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
Client Success
Clowder
iMIS
TopClass
iMIS EMS
iMIS Desktop
iMIS 2017
iMIS 100
Power Suite
Documentation
Jump to Content
iMIS
iMIS 2017
Documentation
Importing donor and donation data
Get Started
iMIS 2017 Documentation
Service Packs
Historical Service Pack Releases
iMIS Desktop Documentation
iMIS 2017 Support Policy
New Features and Enhancements
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
Managing chapters
Configuring membership options
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
Expired members
Fundraising
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
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
Commerce
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
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
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
Maintenance
Defining publishing servers
Defining user-defined fields
Defining content types
Defining content authority groups
Synchronizing content on multiple servers
(SSO) Single sign on
Tagging
Defining tagged list formats
Defining tags
Importing content from a staging server
Searching for tagged items
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
Settings: Contacts
Settings: Addresses
Settings: Fundraising
Settings: Communities
Settings: Events
Settings: Commerce
Settings: Membership
Settings: Finance
Settings: RiSE
Settings: Language translation
Settings: Utilities
Implementation
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
Additional Tools
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
Meeting Closer in iMIS EMS
Troubleshooting Meeting Closer
Meeting Closer release notes
Importing donor and donation data
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