Utility gallery

This content item has been deprecated. Instead, use the Social Share content item.

• Description - Access the Advanced Accounting Console directly through the iMIS Staff site, using a web browser.
• Usage Scenario - The configuration for this content item allows you to set up a Remote Desktop Protocol (RDP) connection that will allow the Advanced Accounting Console to be accessed through a web browser. You can specify connection values for your remote desktop session. You can also specify the width and height of the displayed remote desktop screen. The Advanced Accounting Console section allows you to specify information about the Advanced Accounting Console, including a working directory.

This content item has been deprecated. Instead, use the Common Search content item.

• Description - Displays alerts to users. It must be configured to display a selected alert set.
• Usage Scenario -

• Description - Displays a list of data changes made in the Name and Name_Fin tables. The information that displays is information specific to the current user.

You can track changes made to specific business object fields by enabling the “Log All Changes” option in the BOD Property definition. The following columns display on the content item: Date, Action, User, Property, Previous Value, and New Value. The Previous Value and New Value columns are truncated to 500 characters. The data displayed is read-only and cannot be modified.

• Usage Scenario -

• Description - Displays a universal search page with multiple configuration options.
• Usage Scenario - This iPart can be configured in many ways, from a simple search page (with label and text box) to an Amazon-like search, that filters by department (such as Events versus Products).





This iPart supports a "debug mode" that allows you to display all current iPart settings at any time by simply adding the URL attribute: &Debug=true

This content item allows you to send communications (emails) to specific recipients. Place this content item on a content record that you want to send communications from. This content item is used out-of-the-box at Marketing > Communication templates > New > Communication. For more information, see the related Communications articles. For more information about the toolbar icons in the Communication Creator, see Understanding the toolbar icons.

This content item allows you to display engagement scores for members and donors. Engagement scores allow you to easily define who is engaging with your organization, how they are engaging, and at what level. Configure the content item to display an engagement score for a particular formula in a Donut graph or a Progress bar.

📘 Note

The Donut chart is not supported in IE8.

This content item appears out-of-the-box on the About tab (@/iCore/Contacts/ContactLayouts/Staff/Tabs) of Staff account pages.

See Engagement Scoring for more information.

The File Importer For Web Services content item imports data into iMIS using iMIS SOA Web Services. Imported files are displayed in the File Viewer For Web Services.

Users select the file format they want to import. The file format identifies the structure of the data within the file, so that iMIS can properly import and process the contents. In order to import a file, you must first select a file format:

• Standard
  • Standing Order payments file - BACS format uploads the content of a file that is then converted into a common Standing Order payment file. Each line of the file is then matched against the Standing Order commitments made to an organization. See Standing Orders for more information.
  • XML file uploads a valid XML file format that is recognized by iMIS SOA Web Services. See Friendraising for more information.
  
• Custom
  • Donations uploads a tab-delimited file that contains either your donor and donation data, then converts it to an XML file. See Importing donor and donation data for more information
  • Source Codes uploads a tab-delimited file that contains your source codes, then converts it to an XML file. See Importing source codes for more information.
  

This content item lists those files imported through the File Importer For Web Services.

Select the Batch Type that matches the File Format defined in the File Importer For Web Services. Not every imported file will be displayed; only the imported files with the selected batch type will be displayed:

• Donations
• Source Codes
• Standing Order payment file - BACS format
• XML file

When you process a file in the viewer, the results are posted to the Log Viewer For Web Services content item.

• Description - Imports Friendraising Export Files on demand from the Friendraising Advanced Accounting Console. You can view imported files from the File Viewer For Web Services iPart. Use the Friendraising Settings and Friendraising Mappings iParts to define the settings and mappings required for a Friendraising import.
• Usage Scenario -

• Description - Defines the mappings required to use the Friendraising Bridge.
• Usage Scenario -

The Friendraising Settings content item enables Staff users to define the settings required to use the Friendraising Bridge. For more information, see Defining Friendraising settings.

The Friendraising Settings content item is available out-of-the-box on the @/iCore/Contacts/ContactLayouts/Profile page.

You can use the Interaction Log content item to track your organization’s email communications with your contacts. This content item displays useful information about each email your organization has sent a contact, such as date, type, subject and owner.

To view more detailed information about the email interaction, you can click the subject line link to view the email in preview mode and download any attachments sent with the message. You can also click the owner link to access the account page of the staff member who sent the email message.

Once you click the subject line and the communication is displayed as a preview, you can then select to resend a communication, or download a communication as a PDF that can then be printed.

The Log Viewer For Web Services content item lists the processing results for files uploaded through the File Importer For Web Services content item.

Once a file has been uploaded, users can then process the file through the File Viewer For Web Services content item. The Log Viewer For Web Services content item displays the processing result.

Select the Batch Type that matches the File Format defined in the File Importer For Web Services. Not every imported file will display, only the imported files with the selected batch type:

• Donations
• Source Codes
• Standing Order payment file - BACS format
• XML file

If there was an error processing the uploaded file, the user is notified, and is able to review any additional information about the error by selecting the toggle next to the Log Name.

• Description - Configures Host Credentials and Policies for connecting to the National Realtor Database System (NRDS).
• Usage Scenario - This iPart allows you to set up the configuration to connect to and sync with NRDS. There are three sections: NAR Host Credentials, Member field mappings, and Office field mappings. The Host Credentials section contains your credentials to connect to NRDS, including the Queue information. The field mappings sections allow you to define how NRDS fields should map to iMIS fields. The fields you can map include type, status, and address and phone data.

• Description - Sync the selected iMIS record with NRDS. You can update data from NRDS or send data to NRDS.
• Usage Scenario - This iPart consists of two buttons: Send to NRDS and Update from NRDS. When clicked, the buttons sync the currently selected iMIS record with NRDS data. The Send button sends data to NRDS, and the Update button receives data from NRDS. The iPart can be placed in a content record which serves as a contact profile in order to sync that contact with NRDS. The currently selected iMIS record is the logged-in user by default. If you are viewing a profile for another contact, or if there is an On Behalf Of contact selected, then that contact will be the currently selected iMIS record.

• Description - Updates iMIS with data from NRDS for a single record, either a Member or an Office. If the record does not exist in iMIS, it will be created.
• Usage Scenario - This iPart allows you to enter an NRDS ID for a Member or an Office, and update iMIS with NRDS data for that record. The NRDS ID is stored in iMIS as the MajorKey or iMIS ID, depending on how you have configured NRDS in iMIS. If there is no existing iMIS record for the ID, a new record will be created.

• Description - Provides an easy way to install iParts and other iMIS functional packages, such as reports.
• Usage Scenario - Select packages to be installed, view currently installed packages, and view failed package installs. The packages can include:
  • Objects, such as iMIS queries, business objects, and content types
  • SQL Scripts, which are are triggered to run against the iMIS database during an installation
  • Files, such as ASCX pages, images, and Word templates

With Progress Tracker, you can visually display progress towards a goal based on the results of an IQA query. For example, connect this content item to a fundraising query, so that your members can easily track the progress of a fundraising effort towards a specific goal. Or connect it to an events query, so that you can see at a glance how many people have registered for an event.

Place the Query Chart Viewer content item on any content records to display query results in a chart. The chart can be set to a range of sizes, skins, and chart types. This content item can be seen on any of the out-of-the-box Staff site Dashboards.

The Query Menu content item allows you to merge query results into your site for tremendous utility. You can configure the content item to display a query's title, parameters, columns, and labels. You can enable the query results to be exported, allowing data to be opened with several different applications.

📘 Note

Query Menu results exported to Excel are stored as text; this includes numeric data. If you wish to convert numeric data from text to numbers for a desired operation, the data will need to be manually formatted.

This content item can be found out-of-the-box in the Staff site at Community > Find contacts.

Changing the query column headers

The column headers that display can be overwritten by entering a value in the Alias column for the query properties.

Automatically displaying query results

You can configure the Query Menu content item to automatically display query results by enabling the Show initial results for queries with optional filters option. However, if your query requires at least one value, or contains a required prompt, this option, even when selected, will not automatically display the query.

Emailing the returned list of contacts

If the query selected returns contacts, the Query Menu provides the ability to send an email to all of the contacts using the Communication Creator content item. You can use the Email button in the Query Menu to email the entire contact list if the query contains a required Id column or column alias. You must be a staff user to use the Email button. Non-staff users do not have access to the Email button.

See Creating a list of contacts to email to view a list of columns and column aliases that you can use to enable mass emailing of the contact list.

Mapping the contact list using Google Maps

If the query selected contains an address property, you can configure the content item to automatically map the query results when an address is available. Only one address property per query can be mapped. When this option is enabled, the content item looks for the following address properties in this order and maps the first one it finds: FullAddress, Address, FullAddressText, AddressText, Address Text, and Full Address Text.

📘 Note

The Google Maps API key (Settings > RiSE > Quick setup) must be defined in order for the map to properly load. To learn how to obtain a Google Maps API key, see the Google Maps API documentation.

Pointing to an entire query folder

You can also organize helpful queries into a folder and point the content item to that folder. When the page loads, the content item displays the first query at the top of that folder, and it presents a drop-down menu of additional queries available, organizing them by subfolders, if any. When the user clicks on a query from the menu, the content item immediately runs that query and displays the results.

This content item has been deprecated. Instead, use the Related Items content item.

The Recent History content item shows a list of recently viewed items and allows all users to quickly review and access items that have been recently viewed such as events and contacts.

The Recent History content item is available on the following pages in the Staff site out-of-the-box:

• /iCore/Staff_Dashboards/Membership/Membership_dashboard
• /iCore/Staff_Dashboards/Events/Events_Dashboard
• /iCore/Staff_Dashboards/Community/Community_dashboard
• /iCore/Staff_Dashboards/Volunteers/Volunteers_dashboard

When configuring this content item, you can choose the types of recent items you would like to include from a drop-down. You can also specify the maximum number of items to display.

With the Related Items content item, you can display a list of profile or product pictures based on the results of an IQA query. For example, you can write a query to display the profile pictures of everyone who has registered for an event, made a donation, or ordered a particular product, or to display products in the same category. You can configure the list to display horizontally or vertically, to display a name for the item, and to choose the size of the image. You also have the option to make the profile picture a live link that opens a URL of your choosing, such as the member profile page.

The Report Display iPart displays an SSRS report using an RDL template stored in the iMIS Document system. This is different from the SSRS Report iPart, which requires you to begin with an IQA source query and requires an SSRS runtime object. The Report Display iPart permits you to create reports outside of iMIS or pull in already-existing reports by simply adding an RDL to the Document system.

📘 Note

The Report Display content item is designed to be on a page by itself. Adding the Report Display content item to a page with other content items will cause the page to break.

If the Limit users who can view data for other contacts option is enabled, the Report Display iPart checks for the existence of an ID parameter in the URL, and then determines whether the logged in user has read access for that ID. Authorized users include staff and Company Administrators for a group to which the contact belongs. If the Limit users who can view data for other contacts option is disabled, the system security settings determine whether a user must be logged in to view information for other contacts.

The Limit users who can view data for other contacts option requires the following:

• An ID parameter in the URL.
• An ID parameter in the report.
• The Inspect query string for parameters option is enabled.

Users can easily bookmark or share pages with social networking sites such as Facebook, Twitter, and LinkedIn. Clicking a social share icon opens a separate browser to the selected social media site, and prompts the users to log in to their account. Clicking the email icon opens the users default email client.

With this content item on a page, it is easy for users to share your content across the web. For example, add the content item to a donation page so that donors can easily promote your cause to their friends.

The SSRS Report content item lets you display the results of any IQA query on any page where you place it. SSRS Report uses the version 10.0 ReportViewer, which supports IE8 natively and, in IE8, adds a Print button on its toolbar. You can add the SSRS Report content item to any content page using CM: open the Utility folder and choose the content type SSRS Report.

This content item lets you customize whether to display the export buttons for PDF and Excel versions of the report. You can change the default design (layout, colors, fonts) of your reports by editing the SSRS parameters in the SystemConfig table.

How it works: The process engine specified by the content item loads a report template (.RDL file) from the document system and creates a report data source (a DataTable) based on an IQA query's SQL source; the report viewer then combines the template and query to generate the report's output. When you configure the content item, you specify the Document system path to the SSRS Report runtime, which must be a link to an SSRS Process Engine. Click the select link next to the textbox, then browse to your reports (such as $/Samples/ReportingServices), and pick one of the runtime entries.

📘 Note

Identify a process engine (run-time report) by the arrow on its icon!

The Summary Display content item displays a single row of query results in a form view. This content item can be seen on the out-of-the-box Giving tab on the Member site.

When creating a query that you want to display in the Summary Display content item, keep the following guidelines in mind:

• This content item only displays a single row of query results.
• If you connect the content item to a query that returns more than one row of results, only the first row is displayed.

📘 Note

You can dynamically filter your query results by the currently logged-in user, a selected contact, or a date.  See Adding dynamic filters to queries for more information.

• Selecting the Hide iPart when there is no data to display option hides the content item if no results are returned by the query.
• Fields without data can be hidden by selecting the option Hide individual fields with no data to display.

The YouTubeVideo content item displays a single YouTube video in an embedded video player. Users can configure the content item to play a video automatically, hide the embedded video player's controls, and define the height and width of the video when displayed in a content record.

In the content item configuration options, users can specify the URL to their YouTube video. The video URL should link to a single YouTube video (Public or Unlisted). Private videos are allowed, but viewers must sign in to YouTube in order to view the video. Viewers must have the Adobe Flash Player plugin in order to view the video.

📘 Note

Disable the Hide video player controls option to allow viewers to start and stop the video, control the volume, and turn captions on or off.