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iMISiMIS
Documentation
iMIS
Documentation
Legislative Bill Tracking
  • 🏠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

Legislative Bill Tracking

Legislative Tracking Overview

Bill Tracking works with Customer

Configuring Legislative Bill Tracking

Entering Legislative Bills

Tracking Legislative Bills

Legislative Tracking Overview

Configuring Legislative Bill Tracking

Entering Legislative Bills

Tracking Legislative Bills