For AI agents: visit https://documentation.advsol.com/imis/v4.0/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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iMIS
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  • iMIS 100 Documentation
  • Latest Release: August 2026 (100.3.182)
    • Previous Releases
  • Account pages
    • Understanding and modifying account pages
    • Editing custom account pages
    • Adding alerts to account pages
    • Creating a panel and adding it to account pages
  • Contacts
    • Adding contacts
    • Editing contacts
    • Finding contacts
    • Marking a contact for deletion
    • Setting primary organization
    • Managing organizations as a group member administrator
    • Managing duplicate contacts
    • Erasing a contact's personal data
    • Address Verification Service (AVS)
  • Contacts
    • Address Verification Service (AVS)
  • Clubs
    • Updating the club account pages
    • Working with clubs
    • Working with Club programs
    • Club check-in/out
    • Checking into a club program session
    • Creating a new school
    • Modifying the available demographic options
    • Identifying a member's primary club
    • Club reports and business objects
    • Using the Workbook Converter to import clubs and members
    • iMIS for Clubs: Working with historical member data
  • Security
    • Overview of security throughout iMIS
    • Assigning security credentials and staff access
    • Contact security queries
    • Password security
    • Securing RiSE websites
    • Unlocking a user's account
    • Updating usernames and passwords
    • GDPR guidelines
    • Website cookies
  • Setting up groups
  • Hiding inactive groups
  • Administering volunteers
  • Batches & Invoices
    • Understanding an empty group renewals batch
    • Viewing and paying renewal invoices
    • Reversing past-due membership renewal invoices
  • Cancelling a renewal for a member
  • Groups
    • Setting up fees
    • Processing membership group renewals
    • Understanding the Group Member Detail
  • Joining (Join Now)
    • Setting up Join Now
    • Setting up Organization Joins
  • Examining the Membership dashboard: Total members
  • Defining prorating rules
  • Renewing (Renew Now)
    • Generating renewal for single contact
    • Allowing members to change roles during renewal
    • Membership renewal processing rules
  • Member website content
    • Configuring the itemized renewal page
    • Creating a wizard for membership joins
    • Creating member-specific content
  • Donations
    • Creating donation purposes
    • Creating donation pages using the out-of-the-box Give Now pages
    • Setting up a custom donation page
    • Associating donations with specific gift items
    • Configuring specific donation pages
    • Tribute donations
    • Donating as an organization
    • Importing donor and donation data
    • Permitting donors to give without logging in
  • Gifts
    • Defining gift items
    • Entering gifts
    • Finding gifts
    • Adjusting gift payments
    • Setting up In-Kind gifts
  • Receipting
    • Issuing and viewing charitable receipts
    • Ensuring gifts are eligible for receipting
  • Gift Aid
    • Overview: Gift Aid and iMIS
    • Eligible Gift Aid donations
    • Setting up Gift Aid
    • Creating the Gift Aid donation page
    • Gift Aid claims
    • Gift Aid declarations
  • Setting up moves management
  • Creating an event
    • Defining event pricing and registration options
    • Adding program items to an event
    • Creating recurring sessions for events
    • Adding locations for events
    • Managing event templates
    • Adding a Zoom meeting link to an event
    • Setting up event pricing groups
  • Managing registrations
    • Registering for events
    • Finding registrations
    • Changing registrations after registration is complete
    • Overriding event pricing
    • Registering someone else
    • Checking in to an event session
  • Managing events
    • Managing individual events
    • Deleting an event
    • Deleting registration options and program items
    • Searching for events
    • Event calendar
    • Facilitating events
  • Cancellations
    • Cancelling an event registration
    • Charging a cancellation fee
  • Products
    • Defining products
    • Defining a collection of items
    • Granting access to secure website content
    • Entering and reviewing order notes
    • Managing product classes
    • Ordering products
    • Using special pricing
  • Checkout configuration
    • Setting up the shopping cart
    • Clearing or deleting customer carts
    • Suppressing the order confirmation
  • Defining promotion codes
    • Applying promotion codes
  • Purchases
    • Using On behalf of
    • Overriding a price
    • Viewing contacts with an open cart
  • Communications
    • Sample communication templates
    • Communication checklist
    • Sending communications to contacts
    • Creating a new communication template
    • Advanced Email
    • Checking authentication for SPF records
    • Creating a communication with an attached SSRS report
    • Setting up a default communication template
    • Attaching a Report Writer report to a communication template
    • Tracking email interactions with contacts
    • Accessing and modifying a saved communication template
    • Communication logs
    • Managing communication preferences
    • Using conditional functions in communication templates
    • Using the foreach placeholder
    • Maximizing deliverability
    • Customizing the out-of-the-box templates
    • Using Word Mail Merge
  • Campaigns
    • Marketing concepts and terms
    • Setting up campaigns
    • Planning a campaign
    • Creating a basic campaign
    • Basic campaign example: Professional conference
    • Campaign tips
    • Monitoring and measuring performance
    • Importing source codes
    • Assigning source codes to hyperlinks
  • Gateways
    • iMIS Pay Gateway
      • iMIS Pay: Getting Started Guide
      • iMIS Pay application process: FAQ
      • Setting up the iMIS Pay gateway
      • iMIS Pay FAQ
      • iMIS Pay post-implementation guide
      • ACH/Direct debits FAQ for iMIS Pay gateway
    • Stripe gateway
  • Invoices
    • Printing invoices
    • Paying open invoices
    • Adjusting invoices
    • Reversing an invoice
  • Payments
    • Payment methods and payment method sets
    • Using Pay Central Live to review payments
    • Entering payments
    • Viewing payments
    • Refunding payments
    • Recording a payment reversal
    • Using Pay Later
    • Applying prepayments
    • Applying an open credit
    • Using the 'Retrieve processed payments from Pay Central' scheduled task
    • Backdating cash and check transactions
  • Accounting
    • Defining the default financial accounts
    • Understanding the GL entries for check refunds
    • Exporting general ledger transactions
    • Viewing and posting batches
    • Viewing gateway transactions
    • Accounting for Unearned Income
    • Printing contact account statements
  • Automatic payments (AutoPay) PLUS
    • General AutoPay information
      • iMIS AutoPay FAQ
      • AutoPay: Region and gateway comparison chart
    • Configuring AutoPay
      • Configuring the AutoPay settings
      • Configuring automatic membership renewals
      • Configuring automatic recurring donations
      • Using the 'Retrieve processed payments from Pay Central' scheduled task
      • Allowing members and donors to cancel their own enrollments
      • Understanding how recurring donors are billed
      • Sending confirmation emails for recurring payment enrollments
    • Enrolling with AutoPay and managing enrollments
      • Enrolling a member with AutoPay
      • Enrolling a donor with AutoPay
      • Reviewing and updating AutoPay enrollments
      • Adjusting the amount and collection date for recurring donations
      • Changing the payment method for AutoPay enrollments
    • Automatic payments (AutoPay) PLUS
      • Processing recurring transactions
      • Automating the recurring donation process for staff users
      • Resubmitting failed automatic payments
      • Modifying an existing AutoPay payment method when using the iMIS Pay or Stripe gateway
      • Recurring donor is being charged every day (repeated AutoPay payments)
      • Direct debits PLUS
  • Taxation
    • Setting up tax information
    • European taxation (VAT)
    • Setting up Canadian taxation (GST and HST)
  • Reports Setup
  • iMIS Report Writer
    • iMIS Report Writer: Best Practices
    • Report Writer FAQs
    • Sample Report Writer reports
    • Creating an ExpressView report
    • Creating an Advanced Report PLUS
    • Creating an Advanced Report based on an imported template
    • Advanced Reports: Report Options
    • Advanced Reports: Report Viewer Options
    • Creating a Dashboard with Report Writer PLUS
    • Creating a chained report
    • Creating a CrossTab report PLUS
    • Creating barcodes PLUS
    • Adding reports to account pages
    • Printing an attached Report Writer report
    • Adding business objects and queries as available sources in Report Writer
    • Attaching a Report Writer report to a communication template
    • Filtering reports using URL parameter values
    • Displaying Report Writer reports
    • Formatting dates in Report Writer reports
    • Exporting and importing Report Writer reports
    • Using contact images and organizational logos in Report Writer reports
  • Reporting with IQA or SSRS
    • Reporting in IQA
    • SSRS reports
  • Provided SSRS reports
    • Understanding provided reports
    • Contact reports
    • Fundraising reports
    • Event reports
    • Product reports
    • Commerce reports
    • Accounting reports
    • Content reports
  • Modifying and creating SSRS reports
    • Setting up SQL Server Data Tools
    • Creating IQA-SSRS reports
    • Creating standalone SSRS reports
    • Modifying a sample SSRS report
    • Changing the default layout for reports
    • Adding or replacing a report logo
  • RiSE
  • Site Builder
    • Using Quick Start Sites
    • iMIS Dashboards Overview
    • Modifying out-of-the-box dashboards
    • Tailoring default navigation and content
    • Optimizing iMIS content for better search results
    • Managing shortcuts
    • Creating a site
    • Using sitemaps
    • Managing websites
    • Keeping users logged in while navigating through subdomains
    • Tailoring the homepage for logged-in users
    • Accessibility best practices
    • Using iMIS with social media
    • Controlling sitemap behavior
    • Implementing Responsive Web Design (RWD)
    • Using RiSE to maximize SEO results
    • Tracking your site with Google Analytics 4 (GA4)
    • Updating the iMIS time zone
    • Creating custom 404 and 500 pages
  • Page Builder
    • Creating content
      • Overview of content records
      • Defining and publishing content
      • Copying or moving content
      • Reverting to an earlier version of a content record
    • Easy Edit overview
    • Using the contact redirector
    • Using redirector ASPX pages
    • Creating custom layouts
    • Defining content folders
    • Enabling workflow for content authoring
    • Managing files and images
    • Purging or restoring deleted content records
    • Managing content set within an expiration
    • Choosing keywords and description text for a content record
    • Changing zone properties
  • Theme Builder
    • Using out-of-the-box themes
    • Creating RiSE-built website templates
    • Creating custom themes
    • Updating the homepage images on out-of-the-box themes
    • Changing Telerik skins
    • Customizing the colors of website icons
    • Using the Constellations_Classic template
  • Dynamic Content Items
    • Configuring content items
    • Commerce gallery
      • Cart Charges Display
      • Cart Checkout Button Link
      • Cart Details Display
      • Confirmation Display
      • Continue Shopping Button Link
      • General Product Display
      • Order Confirmation Display
      • Promotion Manager
      • Related Items
      • Shipping Method Selector
      • Submit Order Button Link
    • Contact gallery
      • Address Mapper
      • Change History Display
      • Change Logon Password
      • Communication Preferences Editor
      • Contact Account Creator
      • Contact Address Editor
      • Contact Attendance Editor
      • Contact Mini Profile
      • Contact Sign In
      • Engagement Score Display
      • Interaction Log
      • Social Profile List Creator
    • Content gallery
      • Alert Display
      • Big Button Panel
      • Content Block
      • Content Collection Organizer
      • Content File
      • Content Html
      • Content Reference
      • Content Tagged List
      • Data Showcase
      • Embedded Web Page
      • Panel Editor
      • Slideshow
      • Social Share
      • Video Player
    • Events gallery
      • Event Calendar
      • Event Check-In
      • Event Display
      • Event Program Display
      • Function Display
      • Program Item Occurrences Display
    • Finance gallery
      • Automatic Payment Enrollments
      • Batch Invoice Payment Processing
      • EFT Batch Status
      • Invoice Payment Link
      • Open Credit Display
      • Open Invoice List Display
      • Payment Creator
      • Payment Option Manager
    • Fundraising gallery
      • Donation Creator
      • Gift Aid Claim Manager
      • Gift Aid Declaration
      • Recurring Donation Creator
      • Tribute Gift Editor
    • Groups gallery
      • Group Full Roster
      • Group List Editor
      • Group Mini Roster
      • Household Editor
      • Owned Item List
      • Uniform Item Context
    • Utility gallery
      • Club check-in
      • Common Search
      • Communication Creator
      • Contact Us
      • File Importer For Web Services
      • File Viewer For Web Services
      • Log Viewer For Web Services
      • Progress Tracker
      • Query Chart Viewer
      • Query Menu
      • Query Template Display
      • Recent History
      • Report Display
      • Report Writer Display
      • SSRS Report
      • Summary Display
    • Website gallery
      • Content Display
      • Main Content Placeholder
      • Primary Navigation
      • Secondary Navigation
      • Utility Navigation
  • Tagging
    • Defining tagged list formats
    • Defining tags
    • Searching for tagged items
  • Maintenance
    • Defining user-defined fields
    • Defining content types
    • Defining content authority groups
  • Intelligent Query Architect (IQA)
    • Getting started with IQA queries: Business Objects
    • IQA Queries: Best Practices
    • Building IQA queries: Tutorials
    • Understanding IQA
    • Adding a query source to the default list
    • Defining queries
    • Developing filters
    • Adding links to IQA results
    • Creating Groups with IQA
    • Granting queries access to the REST API
    • Creating templates to display query data
    • Displaying hierarchical grids
  • Business Objects
    • Understanding business objects
    • Working with Business Object Designer
    • Business Object Designer field reference
  • Form Builder
    • Creating Forms: Tutorials
    • Using Form Designer and the Form Library
      • Understanding the form elements
      • Using Drag-and-Drop mode
      • Using multi-layouts
    • Using Rules
    • Health Check
    • Form groups
    • Approvals
    • Displaying a form
    • Reporting and viewing submitted form information
    • Using the Form migration tool
    • Accessing forms based on authentication
    • Working with out-of-the-box Forms
    • Form Builder FAQ
    • Post processing with Forms
  • Panel Designer
    • Configuring the Panel Editor content item
    • Managing panel sources
    • Restricting or granting REST API access to panel sources
    • Creating a panel and adding it to account pages
    • Creating standalone panels
    • Creating a panel that allows multiple entries
    • Editing a panel with an explicit value list
    • Creating event-based panels
    • Adding images to panels
    • Logging changes to panel data
    • Indexing panel properties
  • Process automation
    • Process automation FAQ
    • Licensing for Process automation
    • Understanding scheduled tasks
    • Overview of out-of-the-box scheduled tasks
    • Using out-of-the-box scheduled tasks
    • Creating and editing scheduled tasks PLUS
    • Sending scheduled communications
    • Sending scheduled reports
    • Overview of out-of-the-box alerts
    • Creating new alerts
  • Scoring
  • Document system
  • Workflow
  • Upgrade log
  • Settings Setup
  • About iMIS
    • Configuring licensing in iMIS
    • Resetting the website cache
  • Organization: Settings
  • Contacts: Settings
    • Logging in with social media
    • Single Sign-On (SSO)
    • Implementing OpenID Connect (OIDC)
  • Addresses: Settings
  • Groups: Settings
  • Fundraising: Settings
  • Events: Settings
  • Commerce: Settings
  • Finance: Settings
  • Advanced email: Settings
  • RiSE: Settings
  • Using the Workbook Converter
  • Workbook Converter FAQ
  • Workbook Converter tips
  • Pre-conversion tasks
  • Locating the Workbook Converter
  • Preparing the workbook data
  • Importing the workbook data
  • Post-conversion tasks
  • Importing groups
  • Importing standalone panels
  • Importing AutoPay data into the Workbook Converter
  • iMIS for Clubs: Working with historical member data
  • Additional Resources Overview
  • Glossary
  • iMIS reserved words
  • Browser requirements

Groups gallery

Find the following content items in the Groups gallery:

  • Group Full Roster
  • Group List Editor
  • Group Mini Roster
  • Household Editor
  • Owned Item List
  • Uniform Item Context

Updated 4 months ago


Tribute Gift Editor
Group Full Roster
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