For AI agents: visit https://documentation.advsol.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
iMISiMIS
Documentation
iMIS
Documentation
Additional Tools
  • 🏡iMIS 2017 Documentation
  • New Features and Enhancements
  • Service Packs
  • iMIS Desktop Documentation
  • iMIS 2017 Support Policy
  • Implementation Setup
  • Installation checklist
    • Read Me before installing!
      • System requirements
      • Planning your iMIS architecture
      • Preparing all servers and workstations
    • Installing iMIS
    • Configuring iMIS (EmptyDB)
    • Configuring SQL, IIS and services
    • Configuring the iMIS SOA web service
    • Removing Demo Data
  • Upgrade checklist
    • Read Me before upgrading!
      • Upgrading from previous versions
        • Upgrading from Q4 2015 (20.2.26)
        • Upgrading from 20.2
        • Upgrading from 20.1
      • System requirements
      • Preparing databases and servers for upgrade
    • Upgrading iMIS
    • Completing post-upgrade tasks
    • Upgrading existing websites
  • Configuration
    • GDPR guidelines
    • Using the Workbook Converter
    • Workbook Converter FAQ
    • Accessing the Advanced Accounting Console on the web
    • Enabling CAPTCHA Security
    • Managing attachments and uploads
    • Using social media to log in
    • Installing DataVault (self-hosted)
  • Administration
    • iMIS Analytics
    • ANSI Conversion Utility
    • Data transfer utilities
    • Database maintenance: DB Maintenance
    • iMIS DB Upgrader
    • Maintenance
    • Implementing Advanced PCI Compliance options
    • Improving performance for remote servers
    • Query Browser utility
    • Reference information
    • Resetting the key-encrypting key
    • Using the Content Browser utility
    • Troubleshooting iMIS
  • Community
    • Working with contacts
    • Erasing a contact's personal data
    • Setting primary organization
    • Managing organizations
    • Managing duplicate contacts
    • Managing committees
    • Administering volunteers
    • Managing iMIS security settings
    • Module authorization levels
    • Administering security
    • Excluding contacts from a website's directory
    • Changing the order of account page tabs
    • Administrator responsibilities
    • Address Verification Service (AVS)
    • Managing activity tasks
    • Updating area codes
    • Communities
      • Creating an effective communities plan
      • Creating content for communities
      • Implementing communities
      • Designing communities
      • Administering communities
  • Membership
    • Setting up Join Now
    • Setting up Organization Joins
    • Billing
      • Defining billing products
      • Setting up billing cycles
      • Defining prorating rules
      • Allowing members to renew in advance
      • Allowing members to renew after their paid-through date has passed
      • Creating a subscription billing cycle
      • Billing for membership fees
      • Entering membership payments
      • Configuring billing options
    • Managing chapters
    • Configuring membership options
    • Managing expired members
  • Fundraising
    • Setting up funds
    • Defining gift items
    • Creating online donation pages
    • Finding gifts
    • Entering gifts
    • Setting up tribute donations
    • Gift Aid
    • Setting up Standing Orders
    • Importing donor and donation data
    • Configuring premium sets
    • Setting up moves management
    • Implementing Friendraising
    • Entering appeal expenses
    • Using the DONATE license
    • Configuring fundraising options
  • Events
    • Defining an event
    • Searching for events
    • Registering for events
    • Managing individual events
    • Cancelling an event
    • Closing an event
    • Event content items
    • Defining event registration classes
    • Defining event resources
    • Defining and marking CEU attendance on the web
    • Waitlisting with iMIS
  • Commerce
    • Automatic payments (AutoPay)
      • Configuring AutoPay
      • Processing recurring transactions
      • Reviewing and updating AutoPay enrollments
      • iMIS AutoPay FAQ
      • Purchasing an AutoPay license
    • Supported payment gateways
      • iATS
      • Moneris
      • Payflow Pro
      • SecurePay
      • TNSPay
      • Vantiv/WorldPay
      • Custom payment gateway
      • iMIS gateways FAQ
    • Payments
      • Payment methods and payment method sets
      • Authorizing credit cards and debit cards
      • Integrating PayPal Express Checkout
    • Store
      • Defining products
      • Defining promotion codes
      • Defining product categories
      • Defining product kits
      • Defining order types
      • Finding orders
      • Granting access to secure website content
      • Making a purchase
      • Using On Behalf Of
      • Overriding a price
      • Setting up the shopping cart
      • Setting up an Order Confirmation template
      • Entering sales transactions
      • Invoicing and shipping orders
      • Calculating shipping charges
      • Defining warehouses
      • Managing inventory
      • Configuring commerce options
    • Taxation
      • Defining tax codes
      • Asia-Pacific taxation (GSTINC)
      • Canadian taxation (GST and HST)
      • European taxation (VAT)
  • Marketing
    • Communications
      • Advanced Email PLUS
      • Working with communication templates
      • Sending communications to contacts
      • Tracking email interactions with contacts
      • Communication logs
      • Managing communication preferences
      • Maximizing deliverability
      • Using Word Mail Merge
    • Campaigns
      • Overview: iMIS Campaigns
      • Setting up campaigns
      • Defining basic campaigns
      • Getting started with complex campaigns
      • Understanding campaign communication
    • Segmentation
    • RFM analytics
    • Process Manager
  • Certification
    • Migrating certification programs
    • Creating a certification program
    • Defining certification communications
    • Managing enrollments
    • Approving completions
    • Cancelling certification programs
  • Finance
    • Backdating cash and check transactions
    • Configuring accounting options
    • Deferred income in iMIS
    • Entering adjusted memos
    • Entering cash receipts
    • Entering receipts and adjustments
    • Managing batches
    • Paying open invoices
    • Printing contact account statements
    • Processing month-end procedures
  • Continuum
    • Introducing reporting
      • Reporting essentials
      • Reporting specifications
      • Understanding reports and output processes
      • Reporting in IQA
      • SSRS reports
    • Provided reports
      • Guided Performance Scorecard
      • Contact reports
      • Membership reports
      • Fundraising reports
      • Event reports
      • Commerce reports
      • Accounting reports
      • Certification reports
      • Content reports
      • Sample reports
      • Other reports
    • Modifying and creating reports
      • Creating IQA-SSRS reports
      • Creating standalone SSRS reports
      • Modifying an existing report
      • Setting up SQL Server Data Tools
      • SSRS tutorials and examples
  • RiSE
    • Site Builder
      • Using Quick Start Sites
      • Controlling sitemap behavior
      • Understanding Staff site dashboards
      • Tailoring default navigation and content
      • Creating a site
      • Using sitemaps
      • Managing websites
      • Accessibility best practices
      • Implementing Responsive Web Design (RWD)
      • Implementing a mobile site
      • Using RiSE to maximize SEO results
      • Tracking your site with Google Analytics
    • Page Builder
      • Easy Edit overview
      • Creating custom layouts
      • Defining content folders
      • Modifying site themes
      • Enabling workflow for content authoring
      • Authoring content
      • Managing files
      • Managing images
      • Changing zone properties
    • Theme Builder
      • Using out-of-the-box themes
      • Creating RiSE-built website templates
      • Creating custom themes and templates using code
      • Styling your website’s primary navigation
      • Implementing advanced website navigation features
      • Changing Telerik skins
    • Dynamic Content Items
      • Configuring content items
      • Commerce gallery
      • Communities gallery
      • Contact gallery
      • Content gallery
      • Group gallery
      • Offering gallery
      • Utility gallery
      • Website gallery
    • Tagging
      • Defining tagged list formats
      • Defining tags
      • Importing content from a staging server
      • Searching for tagged items
    • RiSE Maintenance
      • Single Sign On (SSO)
      • Defining publishing servers
      • Defining user-defined fields
      • Defining content types
      • Defining content authority groups
      • Synchronizing content on multiple servers
    • IQA (Intelligent Query Architect)
      • Understanding IQA
      • Building IQA queries: Tutorials
      • Defining queries
      • Developing filters
      • Defining displays for users
      • Adding links to IQA results
      • Building a library of queries
      • Editing query-generated lists
      • Creating Groups with IQA
      • Displaying hierarchical grids
    • Business Objects
      • Understanding business objects
      • Working with Business Object Designer
      • Business Object Designer field reference
      • Contact business objects
      • Examples of business object customizations
    • Panel Designer
    • Process automation
      • Using scheduled tasks
      • Displaying automated alerts
      • Sending scheduled communications
      • Sending scheduled reports
      • Process automation FAQ
      • Creating an automatic email: Tutorial
    • Scoring
    • Sonic Forms
    • Document system
    • Workflow
    • Task Viewer
  • Settings
    • About iMIS
      • Configuring licensing in iMIS
      • Resetting the website cache
    • Settings: Organization
    • Contacts
    • Settings: Addresses
    • Settings: Fundraising
    • Settings: Communities
    • Settings: Events
    • Settings: Commerce
    • Settings: Membership
    • Settings: Finance
    • Settings: RiSE
    • Settings: Language translation
    • Settings: Utilities
  • Additional Tools
  • Activity Importer Plus
  • FRease
    • Installing FRease
    • Using FRease
  • Freight Rate Importer
  • iDocument
  • iEmail
  • iImport
    • Troubleshooting iImport
    • iImport release notes
  • iMap
    • iMap release notes
  • iMerge
    • Troubleshooting iMerge
    • iMerge release notes
  • iMove
    • Troubleshooting iMove
    • iMove release notes
  • Meeting Closer
    • Meeting Closer in iMIS EMS
    • Troubleshooting Meeting Closer
    • Meeting Closer release notes

Additional Tools

Explore these additional tools:

  • Activity Importer Plus
  • FRease
  • Freight Rate Importer
  • iDocument
  • iEmail
  • iImport
  • iMap
  • iMerge
  • iMove
  • Meeting Closer