order-specific reports
      • Select Report window for Orders
    • Accessing the Orders feature from Customers
      • Manage customers window - Orders tab (Current view)
        • Manage customers window - Orders tab (History view)
    • Viewing order activities
    • Adding new customers during order entry
      • Add New Customer window
      • To add a new customer during order entry
  • Order Processing
    • Using order processing
      • Process orders sub-task list
    • Converting orders
    • Printing sales quotes
      • Print quotes window
    • Converting quotes
      • Convert quotes window
    • Printing pick lists
      • Print pick list window
    • Printing shipping papers
      • Print shipping papers window
    • Shipping orders
      • Ship orders window
    • Generating an order invoice
      • Invoice orders window
    • Closing orders
      • Close orders window
    • Manually release backorders
  • Orders Administration Setup
  • Product Management for Orders
    • Manage inventory sub-task list
    • Defining products
      • Manage products window
    • Defining Product Kits
      • Kitting window
    • Defining product special pricing
      • Special Pricing window for Orders
    • Designating upsell, cross-sell, and replacement items for products
      • Upsell/Replace window
    • Defining product account information
      • Accounting window
    • Defining standard inventory parameters
      • Inventory window
    • Defining inventory parameters for multiple warehouses
      • Warehouses window
    • Defining publication demographics
      • Publication Demographics window
    • Enabling products for the web
      • Web Options window for products
  • Product Inventory
    • Manage inventory sub-task list
    • Entering and posting inventory transactions
    • Enter and edit receipts and adjustments window
    • Entering inventory receipts
    • Entering inventory adjustments
    • Entering inventory transfers
    • Opening and finding inventory transactions
    • Editing and deleting inventory transactions
    • Posting inventory transactions
      • Post receipts window
      • Posting transactions for multiple warehouses
    • Viewing product inventory
  • Backorders
    • Processing backorders automatically
      • Backorder Processing window
    • Releasing backorders
      • Release backorders window
      • Releasing backorders by posting product receipts
      • Releasing backorders manually
    • Backordering product kits
  • Orders: Set up tables
    • Set up order types window
    • Product categories setup
      • Set up product categories window
      • Enabling product categories for the web
        • Web Options window for product categories
    • Tax codes setup
      • Set up tax codes window
    • Freight setup
      • Freight by weight
        • Defining shipping methods
        • Defining weight tables
      • Set up freight by weight window
      • Freight by total value
        • Set up freight by total value window
        • Defining value ranges
        • Calculating order values that fall outside defined ranges
      • Freight by total quantity
        • Set up freight by total quantity window
        • Defining quantity ranges
        • Calculating freight charges that fall outside defined ranges
      • Zones setup
        • Set up shipping zones window
        • Verifying shipping zones for orders
    • Overview or Orders set up tasks
      • Set up tables sub-task list (Orders)
  • Orders: Set up warehouses
    • Set up warehouses window
  • Orders: Set up module
    • Configure commerce options window
    • Defining order status defaults
      • Order Status Defaults window
    • Defining add-on charges
      • Add-on Charges window
    • Defining default shipping methods for individual countries
      • Default Shipping Configuration window
    • Defining backorder options
      • Backorder Processing window
      • Disabling multiple warehouses
    • Defining inventory options
      • Inventory System Setup window
      • Enabling multiple warehouses
    • Defining web order options
      • Web Order Options window
      • Using a customer's default tax authority
  • Orders References
    • Product status codes
      • Assigning status codes to products
        • Active products
        • Inactive products
        • Products marked for deletion
        • Products that are Not Available
        • Products that are Out of Production
      • Changing product status codes
        • Changing an active product's status
        • Changing an Inactive, Not Available, or Out of Production product's status
      • Verifying a product's status during order entry
        • Inactive or Mark for Deletion
        • Not Available or Out of Production (no inventory is available)
        • Active or Out of Production (inventory is available)
      • Verifying a Product's Available Inventory during Order Entry
        • Active
        • Out of Production
      • Summarizing product status codes and upsell/cross-sell/replacement items
      • Product search results filter by status
    • Orders accounting business rules
      • Understanding cash handling in orders
        • Cash and check payments
        • Credit card payments
        • Back orders and batch control
      • Understanding order accounting entries
      • Understanding order inventory transactions
      • Understanding product account hierarchy
        • Standard inventory
        • Multiple warehouses
      • Understanding inventory accounting transactions
        • Standard inventory transactions
        • Multiple warehouse inventory transactions
        • Account hierarchy for inventory adjustments
      • Understanding multiple entities and orders
        • Determining a product's owner entity
        • Assigning entities to standard orders
        • Assigning entities to credit memo orders and debit memo orders
        • Assigning entities during transaction generation
        • Due To/Due From scenarios
        • Examples of Due To/Due From scenarios
  • Payment Authorization Setup
  • PayPal Express Checkout Integration
    • Setting up PayPal Express Checkout
    • Restricting payment methods to PayPal only
    • Using PayPal for standalone donations
    • Auditing PayPal payments
    • Refunding PayPal payments
  • Authorizing Credit Cards in iMIS
    • Card authorization requirements
    • The card authorization process
    • Card authorization terms
    • Setting up card authorization
      • Installing iMIS and adding license keys
      • AR/Cash Credit Card Authorization window
      • Setting up credit/debit card cash accounts in AR/Cash
      • Requiring a Card Security Code (CSC) for credit/debit card transactions
      • Accepting and validating Diners Club and Carte Blanche credit cards
      • Setting up multiple card authorization accounts
      • Setting up authorization options in Fundraising
      • Setting up European debit card authorization
      • Setting up an authorization account for non-iMIS supported gateway
      • Database schema for authorization and cash accounts
    • Using card authorization
      • Credit card authorization window
      • Immediate card authorization
      • Deferred authorization of payments
      • Submitting deferred credit card payments
      • Searching credit/debit card transactions
        • Search credit card info window
  • Authorization Gateways
    • Applying for a merchant bank account
    • Implementing Payflow Pro as an authorization gateway
      • Editing and deleting credit card payments
      • UNKNOWN and DECLINED Payflow Pro transactions
    • Implementing SafePay as an authorization gateway
      • Registering with SafePay
      • Installing Java Runtime Environment for SafePay
      • Example: Testing immediate authorization
      • Managing SafePay transactions
  • Creating a custom credit card gateway
    • Installing a custom credit card authorization gateway
    • Setting up a custom credit card authorization account
    • Troubleshooting the installation for custom gateway
  • Payment method sets
  • Process Manager Setup
  • Professional Referrals Setup
  • Referrals Overview
  • Referral Management
    • Entering Referrals
      • Manage referrals window
    • Finding Referral Records
    • Viewing Provider Information
    • Modifying Referral Records
    • Processing Referral Orders
  • Referral Lists
    • Troubleshooting Provider List Problems
    • Updating Referral List
  • Expired Records
    • Deleting Expired Referral Records
      • Delete expired items window
    • Deleting Expired Provider Records
    • Deleting Expired Client Contact Records
  • Configuring Referrals
    • Setting basic Referrals options
      • Configure referrals options window
    • Defining Referral Subscription Product Code
    • Defining Referral Fee Product Code
    • Enabling Zip Code Search
    • Verifying Zip/Area Search Feature
    • Setting Advanced Referral Options
  • Reports for Referrals
  • Reporting in iMIS Setup
  • Reporting Essentials
    • Using Standard iMIS Reporting Tools
      • Authorization Levels for Reports
      • iMIS Report Terms
    • Running a Standard Report
    • Modifying a Standard Report
    • Using Ad Hoc Searches
      • Modifying an Existing Ad hoc Search
      • Examples of Ad Hoc Searches
      • Managing Ad Hoc Searches
    • Cloning a Report (Permanent Report Modifications)
      • Setting Report Print Options
      • Report Options by System/Category
      • Hands-on exercise: Clone a report
    • Printing Bar Codes
    • Exporting Report Data
    • Key reporting windows
      • Activity Detail window
      • Chapter Reports window
      • Chapter Selection window
      • Detail Report Parameters window
      • Export Format window
      • Generate reports window
      • Letter Text window
      • Standard Letters window
      • Setup Standard Letters window
      • Report Specifications window
      • Run-time report selection windows
        • Select Date Range window
        • Select Member Types window
      • Search Instructions window
      • Select Search Instructions window
  • Advanced Reporting
    • Managing Crystal Reports in iMIS
      • Section Goal
      • Adding Crystal reports to the menu
        • Hands-on exercise: Clone a Crystal report
      • Using the Crystal Print Manager
        • Hands-on exercise: Set the number of days to save a report
        • Hands-on exercise: Run a saved Crystal report
        • Hands-on exercise: Run a report from the Print Manager
        • Troubleshooting when reports are not being stored
      • Implementing report security
      • Tips and Tricks: Crystal reports
      • Troubleshooting: Crystal reports
      • On Your Own
    • Advanced Report Customization
      • Adding Custom Scripts to System Reports/Queries
      • Creating a Report Role with Restricted Rights
      • Generating and Managing Mass Report Activity Records
  • The Letter System (Word Merge)
    • Implementing the Letter System
      • Authorizing access to the Letter System
      • Enabling the Letter System
      • Defining the fields available in letter templates
        • Fields available in the Letter System
    • Creating Letter System templates
      • Creating a letter template
      • Adding a field to a Letter System template
      • Using Word field switches in Letter System templates
    • Troubleshooting the Letter System
    • Tables and fields used by the Letter System
  • Reports and Output Processes
    • Clearing old query results
  • Sample Reports Setup
  • Reports for Accounting
    • Accounting reports window
    • Print transaction journal window
    • Sample Accounting Reports
      • Account Status - AR Statements report
      • Account Status - Selected Invoices report
      • BatchControlPrint - Batch Report
      • Credit Card Authorization Audit report
      • Credit Card - Credit Card Post Authorization report
      • Credit Card - Debit Card Post Authorization report
      • Deferred income reports
        • Deferred Income - Deferred Income Analysis/Spread report (Crystal)
      • MenuTransJournal - AR/Cash Transactions report
      • Transaction Journal report
      • Transactions Lists - Batch Distribution Summaries report
      • Trial Balance - Trial Balance report
  • Reports for Billing
    • Billing reports window
    • Printing Renewal Notices
    • Customizing the Renewal Notice Formats
      • Example of the Dues Renewal Notice with Reminder Text
      • Example of the Dues Renewal Notice - No Remittance Stub
      • iMIS-authorized Renewal Notice formats
    • Sample Billing Reports
      • Dues Batch Summary report (Crystal)
      • Dues Product Table Listing report (Crystal)
      • Dues Batch Report (Combined) report
      • Dues Batch Detail report (Crystal)
      • Open Invoices by Name report
      • Open Items by Product report
  • Reports for Certification
    • Certification reports window
    • Generating Completion Reports
    • Generating Export Reports
    • Generating Description Reports
    • Generating Certification Letter Reports
    • Generating Status Reports
  • Reports for Contacts
    • Contact reports window
    • Running Committee Reports
    • Running Chapter Reports
    • Sample Customer Reports
      • Activity Detail report
      • Activity Record Summary Counts report
      • Certificate of Appreciation report
      • Certificate of Membership report
      • Company Activity Spread report
      • Duplicate Match Key Analysis report
      • Member/Contact Counts report
      • Member Expiration Analysis report
      • Record Change History report
      • Count by Member Type spreadsheet report
      • Table Listings report
    • Hands-on exercise: Clone a report
  • Event Reports
    • Event reports window
    • Events-Specific Report Options
    • Modifying invoice reports for zero balance and payment details
    • Sample Events Reports
      • Badges report
      • CEU Certificates report
      • Meeting Registration Invoice report
      • Meeting Index report
      • Activity Planning report
      • Registration Class report
      • Standard Resources report
      • Rosters and Directories report
      • Meeting Status Summary report
      • Meeting Status report
      • Tickets report
      • Meetings Cash Distribution report
      • Meetings Receipt Transactions report
      • Room Setup report
      • Room Setup Planning Report
      • Speaker Evaluation report
    • Using Hotel Room Reports
      • To report on sharing of multiple rooms
      • Sample Hotel Room reports.
        • Hotel Room Bookings/Availability report
        • Hotel Room Roster report
        • Hotel Room Change Roster report
  • Reports for Fundraising
    • Fundraising reports window
    • Generating Letters from the Fundraising Overview Tab
    • Generating executive reports in Fundraising
      • Executive reports window
    • Fundraising Receipts
      • Receipt Reports
      • Assigning Receipting Intervals to Customer Records
      • Generating Receipts
        • Auto Receipt Selection Criteria
        • Auto Receipt Batch Query window
        • Select Specific Gift(s) window
        • Select Specific Receipt(s) window
        • Receipt Validation window
        • Generating Receipts Using Special Search Criteria
      • Generating Replacement Receipts
      • Generating Aggregate Receipts
      • Manual Receipting
    • Sample Fundraising Reports
      • Appeal Activity Report (Crystal)
      • Appeal Performance Analysis (Crystal)
      • Appeal Expense report
      • Appeal Setup Report (Crystal)
      • Campaign Activity Report (Crystal)
      • Campaign Setup Report (Crystal)
      • Distribution Activity by Campaign (Crystal)
      • Distribution Activity Report (Crystal)
      • Distribution Performance Analysis (Crystal)
      • Distribution Setup Report (Crystal)
      • Donor Club Setup Report (Crystal)
      • Donor Renewal Analysis by Calendar Year report
      • Fund Activity Report (Crystal)
      • Fund Performance Analysis report (Crystal)
      • Fundraising Reports
      • Fund Setup Report (Crystal)
      • Gift Confirmation Report (Crystal)
      • Meeting Giving Detail (Crystal)
      • Meeting Giving Summary (Crystal)
      • Monthly Donations Summary by Fiscal Period Report (Crystal)
      • Monthly Donations Summary Report (Crystal)
      • Pledge Confirmation Report (Crystal)
      • Pledge Details Report
      • Pledge Income Forecast (Crystal)
      • Previous/Current Period Comparison Details report
      • Previous/Current Period Comparison Summary report
      • Reminder report
      • Receipt report
      • Receipt Thank You report
      • Register report
      • Replacement Receipt report
      • Request Report (Crystal)
      • Soft Credit Report (Crystal)
      • Solicitor Performance Analysis (Crystal)
      • Solicitor Profile (Crystal)
      • SYBUNT Report (Crystal)
      • Yearly Giving Comparison by Calendar Year report
    • Reporting performance for large Fundraising data sets
    • Hands-on exercise: Generate reports
    • Hands-on exercise: Generate reports from the Generate executive reports window
  • Reports for Issues
    • Issue Statistics Report
  • Reports for Legislative Tracking
    • Reporting Full Bill Details
    • Selecting Specific Bills
  • Reports for Orders
    • Order processing reports window
    • Label report
    • Backorder report
    • Daily Summary report
    • Order Detail report
    • Orders on Hold report
    • Orders by Product Category report
    • Product Detail report
    • Product Inventory List report
    • Product Price List report
    • Product Reorder List report
    • Product Sales by Category and Title report
    • Warehouse Availability Analysis report
    • Transactions by Date report
    • Unposted Transactions by Date report
  • Reports for Referrals
    • Referral reports window
    • Print Invoice report
    • Survey Reports
    • Roster Reports
    • Summary Reports
  • Reports for Service Central
    • Service Central reports window
    • Printing Service Central Reports
    • Sample Service Central Reports
      • SC Cash Distribution - Transaction Recap report
      • SC Cash Distribution - Payments Journal report
      • SC Receipt Transactions - Payments Journal report
      • SC Receipt Transactions - Transaction Recap report
      • Transaction Summary
  • Service Central Setup
  • Service Central Overview
    • Service Central Windows
      • Process customer requests window
    • Payment Entry window
  • Using Service Central
    • Request and Payment Processing
    • Processing Orders and Event Registrations
      • Register for an event window
      • Sending a Summary Transaction Report
    • Creating an Open Cash Dues Item for a New Customer
      • Process sales transactions window
    • Processing Fundraising Gifts and Pledges
    • Processing Payments in Service Central
    • Applying a Credit Balance to a Specific Item
    • Applying a Credit Balance Using *TAB
    • Processing List Payments
  • System Setup Overview
  • System Setup
    • iMIS Management
    • Set up printers
    • Task Viewer
    • Module Setup
  • Security Administration
    • Creating iMIS user records
      • User-level security: Roles and Groups
      • Securing logons and authorization persistence
    • Users window
    • Roles window
    • Enabling CAPTCHA security
    • Authorization levels: Desktop views (../CS)
      • Authorization level privileges
      • About authorization levels
      • Casual access in iMIS Desktop and staff views
      • Authorization levels: Home page (../CS)
      • Authorization levels: Customers (../CS)
      • Authorization levels: Events (../CS)
      • Authorization levels: Billing (../CS)
      • Authorization levels: Fundraising (../CS)
      • Authorization levels: AR/Cash (../CS)
      • Authorization levels: Orders (../CS)
      • Authorization levels: Certification (../CS)
      • Authorization levels: Service Central (../CS)
      • Authorization levels: Exhibition (../CS)
      • Authorization levels: Exposition (../CS)
      • Authorization levels: Subscriptions (../CS)
      • Authorization levels: Referrals (../CS)
      • Authorization levels: Leg. Tracking (../CS)
      • Authorization levels: Issues (../CS)
      • Authorization levels: Xtender (../CS)
    • Access Keywords in Customers
      • Creating Access Keywords
      • Limiting access to or hiding custom windows
      • Limiting access to reports
      • Limiting access to activity records
      • Limiting access to customer data
      • Assigning Access Keywords to users
    • Preconfigured security sets
      • Setting access for folders and objects
  • System Setup (File menu)
    • Modifying license configuration
    • Defining the date/time format for iMIS
    • Changing the font table
    • Support for foreign language characters
      • Foreign language character replacement map
    • Organization Names window
      • Setting Up Organization Names
      • Defining an organizational entity
    • SQL Security Setup window
    • Specifying a folder for Letter System templates
    • Activity record file attachments
      • Enabling attachments on activity records
      • Specifying maximum size of activity attachments
  • Utilities (Utilities menu)
    • Report Specifications
      • Cloning reports
      • Common report tables and joins
      • Common address joins
    • SQL Query
    • Reports and Queries
      • Customizing system reports
      • Adding SQL queries to custom reports
      • Run iMIS Procedure Utility
      • Open Application Utility
    • Data Transfer Utilities
      • Import Utility
        • iMIS import templates
        • Loading import template files
        • Disabling a trigger before an import
        • Importing a file
        • Enabling triggers after an import
        • Verify the import
      • Export Utility
        • iMIS table/field formats
        • Referencing the fields
        • Using the iMIS Export Utility
        • Creating an export definition
        • Export Utility window
        • Selecting iMIS tables and fields to be exported
        • File Export Utility – Select Records window
        • Specifying search criteria
        • Select Search Instructions window
        • Search Instructions window
        • Specifying export field formats
        • Export Calculations Utility window
        • Running an export
        • Cloning an export definition
        • Viewing the Activity Record
        • Defining joins for select files
        • Ordering the joins
        • Troubleshooting joins
  • 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
    • Using the Generate reports Window
      • Selection windows for subscriptions and subscribers
    • Modifying Subscription Label Reports
    • Printing Back Issue Labels
    • Printing Issue Labels
    • Printing Bag Tags
  • Subscriptions Table Maintenance
    • Defining Mail Codes
    • Defining Zone Tables
    • Importing Values into the Zip3 Table

Fundraising System Setup

Customers: Set up fundraising

Fundraising: Set up module

Setting up fundraising accounting