For AI agents: visit https://documentation.advsol.com/imis/v3.0/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.

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Documentation

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iMIS 2017 Documentation
Service Packs
- Historical Service Pack Releases
iMIS Desktop Documentation
iMIS 2017 Support Policy
New Features and Enhancements

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

Setting up Join Now
Setting up Organization Joins
Managing chapters
Configuring membership options
Billing
Expired members

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

Creating 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

AutoPay
Supported payment gateways
Payments
Store
Taxation

Communications
Campaigns
Segmentation
RFM analytics
Process Manager

Migrating certification programs
Creating a certification program
Defining certification communications
Managing enrollments
Approving completions
Cancelling certification programs

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
Backdating cash and check transactions

Introducing reporting
Provided reports
Modifying and creating reports

Site Builder
Page Builder
Theme Builder
Dynamic Content Items
Maintenance
Tagging
IQA (Intelligent Query Architect)
Business Objects
Panel Designer
Process automation
Scoring
Sonic Forms
Document system
Workflow
Task Viewer

About iMIS
- Configuring licensing in iMIS
- Resetting the website cache
Settings: Organization
Settings: Contacts
Settings: Addresses
Settings: Fundraising
Settings: Communities
Settings: Events
Settings: Commerce
Settings: Membership
Settings: Finance
Settings: RiSE
Settings: Language translation
Settings: Utilities

Implementation Setup
Installation checklist
Upgrade checklist
Configuration
Administration

Additional Tools
Legacy download links
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

iDocument

To begin, review the following:

Download the app from the Support Portal.
Review the iDocument documentation here: iDocument

Updated 3 months ago

Freight Rate Importer

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