Documentation
Documentation

Setting up iMIS to view and edit NRDS data

You can view and edit the NRDS data in two ways: from content items added to a website or from Desktop. However, the ability to synchronize data for a specific office or member on-demand is only available in an iMIS content management website or your staff site, where you can add the NRDS Sync Buttons and NRDS Sync By ID content items.

To view and edit NRDS data from an iMIS website

Because content items, content records, and navigation items are so flexible, there are numerous ways that you can set up your NRDS pages. We recommend the following setup, but you can adjust any of these steps as needed for your organization.

  1. Go to RiSE > Page Builder > Manage content.
  2. Create the NRDS content records:
    1. Create a new Website Content Folder named NRDS.
    2. Inside the NRDS folder, create the following four content records:

      • Member Profile

        Add three content items:

        • Contact Name

        • NRDS Sync Buttons

        • Panel Collection Editor

          In the content item configuration, enable the option to Select individual panels and then select the following panels:

          • NRDS Member
          • NRDS Member Designation
          • NRDS Member Demographic
          • NRDS Member Education
          • NRDS Member Financial
          • NRDS Member Supplemental

      • Office Profile

        Add three content items:

        • Contact Name
        • NRDS Sync Buttons
        • Panel Collection Editor
          In Configuration, enable the option to Select individual panels and then select the following panels:
        • NRDS Office
        • NRDS Office Supplemental

      • Sync By ID
        Add one content item: NRDS Sync By ID- Sync Log

Add one content item: Query Menu

In the Source query or folder field, click select. Select the $/NRDS/NrdsLog query. If you want to make changes to this query, we recommend that you make a copy of the query and use the copy instead.

  1. Edit the Member Profile and Office Profile content records to create the following connections in both:
    • Create a connection from the NRDS Sync Buttons content item to the Panel Collection Editor:
    1. Click Connect in the NRDS Sync Buttons content item title-bar menu.
    2. Click Create a new connection in the Connect New NrdsSyncButtonsCommon box.
    3. In the Object Consumer dropdown list, select the Panel Collection Editor content item.
    4. Click Connect.- Create a connection from the Panel Collection Editor content item to the NRDS Sync Buttons content item:
    5. Click Connect in the Panel Collection Editor’s title-bar menu.
    6. Click Create a new connection in the Connect New PanelCollectionEditorCommon box.
    7. In the Object Consumer dropdown list, select the NRDS Sync Buttons.
    8. Click Connect.
  2. Add the NRDS navigation items.
  3. Go to RiSE > Site Builder > Manage sitemaps.
    • Select your website from the dropdown list.
    • Select New > Website Navigation Item to create a new navigation item at the root of your site titled NRDS.
    • (Access Settings tab) Choose how you want to restrict access to the NRDS area, so that it never shows up to public users. For example, you can restrict access only to Staff (a Member Type).
    • With the NRDS navigation item selected, create four navigation items linked to the NRDS content records (Member Profile, Office Profile, Sync By ID, and Sync Log). You can also restrict access to these pages from the Access Settings.
    • Move the NRDS Configuration navigation item under the NRDS node.
  4. Edit the Member and Office panels, if needed.
    • From NRDS > Member Profile and NRDS > Office Profile, select the tab you want to edit.
    • From the dropdown list, choose Design.
    • In the Design window, you can change the Panel name and edit the fields displayed.
  5. From the new NRDS pages, verify that you can view NRDS members and offices. Use On-Behalf-Of to select a contact.
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Note

The member or office data displayed in the NRDS panels is based on the value of the ID URL parameter or the On-Behalf-Of selection.

To view and edit NRDS data from Desktop

  1. Open Desktop > Customers > Manage customers.
  2. Right-click the Detail tab area (top-right) and select Edit Tab Preferences.
  3. From the Other available Detail tabs list, select the eight NRDS tabs.
  4. Click the left-arrow icon to move those tabs to the Visible Detail tabs list.
  5. Click Save and then restart iMIS for the changes to take effect.