(10.6 upgrades only) Preparing 10.6 user records for an upgrade
|
(optional) Installing or upgrading e-Series and e-CM into an iMIS 15 environment
|
(upgrades only) Performing non-iMIS pre-upgrade tasks
|
(upgrades only) Preparing AR/Cash records for an upgrade
|
(upgrades only) Record business object customizations
|
.NET functionality transfers across sites
|
15.0 at a glance
|
| A |
A More Complex Inline Style Example
|
Ability to bypass intermediate stages of an action plan
|
Ability to create source codes from Marketing Suite areas
|
Ability to define security privileges for Document System folders
|
Ability to disable U.S. phone formatting in e-Series
|
Ability to display campaign structure in a single window
|
Ability to limit project creation to a specific set of iMIS users
|
Ability to record Function Begin Date for CEU
|
Ability to record opt-out responses to campaigns
|
Ability to specify preferred shipping address e-Series
|
About Address Flow Down
|
About Analytics
|
About AR/Cash
|
About assigning default shipping methods during order entry
|
About authorization levels
|
About communications tools
|
About creating action plans
|
About customer data fields
|
About Detail and History tab preferences
|
About e-Series
|
About finding credit and debit memos using multiple search criteria
|
About Fundraising history filters
|
About Fundraising tab access
|
About iMIS Billing Management
|
About iMIS Events Management
|
About iMIS Fundraising
|
About iMIS IDs
|
About iMIS Orders
|
About iMIS Professional Referral
|
About Issue Management
|
About Marketing Suite
|
About marking unposted transactions
|
About multi-entity and function fees
|
About RFM Analytics
|
About security roles and security groups
|
About Segmentation
|
About Service Central
|
About signup fields
|
About soft credit history
|
About the Customers feature
|
About the Letter System
|
About user defined company flow down
|
Accepting and validating Diners Club and Carte Blanche credit cards
|
Accepting, Declining, Converting, and Deleting Exhibitor Booth Preferences
|
Access Accounts for Windows
|
Access control: AR/Cash
|
Access control: Billing
|
Access control: Certification
|
Access control: Contacts
|
Access control: Customers
|
Access control: Directory
|
Access control: Donations
|
Access control: Events (Desktop view)
|
Access control: Events (Web view)
|
Access control: Exhibition
|
Access control: Exposition
|
Access control: Fundraising
|
Access control: Home page (Desktop view)
|
Access control: Home page (Web view)
|
Access control: iSA
|
Access control: Issues
|
Access control: Leg. Tracking
|
Access control: Marketing
|
Access control: Orders
|
Access control: Process Manager
|
Access control: Referrals
|
Access control: Service Central
|
Access control: Store
|
Access control: Subscriptions
|
Access control: System Setup
|
Access control: Xtender
|
Access Denied
|
Access Keywords in Customers
|
Access security levels
|
Access to the iMIS database
|
ACCESS_KEYWORDS (Validation)
|
Accessing API Help
|
Accessing BOD
|
Accessing business objects
|
Accessing IQA
|
Accessing module based reports
|
Accessing Subscription Fulfillment
|
Accessing the Ektron Documentation
|
Accessing the events fields
|
Accessing the Orders feature from Customers
|
Account hierarchy for inventory adjustments
|
Account management configuration window
|
Accounting effect of direct orders
|
Accounting effect of direct transactions
|
Accounting effect of printing invoices
|
Accounting impacts of direct transactions and orders
|
Accounting Tables
|
Accounting tables overview
|
Accounting transactions created when processing refunds
|
Accounting window
|
Accounts Receivable and Cash Receipts Overview
|
Accounts Receivable window
|
ACCPAC for Windows
|
Accrual Accounting
|
Accrual basis
|
Accrual Dues
|
Accrual dues overview
|
Accrual dues with multi-entity enabled
|
Accumail and Prosort
|
Acquiring a Certificate
|
Acquiring financial institution
|
Acquisition Management
|
Acquisition Management overview
|
Acting on responses
|
Actions tab
|
Active
|
Active or Out of Production (inventory is available)
|
Active products
|
Activity attachment fields
|
Activity Attachment window
|
Activity attachments
|
Activity Detail report
|
| Activity Detail window |
Activity Detail window
|
Activity Planning report
|
Activity record file attachments
|
Activity Record Summary Counts report
|
Activity window
|
actual cost
|
Add a Prospect window
|
Add New Customer window
|
Add Properties in SQL
|
Add Properties to the Business Object
|
Add to calendar
|
Add-on Charges window
|
Addendum for Installation
|
Adding a constraint to a business object
|
Adding a donor record
|
Adding a new business object
|
Adding a picture
|
Adding a source
|
Adding a Subscription Item
|
Adding and deleting fields in the change log
|
Adding attributes to master products
|
Adding Bullets to the List
|
Adding change tracking to a business object
|
Adding child products
|
Adding Content Managers to an Authority Group
|
Adding Crystal reports to the menu
|
Adding Custom Scripts to System Reports/Queries
|
Adding display options
|
Adding fundraising information to a customer record
|
Adding Links and Files to Content Records
|
Adding new customers during order entry
|
Adding new Opportunity Classes
|
Adding notes
|
Adding notification information to a customer record
|
Adding product keys to iMIS
|
Adding Program Notes
|
Adding properties to business objects
|
Adding Prospects
|
Adding receipt number/date to Gift record
|
Adding run-time parameters
|
Adding segments
|
Adding solicitor data to a customer record
|
Adding SQL queries to custom reports
|
Adding to the campaign structure
|
Adding user-defined fields in Public view
|
Adding users to security groups
|
Adding value lists to properties
|
Adding values to master product attributes
|
Additional default IQA joins added to four business objects
|
Additional resources
|
Additional Site Functionality
|
Additional special pricing examples
|
Additional Support Services
|
Address configuration window
|
Address information in Contacts
|
Address label configuration window
|
Address Layout Tester window
|
Address layouts
|
Address verification
|
Address Verification Setup
|
ADDRESS_PURPOSE (Validation)
|
Adjusting journal entries
|
Admin configuration window
|
Administering IQA
|
Administering Process Manager
|
Administering security for IQA
|
Advanced mode options for sources
|
Advanced Report Customization
|
Advanced Reporting
|
Advanced subscriptions
|
Advanced Tagging
|
Advanced Topics
|
After running the e-Content Manager wizard
|
Aging window
|
All tasks visible to the project's owner
|
Allow registration past cutoff date
|
Allow user to enter Soft Credit as percentage
|
Allowing Anonymous Users to Search your Site's Directory
|
Allowing Users to Select a Registrant Class
|
Altering Image Properties
|
Analytics
|
Analytics dimensions and measures
|
Analytics enhancements
|
Analytics implementation
|
Analytics system requirements
|
Analytics usage
|
Analyzing iMIS business performance with the Analytics Briefing Book
|
Anatomy of a Tagged Page
|
Anniversary Billing
|
Annual Billing
|
Annual versus anniversary billing
|
Anonymous Users and Security Filters
|
API documentation
|
| appeal |
appeal
|
Appeal Activity Report (Crystal)
|
Appeal Expense report
|
Appeal Expense report can prompt for campaign code
|
Appeal Performance Analysis (Crystal)
|
Appeal Premiums window
|
Appeal Setup Report (Crystal)
|
APPEAL_TYPE (Validation)
|
Appeals window
|
Appearance and Content Migration
|
Application
|
Apply demographics to a new task
|
Applying a Credit Balance to a Specific Item
|
Applying a Credit Balance Using *TAB
|
Applying a Different Template to an Existing Website
|
| Applying credit balances as payment |
Applying credit balances as payment
|
Applying credit balances to other customers
|
Applying credit balances to other registrants
|
| Applying for a merchant bank account |
Applying for a merchant bank account
|
Applying Goods and Services Tax (GST) calculation to Orders
|
Applying Tags at the Tagged Page Link
|
Applying VAT in daily operations
|
Approving and Publishing Content
|
Approving and Publishing Navigation Items
|
Approving and Publishing Your First Content
|
AR Cash setup overview
|
AR Payment Importer
|
AR Statements report
|
AR/Accounting table reports
|
AR/Cash
|
AR/Cash Batch Control window
|
AR/Cash changes
|
AR/Cash Credit Card Authorization window
|
AR/Cash deferred income reports
|
AR/Cash Transaction Journal report
|
AR/Cash Transactions report
|
AR/Cash: Set up module
|
AR/Cash: Set up tables
|
Arrange Script Sections window
|
ASP.NET master template options
|
Asset
|
Assigning Access Keywords to users
|
Assigning Booths
|
Assigning entities during transaction generation
|
Assigning entities to credit memo orders and debit memo orders
|
Assigning entities to standard orders
|
Assigning Exhibitor Booth Preferences
|
Assigning Goods and Services Tax (GST) codes to Events
|
Assigning Pass, Fail, and No Show to a Registration
|
Assigning Receipting Intervals to Customer Records
|
Assigning Security Logins and Passwords for e-Series
|
Assigning status codes to products
|
Assignment area
|
| Assistance from Technical Support |
Assistance from Technical Support
|
Associate SQL table with Object
|
Associating personnel with prospects
|
Associating Tag “Families” With a Module
|
Association List Management
|
Attaching document templates to a process type
|
Attaching documents to activity records
|
Attaching files to activity records
|
Attaching premiums
|
Attendance
|
Attribute Setup
|
Authenticating User Information
|
Authorization
|
Authorization Gateways
|
Authorization levels for credit/debit memos
|
Authorization levels for Customers
|
| Authorization levels for pledge credit and debit memos |
Authorization levels for pledge credit and debit memos
|
Authorization Levels for Reports
|
Authorizing access to the Letter System
|
Auto Receipt Batch Query window
|
Auto Receipt Selection Criteria
|
Automatic freight calculation
|
Automatic Freight Calculation for International Addresses
|
Automatic handling calculation
|
| Automatic Settings for “Use Company” and “Use Title” Options |
Automatic Settings for “Use Company” and “Use Title” Options
|
Automatic Settings for Use Company and Use Title options
|
Automatic updating and synchronization
|
average transaction amount
|
Avoid creating ActiveX controls
|
Avoiding blank address records
|
| B |
Back Issues
|
Back orders and batch control
|
Backing Up a Certificate and Key Pair
|
Backorder Processing window
|
Backorder report
|
Backordering product kits
|
Backorders
|
Backorders overview
|
BAD_ADDRESS (Validation)
|
Badge
|
BADGE_TYPES (Validation)
|
Badges
|
Badges report
|
Badges window
|
Basic and closed-loop marketing principles
|
Basic and complex campaigns
|
Basic campaign example: Professional conference
|
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Basic Subscription Products
|
Basics for Casual users
|
Basket tables
|
| Batch |
Batch
|
Batch and manual address verification in iMIS
|
Batch attributes
|
Batch Control
|
Batch control and individual dues billing
|
Batch control and mass dues billing
|
Batch control overview
|
Batch Distribution Summaries report
|
Batch Header Record (BH)
|
Batch integrity and usability improvements
|
Batch window
|
| Before you begin |
Before you begin
|
Before you use DB Repair
|
Begin Date for an annual billing cycle
|
Benefits of Certification
|
Benefits of order processing
|
Benefits of Project Planning
|
Benefits of QAS Postal Barcoding Module
|
Benefits of the EXPOCAD Interface
|
Benefits of using Postal Modules
|
Best practices for building your library
|
Bill Begin
|
Bill To
|
Bill To ID added to credit card reports
|
Bill Tracking Options
|
Bill Tracking works with Customer
|
Billed Thru
|
Billing
|
Billing Accounting
|
Billing and Reminder Notices window
|
Billing Category
|
Billing Changes
|
Billing configuration
|
| Billing Cycle |
Billing Cycle
|
Billing cycles
|
Billing for a Subscription Product
|
Billing Interval
|
Billing interval for an annual billing cycle
|
| Billing interval for anniversary billing cycle |
Billing interval for anniversary billing cycle
|
Billing interval for annual billing cycle
|
Billing Overview
|
Billing Payment Importer
|
Billing process overview
|
Billing product codes
|
Billing reports
|
Billing run troubleshooting
|
Billing system accounting rules
|
Billing Table Maintenance
|
Billing Term
|
Billing: Set up module
|
BOD Actions tab
|
BOD Constraints tab
|
BOD Database tab
|
BOD Definition tab
|
BOD Field Reference
|
BOD Menu
|
BOD Properties Tab
|
BOD Properties tab - Constraints sub-tab
|
BOD Properties tab - Definition sub-tab
|
BOD Properties tab - Display sub-tab
|
BOD Properties tab - Properties list
|
BOD Properties tab - Values Sub-tab
|
Booth Change History window
|
Booth Inventory
|
Booth Inventory Assignment window
|
Booth Preference Management
|
Booth Preferences
|
Booth Preferences window
|
Booths window
|
Browsing product categories
|
Building a library of queries
|
Building a new business object
|
Building a value display manually
|
Building action plans
|
Building new Opportunity Classes
|
Building Referral List
|
Building tables guidelines
|
Building the campaign structure for the event
|
Building Your First Tagged Page
|
Business Object Designer (BOD)
|
Business Object Designer access and support
|
Business Object Designer tour
|
Business object physical representation
|
Business Works for Windows
|
Bypassing automatic credit card processing in e-Series
|
| C |
Calculate Registration Eligibility in e-Events
|
Calculating dates in billing runs
|
Calculating Freight Charges in e-Orders
|
Calculating freight charges that fall outside defined ranges
|
Calculating order values that fall outside defined ranges
|
Calculating the Begin Date for a dues billing run
|
Calculating the Begin Date for a non-dues billing run
|
Calculating the Billing Interval for a dues billing run
|
Calculating the billing interval for a non-dues billing run
|
| campaign |
campaign
|
Campaign Activity Report (Crystal)
|
Campaign hierarchy
|
Campaign Management
|
Campaign Management and function fees
|
Campaign Management hierarchy
|
campaign security group
|
Campaign Setup Report (Crystal)
|
Campaign Structure page
|
campaign type
|
Canceling an event
|
Canceling an event registration
|
Canceling an EXPOCAD Order in iMIS
|
Canceling an Exposition
|
Canceling Exposition Orders
|
Canceling orders
|
Canceling, Closing, and Deleting Programs
|
Capture
|
Card authorization gateway
|
Card authorization requirements
|
Card authorization terms
|
Card Security Code (CSC)
|
Cart manager
|
Cascading Style Sheets
|
Cash Accounting
|
Cash and check payments
|
Cash basis operations
|
Cash Dues Billing
|
Cash Dues Payments
|
Cash dues payments with multi-entity enabled
|
Cash handling in order processing
|
Cash prepayments
|
Cash-based versus accrual-based accounting
|
CATEGORY (Validation)
|
Category details
|
Certificate
|
Certificate of Appreciation report
|
Certificate of Membership report
|
Certification
|
Certification Activity Setup window
|
Certification Components
|
Certification Program Type window
|
Certification Programs
|
Certification Registrations
|
Certification Set up tables submenu
|
Certification System Options window
|
CEU
|
CEU Certificates report
|
CEU record keeping
|
CEU system setup
|
CEU_TYPE (Required Validation)
|
CFINCLUDE Error
|
CFM Files
|
Changing an active product's status
|
Changing an Inactive, Not Available, or Out of Production product's status
|
Changing attributes for master products
|
Changing fonts and colors for web pages using CSS
|
Changing product status codes
|
Changing property displays
|
Changing SMTP server settings
|
Changing Tax Authority after Registration
|
Changing the Booth Class in EXPOCAD
|
Changing the Booth Number in EXPOCAD
|
Changing the Content Areas
|
Changing the Contents of Default Home Pages for a Frameless Site
|
Changing the font table
|
Changing the global maximum for rows returned
|
Changing the scheduled run time of the Update i15Analytics package
|
Changing the task frame background color
|
Chapter Management
|
Chapter Reports window
|
Chapter Selection window
|
Chapters overview
|
| Checking for duplicate records |
Checking for duplicate records
|
Checkout configuration
|
Checksum for Automatically Assigned IDs
|
Child Components window
|
Choosing the query source for an output process
|
Classes
|
Clearing old query results
|
Client roll-out
|
Client Settings Tab
|
Client Settings Visible to the Client
|
Clipboard
|
Cloning a Report (Permanent Report Modifications)
|
Cloning an event
|
Cloning an Export Definition
|
Cloning an Exposition
|
Cloning reports
|
Closed events retain function history and fees
|
Closed-loop marketing
|
Closing an event
|
Closing an EXPOCAD Exposition in iMIS
|
Closing an Exposition
|
Closing orders
|
Code sample: Contacts - Delete and insert data
|
Code sample: Contacts - Find and update data
|
Code sample: Contacts - Update user-defined data
|
Code sample: Events - Display and register function data
|
Code sample: index.asp
|
Code sample: Paging
|
Code sample: RegistrationReview.asp
|
Code Samples
|
ColdFusion
|
ColdFusion Issues
|
ColdFusion Markup Language (CFML)
|
ColdFusion Server
|
ColdFusion sessions
|
ColdFusion versus ASP scripting
|
Collocate servers for performance
|
Colocation
|
Combining billing and payment for a new customer
|
Commerce Setup in iMIS Desktop
|
Committee codes window
|
Committee configuration window
|
Committee Management
|
Committee overview
|
COMMITTEE_GROUP (Validation)
|
COMMITTEE_STS (Required Validation)
|
Common address joins
|
Common Error Messages
|
Common Issues
|
Common report tables and joins
|
| Communications and Reporting |
Communications and Reporting
|
Community membership adjusts to criteria changes
|
Company Activity Spread report
|
Company Conflicts
|
Company Conflicts window
|
| Company flow down |
Company flow down
|
Comparison of web-based views
|
Completing the e-Series Implementation
|
Component Roles
|
Component_Interest_Category (Basic Linking Table for Tagging)
|
Component_Interest_Group (Active Matter Modules and Tag Families)
|
Components Cannot Execute ColdFusion Code
|
Concepts
|
Concepts and Terms: IQA
|
Concepts and Terms: Reports and Output Processes
|
Concepts for action plans
|
| Configuration Settings |
Configuration Settings
|
Configuration Settings not Visible to Client
|
Configuration Variables Visible to the Client
|
Configure e-Series
|
Configuring “My Communities” Home Page
|
Configuring a Security Group
|
Configuring a Website to Require SSL
|
Configuring an Exchange Server to relay mail for a ColdFusion Server
|
Configuring Analytics to track custom iMIS demographics
|
Configuring and Managing Lookup Options
|
Configuring ColdFusion
|
Configuring ColdFusion Settings
|
Configuring iMIS System Setup
|
Configuring Issues e-mail
|
Configuring Legislative Bill Tracking
|
Configuring multi-entity processing
|
Configuring Output Processes
|
Configuring QAS Address and Data Plus formats
|
Configuring QAS Pro v4 for Australian addresses
|
Configuring QAS Pro v4 for New Zealand addresses
|
Configuring QAS Pro v4 for other countries
|
Configuring QAS Pro v4 for United Kingdom addresses
|
Configuring Referrals
|
Configuring Relationships
|
Configuring Security
|
Configuring SSL Security
|
Configuring the general ledger interface
|
Configuring the iMIS Desktop to connect to multiple appserver URLs
|
Configuring the Module Options
|
Configuring the QAWORLD.INI file for QAS Batch
|
Configuring user prompts
|
Confirmation
|
CONFLICT_CODE (Validation)
|
Conflicting Booths/Products window
|
Connecting ColdFusion to a Data Source
|
Connecting iMISpublic from a separate appserver
|
Consolidated Cascading Style Sheets (CSS)
|
Constraints tab
|
Consulting
|
Contact management
|
Contact us configuration window
|
CONTACT_TYPE (Validation)
|
Contacting ASI
|
Contacting ASI Developer Support
|
Contacting ASI Offices
|
Contacting Customer Support
|
Contacts
|
Contacts Activities
|
Contacts Billing (Staff only)
|
Contacts Call logs
|
Contacts Change logs
|
Contacts Fundraising
|
Contacts Orders
|
Content (Holds Content Records)
|
Content folders must be deleted before website in e-CM
|
Content History and Recovery
|
Content Migration
|
Content Record Icons
|
| Content Tagging |
Content Tagging
|
Content Tagging and UDF Tables
|
Continuing Education
|
Continuing Education overview
|
Controlling access to the Desktop view of iMIS
|
Controlling access to the Web view of iMIS
|
Controlling joins between filters
|
Controlling the recognition of credit card entries in batches
|
Conversion methods for building the initial matrix
|
Converting existing deferred income items
|
Converting existing fields
|
Converting orders
|
Converting quotes
|
Copying a content record
|
Copying action plans
|
Copying or Moving a Certificate to Another Server
|
Copying segments
|
Copyright Notice
|
Correcting a gift after the batch is posted
|
Correcting balancing problems
|
Correcting cash billing payments
|
Correcting Corrupt UserDefined Table Data
|
cost per thousand
|
count
|
Count by Member Type spreadsheet report
|
COUNTRY (Validation, Expansion)
|
Course Prerequisites
|
Create a template
|
Create account configuration window
|
Create account page titles window
|
Create account settings window
|
Create New and Additional Sites
|
Create new credit card gateways
|
Create new object in BOD
|
Create new table in SQL
|
Creating a Crystal Report Output Process
|
Creating a custom credit card gateway
|
Creating a letter template
|
Creating a New Tagging Category
|
Creating a Page or Document
|
Creating a Program
|
Creating a Relationship
|
Creating a segmentation job
|
Creating a segmentation job with all segment definitions
|
Creating a segmentation job with an A/B split
|
Creating a user-defined tab
|
Creating a user-defined table
|
Creating a Website from the Template Gallery
|
Creating Access Keywords
|
Creating Activities in EXPOCAD
|
Creating an account
|
Creating an accrual dues billing cycle
|
Creating an Email Merge Output Process
|
Creating an EXPOCAD Floor Plan
|
Creating an Export Definition
|
Creating an insert
|
Creating an ODBC for FoxPro
|
Creating an Open Cash Dues Item for a New Customer
|
Creating an Opportunity Output Process
|
Creating an Output Process
|
Creating and Configuring Security Groups
|
Creating and editing process types
|
Creating and Managing Email Lists
|
Creating attributes for master products
|
Creating billing cycles
|
Creating Bookmarks (Internal Links)
|
Creating Bulleted Lists
|
Creating business objects for user-defined tables
|
Creating Certification Activity Types
|
Creating Components
|
Creating contact records
|
Creating Content Records
|
Creating credit invoices
|
Creating Custom Components
|
Creating custom tabs
|
Creating e-Order Products
|
Creating general lookup/validation tables
|
Creating General Lookup/Validation Tables for Exposition Management
|
Creating Legislative Bill Records
|
Creating letters
|
Creating links to iMIS modules from query results
|
Creating links to reports in the Document System
|
Creating mailing and address lookup and validation
|
Creating master products
|
Creating matching plans in company records
|
| Creating multiple projects |
Creating multiple projects
|
Creating Navigation Items
|
Creating new categories
|
Creating Output Processes
|
Creating Page Types
|
Creating Pay Types
|
Creating private and public respond email addresses
|
Creating Product Categories for the Web
|
Creating Relationship Types
|
Creating RFM analysis definitions
|
Creating Sites
|
Creating source codes based on segment definitions
|
Creating Static Pages
|
Creating Subcomponents
|
| Creating Subscription Products |
Creating Subscription Products
|
Creating subscriptions (NRDS Importer)
|
Creating tabs for activity types
|
Creating the general ledger journal
|
Creating the ISSUEREQ activity type
|
Creating the Name_All view
|
Creating the tutorial website for ASP.NET
|
Creating URL Types
|
Creating user defined fields for Public view in iMIS Desktop
|
Creating User-Defined Fields
|
Credit
|
Credit balances
|
Credit Card Authorization
|
Credit Card Authorization Audit report
|
Credit Card Authorization in iMIS
|
Credit card authorization window
|
Credit card label configuration
|
Credit card payments
|
Credit Card Reconciliation report
|
Credit Invoices window
|
Credit Memo or Debit Memo/Adjustment Transaction in any module
|
| Credit memos |
Credit memos
|
Cs* Objects
|
Current Booth Assignments window
|
current response rate
|
Current Service Contractors window
|
Custom field features
|
Custom Tab Designer window
|
Custom tab features
|
Custom table features
|
Custom tags
|
Customer
|
Customer - Set up Fundraising options
|
Customer changes
|
Customer Communication
|
Customer communication overview
|
Customer data entry
|
Customer Data Management
|
Customer data management overview
|
Customer General Lookup/Validation and Expansion tables
|
Customer Portfolio Tab Preferences window
|
Customer renewal notices
|
Customer Setup - Access Keys window
|
Customer Setup - Acquisition Options window
|
Customer Setup - Additional Windows window
|
Customer Setup - Address and Notes window
|
Customer Setup - Advanced window
|
Customer Setup - Basic Options window
|
Customer Setup - Change Logging window
|
Customer Setup - Indexes window
|
Customer Setup - QAS Options window
|
Customer setup overview
|
Customer Support
|
Customer System Maintenance
|
Customer Type
|
Customer-focused marketing
|
Customers
|
Customers Fundraising tab
|
Customers Overview
|
Customers synchronization behavior
|
Customers tab security
|
Customers: Set up fundraising
|
Customers: Set up module
|
Customers: Set up tables
|
Customizable label for Check/CC field
|
Customizable Template Gallery Files
|
Customization to the left navigation items not taking affect
|
Customizer
|
Customizer tips
|
Customizing clipboard fields
|
| Customizing Confirmation emails |
Customizing Confirmation emails
|
Customizing credit card expiration dates for e-Series
|
Customizing e-Billing
|
Customizing e-Communities
|
Customizing e-Customer Management
|
Customizing e-Events
|
Customizing e-Orders
|
Customizing e-Series
|
Customizing e-Series Logins and Passwords
|
Customizing e-Series Scripts
|
Customizing objects for Opportunities
|
Customizing Process Manager
|
Customizing product details for the Public view
|
Customizing roster display fields
|
Customizing system reports
|
Customizing the e-Series Interface
|
Customizing the iMIS Desktop
|
Customizing the Renewal Notice Formats
|
| D |
Daily Summary report
|
Data entry features
|
Data Transfer Utilities
|
| Database |
Database
|
Database schema for card authorization accounts and cash accounts
|
Database server requirements
|
Database tab
|
Database tab - Detailed Options
|
Date field data entry
|
date of first response
|
date of last response
|
Date of Publication and Search
|
Date Usage in iMIS
|
DB Repair: Reset, Rebuild, and NetContacts commands
|
DB Repair: Table Details
|
DBA name
|
DBRepair tool replaces Table Analysis
|
Debit
|
Debit Card Post Authorization report
|
Debit Card Reconciliation report
|
| Debit memos |
Debit memos
|
Debugging
|
Debugging in ColdFusion
|
Deciding to use a simple order entry or a sales transaction
|
Dedicated server
|
Default Accounts window
|
Default and hard-coded virtual links among Document System folders
|
Default folders for Document System
|
Default Shipping Configuration window
|
| Deferred authorization |
Deferred authorization
|
Deferred Income
|
Deferred Income Analysis/Spread report (Crystal)
|
Deferred income overview
|
Deferred Income Schedule Records window
|
Deferring dues/subscriptions income
|
Deferring events/exhibition/exposition income
|
Define an event - event details window
|
Define an event - event list window
|
Define matching based on exact match
|
Defining a default country code
|
Defining a filter Property with several values
|
Defining a new event
|
Defining a query
|
Defining a query (Advanced mode)
|
Defining a query (Basic mode)
|
Defining a Web Order Type
|
Defining Activity Fields
|
Defining activity types
|
Defining add-on charges
|
Defining aging groups
|
Defining an Event (Exposition) in EXPOCAD
|
Defining an event as a fundraising event
|
Defining an EXPOCAD Exposition (Event) in iMIS
|
Defining an Exposition
|
Defining an Exposition (Event) in iMIS
|
Defining an organizational entity
|
| Defining appeals |
Defining appeals
|
Defining backorder options
|
Defining campaign components and hierarchy
|
Defining campaign performance
|
| Defining campaigns |
Defining campaigns
|
Defining Certification Options
|
Defining chapter codes
|
Defining Comment Types and Managing Comments
|
Defining Component Categories
|
Defining cost tracking data
|
Defining credit/debit card codes and accounts
|
Defining customer types
|
Defining default general ledger accounts
|
Defining default shipping methods for individual countries
|
Defining distributions and premiums
|
Defining donor clubs
|
Defining event registration classes
|
Defining event setup Function Groups
|
Defining event setup Guests
|
Defining event setup Options
|
Defining event setup Registrant information
|
Defining event setup Registration Steps
|
Defining event setup Survey questions
|
Defining event standard resources
|
Defining Exposition Addresses
|
Defining Exposition Descriptions
|
Defining Exposition Notes
|
Defining Exposition Options
|
Defining Exposition Products
|
Defining Exposition Products and Pricing
|
Defining fundraising setup options
|
Defining funds
|
Defining General Exposition Options
|
Defining general setup options
|
Defining GST and PST tax codes
|
Defining hotels
|
Defining iMIS user records
|
Defining inventory options
|
Defining inventory parameters for multiple warehouses
|
Defining Joins for Select Files
|
Defining lookup indexes for the Find window
|
Defining Lookups
|
Defining Mail Codes
|
Defining order status defaults
|
Defining product account information
|
Defining product codes
|
Defining Product Fees
|
Defining Product Kits
|
Defining Product Mapping
|
Defining product special pricing
|
Defining products
|
Defining property values using a Finder
|
Defining property values using IQA
|
Defining prorating rules
|
Defining publication demographics
|
Defining Publication Product Codes
|
Defining quantity ranges
|
Defining queries for RFM Analysis
|
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Defining security privileges for Document System folders
|
Defining shipping methods
|
Defining solicitations
|
Defining source codes
|
Defining speakers and evaluation criteria
|
Defining special pricing
|
Defining standard inventory parameters
|
Defining State/Province codes
|
Defining the AVAIL_CREDIT product code
|
Defining the BACKISSUE Activity Type
|
Defining the date/time format for iMIS
|
Defining the Default Booth Size in EXPOCAD
|
Defining the default tax authority
|
Defining the Event (Exposition) in EXPOCAD
|
Defining the fields available in letter templates
|
Defining the fiscal year used by Analytics
|
Defining the GSTINC tax authority
|
Defining Upsell Items
|
Defining value ranges
|
Defining VAT and intrastate country codes
|
Defining VAT tax codes
|
Defining web order options
|
Defining weight tables
|
Defining Zone Tables
|
Delayed Login for e-Events
|
Delete an appeal expense
|
Deleting an Unused Tagging Category
|
Deleting Expired Client Contact Records
|
Deleting Expired Provider Records
|
Deleting Expired Referral Records
|
Deleting gifts and pledges
|
Deleting Items
|
Deleting segments
|
Demo Tutorial Site
|
Description of UDF Interface
|
Designating upsell, cross-sell, and replacement items for products
|
Designating your organization as a fund
|
DESIGNATION (Expansion only)
|
Designed for Associations
|
Designed for non-accountant use
|
Desktop security extended to web-based views
|
Detail Report Parameters window
|
Detailed Customer Data
|
Detailed Information Tracking
|
Detailed Prospect List Maintenance
|
Determining a product's owner entity
|
Determining roles and responsibilities
|
Determining transaction entity ownership
|
Determining which tax authority to use
|
Determining which tax code to use as the default tax authority
|
Determining who changed records
|
Developing filters
|
Development environments and deliverables
|
Development Guide
|
Direct Transactions
|
Direct transactions overview
|
Direct transactions types
|
Directory Path
|
Disabling Login Authentication
|
Disabling multiple warehouses
|
Disabling Online Purchases
|
Disabling the Acceptance of OutofStock Orders
|
Display options under properties
|
Displaying alternative currency data in e-Series
|
Displaying and Selling Product Kits on the Web
|
Displaying pricing in another currency
|
Displaying Registrant Class Fees in the Function Detail Section
|
Displaying User-Defined Fields in e-Series
|
Distribution
|
Distribution Activity by Campaign (Crystal)
|
Distribution Activity Report (Crystal)
|
Distribution Performance Analysis (Crystal)
|
Distribution Setup Report (Crystal)
|
| Document System |
Document System
|
Documentation changes
|
Documentation conventions
|
Documentation Notice and Downloads
|
Donation
|
Donor Club Setup Report (Crystal)
|
Donor Clubs
|
Donor clubs and function fees
|
Donor History Sub-tab - Donor History Detail window
|
Donor Renewal Analysis by Calendar Year report
|
Downloading and installing the iMIS Desktop
|
Downloading product CD images
|
DR Post-update Utility
|
drop date
|
Drop Table_Specs Utility
|
DT_19194 Publishing Server not publishing when located on different server
|
Due To/Due From scenarios
|
Dues
|
Dues and Gift changes
|
Dues Batch Detail report (Crystal)
|
Dues Batch Report (Combined) report
|
Dues Batch Summary report (Crystal)
|
Dues billing versus non-dues billing
|
Dues Product Table Listing report (Crystal)
|
Dues responses
|
DueTo/DueFrom processing
|
dummy/test selects
|
Duplicate Match Key Analysis report
|
| Duplicate Merge Manager |
Duplicate Merge Manager
|
Duplicate Merge Manager enhancements
|
Duplicate Merge Manager overview
|
Duplicate Merge Manager terms
|
Duplicate Merge Manager window
|
Duplicate record check
|
Duplicate record checking
|
| E |
e-CM Implementation Project Plan
|
e-CM Overview
|
e-CM Permissions
|
e-CM Project Planning
|
e-CM Settings
|
e-CM Support Tips
|
e-CM Websites
|
e-Content Manager
|
e-Content Manager Implementation
|
e-Content Manager Usage
|
e-Events Registrant Class/Function Fees Setup Table
|
E-Mail Overlay report specification
|
E-mail Templates
|
e-Series Applications
|
e-Series ColdFusion
|
| e-Series Features |
e-Series Features
|
e-Series Implementation
|
e-Series Implementation Project Plan
|
e-Series Integration
|
e-Series Overview
|
Early and Regular Fees for All Classes
|
Easier addition of segments
|
Easy management of process engines from the Inserts and Source code windows
|
| eCM 5.1 and Template Gallery - support ASP pages |
eCM 5.1 and Template Gallery - support ASP pages
|
Edit an appeal expense
|
Editing
|
Editing action plans
|
| Editing Address Information |
Editing Address Information
|
Editing an event registration
|
Editing an existing business object
|
Editing an EXPOCAD Order in iMIS
|
Editing and deleting credit card payments
|
Editing and deleting inventory transactions
|
Editing event functions
|
Editing Exposition Orders
|
Editing gifts and pledges
|
Editing lists
|
Editing Logins and Passwords in e-Series
|
Editing orders
|
Editing payment types
|
Editing project classes
|
Editing query result displays
|
Editing Records in e-Series
|
Editing security settings and roles
|
| Effective Date |
Effective Date
|
Email confirmations to designated contact for orders
|
Email merge fields for projects
|
Emailing customers
|
Enabling attachments on activity records
|
Enabling ColdFusion Debugging (optional)
|
Enabling deferred income processing
|
Enabling Encryption on the MS SQL Server
|
Enabling European debit cards in e-Series
|
Enabling Event Functions for the Web
|
Enabling event system preferences
|
Enabling event wait lists
|
Enabling Events for the Web
|
Enabling Goods and Services taxation
|
Enabling GST taxation for countries
|
Enabling multi-entity processing
|
Enabling multiple warehouses
|
Enabling network DTC access for multi-server configurations
|
Enabling or disabling address auto-verification for QAS
|
| Enabling Product Categories for the Web |
Enabling Product Categories for the Web
|
| Enabling Products for the Web |
Enabling Products for the Web
|
Enabling queries on user-defined tables
|
Enabling rapid gift entry in Enter and edit gifts window
|
Enabling search of HTML content
|
Enabling SQL Server Client Encryption on the Webserver
|
Enabling System Options
|
Enabling VAT taxation
|
Enabling web-based Rapid Gift Entry
|
Enabling Zip Code Search
|
Enhanced support for foreign language characters
|
Enhancements in 15.0.1
|
Enhancements in 15.0.3
|
Ensuring an accurate deferral term
|
Ensuring prerequisite conditions for all servers and clients
|
Enter and edit cash receipts window
|
| Enter and edit credit memos window |
Enter and edit credit memos window
|
| Enter and edit debit memos window |
Enter and edit debit memos window
|
Enter and edit gifts window - Acknowledge tab
|
Enter and edit gifts window - Donor tab
|
Enter and edit gifts window - Installments tab
|
Enter and edit gifts window - Matching Plan tab
|
Enter and edit gifts window - Memorial/Tribute tab
|
Enter and edit gifts window - Notes tab
|
Enter and edit gifts window - Overview tab
|
Enter and edit gifts window - Premiums tab
|
Enter and edit gifts window - Soft credit tab
|
Enter and edit gifts window - Split Gifts tab
|
| Enter and edit orders window |
Enter and edit orders window
|
Enter and edit orders window - Account Info tab
|
Enter and edit orders window - Order Details tab
|
Enter and edit orders window - Overview tab
|
Enter and edit orders window - Payments tab
|
Enter and edit orders window - Ship to Info tab
|
Enter and edit payments window
|
Enter and edit pledge credit memos window
|
Enter and edit pledge debit memos window
|
Enter and edit receipts and adjustments window
|
Enter and edit sales transactions window
|
Entering a Component Order
|
Entering a full payment
|
Entering a partial payment
|
Entering a Payment
|
Entering a single gift or pledge
|
Entering an event registration
|
Entering an installment pledge
|
Entering an organization’s VAT information
|
Entering an overpayment
|
Entering and Editing Badge Information
|
Entering and Editing Issue Resolution Information
|
| Entering and Editing Issues |
Entering and Editing Issues
|
Entering and editing sales transactions
|
Entering and posting inventory transactions
|
Entering appeal expenses
|
| Entering Badge Information |
Entering Badge Information
|
Entering cash receipts
|
Entering credit memo orders
|
Entering debit memo orders
|
Entering detailed product information
|
Entering event coordinators and notes
|
Entering event descriptions and addresses
|
Entering event payments
|
Entering Event Registrations for Other Company Members
|
Entering Exhibitor Information
|
Entering Exposition Orders
|
Entering financial information
|
Entering function notes
|
Entering inventory adjustments
|
Entering inventory receipts
|
Entering inventory transfers
|
Entering Legislative Bills
|
Entering matching gifts
|
Entering memorials and tributes
|
Entering Navigation Item Properties
|
Entering note information
|
Entering Notes
|
Entering Notes and Actions
|
Entering order details information
|
Entering Order Line Notes
|
| Entering Orders |
Entering Orders
|
Entering Other Registration Information
|
| Entering payments |
Entering payments
|
Entering Referrals
|
Entering salutations information
|
Entering shipping information
|
Entering split gifts
|
Entering user-defined data
|
Entering values for comparison
|
Enumerator constants for filters
|
Error committing data from user defined windows
|
Error handling guide
|
Error log files
|
Error log window
|
Error message when editing a profile online
|
estimated cost
|
Evaluating speakers
|
Event
|
Event Address window
|
Event calendar
|
Event changes
|
Event Coordinators window
|
Event definition
|
Event definition and planning
|
Event definition overview
|
Event Description window
|
Event Function Definition
|
Event Function Definition - CEU window
|
Event Function Definition - Fees window
|
Event Function Definition - Plan window
|
Event Function Definition - Staff window
|
Event Function Detail window
|
Event GIFT and MEETING activities
|
Event Gifts are included in the Gift Portfolio
|
Event items in Customer Fundraising history tab
|
Event list
|
Event Notes window
|
Event registration processing
|
Event reporting
|
Event search
|
Event System Preferences window
|
Event terminology
|
| Events |
Events
|
Events Accounting
|
Events Additional Features
|
Events Administration
|
Events Advanced Features window
|
Events authorization levels
|
Events changes
|
Events configuration window
|
Events Field Formats
|
Events fields overview
|
Events key tables
|
Events list in reverse chronological order
|
Events Overview
|
Events registration fields
|
Events responses
|
Events Setup
|
Events system flexibility
|
Events system setup overview
|
Events Table Maintenance
|
Events-Specific Report Options
|
Events: Set up module
|
Events: Set up tables
|
Exact for Windows
|
Example 1: To search by bill date
|
Example 2: To search for specific products
|
Example 3: To search by customer type
|
Example AR Import File
|
Example billing import file
|
Example configuration architectures
|
Example duplicate record check formulas
|
Example of the Dues Renewal Notice - No Remittance Stub
|
Example of the Dues Renewal Notice with Reminder Text
|
Example: Adding a join
|
Example: Building a “Job” opportunity class and type
|
Example: Creating a fundraising campaign
|
Example: Creating a segmentation job
|
Example: Donor Segmentation
|
Example: Event marketing
|
Example: Find recipients for email
|
Example: Find registered members by city with award
|
Example: Find registrants of past (closed) events
|
Example: Response actions
|
Example: RFM rankings
|
Example: Segmentation queries for RFM analysis
|
Example: Specify Opportunity List query security settings
|
Example: Specifying complex guest registration rules
|
Examples of Ad Hoc Searches
|
Examples of Business Object customizations
|
Examples of Due To/Due From scenarios
|
Examples of queries
|
Examples of unposted transactions
|
Exchange settings window
|
Exhb_Booth
|
Exhibited Product Conflicts window
|
Exhibitions
|
Exhibitor
|
Exhibitor Company Product Maintenance window
|
Exhibitor Contacts window
|
Exhibitor Information
|
Exhibitor Information window
|
Exhibitor Products
|
Expanded search criteria for fundraising merges
|
EXPENSE_TYPE (Validation, Expansion)
|
Expired Customers
|
Expired Records
|
Expo Address window
|
Expo Advanced Features window
|
Expo Description window
|
Expo Forms window
|
Expo General Setup window
|
Expo Notes window
|
Expo Options window
|
Expo Order Line Note
|
| Expo Prospect Reports window |
Expo Prospect Reports window
|
Expo Registration - Name/Address window
|
Expo Registration - Other window
|
| Expo Roster window |
Expo Roster window
|
Expo Sales window
|
Expo System Options window
|
EXPO_CAT (Validation)
|
EXPO_PROD_CAT (Validation)
|
EXPOCAD Components
|
EXPOCAD Expositions in iMIS
|
EXPOCAD Interface
|
EXPOCAD Interface Capabilities
|
EXPOCAD Interface Terms
|
EXPOCAD Known Issue
|
Export Calculations Utility window
|
Export Custom Windows
|
Export Format window
|
Export Utility
|
Export Utility window
|
Export Utility Windows
|
Export/import file example for ACCPAC
|
Export/import file example for Exact
|
Export/import file example for MIP
|
Export/import file example for Peachtree
|
Export/import file example for Quickbooks Pro
|
Exporting Exhibitor Records into EXPOCAD
|
Exporting only user-modified records
|
Exporting Report Data
|
Exposition
|
Exposition Booth & Product Fees window
|
Exposition Definition
|
Exposition Definition and Planning
|
Exposition Order Processing
|
Exposition Orders
|
Exposition Overview
|
Exposition Product Definition
|
Exposition Product Detail window
|
Exposition Product Links window
|
Exposition Products
|
Exposition Products - Upsell Items window
|
Exposition Reporting
|
Exposition System Setup
|
Exposition Table Maintenance
|
Expositions
|
Expositions/Meetings for window
|
external filename
|
| F |
Fair Market Value
|
Feature enhancements
|
Features of Legislative Tracking
|
Features visible in the Web view
|
Fee structure scenarios
|
| Fees |
Fees
|
Field
|
Field focus
|
Field syntax
|
Fields available in the Letter System
|
Fields Populated Automatically when Using Add to Master
|
Fields: Register a customer window - Attendee tab
|
Fields: Register a customer window - Badges tab
|
Fields: Register a customer window - Other tab
|
Fields: Register a customer window - Overview tab
|
File Export Utility - Select Records window
|
File Layouts
|
Files available for global modification
|
Files available for individual module modification
|
Filter example
|
Filter options for Advanced mode
|
Filtering event search and list displays
|
Financial Aspects of e-Billing
|
Financial Aspects of e-Events
|
Financial Aspects of e-Orders
|
Financial entities
|
Financial File 2.0 Layout Descriptions
|
Financial Record File Layout
|
Financial Record File Layout - version 2
|
Find Company window
|
Find contact
|
Find window
|
Finding an event registration
|
Finding and converting prospect records
|
Finding contact information
|
Finding customer records
|
Finding Exposition Orders
|
Finding Help topics
|
Finding orders
|
Finding records in Contacts
|
Finding Referral Records
|
Flag
|
Flat amount price
|
Flexible prefixes for long honorifics
|
Flexible processing for cash receipts
|
For a dues billing run
|
For a dues rebilling run
|
For a non-dues billing run
|
For a non-dues rebilling run
|
Foreign language character replacement map
|
Forgot logon or password configuration window
|
Forgot your ColdFusion Administrator password?
|
Formatting Dates in Custom Components
|
Formatting import data
|
Forms Status window
|
Four Phases of Information Architecture
|
Freight by total quantity
|
Freight by Total Quantity Ordered
|
Freight by total value
|
Freight by Total Value Ordered
|
Freight by weight
|
Freight by Weight in e-Orders
|
Freight by Weight window
|
Freight setup
|
frequency
|
FTP Access to Webserver
|
FUNC_TITLE (Validation)
|
Function
|
Function Attendance window
|
Function Links window
|
Function planning
|
Function Roster window
|
Functionality overview
|
Functions overview
|
Fund
|
Fund Activity Report (Crystal)
|
Fund Performance Analysis report (Crystal)
|
Fund Setup Report (Crystal)
|
FUNDRAISER_TYPE (Validation)
|
Fundraising
|
Fundraising authorization levels
|
| Fundraising changes |
Fundraising changes
|
Fundraising Dues Items
|
Fundraising Event Management
|
Fundraising Event Registrations
|
Fundraising for e-Events
|
Fundraising function overview
|
Fundraising History
|
Fundraising in AR/Cash overview
|
Fundraising Overview
|
Fundraising Payments
|
Fundraising payments overview
|
Fundraising Receipts
|
Fundraising Reports
|
Fundraising Requests
|
Fundraising setup overview
|
Fundraising System Setup
|
Fundraising tab - Donor History sub-tab
|
Fundraising tab - Donor Recognition sub-tab
|
Fundraising tab - Requests sub-tab
|
Fundraising tab - Summary sub-tab
|
Fundraising terms
|
Fundraising: Set up module
|
Future credit and bump date prorating
|
| G |
General Availability
|
General configuration window
|
General Issues
|
General Ledger
|
General Ledger Interface window
|
General Ledger Interfaces
|
| General lookup/validation tables |
General lookup/validation tables
|
General Lookup/Validation Tables for Issues
|
General maintenance
|
General Purpose of Interest_Category
|
General Purpose of Table
|
General troubleshooting
|
General Troubleshooting Tips
|
General/lookup validation table
|
| Generate executive reports window |
Generate executive reports window
|
Generate reports window
|
Generated file layouts
|
Generating a Key Pair and Certificate Request
|
Generating a mass accrual dues billing
|
Generating Aggregate Receipts
|
Generating an individual accrual dues billing
|
Generating and Managing Mass Report Activity Records
|
Generating and querying RFM analysis results
|
Generating Certification Letter Reports
|
Generating Completion Reports
|
Generating customer profiles
|
Generating Description Reports
|
Generating Export Reports
|
Generating Issues Reports
|
| Generating Letters and Reports |
Generating Letters and Reports
|
Generating Letters from the Fundraising Overview Tab
|
Generating Logins for e-Series
|
Generating mass billing data
|
| Generating output |
Generating output
|
Generating Receipts
|
Generating Receipts Using Special Search Criteria
|
Generating Replacement Receipts
|
Generating Reports for Process Manager
|
Generating Status Reports
|
Generating the output and the pick-up file
|
Generic General Ledger Conversion Program
|
Getting Started
|
Getting started with IQA
|
Getting started: Basic campaigns
|
Getting Started: Business Object Designer
|
Getting Started: Complex Campaigns
|
Getting support and certification
|
Gift
|
Gift - Name/Address - Soft Credit window
|
Gift Confirmation Report (Crystal)
|
Gift Portfolio custom checkbox
|
Gifts and Pledges
|
Gifts and pledges overview
|
GL_ACCOUNT (Validation)
|
Goods and Services Tax (GST) Calculation
|
Granting read access to the analysis database
|
Great Plains Dynamics - Integration Manager
|
GROUP_CODE (Validation)
|
GSTINC now supported in e-Series
|
| H |
Hardware and Software Requirements
|
Hidden report settings retained
|
highest transaction amount
|
Historical Customer Data
|
History tabs overview
|
HOLD_CODES (Lookup only)
|
Hotel Availability window
|
Hotel Room Block Management
|
Hotel Room Block Management overview
|
Hotel Room Bookings/Availability report
|
Hotel Room Change Roster report
|
Hotel Room Roster report
|
Hotels window
|
How a Registrant Class is Assigned to a Registrant
|
How Certification Works
|
How Content Actually Gets Tagged
|
How does a business object work?
|
How filters work
|
How Fundraising integrates with other features
|
How is a business object used?
|
How many speaker groups?
|
How the Begin Date for an anniversary billing cycle is calculated
|
How to Activate Tagging for a Particular Module
|
How to Change the Name or Description of a Tagging Category
|
How to Select an Individual Website to Manage
|
How to use UDFs in taggedpages
|
How user licensing affects views of iMIS
|
HTTP 404 Object Not Found
|
Hypertext Markup Language (HTML)
|
| I |
iBO (COM) Programmer Guide
|
iBO components and classes
|
iBO Error messages
|
iBO filters
|
iBO purpose and scope
|
iboCustomerManagement
|
iboEvents
|
IBOGuest ContactID
|
iboOrders
|
iBO's role in iMIS
|
Icons
|
Identification of registration transfers
|
Identifying potential duplicate records
|
Identifying Process types
|
Identifying targets
|
Image configuration window
|
Images and Directories
|
iMIS and NRDS
|
iMIS application server requirements
|
iMIS AR/Cash - Cash Receipts
|
iMIS AR/Cash - Sales Transactions and Simple Order Entry
|
iMIS AR/Cash features
|
iMIS Billing
|
iMIS Billing setup for Public view
|
iMIS Billing terminology
|
iMIS business object model
|
iMIS business rules
|
iMIS Certification Terms
|
iMIS Customer Management Capabilities
|
iMIS Customer set up for Public view
|
iMIS Customers feature terms
|
iMIS Customizer
|
iMIS Customizer overview
|
iMIS Database Repair: DB Repair
|
iMIS Database Upgrader: DB Upgrade
|
iMIS Database Utilities
|
iMIS dates overview
|
iMIS Desktop accessible by Casual users
|
iMIS Desktop System Setup window
|
iMIS Desktop Utilities menu
|
iMIS enhancements
|
iMIS Events accounting overview
|
iMIS Events and iMIS Exhibition
|
iMIS Export to NRDS
|
iMIS Export Utility
|
iMIS Exposition
|
iMIS Exposition Management System Capabilities
|
iMIS Exposition Terminology
|
iMIS features disabled when defining an EXPOCAD exposition
|
iMIS files to use for export
|
iMIS Fundraising
|
iMIS Fundraising system capabilities
|
iMIS Import from NRDS
|
iMIS Import Utility
|
iMIS Installation
|
iMIS Issues Capabilities
|
iMIS LAN Export to NRDS
|
iMIS LAN Export Utility
|
iMIS LAN Import from NRDS
|
iMIS Management
|
iMIS Opportunity Management is now called iMIS Process Mgr
|
iMIS Orders
|
iMIS Orders Setup for Public view
|
iMIS Orders system capabilities
|
iMIS Professional Referral Features
|
iMIS Relationship Management overview
|
iMIS Report Terms
|
iMIS Service Central - Enter and edit payments
|
iMIS Service Central Capabilities
|
iMIS Service Central Terminology
|
iMIS Setup for NRDS Interface
|
iMIS System Architect
|
iMIS System Setup
|
iMIS table layout
|
iMIS Table/Field Formats
|
iMIS-authorized Renewal Notice formats
|
Immediate authorization
|
Immediate card authorization
|
Immediate or hot posting
|
Implementing a backup plan
|
Implementing and managing activity types
|
Implementing General Ledger Interfaces
|
Implementing mass write-off of debit/credit balances
|
Implementing Postal Modules
|
Implementing QAS with iMIS
|
Implementing report security
|
Implementing the Template Gallery
|
Import File Format
|
Important Analytics concepts
|
Imported records and synchronization
|
Importing Booth Information into iMIS
|
Importing EXPOCAD Booth Data into iMIS
|
Importing orders
|
Importing orders overview
|
Importing prospect records
|
Importing request activities
|
Importing Values into the Zip3 Table
|
Improved entry for credit memos
|
Improved naming for campaign List Export files
|
Improved viewing and definition of action plans assigned to a project
|
In-Kind Donation
|
Inactive or Mark for Deletion
|
Inactive products
|
Income Account
|
Individual Accrual Dues Posting window
|
Information Architecture
|
| Information Flowdown to Badges |
Information Flowdown to Badges
|
Information Flowdown to Open Events
|
Information Flowdown to Open Expositions
|
Informing Customers of Issue Status
|
Initial configuration of the iMIS15 application
|
Initial setup of the iMISpublic application
|
insert
|
insert type
|
Inserting a Site Navigation Item
|
Inserting a Tagged Page in Content Record
|
Inserting Contact Search Information
|
Inserting Content Records
|
Inserting Links
|
Inserting New Navigation Items
|
Inserting Organization Contacts
|
Installation and upgrade changes
|
Installation Checklist
|
| Installation Requirements |
Installation Requirements
|
Installation Summary
|
Installation Troubleshooting Tips
|
Installation/upgrade tasks
|
Installations and Upgrades
|
Installing a Certificate
|
Installing a Certificate Backup
|
Installing a custom credit card authorization gateway
|
Installing AccuMail
|
Installing Analytics
|
Installing DB Repair
|
Installing e-CM with iMIS
|
Installing e-Series
|
Installing EXPOCAD
|
Installing iBO
|
Installing iBO on the Client
|
Installing iMIS and adding license keys
|
Installing iMISFind
|
Installing Java Runtime Environment
|
Installing or upgrading iMIS 15
|
Installing ProSort
|
Installing QAS Pro v4 and QAS Batch v4
|
Installing the Analytics Briefing Book on client computers
|
Installing the Ektron Editor
|
Installing the EXPOCAD Components
|
| Installing the Template Gallery |
Installing the Template Gallery
|
Integrated printing of single labels
|
Integrating queries throughout iMIS
|
Integration Guide
|
Intelligent Query Architect (IQA)
|
Interest_Category (Tagging Categories)
|
Interface for Activity
|
Interface for Contacts
|
Interface for DataServer
|
Interface for e-Series
|
Interface for Errors
|
Interface for Events
|
Interface for Financials
|
Interface for FundRaising
|
Interface for Orders
|
Interface for Products
|
Interface for Subscriptions
|
Interface for SystemConfig
|
Interface for UserSecurity
|
International address formatting in iMIS reports
|
International dates
|
International Taxation
|
Internet Information Server
|
| Introduction |
Introduction
|
Introduction to Exposition Management
|
Introduction to Legislative Tracking
|
Introduction to Subscription Fulfillment
|
Inventory control features
|
Inventory System Setup window
|
Inventory valuation
|
Inventory window
|
Invoice
|
Invoice numbers
|
Invoice table
|
Invoice table reports
|
| Invoicing orders |
Invoicing orders
|
Invoking server objects
|
IP Address
|
IQA Default joins now accomplished with foreign keys
|
iSA (iMIS System Architect)
|
| iSA Console |
iSA Console
|
iSA Overview
|
Issue date
|
Issue Description area
|
Issue Management
|
Issue number
|
| Issue Statistics Report |
Issue Statistics Report
|
Issue Status area
|
Issues Overview
|
Issuing financial institution
|
Issuing reminders and thank you letters at gift entry
|
| K |
Keeping the Action Log
|
Key Features: IQA
|
Key Features: Reports and Output Processes
|
Key reporting windows
|
kill file
|
Kitting window
|
Known issue with reports based on objects with a CS prefix
|
| L |
Label Generation
|
Label report
|
last drop date
|
Layout Images File
|
Layout of the Document System window
|
Learning More About HTML
|
Legislative Bill Tracking
|
Legislative Tracking Overview
|
Letter and Merged Reports
|
Letter System: customizable fields and bar codes
|
Letter Text window
|
Level-One Tagging Categories Must Be Assigned to a Module
|
Levels on the Navigation Items List
|
License for light usage
|
Licensing and installing
|
Limitations and interaction with AccuMail
|
Limitations of the iMIS architecture
|
Limiting access and/or hiding tabs
|
Limiting access to activity records
|
Limiting access to customer data
|
Limiting access to or hiding custom windows
|
Limiting access to reports
|
Limiting the Number of Web Registrants for an Event Function
|
Limiting the rows returned by a query
|
Limits for fields and window tabs
|
Limits on editing and deleting transactions
|
Linked Function
|
Linked Product
|
Linking event functions
|
Linking Exposition Products
|
Linking products to categories
|
Linking to Other Documents
|
List As
|
List Billing
|
List columns to display
|
list member type
|
list type
|
Listing of supported Interfaces
|
Load Products from Previous Exposition window
|
Loading Prospect Lists
|
Loading tab files
|
Locating Template Gallery Files
|
LOCATION (Lookup only)
|
Logging administrative access
|
Logging In as Another User
|
Logging transactions
|
Logon and password information in Contacts
|
Logon configuration window
|
Looking at Your Tagging Categories
|
lowest transaction amount
|
| M |
Mail
|
MAIL_CODE (Lookup only)
|
Main accounting tables
|
Maintaining Verity Indexing
|
Maintenance mode window
|
| Major upgrades |
Major upgrades
|
Make a purchase
|
Making Online Payments
|
Manage batches window
|
Manage booth preferences window
|
Manage chapter rosters window
|
Manage committees window
|
Manage Contacts window
|
Manage customers - Detail area
|
Manage customers - Set up relationship types window
|
Manage customers overview
|
Manage customers window – VAT tab
|
| Manage customers window - Activities-All tab |
Manage customers window - Activities-All tab
|
Manage customers window - AR/Cash tab
|
Manage customers window - Billing tab
|
Manage customers window - Calls tab
|
Manage customers window - Certification tab
|
Manage customers window - Change Log tab
|
Manage customers window - Detail area
|
| Manage customers window - Donor Data tab |
Manage customers window - Donor Data tab
|
Manage customers window - Events tab
|
Manage customers window - Exhibition tab
|
Manage customers window - Exposition tab
|
Manage customers window - Financial tab
|
Manage customers window - History tabs
|
Manage customers window - Label Preferences tab
|
Manage customers window - Letters tab
|
| Manage customers window - Matching Plans tab |
Manage customers window - Matching Plans tab
|
Manage customers window - Notes tab
|
Manage customers window - Notification tab
|
Manage customers window - Notification tab (Fundraising)
|
Manage customers window - Opportunity tab
|
Manage customers window - Orders tab
|
Manage customers window - Orders tab (Current view)
|
Manage customers window - Orders tab (History view)
|
Manage customers window - Other tab
|
Manage customers window - Picture tab
|
Manage customers window - Profile tab
|
Manage customers window - Record History tab
|
Manage customers window - Relationships tab
|
Manage customers window - Results tab
|
Manage customers window - Role tab
|
Manage customers window - Roster tab
|
| Manage customers window - Solicitor Data tab |
Manage customers window - Solicitor Data tab
|
Manage customers window - Status tab
|
Manage customers window - User-defined tab
|
Manage customers window - VAT tab
|
Manage expired members window
|
| Manage inventory sub-task list |
Manage inventory sub-task list
|
Manage products window
|
Manage prospect lists window
|
Manage requests window
|
Manager Action Report
|
Manager Future Actions report
|
Manager Incomplete Stage report
|
Manager Opportunity Forecast report
|
Manager Overdue Action Report
|
Manager Response Analysis report
|
Manager Won or Lost Analysis report
|
| Managing Activity Records |
Managing Activity Records
|
Managing Ad Hoc Searches
|
Managing an Exhibitor's Product List
|
Managing Authority Groups
|
Managing Back Issue Requests
|
Managing Booth Inventory
|
Managing business object properties
|
Managing call activities
|
Managing chapter members
|
Managing committees
|
Managing Community Discussion Forums
|
Managing community email lists
|
Managing Community Email Notification Capabilities
|
Managing Community News Items
|
Managing Company Conflicts
|
Managing Conflicting Products
|
Managing contacts and relationships
|
Managing Content Authority Groups
|
Managing Content Folders and Content
|
Managing Content for Multiple Websites
|
Managing Content Records
|
Managing Crystal Reports in iMIS
|
Managing Documents
|
Managing e-Communities
|
Managing e-Series Optional Features
|
Managing Exhibitor Classes
|
Managing Exhibitor Contacts
|
Managing Exhibitor Sales
|
Managing expired customers
|
Managing expired customers overview
|
| Managing Exposition Forms |
Managing Exposition Forms
|
Managing Exposition Products
|
Managing Exposition Prospects
|
Managing group records
|
Managing hotel reservations and other information
|
Managing label preferences
|
Managing letter activities
|
Managing master products
|
Managing matching plans information
|
Managing notification information
|
Managing project communications
|
Managing projects
|
Managing Proximity Assignments
|
Managing QSI/Dialect transactions
|
Managing relationships activity records
|
Managing request activities
|
Managing reservations
|
Managing role activities
|
Managing Sales Scripts
|
Managing Security Assignment Permissions
|
Managing segmentation lists
|
Managing segments in a job
|
| Managing Service Contractors |
Managing Service Contractors
|
Managing subscriptions overview
|
Managing tab preferences
|
Managing the Letter System
|
Managing the state of web sessions
|
Managing the Task List
|
| Managing Wait Lists |
Managing Wait Lists
|
Managing Your Tagging Categories
|
Manual authorization
|
Manual Receipting
|
Manually release backorders
|
Manually running the Update i15Analytics package
|
Manually verifying addresses with QAS
|
Many searches for events, committees, or contacts now use IQA
|
Mapping
|
Mapping action plans
|
Mapping ColdFusion to the Source Directory
|
Mapping user-defined fields to event activity records
|
Mappings
|
Marketing
|
Marketing and Process Manager enhancements
|
Marketing Concepts and Terms
|
Marketing Suite changes
|
Marketing Suite integration across iMIS
|
MAS90 (Sage)
|
MAS90 System Setup
|
Master Admin Group
|
Master File Locations Set in Website Properties
|
Master products
|
Mastering IQA
|
Matching Gift
|
Matching Plan
|
Maximum Records per Interval
|
Meeting Giving Detail (Crystal)
|
Meeting Giving Summary (Crystal)
|
Meeting Index report
|
Meeting Registration Invoice report
|
Meeting Status report
|
Meeting Status Summary report
|
MEETING_TYPE (Lookup only)
|
Meetings Cash Distribution report
|
Meetings Receipt Transactions report
|
MEM_TRIB_RELATIONSHIP (Validation)
|
Member Expiration Analysis report
|
Member/Contact Counts report
|
MEMBER_STATUS (Required Validation)
|
Members-Only Text Files
|
Memorial
|
Merchant account
|
Merge actions performed for IDs to delete
|
Merge actions performed for IDs to merge
|
MERGE_CODE (Validation)
|
Merging and deleting records
|
Migrating the Analytics 1.0 data warehouse
|
Minimum hardware requirements
|
MIP NonProfit Series
|
Misc label configuration window
|
Modification of Unencrypted Files
|
Modify Object Properties
|
Modify Opportunity Type to recognize new class
|
Modify security for the query
|
Modifying a Standard Report
|
Modifying a Task List item
|
Modifying an Existing Ad hoc Search
|
Modifying Crystal Reports
|
Modifying customer records
|
Modifying Existing Opportunity Classes
|
Modifying HierMenus
|
Modifying invoice reports for zero balance and payment details
|
Modifying license configuration
|
Modifying Output Processes
|
Modifying references to field name
|
Modifying Referral Records
|
Modifying Reports for Canadian Taxes
|
Modifying Reports for Goods and Services Tax (GST )
|
Modifying Reports for VAT
|
Modifying role-based security settings
|
Modifying Subscription Label Reports
|
Modifying task properties
|
Modifying the exchange rate script
|
Modifying the iMIS task frame
|
Modifying the System Settings
|
Modifying the Template Style Sheet
|
Modifying your HTML File
|
Module Restrictions
|
Module Setup
|
monetary
|
Monitoring and measuring performance
|
Month-End Procedures
|
Month-end procedures overview
|
Monthly Donations Summary by Fiscal Period Report (Crystal)
|
Monthly Donations Summary Report (Crystal)
|
More filter options
|
Most frequently used AR/Cash reports
|
Moving a content record
|
Moving Items
|
Moving, Promoting and Demoting Tagging Categories
|
MS Office Interops now installed by default
|
Multi-entity support for e-Billing
|
Multi-Instance Filter e-Series
|
Multiple custom tabs
|
Multiple Entities for Products
|
Multiple entities in events
|
Multiple Entity Processing
|
Multiple entity processing by feature
|
Multiple Fees and Income Accounts by Class
|
Multiple Fees by Class, Single Income Account
|
Multiple Fees for Some Classes, Single Fees for Others
|
Multiple trans records
|
Multiple warehouse inventory transactions
|
Multiple warehouses
|
Multiple-entity support
|
| N |
n-Select segments
|
Naming conventions
|
Navigation for Billing
|
Navigation for Certification
|
Navigation for Customers
|
Navigation for Events
|
Navigation for Exposition
|
Navigation for Fundraising
|
Navigation for Issues
|
Navigation for Orders
|
Navigation for Referrals
|
Navigation for Service Central
|
net revenue
|
New browser-based views
|
New buttons to speed activity record creation
|
New components
|
New DB Repair functions for database management
|
New Features
|
New File Locations after Reapplying a Template
|
New flexible SMTP server configuration
|
New option for printer-friendly page layout
|
New order for dues importer
|
New properties for Prospect business object
|
New Public view
|
New to iMIS?
|
New views and queries of projects, tasks and related projects
|
No Fees Charged
|
No support for customized triggers
|
No support for Sybase
|
Non-Plan Services
|
Not Available or Out of Production (no inventory is available)
|
NOTE_PURPOSE (Validation)
|
Notes about the Lookups feature
|
Notification
|
Notify ID
|
Notifying users to enter their logins and passwords
|
NRDS Financial Importer
|
NRDS Financial Importer: Issues and limitations
|
NRDS Interface
|
NRDS Overview
|
NT/IIS Security
|
Number of Members Listed on Events Registration Page
|
| O |
Objects built from user-defined tables
|
Objects for business rules
|
Objects that support modules
|
ODBC setup for the iMISFind application
|
One click to set installment due month-end
|
Online Resources
|
Open Application Utility
|
Open Items by Name report
|
Open Items by Product report
|
Opening and finding inventory transactions
|
Opening customer records
|
Opening the Event in EXPOCAD
|
operational costs
|
Opportunities by Salesperson report
|
Opportunities window
|
Opportunity Forecast report
|
Optional batch control
|
Order
|
Order Address Record (OA)
|
Order Detail report
|
Order Entry
|
Order entry and processing features
|
Order entry overview
|
Order Header Record (OH)
|
Order inquiry and reporting
|
Order Line Record (OL)
|
Order Payment Record (OP)
|
Order Processing
|
Order processing overview
|
Order processing terms
|
Order Selector window
|
Order Status Defaults window
|
Order types setup
|
Order_Lines
|
Ordering Manuals
|
Ordering products from multiple warehouses
|
Ordering the Joins
|
Ordering upsell, cross-sell, and replacement items
|
Orders
|
Orders accounting business rules
|
Orders and Order_Lines
|
Orders by Product Category report
|
Orders changes
|
Orders contact notified of Public purchases
|
Orders Importer
|
Orders module setup overview
|
Orders on Hold report
|
Orders Overview
|
Orders References
|
Orders system integration
|
Orders: Set up module
|
Orders: Set up tables
|
Orders: Set up warehouses
|
Organization Configuration window
|
Organization Names window
|
Organization Names window (GST and Canadian taxation)
|
Organization Names window (VAT taxation)
|
Organizationhosted webserver
|
Other related iMIS tables
|
Out of Production
|
output process
|
overhead cost
|
Overriding the Paid Thru date
|
| Overview |
Overview
|
Overview of BOD tabs
|
Overview of client roll-out
|
Overview of e-Series security
|
Overview of e-Series site customization
|
Overview of GST calculation
|
Overview of post-install configuration tasks
|
Overview of Process Manager
|
Overview of securing the database
|
Overview of SSL
|
Overview of the Document System
|
Overview of the installation or upgrade process
|
Overview of Value-Added Tax (VAT)
|
Overview: Certification
|
Overview: EXPOCAD Interface
|
| P |
package costs
|
| Paid Thru |
Paid Thru
|
Participating in a Discussion
|
Password verification in e-Series
|
Paying subscriptions (NRDS Importer)
|
Payment entry overview
|
Payment entry window
|
Payment label configuration window
|
Payments
|
Payments window
|
Peachtree for Windows
|
Permanently deleting customer records
|
Personal information configuration window
|
Personal information in Contacts
|
Personal label configuration window
|
| Phase I - Business Process Review |
Phase I - Business Process Review
|
Phase I time estimates
|
Phase II - Development
|
Phase II - Server Setup
|
Phase II time estimates
|
Phase III - Prototype Training and Configuration
|
Phase III - User Acceptance
|
Phase III time estimates
|
Phase IV - Transition from Production Database to Live
|
Phase IV - Transition from Production Database to Live on the Net
|
Phase IV time estimates
|
| Phase V - Continuous Improvement |
Phase V - Continuous Improvement
|
Placing Orders for Products with Insufficient Inventory
|
Placing Orders for Products with Sufficient Inventory
|
Planning the campaign
|
Planning the Implementation
|
Planning your iMIS architecture
|
Planning Your Project
|
Platinum for Windows
|
Platinum SQL
|
Pledge
|
Pledge Confirmation Report (Crystal)
|
Pledge Details Report
|
Pledge Income Forecast (Crystal)
|
Populating segments
|
population query
|
Possible errors
|
Post receipts window
|
Post-Install Configuration Tasks
|
Postal Barcoding Terms
|
Posting batches
|
Posting inventory transactions
|
Posting mass accrual dues batches
|
Posting transactions for multiple warehouses
|
Pre-Tasks for New Installations
|
Predefined views in the Analytics Briefing Book
|
predicted response rate
|
Preference Booth Select window
|
Preferred shipping address for Public view
|
Preferred sort order options
|
PREFIX (Validation)
|
Premium
|
Preparation for master products
|
Preparing for updating exchange rate data
|
Preparing to Go Live
|
Prevent public user from changing their Member Type
|
Preventing duplicate product line-items
|
Previewing Your Custom Component
|
Previewing Your Tagged Page
|
Previous/Current Period Comparison Details report
|
Previous/Current Period Comparison Summary report
|
Pricing based on a numeric table
|
Pricing based on an iMIS field
|
Print Invoice report
|
Print Transaction Journal window
|
Printing an Export Definition
|
Printing Back Issue Labels
|
Printing Bag Tags
|
Printing Bar Codes
|
Printing customer address labels
|
| Printing Individual Reports and Reviewing Rosters |
Printing Individual Reports and Reviewing Rosters
|
Printing Issue Labels
|
| Printing Order-Specific Reports |
Printing Order-Specific Reports
|
Printing pick lists
|
Printing reminder notices
|
Printing Renewal Notices
|
Printing sales quotes
|
Printing Service Central Reports
|
Printing shipping papers
|
Printing topics
|
Process accrual dues subtask list
|
Process billing window
|
Process booth orders window
|
Process customer requests window
|
Process Engine
|
| Process Manager |
Process Manager
|
Process Manager available in Staff View of iMIS database
|
Process Manager concepts
|
Process Manager roles
|
Process Manager: Set up module
|
Process orders sub-task list
|
Process payments window
|
Process type concepts and terms
|
Process types are now listed in alphabetical order
|
Process types example: Non-profit organization
|
Processing adjustments
|
Processing adjustments of deferred income
|
Processing an EXPOCAD Order in iMIS
|
Processing backorders automatically
|
Processing Component Registrations using Events
|
Processing deferred income transactions
|
Processing Errors
|
Processing Fundraising Gifts and Pledges
|
Processing List Payments
|
Processing Orders and Event Registrations
|
Processing payment amounts
|
| Processing Payments |
Processing Payments
|
Processing premiums
|
Processing Pro Forma Orders in iMIS
|
Processing Referral Orders
|
Processing subscription cancellations after payment
|
Product categories setup
|
Product Codes
|
Product Conflicts
|
Product Detail report
|
Product Detail window
|
Product Find window
|
Product Inventory
|
Product Inventory List report
|
Product inventory overview
|
Product Kit Confirmation
|
Product Kit Inventory
|
Product label configuration window
|
Product Management
|
Product Price List report
|
Product Reorder List report
|
Product Sales by Category and Title report
|
Product search results filter by status
|
Product status codes
|
Product-level entities
|
Products marked for deletion
|
Products that are Not Available
|
Products that are Out of Production
|
Program Dates window
|
Program Options menu
|
Program Requirements window
|
Project group roles
|
Project security roles
|
Promoting and Demoting Navigation Items
|
Prompts that cannot be customized on Order summary Page
|
Properties tab
|
Prorating
|
Prorating window
|
Prospect
|
Prospect Lists
|
Prototyping in Visual Basic
|
Provide IQA search ability for Fundraising
|
Proximity
|
Proximity Assignment window
|
Public view setup: Directory
|
Public view setup: Events
|
Public view setup: Log on
|
Public view setup: Store
|
Publication Demographics window
|
Publication Detail window
|
Publishing Errors
|
Publishing in Content Folders
|
Publishing Interval
|
Publishing Server
|
Publishing Server Name
|
Publishing Servers
|
Publishing Service
|
Purge registrations window
|
Purging Certification Registration Records
|
Purging inactive segmentation jobs
|
Purging lists
|
Purpose of BOD
|
Push installation replaced by pre-configured installers
|
| Q |
QAS Batch Interaction window
|
QAS Batch window
|
QAS for iMIS window
|
QAS Install Paths window
|
QAS overview
|
QAS Postal Barcoding
|
QSI gateway connection not verified in e-Series
|
Quantity Shipped
|
Queries for output processes
|
Queries in the Document System
|
Query example: Upcoming tasks display
|
Query options: Limiting results returned
|
Quick setup window
|
Quickbooks Pro
|
quintile
|
| R |
Ranking groups automatically
|
Ranking groups manually
|
Rapid data entry for donors and gifts
|
Rapid Gift Entry
|
Rapid Gift Entry available in Full view
|
Rapid Gift Entry in Enter and edit gifts window
|
Re-Using Tagged Pages
|
Read This First
|
Rebilling to correct an individual dues billing
|
Receipt report
|
Receipt Reports
|
Receipt Thank You report
|
Receipt Validation window
|
Receipts, reports, and summaries
|
recency
|
Recognize Credit Card Order Payments as Prepaid Cash - option disabled
|
Recognize Credit Card Order Payments as Prepaid Cash - option enabled
|
Record
|
Record Change History report
|
Recording credit memos
|
Recording payments
|
Recording Relationships
|
Reference to general lookup/validation tables
|
References
|
Referencing the fields
|
Referral Lists
|
Referral Management
|
REFERRAL_AREA (Validation)
|
Referrals
|
Referrals Overview
|
Referring IP Address Error Message
|
Register a customer window
|
Register a customer window - Attendee tab
|
Register a customer window - Badges tab
|
Register a customer window - Function Note tab
|
Register a customer window - Other tab
|
Register a customer window - Overview tab
|
Register a customer window - Payments tab
|
Register a student by component window
|
Register a student by program window
|
Register for an event
|
Register report
|
Registering a Student for a Program
|
Registering attendees from your company
|
Registering Custom Tags
|
Registering for a fundraising event
|
Registering for an Event
|
Registering with QSI
|
Registrant
|
Registrant Class
|
Registration
|
Registration Class report
|
Registration Description window
|
Registration Processing
|
Registrations overview
|
Registry
|
Relationship
|
Relationship Detail window
|
Relationship Management
|
Relationships changes
|
Relationships features
|
Release at a glance
|
Releasing backorders
|
Releasing backorders by posting product receipts
|
Releasing backorders manually
|
Reminder report
|
Removing Bullets from the List
|
Removing Security Filters for UserDefined Windows in e-Series (Sybase only)
|
Renewal billing and payment workflow
|
| Renewal Notice |
Renewal Notice
|
Renewed Thru
|
Renting Booths in EXPOCAD
|
Replacement Receipt report
|
Report changes
|
Report Not Completed Error while Running Crystal Reports
|
Report Options by System/Category
|
Report Specifications
|
Report Specifications window
|
Report Title: Action Report
|
Report Title: Action Report by Date
|
Report Title: Campaign Performance by Solicitation
|
Report Title: Campaign Performance by Source Code
|
Report Title: Campaign Purge Report
|
Report Title: Campaign Stage Report
|
Report Title: Confirmation Report
|
Report Title: Incomplete Stage Report
|
| Report Title: Opportunities with Future Actions |
Report Title: Opportunities with Future Actions
|
Report Title: Opportunities with Overdue Actions
|
Report Title: Opportunity Forecast Donor
|
Report Title: Opportunity Forecast Member
|
Report Title: Opportunity Forecast Sales
|
Report Title: Response Analysis
|
Report Title: RFM Analysis Profile
|
Report Title: RFM Analysis Report
|
| Report Title: Segmentation Definition Report |
Report Title: Segmentation Definition Report
|
Report Title: Segmentation Job Report
|
Report Title: Won or Lost Opportunity Analysis
|
Report Types
|
Reporting changes
|
| Reporting Designated REALTORS of multiple firms to NRDS |
Reporting Designated REALTORS of multiple firms to NRDS
|
Reporting Essentials
|
Reporting features
|
Reporting Full Bill Details
|
Reporting performance for large Fundraising data sets
|
Reports
|
Reports and Output Processes
|
Reports and Queries
|
Reports for AR/Cash
|
Reports for Billing
|
Reports for Campaigns
|
Reports for Certification
|
Reports for Customer
|
Reports for Events
|
Reports for Expositions
|
Reports for Fundraising
|
Reports for Issues
|
Reports for Legislative Tracking
|
Reports for Marketing Suite
|
Reports for Orders
|
Reports for Process Manager
|
Reports for Referrals
|
Reports for RFM
|
Reports for Segmentation
|
Reports for Service Central
|
Request and Payment Processing
|
Request Entry window
|
Request Report (Crystal)
|
REQUEST_STATUS (Validation)
|
REQUEST_TYPE (Validation)
|
Requesting Support
|
Requests overview
|
| Requirements |
Requirements
|
Requiring a Card Security Code (CSC) for credit/debit card transactions
|
Reservation window
|
Reservations
|
Reserve Products window
|
Reserving Products
|
Reset password configuration window
|
Resetting Password Authentication
|
Resetting system-level SQL authentication passwords
|
Resetting User Passwords
|
Resolution area
|
Resource
|
response media
|
response stage
|
response state
|
Restoring databases: stopping iMIS services
|
Restricting access to Fundraising data
|
Restricting Users from Selecting a Registrant Class
|
Restricting Users from Viewing Fees for Other Registrant Classes
|
Retrieving output files
|
Reusing and copying segmentation jobs
|
revenue per thousand
|
Reversing and canceling payment transactions
|
Reverting damaged business objects
|
Review resolved and known issues
|
Review support policies
|
Reviewing Cascading Style Sheets
|
Reviewing changes in the Exposition Orders Window
|
Reviewing Content Folders Properties Page Settings
|
Reviewing Content Properties
|
Reviewing Content Record Display Options
|
Reviewing Content Record Properties Page Settings
|
Reviewing default content record properties
|
Reviewing Other Users' Tasks Lists
|
Reviewing registration data
|
Reviewing Security Manager Settings
|
Reviewing Surf to Edit
|
Reviewing the AR/Cash process
|
Reviewing the Customizer interface
|
Reviewing the e-CM Interface
|
Reviewing the e-CM settings
|
Reviewing the Function Detail section of the Event Registration page
|
Reviewing the History area
|
Reviewing the HTML section
|
Reviewing the iMIS and EXPOCAD Fields
|
Reviewing the iMIS Interface
|
Reviewing the Producer Preferences
|
Reviewing the Tagged Page Layout Options
|
Reviewing undefined values
|
Reviewing unmatched addresses
|
RFM Analytics
|
ROI percentage
|
Roles examples
|
Roles in Reports and Output Processes
|
Roles window
|
Room Setup Planning Report
|
Room Setup report
|
Room Sharing window
|
Room Types window
|
Roster
|
Roster Reports
|
Rosters and Directories report
|
Run iMIS Procedure Utility
|
| Run Time windows |
Run Time windows
|
Running a Deferred Pre-Authorization report
|
Running a non-dues billing cycle for a subscription product
|
Running a preliminary import
|
Running a Standard Report
|
Running an Export
|
Running Chapter Reports
|
Running Committee Reports
|
Running Crystal Reports
|
Running e-Content Manager Wizard
|
Running e-Series Wizards
|
Running e-Series Wizards and Scripts
|
Running individual dues billing
|
Running mass dues billing
|
Running multiple iMIS instances
|
Running SQL Security Scripts
|
Running the synchronization SQL script
|
| S |
Sage Sterling
|
Sales Script window
|
Salesperson Action Report
|
Salesperson Future Actions report
|
Salesperson Opportunity Forecast report
|
Salesperson Overdue Actions report
|
SALUTATION_CODE (Validation)
|
Salutations tab
|
Sample application
|
Sample AR/Cash Reports
|
Sample Billing Reports
|
Sample Customer Reports
|
Sample Events Reports
|
Sample Fundraising Reports
|
Sample Hotel Room reports
|
Sample order processing window
|
Sample Orders Reports
|
Sample Referral Reports
|
Sample Reports
|
Sample Scenario general lookup/validation tables
|
Sample Scenario Issue Entry with Analysis and Testing
|
Sample Scenario Issue Entry with Manager Approval
|
Sample Scenario Issue Entry without Manager Approval
|
Sample Scenarios
|
Sample scenarios and code
|
Sample Scenarios Configuration
|
Sample Service Central Reports
|
Sample user-defined tabs
|
Save a valid query
|
Save vs. Save and Add More
|
SC Cash Distribution - Payments Journal report
|
SC Cash Distribution - Transaction Recap report
|
SC Receipt Transactions - Payments Journal report
|
SC Receipt Transactions - Transaction Recap report
|
Scenario Field Labels
|
Scenario Predefined Drop-Down List Values
|
Scheduling Email Notifications for ColdFusion 5.0
|
Scheduling Email Notifications for ColdFusion MX
|
Screenshots
|
Script Wizard
|
Search credit card info window
|
| Search Instructions window |
Search Instructions window
|
Search window
|
Searching credit/debit card transactions
|
Searching e-Communities
|
Searching for a product
|
Searching for Contacts
|
Searching for Events
|
Searching for products
|
Searching for Tagged Content
|
Section Goal
|
Securing Analytics
|
Securing Data Transmissions with SSL
|
Securing e-CM
|
Securing logons and authorization persistence
|
Securing the ColdFusion Service for Windows 2000 Server
|
Securing the Directory from anonymous access
|
Securing the SQL Server
|
Securing the Webserver
|
Security Administration
|
Security Manager variables
|
Security Overview
|
| Seed lists |
Seed lists
|
segment
|
segment definition
|
Segmentation
|
segmentation job
|
Select Date Range window
|
Select Member Types window
|
Select Open Payments window (Events)
|
Select Open Payments window (Fundraising)
|
Select Open Payments window (Orders)
|
| Select Report window |
Select Report window
|
| Select Search Instructions window |
Select Search Instructions window
|
Select Specific Gift(s) window
|
Select Specific Receipt(s) window
|
Selected Invoices report
|
Selecting a Publishing Server for a Website
|
Selecting an open batch
|
Selecting cross-sells for master products
|
Selecting e-CM Permissions
|
Selecting iMIS Tables and Fields to be Exported
|
Selecting multiple values for user-defined fields
|
Selecting Specific Bills
|
Selecting target groups
|
Selecting the IDs to delete
|
Selling Product Kits in e-Orders
|
Sending a customized acknowledgement letter
|
Sending a Summary Transaction Report
|
Sending Issue Status Update Messages via E-mail
|
Sending Issue Status Updates
|
Separate address for bounced email notifications
|
Server Configuration
|
Servers: Application, web and Database
|
Service Central
|
Service Central Overview
|
Service Central Windows
|
Service Contractor Find window
|
Service Contractor Maintenance window
|
Session Settings
|
Set filters to limit query results
|
Set the sort order
|
| Set up activity types window |
Set up activity types window
|
Set up an exposition window
|
Set up an exposition window (second instance)
|
Set up appeal expenses window
|
Set up billing cycles window
|
Set up campaigns window
|
Set up cash accounts window
|
Set up certification module window
|
Set up chapters window
|
Set up commerce web components
|
Set up committee positions window
|
Set up component categories window
|
Set up components window
|
Set up country address layouts window
|
Set up country names window
|
Set up customer types window
|
Set up customer web components
|
Set up distributions and premiums window
|
Set up donor clubs window
|
Set up DueTo/DueFrom window
|
Set up event resources window
|
Set up events web components
|
Set up exhibitor classes window
|
Set up forms master list window
|
Set up freight by total quantity window
|
Set up freight by total value window
|
Set up funds window
|
| Set up general lookup/validation window |
Set up general lookup/validation window
|
| Set up general options window |
Set up general options window
|
| Set up module window |
Set up module window
|
Set up order types window
|
Set up printers
|
Set up product categories window
|
Set up product master list window
|
| Set up products window |
Set up products window
|
Set up programs window - Program definition
|
Set up programs window - Program list
|
Set up prospect list window
|
Set up registration classes window
|
Set up sales scripts window
|
Set up subcomponents window
|
Set up tables sub-task list (Exposition)
|
Set up tables sub-task list (Orders)
|
| Set up tax codes window |
Set up tax codes window
|
Set up terms window
|
Set up warehouses window
|
Set up web components
|
Setting Accumail options
|
Setting acquisition options
|
Setting Additional Program Options
|
| Setting Advanced Options |
Setting Advanced Options
|
Setting basic customer options
|
| Setting Basic Options |
Setting Basic Options
|
Setting Campaign Management options
|
Setting Content Producer Preferences
|
Setting customer address and notes
|
Setting defaults for Rapid Gift Entry
|
Setting Directory Properties
|
Setting document archive default sort orders
|
Setting e-Billing System Parameters
|
Setting e-Communities System Parameters
|
Setting e-Customer System Parameters
|
Setting e-Events System Parameters
|
Setting e-Series System Parameters
|
Setting event function fees
|
Setting fees
|
Setting goals for the campaign
|
Setting Producer Preferences
|
Setting Program Dates
|
Setting Report Print Options
|
Setting Security Assignments
|
Setting the accrual dues options
|
Setting the billing and reminder notices
|
Setting the e-Orders System Parameters
|
Setting the sort order
|
Setting the SSL System Parameters
|
Setting time span for changes to e-Series login information
|
Setting up Advanced Exposition Features
|
Setting up advanced features
|
Setting up an authorization account for non-iMIS supported gateway
|
Setting up and editing projects
|
Setting up and Managing e-Series
|
Setting Up and Managing the Links List
|
Setting up authorization options in Fundraising
|
Setting up Basic Campaigns
|
Setting up basic event information
|
Setting up batch control
|
Setting up Campaign Management
|
Setting up card authorization
|
Setting up cash accounts
|
Setting up CF_Manager with ColdFusion Advanced Security
|
Setting up Chapter Management
|
Setting up committees
|
Setting up Company Flow Down for VAT
|
Setting up complex campaigns
|
Setting up credit card authorization for Public events
|
Setting up credit/debit card cash accounts in AR/Cash
|
Setting up customer type categories for special pricing
|
Setting up customer types
|
Setting up Customers for Public view events
|
Setting up DueTo/DueFrom accounts
|
Setting Up e-Communities
|
Setting up European debit card authorization
|
Setting up fundraising accounting
|
Setting up fundraising in AR/Cash
|
Setting up guest registration
|
Setting up iMIS for e-Events
|
Setting up iMIS for e-Orders
|
Setting up iMIS for use with EXPOCAD
|
Setting up iMISFind for use with EXPOCAD
|
Setting up Inventory Defaults
|
Setting up list billing
|
Setting up login activity tasks
|
Setting up Marketing Suite
|
Setting up MAS 90 Data Exchange
|
Setting up multiple card authorization accounts
|
Setting up organization codes
|
Setting Up Organization Names
|
| Setting up output processes |
Setting up output processes
|
Setting up payment terms
|
Setting up products
|
Setting up Registrant Class Fees in e-Events
|
Setting up registration for Public events
|
Setting up relationship types
|
Setting up reports and output processes
|
Setting up REQUEST, GIFT, and PLEDGE activity types
|
Setting up security
|
Setting up Security Filters
|
Setting up security groups for Campaign Management
|
Setting up security groups for Segmentation and RFM Analysis
|
Setting up Segmentation and RFM Analytics
|
Setting up subscriptions
|
Setting up Surf to Edit
|
Setting up tax codes
|
Setting up the brochure mailing
|
| Setting up the iMIS Interface |
Setting up the iMIS Interface
|
Setting up the Issues Module
|
Setting up the JUMP_LIST
|
Setting up the Letter System
|
Setting Up the Module
|
Setting up the Prospect table
|
Setting up the system for Public view events
|
Setting up universe queries
|
Setting up User-Defined Fields
|
Setting up VAT for event functions
|
Setting up VAT for Orders
|
Setting up Verity Indexing
|
Setting up Web Order Options
|
Setting Web System Parameters
|
Settlement
|
Setup for LISTSERV addresses for e-Communities
|
Setup Options
|
Setup Standard Letters window
|
Ship Order window
|
SHIP_METHOD (Required Validation)
|
Shipping Costs and Shipping Zones
|
Shipping orders
|
| Shortcut limitation with multiple instances |
Shortcut limitation with multiple instances
|
SIC_CODE (Validation)
|
Signing Up a New Customer
|
Simple order entry subsystem
|
Simple Orders
|
Simple orders overview
|
Simple Tutorial Site Setup
|
Simple versus Advanced Websites
|
Single Fee and Income Account
|
Single Fee and Multiple Income Accounts by Class
|
Single or multiple application servers
|
Site Maintenance
|
Site Navigation and Content Folders
|
Site-Search Settings
|
Soft Credit
|
Soft credit debit and credit memos history
|
Soft Credit Report (Crystal)
|
Software Update Plan Services
|
Software Updates
|
solicitation
|
Solicitor
|
Solicitor Performance Analysis (Crystal)
|
Solicitor Profile (Crystal)
|
Solomon IV
|
Solomon IV - Read Consolidation File
|
Solomon IV - Transaction Import Utility
|
Some Functions with Fees by Class, Some with Fees for All
|
Some Things to Keep In Mind about Formatting
|
Sort
|
Sorting history tab data
|
Sorting tab
|
Sorting the Records Retrieved by a Component
|
source code
|
source code ID mode
|
source code type
|
source list
|
SOURCE_CODE (Validation)
|
Speaker activity records
|
Speaker Evaluation
|
Speaker Evaluation overview
|
Speaker Evaluation report
|
Speaker resources example
|
Special characters
|
Special Features of iMIS Certification
|
Special pricing
|
Special pricing examples
|
| Special Pricing window |
Special Pricing window
|
Specifications
|
Specifics of Applying Tags
|
Specify preferred shipping address apart from mailing/billing
|
Specifying a Block Width
|
Specifying a folder for Letter System templates
|
Specifying communication efforts
|
Specifying communications efforts
|
Specifying Export Field Formats
|
Specifying Joint Program Requirements
|
| Specifying maximum size of activity attachments |
Specifying maximum size of activity attachments
|
Specifying output columns
|
Specifying QAS API install paths
|
Specifying Search Criteria
|
Specifying the default country database for QAS
|
Split Gift
|
Splitting segments
|
SQL Query
|
SQL reserved words
|
SQL Security Setup window
|
SR_AREA (Validation)
|
SR_AREA general lookup/validation table
|
SR_CAT (Validation)
|
SR_CAT general lookup/validation table
|
SR_CATLEVEL (Validation)
|
SR_CNTTYPE (Validation)
|
SR_DEVSTATUS general lookup/validation table
|
SR_ENVIRON (Validation)
|
SR_ENVIRON general lookup/validation table
|
SR_RECORDEDBY general lookup/validation table
|
SR_RES (Required Validation)
|
SR_RES general lookup/validation table
|
SR_SRVTYPE (Required Validation)
|
SR_SRVTYPE general lookup/validation table
|
SR_SYS (Validation)
|
SR_SYS general lookup/validation table
|
SR_VERSION (Validation)
|
SR_VERSION general lookup/validation table
|
SSL configuration window
|
Standard inventory
|
Standard inventory transactions
|
Standard Letters window
|
Standard Report
|
Standard Resources report
|
STATE (Validation)
|
Store configuration
|
Store home
|
Store Home page layout
|
Streamlined and simplified campaign creation
|
Streamlined installation and flexible tier architecture
|
Streamlined installation and pre-configured installers
|
Style Class Names for e-Series and e-CM
|
Style Sheet CSS Files
|
Submit
|
Submitted By area
|
Submitting Comments
|
Submitting deferred credit card payments
|
Submitting Product Defects and Requests
|
| Subscriber |
Subscriber
|
Subscribing to an email List
|
Subscribing to iNSIGHTS
|
Subscription Fulfillment
|
Subscription Fulfillment Terminology
|
Subscription Product Billing
|
Subscription Product Management
|
Subscriptions Overview
|
Subscriptions Table Maintenance
|
Substituting Exhibitors
|
Substituting registrants
|
SUFFIX (Validation)
|
Suggestions for SSL Configuration and Operation
|
Summarizing product status codes and upsell/cross-sell/replacement items
|
Summarizing the Bill (Synopsis)
|
Summary
|
Summary Reports
|
Support for Crystal Reports runtime versions
|
Support for foreign language characters
|
Support for Multiple Websites
|
Supported database versions
|
| Supported Interfaces |
Supported Interfaces
|
Supported operating systems
|
Survey Reports
|
SYBUNT Report (Crystal)
|
synchronize responses
|
Synchronizing phone numbers and e-mail addresses
|
Synchronizing Phone Numbers and Email Addresses
|
Synchronizing work phone, fax, and e-mail example
|
System changes
|
System management changes
|
| System Requirements |
System Requirements
|
System Settings
|
| System setup |
System setup
|
System setup overview
|
System Setup: Certification
|
| T |
Table layout overview
|
Table Listings report
|
| Table maintenance overview |
Table maintenance overview
|
Table Maintenance: Certification
|
Table Structures for EXPOCAD
|
Tables overview
|
Tables window
|
Tagged Page Settings
|
Tagged_Page_Color_Ref (Colors for Tagged Page Tables)
|
Tagged_Page_Component_Column (UDFs and Standard Variables)
|
Tagged_Page_Format_Ref (Images Representing Layouts)
|
Tagged_Page_Format_Type_Ref
|
Tagged_Page_Interest_Category (Adding Tags at Link)
|
Tagged_Page_Layout
|
Tagged_Page_Portlet (Each Component in a Specific Tagged Page)
|
Tagged_Page_PortletIC (What Tags Used by Each Component)
|
Tagged_Page_Section
|
Tagged_Page_Title_Ref
|
Tagged_Portlet
|
Tagged_Section
|
Tagged_Section_Template
|
Tagged_Template
|
Tagged_Template (Built-In Components)
|
| Tagged_Template_Field |
Tagged_Template_Field
|
Tagged_Template_Field and Tagged_Page_Component_Column
|
Tagging Category Levels
|
Tags Can Be Used in Three Different Places
|
Taking a First Look at the Tagged Page Form
|
target revenue
|
Task by role: IQA
|
Task Map: Reports and Output Processes
|
Task Map: RFM Analytics
|
Task Map: Segmentation
|
Task properties example: Remove holidays and weekends from task assignments
|
Task Viewer
|
Tax codes setup
|
Technical Support
|
Template
|
Template Overview and Editing
|
Template Style Sheet (CSS) Definitions
|
Templates determine type of page
|
Terms for e-Series applications
|
Terms for e-Series implementation
|
Terms to know: Campaign Management
|
Terms to know: RFM Analytics
|
Terms to know: Segmentation
|
Test
|
Test the installation
|
Testing for Completion of a Program
|
Testing the marketing plan
|
Testing the setup
|
Testing your ColdFusion installation
|
The *Tab command
|
The Activity Detail window
|
The card authorization process
|
The Default Content Record
|
The Individual and All views
|
The iSA
|
The Letter System
|
The List of Existing UDFs
|
The NRDS Committee
|
The planning process
|
The Power of iMIS
|
The role of segmentation
|
The Setup Groups window
|
Things to Remember When Creating Custom Components
|
Things You Cannot Do Inside a Component
|
Third address line in outgoing email
|
Third address line support in e-Series
|
Three types of users
|
Ticket
|
Tickets report
|
Tickler
|
Tip for planning roles and responsibilities
|
Tips and Tricks: Crystal reports
|
Tips for adding filters
|
Tips for defining queries
|
Tips for developing action plans
|
Tips for implementation planning
|
Tips for planning process types
|
Tips for setting up complex campaigns
|
Tips: iMIS Helpsite
|
Tips: iMIS References
|
TITLE (Validation/Lookup)
|
To accept booth preferences
|
To access the Customer Portfolio from the Orders module
|
To access the Customizer
|
To access the Orders module from Customer Portfolio
|
To add a ColdFusion user (Windows 2000)
|
To add a field to Change Logging
|
To add a function to an existing event registration
|
To add a new customer
|
To add a new customer during order entry
|
To add a new donor record
|
To add a new relationship type
|
To add a product to an exhibitor's product list
|
To add a product to an existing order
|
To add a prospect
|
To add a quantity range
|
To add a relationship that will display on the Role tab
|
To add a relationship to a customer record
|
To add a service contractor
|
To add a subscription item to a customer record
|
To add a value range
|
To add Access reports to the menu
|
To add additional booths for an exhibitor on a wait list
|
To add additional fields to a template (QuickLetter)
|
To add administrators to a Community
|
To add an accrual dues billing cycle
|
To add an activity record
|
To add an appeal expense
|
To add an exhibitor contact
|
To add an exhibitor to a wait list
|
To add custom Crystal reports to the menu
|
To add field names to the Exhibition - Years Exhibited Field
|
To add fields to the list of available fields in a template
|
To add forms to an exposition
|
To add fundraising information to a customer record
|
To add invitees to By Invitation communities
|
To add news items
|
To add news items with images
|
To add opportunity items to an order
|
To add optional subscription orders for non-dues product billing
|
To add or edit soft credit information
|
To add permissions to the registry to support LISTSERV automated emailing
|
To add product codes to customer types
|
To add registration notes
|
To add service contractors to an exposition
|
To add solicitor data to a customer record
|
To add subscriptions during dues payments
|
To add system variables to a letter created using QuickLetter
|
To add user-defined Event Description Fields
|
To add user-defined event Registration Fields
|
To add user-defined text to the Dues Renewal Notice
|
To add user-defined text to the Dues Renewal Notice - List Bill
|
To add users to security groups
|
To add, edit, and delete forms
|
To adjust an open item
|
To adjust continuing education credits
|
To adjust margins
|
To adjust residual balances
|
To advance the billing term with Bump Date prorating
|
| To apply a credit balance as payment |
To apply a credit balance as payment
|
To apply a credit balance from Enter and edit payments
|
To apply a credit balance from Process customer requests
|
To apply a credit balance through the Process customer requests window
|
To apply a credit balance using Auto-apply
|
To apply a credit card payment for an order and an event registration
|
To apply a credit card payment to outstanding items
|
To apply a payment to multiple items using Auto-apply
|
| To apply a prepaid amount to an open item |
To apply a prepaid amount to an open item
|
To apply a specified payment amount to all unpaid items
|
To apply an address format to a country
|
To apply cash/check payments
|
To apply credit card payments
|
To apply credit memos to multiple funds
|
To apply debit memos to multiple funds
|
To apply Goods and Services Tax (GST ) calculations to a product
|
To apply Goods and Services Tax (GST ) calculations to a product category
|
To apply Goods and Services Tax (GST ) calculations to a product in AR/Cash
|
To apply Goods and Services Tax (GST ) calculations to freight and handling charges
|
To apply open credits as payments
|
To apply overpayment to offset next year's billing
|
To apply payment to a different line item
|
To apply VAT to a hotel room
|
To apply VAT to a product
|
To apply VAT to a product category
|
To apply VAT to a product in AR/Cash
|
To apply VAT to an event function
|
To apply VAT to an event registration
|
To apply VAT to an order
|
To apply VAT to freight and handling charges
|
To archive news items
|
To arrange scripts
|
To assign a booth
|
To assign a default shipping method to a country
|
To assign a GST tax code to an event
|
To assign a GST tax code to an event function
|
To assign a member to a chapter
|
To assign a member to a committee
|
To assign a pass, fail, or no show status to a registration record
|
To assign a product to an appeal
|
To assign a salutation code
|
To assign a security login and password to a user
|
To assign access keywords to customer data
|
To assign access keywords to user-defined or custom tabs
|
To assign access keywords to users
|
To assign AR/Cash default accounts codes
|
To assign booth preferences
|
To assign prospects to salespeople
|
To assign staff to an event function
|
To assign users to project security-related groups
|
To associate a card authorization account with a credit card cash account code
|
To associate an authorization account with a credit card cash account code
|
To attach a file to an activity record
|
To attach a query as a Finder to a field
|
To attach a security filter to a security group
|
To attach subcomponents to a component
|
To automatically apply AR payments
|
To back up a certificate and key pair
|
To build a referral List
|
To build the initial matrix
|
To build the query
|
To cancel a component registration
|
To cancel a payment transaction
|
| To cancel a registration and add an attendee from a wait list |
To cancel a registration and add an attendee from a wait list
|
To cancel a reservation
|
To cancel an accrual dues credit memo with Batch Control enabled
|
To cancel an event
|
To cancel an event registration with a cancellation fee
|
To cancel an event registration with no cancellation fee
|
To cancel an exposition
|
To cancel an exposition order
|
To cancel an exposition order with a cancellation fee
|
To cancel an invoiced order
|
To cancel an order
|
To cancel an order for a wait-listed booth
|
To cancel an order with a cash prepayment
|
To cancel an order with a credit card prepayment
|
To change a booth number
|
To change a committee appointment type
|
To change a committee status
|
To change a letter format in QuickLetter
|
To change a Vendor Class (AP Interface Only)
|
To change an exposition category
|
To change date formats for e-Communities email
|
To change the background color using gradient
|
To change the background color using no gradient
|
To change the booth class
|
| To change the email notification colors |
To change the email notification colors
|
| To change the GL Interface Type |
To change the GL Interface Type
|
To change the labels of navigation links
|
To change the order of navigation links
|
To change the sort fields
|
To change variable storage from the Registry to a database (CF 5) )
|
To change variable storage from the Registry to a database (MX)
|
To check for duplicate records
|
To check the conversion
|
To clone a campaign
|
To clone a report
|
To clone a security group
|
To clone a subcomponent
|
To clone an ASI standard Crystal report
|
To clone an event
|
To clone an exposition
|
To close an event
|
To close an exposition
|
To close an order
|
To close or cancel a program
|
To close the event and generate CEU activity records
|
To close the Opportunities window
|
To complete the e-Series implementation for MSSQL
|
To complete the e-Series implementation for SASA
|
To conduct a search
|
To conduct a security search
|
To conduct a speed search
|
To configure a security group
|
To configure a website to require SSL
|
To configure iMIS for sending and receiving e-mail
|
To configure Issues prompts and e-mail settings
|
To configure mail server settings
|
To configure the GL interface
|
To connect ColdFusion MX to a data source
|
To connect ColdFusion to a datasource (MSSQL)
|
To convert a prospect record to a Name record
|
To convert an older Crystal report
|
To convert an order
|
To convert booth preferences
|
To convert iMIS LAN demographics
|
To convert pre-3.2x C/S versions
|
To convert quotes
|
To copy customer information to the clipboard
|
To copy customer type codes to registrant class codes
|
To copy or move a certificate to another server
|
To copy the IMIS_GL.def definition file
|
To create a campaign
|
To create a certification program
|
To create a community
|
To create a component
|
To create a component or combo category
|
To create a custom folder in the Document System
|
To create a discussion topic
|
To create a document folder
|
To create a general lookup/validation table
|
To create a generic export file
|
To create a hierarchical folder structure
|
To create a letter for a single customer using QuickLetter
|
To create a link to a file on the Home page
|
To create a lookup for a search field
|
| To create a matching plan |
To create a matching plan
|
To create a Members Only community with a SQL query
|
To create a Name_All view
|
To create a new batch
|
To create a new billing category
|
To create a new billing cycle
|
To create a new letter
|
To create a new letter template (QuickLetter)
|
To create a referral order
|
To create a report-specific activity type
|
To create a response stage
|
To create a security group
|
To create a source code
|
To create a source list
|
To create a stored procedure
|
To create a subcomponent
|
To create a tab for an activity type
|
To create a user-defined tab
|
To create a user-defined table
|
| To create a wait list report |
To create a wait list report
|
To create access keywords
|
To create an account in Contacts
|
To create an activity and attach a file
|
| To create an activity type |
To create an activity type
|
To create an ad hoc search
|
To create an administrative login
|
To create an appeal
|
To create an ASP.NET template
|
To create an EXPOCAD floor plan
|
To create an insert
|
To create an open dues item
|
To create and place static pages in your site's Static folder
|
To create custom tabs
|
To create discussion forums
|
To create General Lookup/Validation tables for events
|
To create general lookup/validation tables for Exposition Management
|
To create grace period requirements for a program
|
To create multiple locations for a component
|
To create multiple projects from Process Manager
|
To create non-customer subscriber types
|
| To create or edit a letter from the Expo Prospect Reports window |
To create or edit a letter from the Expo Prospect Reports window
|
To create or modify a payment schedule
|
To create process types
|
To create projects from Campaign Management
|
To create scripts
|
To create sender codes
|
To create separate GL interface files
|
To create the CmtyStorage_Index directory
|
To create the Committee Group general lookup/validation table
|
To create the E-Mail Overlay report specification
|
To create the e-Series security triggers
|
To create the EMAIL activity type
|
To create the GL Journal
|
To create the GROUP_CODE general lookup/validation table
|
To create the initial requirements for a program
|
To create the ISSUEREQ activity type
|
To create the LETTER activity type
|
To create the maintenance requirements for a program
|
To create the Referral fee code
|
To create the Referral subscription code
|
To create the report spec for the DR Post-update Utility
|
To create the report spec for the DR Update Utility
|
To create user-defined fields for the Expo Description window
|
To create user-defined fields for the Expo Registration - Other window
|
To customize an acknowledgement
|
To customize customer profiles
|
To customize prompts, fields, and config variables
|
To customize site options
|
To customize tabs in the detail and history areas
|
To customize the CEU field prompts
|
To customize the default Tab Preferences profile
|
To customize the header and footer
|
To customize the iMIS home page
|
To customize the side index
|
To customize the top banner
|
To decline booth preferences
|
To define a campaign
|
To define a chapter code
|
To define a country code
|
To define a distribution or premium
|
To define a fund
|
To define a kit's components
|
To define a Microsoft Word mail merge output process
|
To define a new credit/debit card cash account code
|
To define a new product code
|
To define a plan
|
To define a product
|
To define a product kit
|
To define a product link
|
To define a provincial tax code
|
To define a proximity area
|
To define a quantity range
|
To define a SUB product
|
To define a subscription product
|
To define a value range
|
To define a warehouse
|
To define a zone table
|
To define Activity fields
|
To define add-on charges
|
To define aging groups
|
To define an appeal
|
To define an event
|
To define an EXPOCAD exposition (event) in iMIS
|
To define an exposition
|
To define an exposition address
|
To define an exposition description
|
| To define an exposition product |
To define an exposition product
|
To define an upsell product
|
To define backorder options
|
To define booth products and pricing
|
To define cash and credit/debit card codes and accounts
|
To define Certification options
|
To define committee codes
|
To define committee positions
|
To define component prerequisites
|
To define customer types
|
To define default Fundraising options
|
To define donor clubs
|
To define event function fees and GL information
|
To define event functions
|
To define event registration classes
|
To define event resource groups
|
To define exhibitor classes
|
To define exposition options
|
To define future credit prorate pricing
|
To define general exposition options
|
To define hotel room inventory
|
To define inventory options
|
To define order status defaults
|
To define order types
|
To define other products and pricing
|
To define pricing based on an alpha table
|
To define product account information
|
| To define product categories |
To define product categories
|
To define product categories for kits
|
To define product codes
|
To define product fees
|
To define product mapping
|
To define product special pricing
|
To define resources for a group
|
To define shipping zone tables
|
To define special pricing
|
To define special prorating
|
To define standard inventory parameters
|
To define state/province codes
|
To define tax codes
|
To define the BACKISSUE activity type
|
To define the BASE_GST tax code
|
To define the company database and event in EXPOCAD
|
To define the default tax authority
|
To define the EXPOCAD local setup
|
To define the GSTINC tax code
|
To define the MAIL_CODE lookup table
|
To define the Primary GST tax code
|
To define user-defined lookup indexes
|
To define VAT percentage tax codes
|
To define VAT zero-percent tax codes
|
To define VAT-exempt tax codes
|
To define warehouse parameters
|
To define web order options
|
To define Web order types
|
To define weight tables
|
To delete a back issue request
|
To delete a billing record
|
To delete a call activity
|
To delete a cash billing payment entry
|
To delete a chapter code
|
To delete a chapter enrollment
|
To delete a closed or canceled program
|
To delete a contact
|
To delete a customer record
|
To delete a discussion forum
|
To delete a discussion post
|
To delete a document from the archive
|
To delete a function from an event registration
|
To delete a general lookup/validation table
|
To delete a gift or pledge
|
To delete a label preference
|
To delete a letter (QuickLetter)
|
To delete a letter activity
|
To delete a matching plan
|
To delete a multi-instance, user-defined record
|
To delete a pledge credit or debit memo with batch control enabled
|
To delete a product
|
To delete a product (that has a wait list) from an order
|
To delete a product from an exhibitor's product list
|
To delete a product link
|
To delete a product's warehouse
|
To delete a program requirement
|
To delete a prospect list
|
To delete a record from the Import Error List
|
To delete a referral record
|
To delete a relationship type
|
To delete a salutation code
|
To delete a service contractor
|
To delete a user-defined tab
|
To delete a user-defined table
|
To delete a warehouse
|
To delete activity attachments
|
To delete an activity from the Activities-All tab
|
To delete an activity type
|
To delete an address format
|
To delete an appointee from a committee
|
To delete an event definition on close
|
To delete an event function
|
To delete an event function link
|
To delete an existing relationship
|
To delete an individual prospect from a list
|
To delete an issue
|
To delete an unposted batch
|
To delete booth preferences
|
To delete customer types
|
To delete data from a multi-instance, user-defined record
|
To delete expired client records
|
To delete expired provider records
|
To delete expired referral records
|
To delete interest codes from matching plans
|
| To delete notification information |
To delete notification information
|
To delete product inventory transactions
|
To delete the CmtyStorage_Index directory
|
To designate opportunity items for a product
|
To designate opportunity items for kits
|
To designate your organization as a fund
|
To determine hotel room availability
|
To directly merge two known IDs
|
To disable the alternative currency feature
|
To disable the Letter System
|
To display a user's task list on login
|
To display a warning message when an event is full
|
To display activity records in customer profiles
|
To display an activity tab
|
To display an existing relationship on the Role tab
|
To display custom window fields in customer profiles
|
To display the Label Preferences tab
|
To display the Salutations tab
|
To display the VAT tab
|
To edit a back issue request
|
To edit a billing payment entry
|
To edit a call activity
|
To edit a chapter enrollment
|
To edit a committee appointment
|
To edit a credit memo order's restocking charge
|
To edit a customer record
|
To edit a discussion forum
|
To edit a discussion post
|
To edit a donor record
|
To edit a gift or pledge
|
To edit a label preference
|
To edit a letter activity
|
To edit a letter template (QuickLetter)
|
To edit a matching plan
|
To edit a multi-instance, user-defined record
|
To edit a payment type not recognized as prepaid cash
|
To edit a payment type recognized as prepaid cash
|
To edit a pledge credit or debit memo
|
To edit a prepayment
|
To edit a product
|
To edit a program requirement
|
To edit a referral record
|
| To edit a registrant's address |
To edit a registrant's address
|
To edit a relationship type
|
To edit a salutation code
|
To edit a warehouse description
|
To edit activity attachments
|
To edit an accrual dues credit memo with Batch Control enabled
|
To edit an activity from the Activities-All tab
|
To edit an activity type
|
To edit an address format
|
To edit an existing letter
|
To edit an existing payment
|
To edit an existing relationship
|
To edit an exposition order
|
To edit an installment pledge
|
To edit an issue
|
To edit an online payment
|
To edit an order through Orders module
|
To edit an order's freight and handling charges
|
To edit an order's shipping information
|
To edit another customer's login and password
|
To edit another customer's record
|
To edit campaign security settings
|
To edit customer types
|
To edit data on multiple-instance, user-defined tabs in a non-grid data window
|
To edit e-Billing System Parameters
|
To edit e-Customer System Parameters
|
To edit e-Events System Parameters
|
To edit event functions
|
To edit existing sales transactions
|
To edit issue resolution information
|
To edit news items
|
| To edit notification information |
To edit notification information
|
To edit opportunities
|
To edit or delete a community
|
To edit or delete a quantity range
|
To edit or delete a service contractor
|
To edit or delete a value range
|
To edit or delete an exposition product
|
To edit or delete exposition forms
|
To edit product inventory transactions
|
To edit records in Contacts
|
To edit SSL System Parameters
|
To edit the Bill To information
|
To edit the Billed Thru date for a subscription payment
|
To edit the e-Communities parameters
|
To edit the list of conflicting companies
|
To edit the product quantity ordered
|
To edit the Renewed Thru date for a customer
|
To edit the selections
|
To edit warehouse parameters
|
To edit Web System Parameters
|
To edit your customer record
|
To edit your login and password
|
To edit, replace, or delete a product's opportunity items
|
To email a customer from the Manage customers window
|
To email a letter to a customer using QuickLetter
|
To email a letter to multiple customers using QuickLetter
|
To email customers returned by a search
|
To enable a product category for the Public view
|
To enable a product category for the Web
|
To enable a product for the Web
|
To enable an event for the Web
|
To enable an event function for the Web
|
To enable ColdFusion debugging
|
To enable ColdFusion MX debugging
|
To enable deferred income for an event function
|
To enable Duplicate Registration/Registrant checking
|
To enable e-Communities for Security Groups
|
To enable encryption (SASA)
|
To enable encryption for specific clients (MSSQL)
|
To enable encryption on the webserver
|
To enable function wait lists
|
To enable GST taxation for the Default Organization
|
To enable iMIS multiple-entity processing
|
To enable Multiprotocol encryption for all connections (MSSQL)
|
To enable online credit card authorization for e-Series transactions
|
To enable product label preferences
|
To enable QSI/Dialect authorization in e-Series
|
To enable Subset Component Maintenance with Find window option
|
To enable system options
|
To enable taxation for a country
|
To enable the activity attachment feature
|
To enable the Billing Payment Importer
|
To enable the Choose from Wait List for opening option.
|
To enable the Enforce Strict Attribute Validation option (CF 5)
|
To enable the iMIS AR Importer module
|
To enable the Letter System
|
To enable VAT for the Default Organization
|
To enable VeriSign authorization in e-Series
|
To enable wait lists for exposition products
|
To enable zip code search feature
|
To enroll a student in a program
|
To enter a back issue request
|
To enter a billing payment
|
To enter a call activity
|
To enter a component order
|
To enter a credit card payment using immediate authorization
|
To enter a credit memo order (cancel an invoiced order)
|
To enter a debit memo order
|
To enter a label preference
|
To enter a letter activity
|
To enter a matching gift
|
To enter a memorial or tribute
|
To enter a new customer record
|
To enter a new issue
|
To enter a new tax code
|
To enter a Note to a gift or pledge
|
To enter a payment in AR/Cash
|
To enter a payment in Fundraising
|
To enter a pledge credit memo
|
To enter a pledge debit memo
|
To enter a post-invoice payment
|
To enter a prepayment
|
To enter a referral
|
To enter a request
|
| To enter a single gift or single pledge |
To enter a single gift or single pledge
|
To enter a single payment
|
To enter a single payment for an order
|
To enter a split gift or pledge
|
To enter a SQL verification calculation
|
To enter an activity from the Activities-All tab
|
To enter an address
|
To enter an address format
|
To enter an event payment
|
To enter an event registration
|
To enter an event registration for multiple customers
|
To enter an event's address
|
To enter an EXPOCAD order
|
To enter an exposition note
|
To enter an exposition order
|
To enter an installment pledge
|
| To enter an order |
To enter an order
|
To enter an order-line note
|
To enter an organization’s VAT information
|
To enter and make a payment on a component order
|
To enter AR payments
|
| To enter badge information |
To enter badge information
|
To enter badge information before check out
|
To enter component address information
|
To enter component instructor information
|
To enter coordinator information
|
To enter customer details
|
To enter detailed product information
|
To enter evaluation data
|
To enter event coordinator information
|
To enter event description information
|
To enter event notes
|
To enter exhibitor information
|
To enter financial information
|
To enter function notes
|
To enter hotel and arrival information
|
To enter hotel information
|
To enter hotel reservations
|
To enter interest codes
|
To enter inventory adjustments
|
To enter inventory adjustments for multiple warehouses
|
To enter inventory receipts
|
To enter inventory receipts for multiple warehouses
|
To enter inventory transfers
|
To enter issue resolution information
|
To enter memorial/tribute codes
|
To enter multi-instance user-defined information
|
To enter multi-instance, user-defined information
|
To enter multiple payments
|
To enter multiple payments for an order
|
To enter note information
|
To enter notes
|
To enter notification information
|
To enter notification information for a customer record
|
To enter or edit publication demographic information
|
To enter other registration information
|
To enter payments for referrals
|
To enter program descriptions
|
To enter program notes
|
To enter program prerequisites
|
To enter rating groups and evaluation criteria
|
To enter 'Ship to' customer information
|
To enter single-instance user-defined information
|
To enter single-instance, user-defined information
|
To enter the default write-off offset account
|
To enter VAT information for an individual
|
To enter, edit, or delete badge information after check out
|
To expand a field
|
To export a report in other formats
|
To export a report to either MS Word or WordPerfect
|
| To export from iMIS |
To export from iMIS
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To export iMIS records into EXPOCAD
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To export records to ProSort
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To export selected records
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To find a contact in the Directory tab
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To find a pledge credit or debit memo
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To find a prospect record
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To find an accrual dues credit memo using a transaction date
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To find an accrual dues credit memo using a transaction number
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To find an accrual dues credit memo using the customer ID
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To find an existing order by Bill to ID
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To find an existing order by order number
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To find an order using an invoice number
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To find an order using the 'Bill to' customer's ID
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To find and correct invalid Company ID values
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To find and load a company record
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To find and load a customer record
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To find committee members in Directory
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To find event registrants using the Find window
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To find event registrations using the Meeting Find window
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To find exposition orders from a list of all exhibitors
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To find exposition orders from a list of all expositions
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To find exposition orders using the Expo Find window
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To find exposition orders using the Roster Search window
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To find inventory transactions by date
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To find inventory transactions using the Inventory Transaction list
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To find possible duplicate records using selected fields
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To find possible duplicate records using the DUP_MATCH_KEY field
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To find product inventory transactions using the Post receipts window
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To find specific duplicate groups
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To find/view existing orders
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To fix an error on the Import Error List
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To format AR data for import
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To format billing data for import
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To format letter merge data with field switches
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To generate a completion report
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To generate a custom Renewal Notice
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To generate a description detail report
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To generate a Fundraising letter
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To generate a key pair and certificate request
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To generate a mass accrual dues billing
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| To generate a report from the Expo Prospect Reports window |
To generate a report from the Expo Prospect Reports window
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To generate an aggregate receipt
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To generate an export file
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To generate an individual accrual dues billing
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To generate auto receipts
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To generate booths
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To generate discounts based on total quantity ordered
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To generate email messages or MS Word merge documents
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To generate letter reports
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To generate objects from user-defined tables
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To generate output
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To generate purchase quantity discounts
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To generate receipts using a date and amount range
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To generate receipts using an ad hoc search
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To generate replacement receipts
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To generate reports in the Generate executive reports window
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To grant CF_Manager limited access to the Registry (Windows 2000)
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To hyperlink to VAT validation websites
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To identify your e-mail program
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To implement e-Communities on the production site
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To import a file into the ZIP3 general lookup/validation table
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To import a prospect file
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To import activities
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To import booth information into iMIS
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To import booths
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To import contact records in bulk
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To import files from NRDS
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To import files from NRDS for LAN
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To import files into a general lookup/validation table
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| To import from the general ledger |
To import from the general ledger
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To import orders
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To import the Data into Solomon IV
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| To import to the general ledger |
To import to the general ledger
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To import transactions from iMIS to MAS 90 XChange
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To include bar coding on a report
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| To increase a function's maximum attendance limit |
To increase a function's maximum attendance limit
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To increase booth availability for an exhibitor on a wait list
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To insert a Membership contact
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To insert a Webmaster contact
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To insert committee minutes
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To insert customer activity records
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To insert pictures
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To insert product label preference codes
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To install a certificate
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To install a certificate backup
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To install iMISFind
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To install or upgrade e-Series and e-CM
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To integrate from ACCPAC for Windows
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To integrate the General Ledger from Access Accounts
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To integrate the General Ledger from Exact for Windows
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| To integrate the General Ledger from iMIS |
To integrate the General Ledger from iMIS
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To integrate the general ledger from Peachtree Windows
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To invoice orders
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To invoice referral orders
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To issue back labels
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To issue manual receipts
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To join two programs
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To leave underpayment balances in Billing
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To limit access to customer address information
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To limit access to customer financial data
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To limit access to customer status information
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To limit access to the Activity Importer
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To limit access to the Fundraising tab
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To link a CEU component with an event function
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To link event functions
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To load a product list from a previous exposition
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| To load a prospect list |
To load a prospect list
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To load a prospect list from a previous Expo
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To load NRDS Export templates
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To locate a component using the Component Find window
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To log in as another user
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To make a payment on an invoiced order
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To make a subcomponent required
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To make an event available on the web
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To make an online payment
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To manage conflicting products
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To manually insert an activity record
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To map a customer type to an exhibitor class
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To map ColdFusion to the source directory
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| To map user-defined fields to activity records |
To map user-defined fields to activity records
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To mark a referral as a no show
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To mark attendance
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To mark items as read
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To mass merge a letter (QuickLetter)
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To mass merge an e-mail (QuickLetter)
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To merge a letter for a single customer using the Letter System
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To merge an email letter for a single customer using the Letter System
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To merge an email letter for a single customer using the Letter System (Office 97, 2000)
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To merge duplicate groups
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To merge two known IDs
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To modify a chapter code
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To modify a credit/debit card cash account
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To modify a customer type and status
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To modify a document folder
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To modify a property display
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To modify a user-defined tab
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To modify a user-defined table
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To modify an event
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To modify an exposition
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To modify an iMIS integration
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To modify booth proximity assignments
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To modify document properties
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To modify main searches for NRDS export templates
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To modify or delete a reserved product
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To modify reports and Event and Order Invoices for VAT
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To modify reports and invoices for Goods and Services Tax (GST ) and Provincial Sales Tax (PST)
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To modify subscription labels
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To modify the export/import file path and name
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To modify the invoice number
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To modify the VB Conversion Template
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To navigate within a data grid
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To navigate within the Detail area
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To navigate within the history tabs
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To open a record from a history tab
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To open a record from the Record History tab
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To open an order
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To open inventory transactions
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To open the Customer Portfolio Tab Preferences window
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To open the Expo Sales window
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To open the EXPOCAD event
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To open the Opportunities window
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To optimize the CmtyStorage_Index directory
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To order a product from a non-default warehouse
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To overbook rooms
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To override a product's default warehouse
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To perform the AR import
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To perform the billing import
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To perform Updating Company Stats
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To permanently delete a customer record (SQL database)
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To place a product on backorder
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| To place a registrant on a wait list |
To place a registrant on a wait list
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To place an order on hold
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To place documents into a folder
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To point the ODBC connection to the production database
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To post a group of batches
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To post a mass accrual dues batch
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To post a single batch
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To post inventory transactions
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To print a bag tag
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To print a customer's profile
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| To print a letter |
To print a letter
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To print a pick list
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To print a Register Report after auto receipting
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To print a thank you letter after auto receipting
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To print a thank you letter for a gift or pledge
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To print an accrual dues batch
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| To print an order-specific report |
To print an order-specific report
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To print batches
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To print committee minutes
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To print committee reports
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| To print individual reports |
To print individual reports
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| To print individual reports from the Register a customer window's Overview tab |
To print individual reports from the Register a customer window's Overview tab
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To print invoices for certification orders
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To print issue labels
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To print reminder notices
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To print Renewal Notices Separately
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To print sales quotes
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To print selected invoices
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To print Service Central reports
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To print shipping papers
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To print simple order entry invoices
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To print the Duplicate Group List
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To print the Import Error List
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To process an accrual dues credit memo
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To process an accrual dues debit memo
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To process an installment pledge
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To process an order
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To process and rebill Chapter changes
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To process and rebill customer type changes
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To process billing for new customers
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To process mass write-offs
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To process new prepaid subscriptions
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To purchase products online
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To purge activity attachments created before a specified date
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To purge certification records
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To queue an issue status update e-mail
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To rebill an individual dues billing
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To rebill to correct a mass dues billing
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To record a relationship
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To record debit adjustments
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To record returned checks/payment reversals for dues and subscriptions
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To record sales transactions
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To record the cancellation amount
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To refresh the CmtyStorage_Index directory
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To register a customer for an event
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To register for a component using Register a student by component
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To register for a component using Register a student by program
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To register for an event
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To register for an event in Contacts
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To register the .dll with ColdFusion
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To register the .dll with ColdFusion (e-Series only)
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To register the TCPClient custom tag
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To register with VeriSign
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To release backorders after printing shipping papers
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To release backorders by editing open orders
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To release backorders manually
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To release orders placed on hold
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To remove a duplicate group
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To remove a field from Change Logging
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| To remove a wait-listed registrant from a wait list |
To remove a wait-listed registrant from a wait list
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To remove address formatting from a country
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To remove administrators from a Community
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To remove an exhibitor from a wait list
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To remove booths
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To remove invitees from a community list
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To rent booths
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To repair the CmtyStorage_Index directory
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To replace out of production products that have no inventory available
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To replace products with opportunity items
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To report full bill details
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To report on sharing of multiple rooms
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To request a report and generate activities
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To require password authentication
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To reserve a product and view booth proximity
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To reset your password
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To resize a data grid
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To resize the Detail or History area
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To respond to or post a discussion topic
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To restore a canceled order
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To reverse a donation after it has been posted
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To reverse a payment and record returned checks
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To reverse a payment transaction
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To review history before importing AR transactions
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To review history before importing billing transactions
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To run a chapter report
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To run a non-dues billing
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To run a predefined query from Customers
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To run a predefined query from Events
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To run a predefined query from Fundraising
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To run a predefined query from Orders
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To run a predefined query from the Home page
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To run a preliminary import using the NRDS Financial Importer
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To run a saved Crystal report
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To run a standard report
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To run a subscription label report
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To run an iMIS GL transactions integration
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To run an iMIS invoice integration
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To run an iMIS vendors integration
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To run e-Series wizards
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To run individual dues renewal billing
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To run initial mass dues billings
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To run SQL security scripts (MSSQL)
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To run the Application wizard
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To run the Component Registration List report
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To run the Deferred Pre-Authorization report
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To run the DR Post-update Utility
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| To run the DR Update Utility |
To run the DR Update Utility
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To run the Generate Logins wizard
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To run the iMIS ID Conversion Utility (LAN systems only)
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To run the Issue Statistics report
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To run the NRDS Financial Import
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To run the Script wizard
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To run the Transaction Lists Distribution Summary
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To run the VB conversion program in iMIS
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To save a Crystal report
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To save the selections to merge during a later session
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To save the selections to merge during the current DMM session
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To schedule email notifications in System Parameters
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To search credit/debit card transactions
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To search for a Notify ID
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To search for an event
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To search for an order
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To search for issues
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To search for requests
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To search the Community Home Page
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To select data from a drop-down list
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To select multiple values for a user-defined field
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To select open credits to apply as payments
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To select open items for a payment
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To select specific bills
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To select the booth measurement option
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To select the IDs to Keep
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To select the MAPI compliant option in Eudora
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To select the Retain ID and the IDs to Merge
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To select values for the Designation field
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To select values to display for a property
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To send a broadcast email from Microsoft Word using an email merge
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To send a receipt by e-mail
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To send a reminder for a gift or pledge
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To send queued issue status updates
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To set Acquisition options
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To set advanced options
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To set basic customer options
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To set basic referral options
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To set Bill To using the Dues/Subscriptions Item Detail window
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To set Bill To using the Financial tab
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To set Bill To using the Set up customer types window
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To set chapter prompts
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To set committee options and membership duration
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To set community level email preferences
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To set customer Accumail options
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To set customer address and notes options
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To set directory permissions for CF_Manager (Windows 2000)
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To set global email preferences
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To set iMIS authorization levels
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To set program date requirements
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To set properties in the ScriptContent directory
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To set properties in the Source directory
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To set the billing and Reminder Notices
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To set the booth default values
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To set the default remailing option for news item updates
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To set the default unit of measurement
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To set the default write-off amount
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To set the defaults for accrual dues
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To set the e-Orders System Parameters
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To set the e-Series System Parameters
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To set the Print Manager system defaults
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To set the properties for the StaticContent directory
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To set the properties for the Wizards directory
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| To set the report destination |
To set the report destination
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To set up a custom credit card authorization account
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To set up a FoxPro ODBC
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To set up a non-dues subscription billing cycle
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To set up a QSI card authorization account
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To set up a QSI/Dialect payment client
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