15.1.1 Helpsite: Contents

Start here New Features Enhancements in 15.1.1 Release at a glance Major upgrades Web Publishing Platform iBO for .NET Support for Microsoft Reporting Services Report creation from IQA Making report titles editable at runtime Community Management Feature enhancements Roster management support in the Public view DB Repair enhancements Support for Payflow Pro V4 Logon standardization Public view standard pages Custom email correspondence Online Donations Set display for Contacts and Committees Simplified account setup Changing the term shopping cart to another name Backorder support in the Public view Improved event registration navigation All users adhere to System Setup settings on the Public view New fields in Web setup wizard for events Named Access Sets for object-level security Helpsite search enhancements Enhancements in 15.0.3 Release at a glance Major upgrades iMIS Desktop accessible by Casual users Desktop security extended to web-based views Multiple custom tabs Marketing and Process Manager enhancements Analytics enhancements Feature enhancements Event changes Update function details quickly Fundraising changes Allow user to enter Soft Credit as percentage Provide IQA search ability for Fundraising Gift Portfolio custom checkbox Restricting access to Fundraising data Rapid Gift Entry available in Full view Report changes Bill To ID added to credit card reports Billing Changes New order for dues importer Public view standard pages Consolidated Cascading Style Sheets (CSS) Orders contact notified of Public purchases Allow registration past cutoff date Prevent public user from changing their Member Type Preferred shipping address for Public view System management changes New DB Repair functions for database management Many searches for events, committees, or contacts now use IQA Additional default IQA joins added to four business objects New properties for Prospect business object VAT enhancements Create new credit card gateways Hidden report settings retained New flexible SMTP server configuration Ability to define security privileges for Document System folders Enhancements in 15.0.1 15.0 at a glance New components New browser-based views New Public view License for light usage Rapid data entry for donors and gifts iMIS System Architect Default folders for Document System .NET functionality transfers across sites Version control in Document System Business Object Designer access and support Documentation changes Major upgrades Streamlined installation and flexible tier architecture Streamlined installation and pre-configured installers Push installation replaced by pre-configured installers MS Office Interops now installed by default Unified authentication and logon Process Manager iMIS Opportunity Management is now called iMIS Process Mgr Ability to limit project creation to a specific set of iMIS users New views and queries of projects, tasks and related projects Process Manager available in Staff View of iMIS database Process types are now listed in alphabetical order All tasks visible to the project's owner Improved viewing and definition of action plans assigned to a project Ability to bypass intermediate stages of an action plan Marketing Suite changes Ability to display campaign structure in a single window Ability to record opt-out responses to campaigns Easy management of process engines from the Inserts and Source code windows Ability to create source codes from Marketing Suite areas Streamlined and simplified campaign creation Improved naming for campaign List Export files Easier addition of segments iMIS enhancements Reporting changes Letter System: customizable fields and bar codes System changes Enhanced support for foreign language characters Validation for email address format Specify preferred shipping address apart from mailing/billing DB Repair tool replaces Table Analysis IQA Default joins now accomplished with foreign keys AR/Cash changes Batch integrity and usability improvements Customer changes Flexible prefixes for long honorifics New buttons to speed activity record creation Customizable label for Check/CC field Integrated printing of single labels Dues and Gift changes Trans records map into DUES and GIFT activity types e-Series ColdFusion New option for printer-friendly page layout eCM 5.1 and Template Gallery - support ASP pages Community membership adjusts to criteria changes Displaying pricing in another currency Events changes Events list in reverse chronological order Closed events retain function history and fees Ability to record Function Begin Date for CEU Identification of registration transfers Fundraising changes One click to set installment due month-end Adding receipt number/date to Gift record Appeal Expense report can prompt for campaign code Expanded search criteria for fundraising merges Orders changes Improved entry for credit memos Email confirmations to the designated contact for orders Duplicate Merge Manager Duplicate Merge Manager enhancements Relationships changes Validation to prevent orphaned relationship details iMIS Installation Before You Begin System requirements Download product CD images Review support policies No support for customized triggers Support for Crystal Reports runtime versions Review resolved and known issues Planning your iMIS architecture Licensing and views of iMIS Choosing single or multiple appservers Multiple instances per appserver Configuration Examples 1 Server: All-in-one 2 Servers: Database/Appserver, Public webserver 3 Servers: Database, Appserver, Public webserver n Servers: Distributed Servers Best practices Implementing Reporting Services Using Reporting Services with SQL Express Installations and Upgrades Preparing all servers and workstations SQL Server collation Enabling Indexing Service Configuring 64-bit systems to run iMIS Preparing to upgrade Planning upgrades from 10.6 Prepare user records for upgrades from 10.6 Choose whether to migrate e-CM content Installing and upgrading iMIS Post-upgrade checks Configuring test and demo appservers Optimizing timeout settings on production appservers Configuring IIS 7 to run iMIS Configuring standalone WCM sites Migrating e-CM 5.x content Post-Install Configuration Configuring iMIS15 (Desktop and Web) Defining the date/time format for iMIS Setting up organization codes Loading tab files to update zip codes Modifying references to field names Changing the default layout for SSRS reports User record definition Creating iMIS user records Configuring iMISpublic (Public view) Connecting iMISpublic from a separate appserver Licensing and setting up iMISpublic (Public view) Changing fonts and colors for web pages using CSS Opening the Directory to anonymous access Client Roll-out Using a web client to access iMIS Downloading and installing iMIS Desktop Using iMIS Desktop with multiple appservers Troubleshooting iMIS Troubleshooting: Add to Calendar link does not work for user Troubleshooting: Credit card encryption error Troubleshooting: Data source (ODBC) not found on Vista computers Troubleshooting: Database is locked and cannot be restored Troubleshooting: Determining Service Pack levels Troubleshooting: Email output or event invites are not sent or received Troubleshooting: Licensed users exceeded Troubleshooting: Logon or Change Password window appears instead of the window you expect Troubleshooting: Maximum users exceeded Troubleshooting: Page not available error after iMIS has been idle for a long time Troubleshooting: Page not found error Troubleshooting: Pop-up windows never open Troubleshooting: Reporting, queries slowed by table locks Troubleshooting: Report Viewer errors Troubleshooting: Problems publishing and creating new content Troubleshooting: Customization to task list items not taking effect Troubleshooting: TCP/IP performance is slow Troubleshooting: Upgrade error for non-ANSI join operators Troubleshooting: Windows open/change slowly Troubleshooting: Wrong ordinal error from DB Repair > Analyze Database Additional resources Maintaining iMIS Adding product keys to iMIS Importing records into iMIS Implementing a backup plan Changing application server host names Changing SMTP server settings Restoring databases: stopping iMIS services Improving startup time at login Resetting system-level SQL authentication passwords Reapplying updates New to iMIS? Basics for Casual users Understanding your Casual access Managing contacts and relationships Creating contact records Finding contact information Viewing additional contact information Working with external contact lists Events Registering attendees To register people for an event To cancel an event registration with a cancellation fee To cancel an event registration with no cancellation fee Helping with events Offering registrations on the web Scheduling sessions Setting up a conference with rooms and resources Registering attendees from your company Reporting To run a standard report Types of clients, views, and users Two types of web-based views Features of iMIS visible from the web Three types of users Licensing and views of iMIS Customer Support Software Update Plan Services Online Resources Review resolved and known issues Technical Support Requesting Support Additional Support Services What Support Cannot Cover Submitting Product Defects and Requests Software Updates Non-Plan Services Training Consulting User Groups Events Contacting ASI Contacting Customer Support Contacting ASI Offices Subscribing to iNSIGHTS Documentation Downloads Tips: iMIS Helpsite Tips: iMIS References Ordering Manuals Copyright Notice Analytics About Analytics Overview Important Analytics concepts Basic concepts for your executives and managers Basic concepts for your IT staff Predefined views in the Analytics Briefing Book Analytics dimensions and measures Analytics usage Overview Analyzing iMIS business performance with the Analytics Briefing Book Viewing the iMIS cube for ad-hoc analysis Analytics implementation Overview Analytics system requirements Installing Analytics Migrating the Analytics 1.0 data warehouse Enabling network DTC access for multi-server configurations Manually running the Update i15Analytics package Changing the scheduled run time of the Update i15Analytics package Installing the Analytics Briefing Book on client computers Granting read access to the analysis database Configuring Analytics to track custom iMIS demographics Defining a default country code Defining the fiscal year used by Analytics Securing Analytics Uninstalling Analytics AR/Cash Accounts Receivable and Cash Receipts Overview About AR/Cash Reviewing the AR/Cash process iMIS AR/Cash features Designed for non-accountant use Flexible processing for cash receipts Optional batch control Immediate or hot posting Simple order entry subsystem Reporting features Multiple-entity support Batch Control Batch control overview Viewing unposted transactions To view unposted transactions Examples of unposted transactions Working with batches Manage batches window To create a new batch Selecting an open batch Batch window To print batches Posting batches To post a single batch To post a group of batches Simple Orders Simple orders overview Processing payment amounts Enter and edit orders window To enter an order To find/view existing orders To find an existing order by order number To find an existing order by Bill to ID Transaction Ledger window To view transactions Cash handling in order processing To apply cash/check payments To apply credit card payments Controlling the recognition of credit card entries in batches Invoicing orders To print simple order entry invoices To print selected invoices Direct Transactions Direct transactions overview Direct transactions types Entering and editing sales transactions Enter and edit sales transactions window To record sales transactions To edit existing sales transactions Deciding to use a simple order entry or a sales transaction When to record direct sales transactions When to use Simple Order Entry Entering cash receipts Enter and edit cash receipts window To enter AR payments To automatically apply AR payments To reverse a payment and record returned checks To record returned checks/payment reversals for dues and subscriptions Adjusting journal entries Enter and edit credit memos window Enter and edit debit memos window Recording credit memos To write off bad debt To adjust an open item To record debit adjustments Month-End Procedures Month-end procedures overview Creating the general ledger journal Transaction lists report format To run the Transaction Lists Distribution Summary To create the GL Journal Credit balances Creating credit invoices Credit Invoices window Accounting transactions created when processing refunds Implementing mass write-off of debit/credit balances To set the default write-off amount To enter the default write-off offset account To process mass write-offs AR/Cash: Set up module AR Cash setup overview Financial entities Defining an organizational entity Setting basic options Set up module window Defining default general ledger accounts Default Accounts window To assign AR/Cash default accounts codes Defining aging groups Aging window To define aging groups Setting up batch control AR/Cash Batch Control window To set up Batch Control Limits on editing and deleting transactions About marking unposted transactions Examples of unposted transactions Configuring the general ledger interface General Ledger Interface window Using special characters in file path/name To configure the GL interface To create separate GL interface files AR/Cash: Set up tables Tables overview Setting up products Set up products window To define product codes Setting up payment terms Set up terms window To set up the payment terms Setting up tax codes Set up tax codes window To enter a new tax code Setting up cash accounts Defining credit/debit card codes and accounts Set up cash accounts window To define cash and credit/debit card codes and accounts Accounting Tables Accounting tables overview Accounting impacts of direct transactions and orders Accounting effect of direct transactions Accounting effect of direct orders Accounting effect of printing invoices Main accounting tables Trans table Multiple trans records Trans table fields Invoice table Invoice numbers AR/Accounting table reports Trans table reports Invoice table reports Other related iMIS tables Deferred Income Deferred income overview Working with deferred income Enabling deferred income processing To set up deferred income for a dues or subscription product To enable deferred income for an event function Processing deferred income transactions Deferring events/exhibition/exposition income Deferring dues/subscriptions income Verifying the dues/subscription deferral term Ensuring an accurate deferral term Processing adjustments of deferred income Converting existing deferred income items Conversion methods for building the initial matrix Deferred Income Schedule Records window To build the initial matrix AR/Cash deferred income reports Multiple Entity Processing Configuring multi-entity processing Enabling multi-entity processing Set up module window To enable iMIS multiple-entity processing DueTo/DueFrom processing Correcting balancing problems Setting up DueTo/DueFrom accounts Set up DueTo/DueFrom window To set up Due To/Due From accounts Determining transaction entity ownership Multiple entity processing by feature iMIS Billing iMIS Events and iMIS Exhibition iMIS Exposition iMIS Fundraising iMIS AR/Cash - Sales Transactions and Simple Order Entry iMIS Orders Credit Memo or Debit Memo/Adjustment Transaction in any module iMIS AR/Cash - Cash Receipts iMIS Service Central - Enter and edit payments AR Payment Importer Using iMIS AR Importer To enable the iMIS AR Importer module To format AR data for import Example AR Import File To review history before importing AR transactions To perform the AR import To verify the AR import To view open credits from an AR import Billing Billing Overview About iMIS Billing Management Dues billing versus non-dues billing Annual versus anniversary billing Cash-based versus accrual-based accounting iMIS Billing terminology Accrual Accounting Anniversary Billing Annual Billing Batch Bill Begin Billed Thru Billing Category Billing Cycle Billing Interval Billing Term Cash Accounting Credit Customer Customer Type Debit Effective Date List Billing Paid Thru Prorating Renewal Notice Renewed Thru Subscriber Navigation for Billing Understanding the billing process Billing product codes Billing cycles Customer renewal notices Billing reports Renewal billing and payment workflow Cash Dues Billing Billing process overview Process billing window Running mass dues billing To verify billing of new renewals To run initial mass dues billings To rebill to correct a mass dues billing Running individual dues billing To run individual dues renewal billing Rebilling to correct an individual dues billing To rebill an individual dues billing To process and rebill Chapter changes To process and rebill customer type changes Billing run troubleshooting Printing reminder notices To print reminder notices Generating mass billing data For a dues billing run For a non-dues billing run For a dues rebilling run For a non-dues rebilling run Cash Dues Payments Payment entry overview Enter and edit payments window Entering a full payment To enter a billing payment To apply payment to a different line item Entering an overpayment To transfer open credit to AR/Cash To apply overpayment to offset next year's billing Entering a partial payment To leave underpayment balances in Billing To transfer underpayment balances to AR To adjust residual balances Combining billing and payment for a new customer To process billing for new customers To process new prepaid subscriptions Using open credit balances as payment (*Tab) To select open credits to apply as payments Overriding the Paid Thru date To edit the Renewed Thru date for a customer To edit the Billed Thru date for a subscription payment Correcting cash billing payments To edit a billing payment entry To delete a cash billing payment entry Reversing and canceling payment transactions To reverse a payment transaction To cancel a payment transaction Basic Subscription Products Managing subscriptions overview Creating subscription products Setting up subscriptions To set up automatic subscriptions for dues billing To set up optional subscriptions for non-dues product billing To add optional subscription orders for non-dues product billing To set up complimentary subscription products To create non-customer subscriber types Running a non-dues billing cycle for a subscription product To set up a non-dues subscription billing cycle To add subscriptions during dues payments Processing subscription cancellations after payment To record the cancellation amount Accrual Dues Accrual dues overview Process accrual dues subtask list Setting the accrual dues options To set the defaults for accrual dues Creating an accrual dues billing cycle To add an accrual dues billing cycle Using batch control with accrual dues Batch control and mass dues billing Batch control and individual dues billing Generating an individual accrual dues billing Individual Accrual Dues Posting window To generate an individual accrual dues billing Generating a mass accrual dues billing To generate a mass accrual dues billing Posting mass accrual dues batches To print an accrual dues batch To post a mass accrual dues batch To delete an unposted batch Viewing billing results Billing run troubleshooting Processing payments Processing adjustments Authorization levels for credit/debit memos Credit memos Enter and edit credit memos window To process an accrual dues credit memo To find an accrual dues credit memo using a transaction number To find an accrual dues credit memo using a transaction date To find an accrual dues credit memo using the customer ID To edit an accrual dues credit memo with Batch Control enabled To cancel an accrual dues credit memo with Batch Control enabled Debit memos Enter and edit debit memos window To process an accrual dues debit memo Billing: Set up module System setup overview Defining general setup options Set up general options window To set up general billing options Creating billing cycles Set up billing cycles window To create a new billing cycle Defining product codes Set up products window To define a new product code Defining the AVAIL_CREDIT product code Testing the setup To test the billing data generation To test the Reminder Notice printing To test Dues billing Renewal Notices Billing Accounting Billing system accounting rules Cash basis operations Accrual basis Payments Using multiple entities Cash dues payments with multi-entity enabled Accrual dues with multi-entity enabled Fundraising Dues Items Billing Table Maintenance Table maintenance overview Setting up customer types Set up customer types window To add product codes to customer types To use wildcard product codes to update PAID_THRU date Setting the billing and reminder notices Billing and Reminder Notices window To set the billing and Reminder Notices Defining special pricing Special Pricing window Setting up customer type categories for special pricing To define special pricing To create a new billing category Creating the Name_All view To create a Name_All view Special pricing examples Flat amount price Pricing based on an iMIS field Pricing based on a numeric table To define pricing based on an alpha table Define matching based on exact match Additional special pricing examples Defining prorating rules Prorating window Future credit and bump date prorating To define special prorating To define future credit prorate pricing To advance the billing term with Bump Date prorating Setting up list billing To set Bill To using the Set up customer types window To set Bill To using the Financial tab To set Bill To using the Dues/Subscriptions Item Detail window Billing run troubleshooting Expired Customers Managing expired customers overview Managing expired customers Manage expired members window To view expired customers To modify a customer type and status Date Usage in iMIS iMIS dates overview Viewing the calculated date range To view the calculated date range Calculating dates in billing runs Calculating the Begin Date for a dues billing run How the Begin Date for an anniversary billing cycle is calculated Begin Date for an annual billing cycle Calculating the Begin Date for a non-dues billing run Calculating the Billing Interval for a dues billing run Billing interval for anniversary billing cycle Billing interval for an annual billing cycle Calculating the billing interval for a non-dues billing run Billing interval for anniversary billing cycle Billing interval for annual billing cycle Billing Payment Importer Using iMIS Billing Importer To enable the Billing Payment Importer To format billing data for import Example billing import file To review history before importing billing transactions To perform the billing import To verify the billing import To view open credits from a billing import Certification Overview: Certification Introduction Benefits of Certification iMIS Certification Terms Special Features of iMIS Certification How Certification Works Navigation for Certification Certification Registrations Overview Registering a Student for a Program Register a student by program window To enroll a student in a program Adding Program Notes Registration Description window To add registration notes Viewing Certification Activity Records Activity window To view a registrant's certification activity Viewing Student Program Details Program Requirements window Using the Register a student by program window To register for a component using Register a student by program To view program details Using the Register a student by component window Register a student by component window To register for a component using Register a student by component To cancel a component registration Assigning Pass, Fail, and No Show to a Registration To assign a pass, fail, or no show status to a registration record Entering a Component Order To enter a component order To enter and make a payment on a component order To print invoices for certification orders Entering a Payment To make a payment on an invoiced order Viewing and Editing Certification Orders in AR/Cash and Orders Modules To view and edit an order through AR/Cash To view an order through Orders module To edit an order through Orders module Processing Component Registrations using Events To link a CEU component with an event function To update attendance To close the event and generate CEU activity records To view component registrations To view CEU activity records after closing an event Purging Certification Registration Records Purge registrations window To purge certification records System Setup: Certification Setup Options Set up certification module window Setting up User-Defined Fields To set up user-defined fields Defining Activity Fields Certification Activity Setup window To define Activity fields Defining Certification Options Certification System Options window To define Certification options To enable Subset Component Maintenance with Find window option Creating Certification Activity Types To create an activity type Table Maintenance: Certification Overview Certification Set up tables submenu Defining Component Categories To create a component or combo category Creating Subcomponents Set up subcomponents window To create a subcomponent Set up component categories window To clone a subcomponent Certification Components Creating Components Set up components window To create a component To attach subcomponents to a component To make a subcomponent required To enter component address information To define component prerequisites To enter component instructor information To create multiple locations for a component To view component statistics To locate a component using the Component Find window Certification Programs Creating a Program Set up programs window - Program list Certification Program Type window Set up programs window - Program definition To create a certification program To create the initial requirements for a program To create the maintenance requirements for a program To create grace period requirements for a program To edit a program requirement To delete a program requirement Specifying Joint Program Requirements To join two programs To specify joined program components for the first joined program To specify joined program components for the second joined program To view a detailed list of program requirements by program type Setting Program Dates Program Dates window To set program date requirements Setting Additional Program Options Program Options menu To enter program descriptions To enter coordinator information To enter program notes To enter program prerequisites To view a program roster Testing for Completion of a Program To test for an individual's completion of a program To test for completion using the Program Completion List Report Canceling, Closing, and Deleting Programs To close or cancel a program To delete a closed or canceled program Contacts Find contact Finding records in Contacts To find a contact in the Directory tab To find committee members in Directory Configuring contact creation and search options Creating an account To create an account in Contacts Personal information in Contacts Address information in Contacts Logon & password information in Contacts Contact management To edit records in Contacts To manage company rosters Contacts Billing Contacts Activities Contacts Call logs Contacts Change logs Contacts Orders Contacts Fundraising User defined fields Configuring settings for roster management Register for an event To register for an event in Contacts Event list Event calendar Event search Add to calendar Make a purchase Searching for a product Browsing product categories To use the Cart Communities Quick Facts: Communities Managing Communities Getting started: community management What are communities? Understanding community permissions Community definition Defining forums Defining blogs Defining wikis Defining periodic announcements Managing resource libraries Community membership Defining community membership and subscriptions Viewing community rosters Community maintenance Moderating posts or comments Deleting a forum, blog, or wiki Managing subscriptions Implementing Communities Controlling access to Communities Community display Defining the display of a community Including a Community web part on a WCM web page Defining email notifications Managing attachments and uploads Community windows Edit Community window Image Manager window Edit Forum window Edit Blog window Edit Wiki window Configure Web Part window Community Roster window Preferences window Community Security window Web Parts Gallery Communities folder Email templates window Fields: web parts Customers Customers Overview About the Customers feature iMIS customer management capabilities Power of iMIS Designed for associations Tracking flexibility Association list management iMIS Customers feature terms Reviewing the iMIS interface Navigation for Customers Customer Data Management Customer data management overview Authorization levels for Customers Customer data entry To enter a new customer record To enter an address To enter a new company record in iMIS Desktop To select values for the Designation field Finding customer records Opening customer records Search window To resize the Detail or History area To find and load a customer record To find and load a company record Find Company window To open a record from a history tab Modifying customer records To edit a customer record To delete a customer record Data entry features About customer data fields Field focus Duplicate record checking Address verification To select data from a drop-down list Reviewing undefined values Date field data entry Company flow down Working in data grids To navigate within a data grid To resize a data grid Selecting multiple values for user-defined fields To select multiple values for a user-defined field To enter single-instance user-defined information To enter multi-instance user-defined information To delete data from a multi-instance, user-defined record To view multiple-select fields To view read-only text fields To view data on multiple-instance, user-defined tabs in a non-grid format To view or edit data on multiple-instance, user-defined tabs Using the Clipboard icon To copy customer information to the clipboard Running multiple iMIS instances Shortcut limitation with multiple instances Managing tab preferences Customer Portfolio Tab Preferences window Customers tab security To open the Customer Portfolio Tab Preferences window To customize tabs in the detail and history areas Detailed Customer Data Manage customers overview About Detail and History tab preferences Manage customers - Detail area Manage customers window - Detail area To navigate within the Detail area To enter customer details Manage customers window - Profile tab Manage customers window - Donor Data tab Manage customers window - Status tab Manage customers window - VAT tab Manage customers window - Solicitor Data tab Manage customers window - Other tab Manage customers window - User-defined tab Entering financial information Manage customers window - Financial tab To enter financial information Entering note information Manage customers window - Notes tab To enter note information To view note information Adding a picture Manage customers window - Picture tab To insert pictures Entering salutations information Salutations tab To display the Salutations tab To assign a salutation code To edit a salutation code To delete a salutation code Historical Customer Data History tabs overview Sorting history tab data Reviewing the History area Manage customers window - History tabs To navigate within the history tabs To manually insert an activity record To expand a field Viewing results Manage customers window - Results tab Viewing record history Manage customers window - Record History tab To open a record from the Record History tab Managing call activities Manage customers window - Calls tab To enter a call activity To view a call activity To edit a call activity To delete a call activity Managing letter activities Manage customers window - Letters tab To enter a letter activity To view a letter activity To edit a letter activity To delete a letter activity Viewing company rosters Manage customers window - Roster tab Viewing AR/Cash activity records Manage customers window - AR/Cash tab To view an AR/Cash activity Viewing billing items Manage customers window - Billing tab To view a billing item To delete a billing record Managing activity records Manage customers window - Activities-All tab To enter an activity from the Activities-All tab The Activity Detail window To view all activities To edit an activity from the Activities-All tab To delete an activity from the Activities-All tab Viewing event registrations and activities Manage customers window - Events tab To view an event registration To view an event activity record Viewing orders and order activities Manage customers window - Orders tab To view orders To view an order activity record Viewing exhibition registrations and activities Manage customers window - Exhibition tab To view an exhibition registration To view an exhibition activity record Viewing exposition activities Manage customers window - Exposition tab To view an exposition registration To view an exposition activity record Viewing certification activities Manage customers window - Certification tab To view certification activities Managing label preferences Manage customers window - Label Preferences tab To display the Label Preferences tab To enter a label preference To edit a label preference To delete a label preference Viewing change log activity records Manage customers window - Change Log tab To view change log activity Viewing fundraising information Customers Fundraising tab About Fundraising history filters About soft credit history Fundraising tab - Summary sub-tab Fundraising tab - Donor History sub-tab Donor History Sub-tab - Donor History Detail window Fundraising tab - Donor Recognition sub-tab Fundraising tab - Requests sub-tab To view fundraising information in the Customers area About Fundraising tab access Managing matching plans information Manage customers window - Matching Plans tab To create a matching plan To edit a matching plan To delete interest codes from matching plans To delete a matching plan Managing notification information Manage customers window - Notification tab To enter notification information To edit notification information To delete notification information Viewing project information Manage customers window - Process Manager tab To view projects To edit projects Customer Communication Customer communication overview Generating customer profiles To customize customer profiles To print a customer's profile Creating letters To create a letter for a single customer using QuickLetter To add system variables to a letter created using QuickLetter To change a letter format in QuickLetter To merge a letter for a single customer using the Letter System To merge an email letter for a single customer using the Letter System To view a letter or email activity Emailing customers 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 send a broadcast email from Microsoft Word using an email merge To view a customer's email activity record Printing customer address labels Attaching documents to activity records Activity Attachment window Attaching files to activity records To attach a file to an activity record To create an activity and attach a file Viewing activity attachments To view activity attachments To edit activity attachments To delete activity attachments Committee Management Committee overview Managing committees Manage committees window To assign a member to a committee To edit a committee appointment To delete an appointee from a committee To change a committee appointment type To insert committee minutes To print committee minutes Chapter Management Chapters overview Managing chapter members Manage chapter rosters window To assign a member to a chapter To edit a chapter enrollment To delete a chapter enrollment Acquisition Management Acquisition Management overview Setting acquisition options Customer Setup - Acquisition Options window To set Acquisition options Importing prospect records To import a prospect file Finding and converting prospect records To find a prospect record To convert a prospect record to a Name record Relationship Management iMIS Relationship Management overview Relationships features Managing relationships activity records Manage customers window - Relationships tab Relationship Detail window To add a relationship to a customer record To view an existing relationship To edit an existing relationship To delete an existing relationship Managing role activities Manage customers window - Role tab To view the Role tab To display an existing relationship on the Role tab To add a relationship that will display on the Role tab Customers: Set up tables Table maintenance overview iMIS table layout Building tables guidelines Using table maintenance windows Defining customer types Set up customer types window To define customer types To edit customer types To delete customer types Setting up committees Committee codes window To define committee codes To change a committee status Set up committee positions window To define committee positions To set committee options and membership duration Setting up Chapter Management To set chapter prompts Defining chapter codes Set up chapters window To define a chapter code To modify a chapter code To delete a chapter code Setting up relationship types Configuring Relationships Manage customers - Set up relationship types window To add a new relationship type To edit a relationship type To delete a relationship type Customers: Set up module Customer setup overview Set up general options window Customer Setup - Access Keys window Customizing the default Tab Preferences Setting basic customer options Customer Setup - Basic Options window About iMIS IDs Preferred sort order options To set basic customer options Setting customer address and notes Customer Setup - Address and Notes window To set customer address and notes options To identify your e-mail program To select the MAPI compliant option in Eudora To configure iMIS for sending and receiving e-mail To create the EMAIL activity type Troubleshooting: Email Setting Accumail options To set customer Accumail options Synchronizing phone numbers and email addresses Customers synchronization behavior Imported records and synchronization Running the synchronization SQL script Synchronizing work phone, fax, and email example Automatic updating and synchronization Avoiding blank address records To synchronize phone numbers and e-mail Defining lookup indexes for the Find window Customer Setup - Indexes window To define user-defined lookup indexes Implementing and managing activity types Set up activity types window To create an activity type To edit an activity type To delete an activity type To create the LETTER activity type To display activity records in customer profiles Setting up REQUEST, GIFT, and PLEDGE activity types Creating tabs for activity types To create a tab for an activity type To display an activity tab Activity attachments To enable the activity attachment feature Specifying maximum size of activity attachments Activity attachment fields To purge activity attachments created before a specified date Creating mailing and address lookup and validation To enable product label preferences To insert product label preference codes Customer general lookup/validation and expansion tables Defining state/province codes To define state/province codes Setting up login activity tasks To display a user's task list on login Checking for duplicate records Example duplicate record check formulas Adding and deleting fields in the change log Customer Setup - Change Logging window To add a field to Change Logging To remove a field from Change Logging Using international address formatting International address formatting in iMIS reports Set up country names window Address layouts Set up country address layouts window To enter an address format To apply an address format to a country Address Layout Tester window To test an address format To view the address format applied to a country To remove address formatting from a country To edit an address format To delete an address format Setting advanced options Customer Setup - Advanced window To set up advanced options About user defined company flow down Customizing clipboard fields Customizing roster display fields Upgrade notes Upgrades from before version 10.6 To find and correct invalid Company ID values iMIS Customizer iMIS Customizer overview Custom table features Custom field features Custom tab features Apply demographics to a new task Customer Setup - Additional Windows window To access the Customizer Creating a user-defined table User Defined Tables window To create a user-defined table To modify a user-defined table To delete a user-defined table Creating a user-defined tab Window Designer window To create a user-defined tab To modify a user-defined tab To delete a user-defined tab To display custom window fields in customer profiles Creating custom tabs Custom Tab Designer window To create custom tabs Reviewing the Customizer interface Sample user-defined tabs Entering user-defined data To enter single-instance, user-defined information To enter multi-instance, user-defined information To edit a multi-instance, user-defined record To view a multi-instance, user-defined record To delete a multi-instance, user-defined record Viewing data on multiple-instance, user-defined tabs in non-grid format To view data on multiple-instance, user-defined tabs in a non-grid data window To edit data on multiple-instance, user-defined tabs in a non-grid data window Viewing read-only fields in user-defined windows To view multiple-select fields To view read-only text fields Converting existing fields To convert pre-3.2x C/S versions To convert iMIS LAN demographics Limiting access and/or hiding tabs To create access keywords To assign access keywords to user-defined or custom tabs To assign access keywords to users Access security levels SQL reserved words Customizer tips Troubleshooting user-defined or custom tabs Unique table and field names Limits for fields and window tabs User-defined fields in iMIS special pricing Troubleshooting Customizer Customer System Maintenance Permanently deleting customer records To permanently delete a customer record (SQL database) Troubleshooting iMIS Shortcut limitation with multiple instances Error log files Donations: Rapid Gift Entry About Rapid Gift Entry Enabling web-based Rapid Gift Entry Setting defaults for Rapid Gift Entry Using Rapid Gift Entry To substitute a credit card holder name Education What is an Emerging Technology Preview? Events Events Overview About iMIS Events Management Events system flexibility Event definition and planning Event registration processing Event reporting Event terminology Attendance Badge Bill To Certificate CEU Confirmation Database Event Fees Field Function Income Account Linked Function Record Registrant Registrant Class Registration Resource Roster Sort Ticket Wait List Events authorization levels Navigation for Events Registration Processing Registrations overview Reviewing registration data Entering an event registration Register a customer window Register a customer window - Overview tab To enter an event registration To enter an event registration for multiple customers Finding an event registration To find event registrations using the Meeting Find window To find event registrants using the Find window Editing an event registration To add a function to an existing event registration To delete a function from an event registration To edit the Bill To information Canceling an event registration To cancel an event registration with no cancellation fee To cancel an event registration with a cancellation fee Recording payments Register a customer window - Payments tab To enter a single payment To enter multiple payments To edit an existing payment Applying credit balances as payment The *Tab command The Individual and All views Applying credit balances to other registrants Select Open Payments window (Events) To apply a credit balance as payment Editing address information Register a customer window - Attendee tab To edit a registrant's address Information Flowdown to Open Events Automatic Settings for “Use Company” and “Use Title” Options Fields Populated Automatically when Using Add to Master Changing Tax Authority after Registration Managing hotel reservations and other information Register a customer window - Other tab To enter hotel and arrival information Entering badge information Register a customer window - Badges tab To enter badge information Information Flowdown to Badges Automatic settings for “Use Company” and “Use Title” options Entering function notes Register a customer window - Function Note tab To enter function notes Printing individual reports and reviewing rosters To set the report destination To print individual reports from the Register a customer window's Overview tab To view an event roster Viewing a registrant's account information To view a registrant's account information Transferring an event to another registrant To substitute registrants Transferring a registrant to another event To transfer a registrant to another event To transfer a registrant back to the original event To use the *Tab method to find open credit items To apply a prepaid amount to an open item Managing wait lists To place a registrant on a wait list To view wait lists To create a wait list report To increase a function's maximum attendance limit To cancel a registration and add an attendee from a wait list To remove a wait-listed registrant from a wait list Events Setup Event definition Event definition overview Viewing available events Define an event - event list window To view and sort the list of events Cloning an event To clone an event Defining a new event Define an event - event details window To define an event To modify an event To make an event available on the web Web setup wizard for events Defining event setup Options Defining event setup Registration Steps Defining event setup Registrant information Defining event setup Function Groups Defining event setup Guests Defining event setup Survey questions Verifying event setup with the Summary page Entering event descriptions and addresses Event Description window To enter event description information Event Address window To enter an event's address Entering event coordinators and notes Event Coordinators window To enter event coordinator information Event Notes window To enter event notes To enter a SQL verification calculation Viewing the event roster To view a roster Closing an event To close an event Canceling an event To cancel an event Event Function Definition Functions overview Event Function Detail window To define event functions Using the Event Function Detail window and its child windows Using the Booths window and its child windows Setting fees Event Function Definition - Fees window To define event function fees and GL information Fee structure scenarios No Fees Charged Single Fee and Income Account Early and Regular Fees for All Classes Multiple Fees and Income Accounts by Class Multiple Fees by Class, Single Income Account Single Fee and Multiple Income Accounts by Class Multiple Fees for Some Classes, Single Fees for Others Some Functions with Fees by Class, Some with Fees for All Function planning Event Function Definition - Plan window To define a plan View and assign event function staff Event Function Definition - Staff window To view staff assigned to an event function To assign staff to an event function Tracking credits for continuing education Event Function Definition - CEU window To track credit for continuing education Function Attendance window To mark attendance To update attendance To adjust continuing education credits Linking event functions Function Links window Child Components window To link event functions To delete an event function link Viewing the function roster Function Roster window To view an event function roster Editing event functions To edit event functions To delete an event function Events: Set up module Events system setup overview Events: Set up tables Set up general lookup/validation window To create General Lookup/Validation tables for events Setting up basic event information Set up module window To add user-defined Event Description Fields To add user-defined event Registration Fields To add field names to the Exhibition - Years Exhibited Field Enabling event system preferences Event System Preferences window To delete an event definition on close To copy customer type codes to registrant class codes To enable Duplicate Registration/Registrant checking To display a warning message when an event is full Enabling event wait lists To enable function wait lists To enable the Choose from Wait List for opening option. Mapping user-defined fields to event activity records To map user-defined fields to activity records Set up activity types window To view event activities for a registrant Setting up advanced features Events Advanced Features window To create a stored procedure To set up event and function name calculations Events Administration Events Table Maintenance Table maintenance overview Defining event registration classes Set up registration classes window To define event registration classes Defining event standard resources Set up event resources window To define event resource groups To define resources for a group Events Accounting iMIS Events accounting overview Orders and Order_Lines Trans Invoice Multiple entities in events Events Field Formats Events fields overview Events key tables Accessing the events fields Field syntax Events registration fields Fields: Register a customer window - Overview tab Fields: Register a customer window - Attendee tab Fields: Register a customer window - Other tab Fields: Register a customer window - Badges tab Events Additional Features Continuing Education Continuing Education overview CEU system setup To customize the CEU field prompts CEU record keeping Speaker Evaluation Speaker Evaluation overview Defining speakers and evaluation criteria To set up a speaker activity type How many speaker groups? To enter rating groups and evaluation criteria Speaker resources example Evaluating speakers To enter evaluation data Speaker activity records Hotel Room Block Management Hotel Room Block Management overview Defining hotels Hotels window To enter hotel information Room Types window To define hotel room inventory Managing reservations To enter hotel reservations Hotel Availability window To determine hotel room availability Room Sharing window To use room sharing To cancel a reservation To overbook rooms Exhibitions Printing individual reports and reviewing rosters To set the report destination To print individual reports from the Register a customer window's Overview tab To view an event roster Viewing a registrant's account information To view a registrant's account information Substituting registrants To substitute registrants Transferring a registrant to another event To transfer a registrant to another event To transfer a registrant back to the original event To use the *Tab method to find open credit items To apply a prepaid amount to an open item Managing wait lists To place a registrant on a wait list To view wait lists To create a wait list report To increase a function's maximum attendance limit To cancel a registration and add an attendee from a wait list To remove a wait-listed registrant from a wait list Expositions Exposition Overview Introduction to Exposition Management iMIS Exposition Management System Capabilities Exposition Definition and Planning Detailed Prospect List Maintenance Detailed Information Tracking Exposition Order Processing Exposition Reporting iMIS Exposition Terminology Badges Booth Inventory Booth Preference Management Classes Company Conflicts Exhibitor Products Exhibitor Exposition Exposition Products Fees Linked Product Mapping Order Product Conflicts Prospect Proximity Reservations Standard Report Upsell Wait Listing Navigation for Exposition Exposition Orders Overview Process booth orders window Entering Exposition Orders To enter an exposition order Editing Exposition Orders To edit an exposition order Finding Exposition Orders To find exposition orders from a list of all expositions To find exposition orders using the Expo Find window To find exposition orders from a list of all exhibitors To find exposition orders using the Roster Search window Canceling Exposition Orders To cancel an exposition order To cancel an exposition order with a cancellation fee Assigning Booths Booth Inventory Assignment window Current Booth Assignments window Conflicting Booths/Products window To assign a booth Editing Address Information Information Flowdown to Open Expositions Expo Registration - Name/Address window Automatic Settings for Use Company and Use Title options To edit a registrant's address Entering Payments Payments window To enter a single payment for an order To enter multiple payments for an order To create or modify a payment schedule Entering Badge Information Information Flowdown to Badges Badges window Automatic Settings for “Use Company” and “Use Title” Options To enter badge information Entering Order Line Notes Expo Order Line Note To enter an order-line note Viewing an Exhibitor's Transaction Ledger Transaction Ledger window To view an exhibitor's ledger Entering Other Registration Information Expo Registration - Other window To enter other registration information Managing an Exhibitor's Product List Exhibitor Company Product Maintenance window Load Products from Previous Exposition window To add a product to an exhibitor's product list To delete a product from an exhibitor's product list To view other companies exhibiting the same products To load a product list from a previous exposition Managing Company Conflicts Company Conflicts window To edit the list of conflicting companies Managing Wait Lists Wait List Processing window To add an exhibitor to a wait list To view wait lists To remove an exhibitor from a wait list To increase booth availability for an exhibitor on a wait list To add additional booths for an exhibitor on a wait list To cancel an order for a wait-listed booth To delete a product (that has a wait list) from an order Printing Individual Reports and Reviewing Rosters To print individual reports To print a letter Viewing Exposition Rosters Expo Roster window To view an exposition roster Substituting Exhibitors To substitute exhibitors Transferring Exhibitors To transfer an exhibitor to another exposition Exhibitor Information Overview Viewing Exhibitor Information View exhibitor information window To view exhibitor information Entering Exhibitor Information Exhibitor Information window To enter exhibitor information Managing Exhibitor Contacts Exhibitor Contacts window Manage Contacts window To add an exhibitor contact To delete a contact To view a list of contacts Viewing Booth Changes Booth Change History window To view booth changes Managing Service Contractors Current Service Contractors window Service Contractor Find window To add a service contractor To delete a service contractor Tracking Forms Forms Status window To track forms Viewing an Exhibitor's Ledger Accounts Receivable window Transaction Ledger window To view an exhibitor's ledger Prospect Lists Overview Loading Prospect Lists Manage prospect lists window To load a prospect list Managing Exhibitor Sales Expo Sales window To open the Expo Sales window Using Sales Scripts Sales Script window To use sales scripts Reserving Products Reserve Products window Reservation window To reserve a product and view booth proximity To modify or delete a reserved product Viewing Exposition History Expositions/Meetings for window To view a prospect's exposition order history Managing Activity Records Activity Detail window To view or edit an Exposition activity record To add an activity record To view Exposition activities from Customer Management Generating Letters and Reports Expo Prospect Reports window To generate a report from the Expo Prospect Reports window To create or edit a letter from the Expo Prospect Reports window Adding Prospects Add a Prospect window To add a prospect Booth Preferences Overview Assigning Exhibitor Booth Preferences Booth Preferences window Preference Booth Select window To assign booth preferences Accepting, Declining, Converting, and Deleting Exhibitor Booth Preferences Manage booth preferences window To accept booth preferences To decline booth preferences To convert booth preferences To delete booth preferences Exposition System Setup Overview Set up module window Creating User-Defined Fields To create user-defined fields for the Expo Description window To create user-defined fields for the Expo Registration - Other window Enabling System Options Expo System Options window To enable system options To enable wait lists for exposition products To map user-defined fields to activity records To view an exhibitor's exposition-related activities Using default exposition activity types Setting up Advanced Exposition Features Expo Advanced Features window To set up advanced exposition features Exposition Table Maintenance Overview Set up tables sub-task list (Exposition) Managing Exposition Products Set up product master list window To define an exposition product Managing Conflicting Products Exhibited Product Conflicts window To manage conflicting products Managing Exposition Forms Set up forms master list window To add, edit, and delete forms Managing Exposition Prospects Set up prospect list window Update Prospect Lists window To load a prospect list To update a prospect list To load a prospect list from a previous Expo To delete a prospect list To delete an individual prospect from a list To assign prospects to salespeople Managing Sales Scripts Set up sales scripts window Arrange Script Sections window To create scripts To arrange scripts Managing Exhibitor Classes Set up exhibitor classes window To define exhibitor classes To map a customer type to an exhibitor class Creating General Lookup/Validation Tables for Exposition Management Tables window To create general lookup/validation tables for Exposition Management Exposition Definition Overview Viewing Available Expositions Set up an exposition window To view and sort the list of expositions Cloning an Exposition To clone an exposition Defining an Exposition Set up an exposition window (second instance) To define an exposition To modify an exposition Defining General Exposition Options Expo General Setup window To define general exposition options Defining Exposition Options Expo Options window To define exposition options Managing Service Contractors Service Contractor Maintenance window To add service contractors to an exposition To edit or delete a service contractor Managing Exposition Forms Expo Forms window To add forms to an exposition To edit or delete exposition forms Viewing Exposition Rosters Expo Roster window To view a roster Managing Proximity Assignments Proximity Assignment window To define a proximity area To modify booth proximity assignments Defining Exposition Descriptions Expo Description window To define an exposition description Defining Exposition Addresses Expo Address window To define an exposition address Defining Exposition Notes Expo Notes window To enter an exposition note Canceling an Exposition To cancel an exposition Closing an Exposition To close an exposition Exposition Product Definition Overview Defining Exposition Products Exposition Product Detail window To define an exposition product To edit or delete an exposition product Defining Product Fees Exposition Booth & Product Fees window To define product fees Linking Exposition Products Exposition Product Links window To define a product link To delete a product link Defining Upsell Items Exposition Products - Upsell Items window To define an upsell product Managing Booth Inventory Booths window To generate booths To remove booths To import booths EXPOCAD Interface Overview: EXPOCAD Interface EXPOCAD Interface Capabilities EXPOCAD Components Benefits of the EXPOCAD Interface EXPOCAD Interface Terms Table Structures for EXPOCAD EXPOCAD Known Issue Defining an Event (Exposition) in EXPOCAD Defining the Default Booth Size in EXPOCAD To set the default unit of measurement To set the booth default values Defining the Event (Exposition) in EXPOCAD To define the company database and event in EXPOCAD Creating an EXPOCAD Floor Plan To create an EXPOCAD floor plan Installing the EXPOCAD Components Installing EXPOCAD Installing iMISFind To install iMISFind ODBC setup for the iMISFind application Creating an ODBC for FoxPro To set up a FoxPro ODBC Setting up iMISFind for use with EXPOCAD To specify the data source in iMISFind Setting up iMIS for use with EXPOCAD To set iMIS authorization levels To select the booth measurement option To define the EXPOCAD local setup Exporting Exhibitor Records into EXPOCAD Opening the Event in EXPOCAD To open the EXPOCAD event Using iMISFind to Retrieve iMIS Records To export iMIS records into EXPOCAD Importing EXPOCAD Booth Data into iMIS Importing Booth Information into iMIS To import booth information into iMIS To print the Import Error List To fix an error on the Import Error List To delete a record from the Import Error List Reviewing the iMIS and EXPOCAD Fields Order_Lines Exhb_Booth Defining an Exposition (Event) in iMIS Defining an EXPOCAD Exposition (Event) in iMIS iMIS features disabled when defining an EXPOCAD exposition To define an EXPOCAD exposition (event) in iMIS To change an exposition category Defining Exposition Products and Pricing To define booth products and pricing To define other products and pricing Defining Product Mapping To define product mapping Creating Activities in EXPOCAD Renting Booths in EXPOCAD To rent booths Un-renting Booths in EXPOCAD To un-rent booths Changing the Booth Number in EXPOCAD To change a booth number Changing the Booth Class in EXPOCAD To change the booth class EXPOCAD Expositions in iMIS Reviewing changes in the Exposition Orders Window Processing an EXPOCAD Order in iMIS To enter an EXPOCAD order Viewing an EXPOCAD Order To view an EXPOCAD order Viewing Booth Changes To view booth changes Editing an EXPOCAD Order in iMIS Canceling an EXPOCAD Order in iMIS Closing an EXPOCAD Exposition in iMIS Fundraising Fundraising Overview About iMIS Fundraising iMIS Fundraising system capabilities How Fundraising integrates with other features Fundraising terms Appeal Asset Campaign Distribution Donation Donor Clubs Fair Market Value Fund Gift In-Kind Donation List As Matching Gift Matching Plan Memorial Notification Notify ID Pledge Premium Soft Credit Solicitor Split Gift Tribute Navigation for Fundraising Gifts and Pledges Gifts and pledges overview Entering a single gift or pledge Enter and edit gifts window - Overview tab To enter a single gift or single pledge Rapid Gift Entry in Enter and edit gifts window Gift - Name/Address - Soft Credit window To add or edit soft credit information Enter and edit gifts window - Soft credit tab Select Open Payments window (Fundraising) To apply open credits as payments Editing gifts and pledges To edit a gift or pledge Correcting a gift after the batch is posted Viewing gifts and pledges To view gifts and pledges in Fundraising To view Fundraising information in the Customer Portfolio To view donation notes and details Soft credit debit and credit memos history Deleting gifts and pledges To delete a gift or pledge Adding a donor record Enter and edit gifts window - Donor tab To add a new donor record To edit a donor record Sending a customized acknowledgement letter Enter and edit gifts window - Acknowledge tab To customize an acknowledgement Entering memorials and tributes Enter and edit gifts window - Memorial/Tribute tab To enter a memorial or tribute Entering split gifts Enter and edit gifts window - Split Gifts tab To enter a split gift or pledge To view split gifts Adding notes Enter and edit gifts window - Notes tab To enter a Note to a gift or pledge Entering an installment pledge Enter and edit gifts window - Installments tab To enter an installment pledge To edit an installment pledge Entering matching gifts Enter and edit gifts window - Matching Plan tab To enter a matching gift To view a matching gift Attaching premiums Enter and edit gifts window - Premiums tab Processing premiums Checking for duplicate records To check for duplicate records Issuing reminders and thank you letters at gift entry Select Report window To send a reminder for a gift or pledge To print a thank you letter for a gift or pledge Donations: Rapid Gift Entry About Rapid Gift Entry Enabling web-based Rapid Gift Entry Setting defaults for Rapid Gift Entry Using Rapid Gift Entry To substitute a credit card holder name Fundraising Payments Fundraising payments overview Process payments window To enter a payment in Fundraising To enter a payment in AR/Cash To view separate payer data through Customer Using credit memos and debit memos Authorization levels for pledge credit and debit memos Viewing pledge adjustments in the Customer Portfolio To view a customer's SALES activities Credit memos Enter and edit pledge credit memos window Find window To enter a pledge credit memo To apply credit memos to multiple funds Debit memos Enter and edit pledge debit memos window To enter a pledge debit memo To apply debit memos to multiple funds About finding credit and debit memos using multiple search criteria To find a pledge credit or debit memo To edit a pledge credit or debit memo To delete a pledge credit or debit memo with batch control enabled Entering appeal expenses Set up appeal expenses window To add an appeal expense Edit an appeal expense Delete an appeal expense Fundraising Event Registrations Registering for a fundraising event Register a customer window - Overview tab To enter an event registration Entering event payments Register a customer window - Payments tab To enter an event payment Event GIFT and MEETING activities Event items in Customer Fundraising history tab Event Gifts are included in the Gift Portfolio Campaign Management and function fees Donor clubs and function fees To view donor club activities achieved through event registrations Fundraising History Customers Fundraising tab About Fundraising history filters About soft credit history Fundraising tab - Summary sub-tab Fundraising tab - Donor History sub-tab Donor History Sub-tab - Donor History Detail window Fundraising tab - Donor Recognition sub-tab Fundraising tab - Requests sub-tab To view fundraising information in the Customers area To view fundraising activities through the Activities-All tab Fundraising Requests Requests overview Managing request activities Manage requests window Request Entry window To enter a request To search for requests Importing request activities To import activities Fundraising Event Management Fundraising function overview Defining an event as a fundraising event Define an event - event details window To define an event Event Function Detail window To define event functions Receipts, reports, and summaries Setting event function fees About multi-entity and function fees Event Function Definition - Fees window To define event function fees and GL information Fundraising System Setup Customers: Set up fundraising Defining activity types Setting up REQUEST, GIFT, and PLEDGE activity types General lookup/validation tables Customer - Set up Fundraising options To enter interest codes To create sender codes To enter memorial/tribute codes Adding solicitor data to a customer record Manage customers window - Solicitor Data tab To add solicitor data to a customer record Adding fundraising information to a customer record Manage customers window - Donor Data tab To add fundraising information to a customer record Adding notification information to a customer record Manage customers window - Notification tab (Fundraising) To enter notification information for a customer record To edit notification information To delete notification information To search for a Notify ID Creating matching plans in company records Manage customers window - Matching Plans tab To create a matching plan Fundraising: Set up module Fundraising setup overview Designating your organization as a fund Set up funds window To designate your organization as a fund Defining funds To define a fund Defining campaigns Set up campaigns window To define a campaign Defining appeals Appeals window To define an appeal Defining distributions and premiums Set up distributions and premiums window Appeal Premiums window To define a distribution or premium Defining donor clubs Set up donor clubs window To define donor clubs Defining fundraising setup options Set up module window To define default Fundraising options Enabling rapid gift entry in Enter and edit gifts window Fundraising authorization levels Authorization levels for pledge credit and debit memos Setting up fundraising accounting Setting up fundraising in AR/Cash Fundraising in AR/Cash overview Configuring multi-entity processing Enabling multi-entity processing Set up module window To enable iMIS multiple-entity processing DueTo/DueFrom processing Correcting balancing problems Setting up DueTo/DueFrom accounts Set up DueTo/DueFrom window To set up Due To/Due From accounts Determining transaction entity ownership Fundraising online - Donate now! tab Setting up online donations in iMIS Desktop Removing the Donate link from the homepage Contact records created by online donations Customizing online donations Modifying the donation page Gift.aspx page properties Adding distributions to the donation page Adding multiple donation pages Required online donation information Default credentials sent with SMTP requests Issue Management Issues Overview About Issue Management iMIS Issues Capabilities Navigation for Issues Entering and Editing Issues Viewing and Deleting Issues To search for issues To delete an issue Entering and Editing Issues Issue Status area Submitted By area Issue Description area Assignment area To enter a new issue To edit an issue Entering and Editing Issue Resolution Information Resolution area Verification area To enter issue resolution information To edit issue resolution information Sending Issue Status Updates Informing Customers of Issue Status Sending Issue Status Update Messages via E-mail To queue an issue status update e-mail To send queued issue status updates Generating Issues Reports Issue Statistics Report Setting up the Issues Module General Lookup/Validation Tables for Issues Sample Scenario general lookup/validation tables SR_AREA general lookup/validation table SR_CAT general lookup/validation table SR_DEVSTATUS general lookup/validation table SR_ENVIRON general lookup/validation table SR_RECORDEDBY general lookup/validation table SR_RES general lookup/validation table SR_SRVTYPE general lookup/validation table SR_SYS general lookup/validation table SR_VERSION general lookup/validation table Configuring the Module Options Configuring user prompts Configuring Issues e-mail To configure Issues prompts and e-mail settings E-Mail Overlay report specification To create the E-Mail Overlay report specification Creating the ISSUEREQ activity type To create the ISSUEREQ activity type Sample Scenarios Sample Scenarios Configuration Scenario Field Labels Scenario Predefined Drop-Down List Values Sample Scenario Issue Entry without Manager Approval Sample Scenario Issue Entry with Manager Approval Sample Scenario Issue Entry with Analysis and Testing Troubleshooting the Issues Module Troubleshooting E-mail Problems To troubleshoot e-mail problems Legislative Bill Tracking Legislative Tracking Overview Introduction to Legislative Tracking Features of Legislative Tracking Bill Tracking works with Customer Configuring Legislative Bill Tracking Setting Up the Module Bill Tracking Options Entering Legislative Bills Creating Legislative Bill Records Keeping the Action Log Summarizing the Bill (Synopsis) Tracking Legislative Bills Entering Notes and Actions Marketing Understanding Marketing Suite About Marketing Suite Campaign Management Campaign Management hierarchy Basic and complex campaigns Segmentation RFM Analytics Communications and reporting Marketing Suite integration across iMIS Marketing Concepts and Terms Basic and closed-loop marketing principles Customer-focused marketing Closed-loop marketing The role of segmentation Types of data Using Different Types of Data to Enhance Marketing Efforts Testing the marketing plan Terms to know: Campaign Management actual cost appeal average transaction amount campaign campaign type cost per thousand count current response rate date of first response date of last response drop date dummy/test selects estimated cost external filename highest transaction amount insert insert type kill file last drop date list member type list type lowest transaction amount net revenue operational costs output process overhead cost package costs predicted response rate response media response stage response state revenue per thousand ROI percentage seed lists solicitation source code source code ID mode source code type source list synchronize responses target revenue total cost total revenue Terms to know: Segmentation n-Select segments segment segment definition segmentation job Terms to know: RFM Analytics frequency monetary population query quintile recency transaction query Setting up Basic Campaigns Getting started: Basic campaigns Campaign hierarchy Viewing campaigns Campaign Structure page Planning the campaign Setting goals for the campaign Defining campaign components and hierarchy Defining cost tracking data Identifying targets Specifying communications efforts Defining campaign performance Defining campaigns To create a campaign To clone a campaign To edit campaign security settings Tracking costs for campaigns Defining appeals To create an appeal To assign a product to an appeal Defining solicitations To create a solicitation Specifying communication efforts Defining source codes To create a source code Defining inserts To create an insert Selecting target groups To create a source list Generating output To generate output Monitoring and measuring performance Tracking responses Events responses Dues responses Synchronizing responses Creating projects from Campaign Management Acting on responses To create a response stage To view responses Example: Response actions Basic campaign example: Professional conference Getting Started: Complex Campaigns Setting up complex campaigns Tips for setting up complex campaigns About Segmentation Task Map: Segmentation Viewing segmentation jobs Creating a segmentation job Creating source codes based on segment definitions Reusing and copying segmentation jobs Example: Creating a segmentation job Managing segments in a job Viewing segments Adding and editing segments Copying segments Splitting segments Deleting segments Populating segments Managing segmentation lists Editing lists Purging lists Using external lists Example: Donor Segmentation Example: Event marketing Creating a segmentation job with an A/B split Building the campaign structure for the event Generating the output and the pick-up file Setting up the brochure mailing Creating a segmentation job with all segment definitions Adding to the campaign structure Tracking costs for campaigns About RFM Analytics Task Map: RFM Analytics Example: Interpreting RFM rankings Creating RFM analysis definitions Ranking groups automatically Ranking groups manually Generating and querying RFM analysis results Using RFM Analytics with Segmentation Example: Creating a fundraising campaign Communications and Reporting About communications tools Setting up output processes Seed lists Queries for output processes Reports for Marketing Suite Reports for Campaigns Report Title: Campaign Performance by Source Code Report Title: Campaign Performance by Solicitation Report Title: Campaign Purge Report Report Title: Campaign Stage Report Report Title: Confirmation Report Reports for Segmentation Report Title: Segmentation Definition Report Report Title: Segmentation Definition Report Report Title: Segmentation Job Report Reports for RFM Report Title: RFM Analysis Profile Report Title: RFM Analysis Report Setting up Marketing Suite Licensing and installing Setting up security To add users to security groups Setting up reports and output processes Setting up Campaign Management Setting Campaign Management options Understanding opt-out configuration Example: Segmentation queries for RFM analysis Orders Orders Overview About iMIS Orders iMIS Orders system capabilities Order entry and processing features Inventory control features Order inquiry and reporting Orders system integration Benefits of order processing Cash prepayments Product-level entities Upsell, cross-sell, and replacement items Special pricing Automatic handling calculation Automatic freight calculation Inventory valuation Order processing terms Navigation for Orders Order Entry Order entry overview Entering orders Searching for products Product Find window Enter and edit orders window Enter and edit orders window - Overview tab Preventing duplicate product line-items To enter an order Entering order details information Enter and edit orders window - Order Details tab Understanding order hold codes To place an order on hold To release orders placed on hold To edit an order's freight and handling charges To edit a credit memo order's restocking charge Entering shipping information Enter and edit orders window - Ship to Info tab To enter 'Ship to' customer information About assigning default shipping methods during order entry Entering payments Enter and edit orders window - Payments tab To enter a prepayment To edit a prepayment To enter a post-invoice payment Viewing account information Enter and edit orders window - Account Info tab To view account information Ordering upsell, cross-sell, and replacement items Using the Opportunities Legend Opportunities window To open the Opportunities window To close the Opportunities window To add opportunity items to an order To replace products with opportunity items To replace out of production products that have no inventory available Ordering products from multiple warehouses To order a product from a non-default warehouse Entering detailed product information Product Detail window To enter detailed product information Viewing publication details Publication Detail window To view publication details Finding orders Order Selector window To open an order To find an order using an invoice number To find an order using the 'Bill to' customer's ID To search for an order Editing orders To edit the product quantity ordered To add a product to an existing order To override a product's default warehouse To place a product on backorder Canceling orders To cancel an order To cancel an order with a cash prepayment To cancel an order with a credit card prepayment To cancel an invoiced order To restore a canceled order Editing payment types Recognize Credit Card Order Payments as Prepaid Cash - option enabled To edit a payment type recognized as prepaid cash Recognize Credit Card Order Payments as Prepaid Cash - option disabled To edit a payment type not recognized as prepaid cash Applying credit balances as payment Using the *Tab command Applying credit balances to other customers Select Open Payments window (Orders) To apply a credit balance as payment Entering credit memo orders To enter a credit memo order (cancel an invoiced order) To view credit transactions Entering debit memo orders To enter a debit memo order To view debit transactions Printing order-specific reports Select Report window To print an order-specific report Accessing the Orders feature from Customers Manage customers window - Orders tab (Current view) Manage customers window - Orders tab (History view) To access the Orders module from Customer Portfolio To access the Customer Portfolio from the Orders module Viewing order activities Manage customers window - Activities-All tab To view customer order activities Adding new customers during order entry Add New Customer window To add a new customer during order entry Order Processing Order processing overview Using order processing Process orders sub-task list Converting orders Sample order processing window To convert an order Printing sales quotes To print sales quotes Converting quotes To convert quotes Printing pick lists To print a pick list Printing shipping papers To print shipping papers Shipping orders Ship Order window To ship an order To edit an order's shipping information Invoicing orders To invoice orders Closing orders To close an order Manually release backorders To release backorders manually Product Management Overview Manage inventory sub-task list Defining products Manage products window To edit a product To delete a product To define a product Defining Product Kits Kitting window To define a product kit To define a kit's components Defining product special pricing Special Pricing window To define product special pricing To generate purchase quantity discounts To generate discounts based on total quantity ordered Designating upsell, cross-sell, and replacement items for products Upsell/Replace window To designate opportunity items for a product To edit, replace, or delete a product's opportunity items To designate opportunity items for kits Defining product account information Accounting window To define product account information Defining standard inventory parameters Inventory window To define standard inventory parameters Defining inventory parameters for multiple warehouses Warehouses window To define warehouse parameters To edit warehouse parameters To delete a product's warehouse Defining publication demographics Publication Demographics window To enter or edit publication demographic information Enabling products for the web Web Options window for products To enable a product for the Web Product Inventory Product inventory overview Manage inventory sub-task list Entering and posting inventory transactions Enter and edit receipts and adjustments window Entering inventory receipts To enter inventory receipts To enter inventory receipts for multiple warehouses Entering inventory adjustments To enter inventory adjustments To enter inventory adjustments for multiple warehouses Entering inventory transfers To enter inventory transfers Opening and finding inventory transactions To open inventory transactions To find inventory transactions using the Inventory Transaction list To find inventory transactions by date To find product inventory transactions using the Post receipts window Editing and deleting inventory transactions To edit product inventory transactions To delete product inventory transactions Posting inventory transactions Post receipts window Posting transactions for multiple warehouses To post inventory transactions Viewing product inventory To view product inventory To view product inventory for multiple warehouses Backorders Backorders overview Processing backorders automatically Backorder Processing window Releasing backorders Releasing backorders by posting product receipts To release backorders after printing shipping papers To release backorders by editing open orders Releasing backorders manually Backordering product kits Orders: Set up tables Overview Set up tables sub-task list (Orders) Order types setup Set up order types window To define order types Product categories setup Set up product categories window To define product categories To define product categories for kits Enabling product categories for the web Web Options window for product categories To enable a product category for the Public view Tax codes setup Set up tax codes window To define tax codes Freight setup Freight by weight Defining shipping methods Defining weight tables Freight by Weight window To define weight tables Freight by total value Set up freight by total value window Defining value ranges To define a value range To add a value range To edit or delete a value range Calculating order values that fall outside defined ranges Freight by total quantity Set up freight by total quantity window Defining quantity ranges To define a quantity range To add a quantity range To edit or delete a quantity range Calculating freight charges that fall outside defined ranges Zones setup Zones window To define shipping zone tables Verifying shipping zones for orders Orders: Set up warehouses Set up warehouses window To define a warehouse To edit a warehouse description To delete a warehouse Orders: Set up module Orders module setup overview Set up module window Defining order status defaults Order Status Defaults window To define order status defaults Defining add-on charges Add-on Charges window To define add-on charges Defining default shipping methods for individual countries Default Shipping Configuration window To assign a default shipping method to a country Defining backorder options Backorder Processing window To define backorder options Enabling backordering on the web Disabling multiple warehouses Defining inventory options Inventory System Setup window Enabling multiple warehouses To define inventory options Defining web order options Web Order Options window To define web order options Using a customer's default tax authority Orders Importer Importing orders overview Using the iMIS Orders Importer Formatting import data Batch Header Record (BH) Order Header Record (OH) Order Address Record (OA) Order Payment Record (OP) Order Line Record (OL) Importing orders To import orders Viewing imported orders Orders References Product status codes Assigning status codes to products Active products Inactive products Products marked for deletion Products that are Not Available Products that are Out of Production Changing product status codes Changing an active product's status Changing an Inactive, Not Available, or Out of Production product's status Verifying a product's status during order entry Inactive or Mark for Deletion Not Available or Out of Production (no inventory is available) Active or Out of Production (inventory is available) Verifying a Product's Available Inventory during Order Entry Active Out of Production Summarizing product status codes and upsell/cross-sell/replacement items Product search results filter by status Orders accounting business rules Understanding cash handling in orders Cash and check payments Credit card payments Back orders and batch control Understanding order accounting entries Understanding order inventory transactions Understanding product account hierarchy Standard inventory Multiple warehouses Understanding inventory accounting transactions Standard inventory transactions Multiple warehouse inventory transactions Account hierarchy for inventory adjustments Understanding multiple entities and orders Determining a product's owner entity Assigning entities to standard orders Assigning entities to credit memo orders and debit memo orders Assigning entities during transaction generation Due To/Due From scenarios Examples of Due To/Due From scenarios Process Manager Overview of Process Manager Using Process Manager with Marketing Suite Process Manager concepts Process Manager terms access privilege Account Administrator account receivable Accounting User accrual accounting action action plan adjustment adjustment interface alias asynchronous process batch processing bound query budget level business object cash accounting cash receipt cash receipt interface chart of accounts comparison method competitor contact list contact record deferred income display order document driver business object End Date entity external Web user filter fulfillment function group highest transaction amount home currency invoice interface journal entries message natural currency note Object project Opportunity Administrator process class Opportunity Manager Opportunity Owner opportunity source code Opportunity Type Opportunity User Order Management User output device output format output process package parameter parameterized query payment/adjustment application place of business posting preview priority process definition product primary contact primary contact list primary contact record purge inactive query query segment record-level access relation role schedule order schema source stage Start Date status synchronize responses Synchronous Process system-defined groups system-defined roles target revenue task tax authority tax category tax schedule template unearned income update status update win probability user user permission VAT win probability workflow queue Process Manager roles Using Process Manager Using projects Using tasks Using task communications Managing projects Setting up and editing projects Editing action plans Editing security settings and roles Managing project communications Administering Process Manager Planning the Implementation The planning process Tips for implementation planning Identifying Process types Process type concepts and terms Tips for planning process types Process types example: Non-profit organization Attaching document templates to a process type Determining roles and responsibilities Project security roles Project group roles Associating personnel with prospects Tip for planning roles and responsibilities Roles examples Building action plans Concepts for action plans The iSA Tips for developing action plans Mapping action plans Process Manager: Set up module Setting up security To assign users to project security-related groups Creating and editing process types To create process types The Setup Groups page Creating multiple projects To create multiple projects from Process Manager About defining action plans Copying action plans Setting up reports and output processes Email merge fields for projects Customizing Process Manager Editing query result displays Query example: Upcoming tasks display Customizing objects for Opportunities Building new Opportunity Classes Example: Building a job opportunity class and type Modifying task properties Task properties example: Remove holidays and weekends from task assignments Modifying role-based security settings Reports for Process Manager 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 Opportunities by Salesperson report Opportunity Forecast report Salesperson Action Report Salesperson Future Actions report Salesperson Opportunity Forecast report Salesperson Overdue Actions report Specifications Report Title: Action Report Report Title: Action Report by Date 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