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iMIS Desktop Documentation
Address Verification
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
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
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
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
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
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
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
Customers Administration
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Process Manager Setup
Professional Referrals
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
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
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
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
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
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
Reports for Issues
Issue Statistics Report
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