(e-Series only) To enable QSI/Dialect authorization
|
(e-Series only) To register the .dll with ColdFusion
|
.NET functionality transfers across sites
|
1 Server: All-in-one
|
15.0 at a glance
|
15.1.2 Release at a glance
|
2 Servers: Database/Appserver, Public webserver
|
3 Servers: Database, Appserver, Public webserver
|
| A |
Ability to bypass intermediate stages of an action plan
|
Ability to create source codes from Marketing Suite areas
|
Ability to define security privileges for Document System folders
|
Ability to display campaign structure in a single window
|
Ability to limit project creation to a specific set of iMIS users
|
Ability to record Function Begin Date for CEU
|
Ability to record opt-out responses to campaigns
|
About Analytics
|
About AR/Cash
|
About assigning default shipping methods during order entry
|
About authorization levels (Desktop)
|
About communications tools
|
About Crystal Reports
|
About customer data fields
|
About defining action plans
|
About Detail and History tab preferences
|
About finding credit and debit memos using multiple search criteria
|
About Fundraising history filters
|
About Fundraising tab access
|
About iMIS Billing Management
|
About iMIS Events Management
|
About iMIS Fundraising
|
About iMIS IDs
|
About iMIS Orders
|
About iMIS Professional Referral
|
About Issue Management
|
About Marketing Suite
|
About marking unposted transactions
|
About MS SQL Server Reports
|
About multi-entity and function fees
|
About Rapid Gift Entry
|
About RFM Analytics
|
About Segmentation
|
About Service Central
|
About soft credit history
|
About the Customers feature
|
About user defined company flow down
|
Accepting and validating Diners Club and Carte Blanche credit cards
|
Accepting, Declining, Converting, and Deleting Exhibitor Booth Preferences
|
Access Accounts for Windows
|
Access control: AR/Cash
|
Access control: Billing
|
Access control: Certification
|
Access control: Contacts
|
Access control: Content Management
|
Access control: Customers
|
Access control: Desktop-only features
|
Access control: Directory
|
Access control: Donations
|
Access control: Events (Desktop)
|
Access control: Events (Web view)
|
Access control: Exhibition
|
Access control: Exposition
|
Access control: Fundraising
|
Access control: Home page (Desktop)
|
Access control: Home page (Web view)
|
Access control: iSA
|
Access control: Issues
|
Access control: Leg. Tracking
|
Access control: Marketing
|
Access control: Orders
|
Access control: Process Mgr
|
Access control: Referrals
|
Access control: Service Central
|
Access control: Store
|
Access control: Subscriptions
|
Access control: System Setup
|
Access control: Web-available features
|
Access control: Xtender
|
Access Keywords in Customers
|
access privilege
|
Access security levels
|
ACCESS_KEYWORDS (Validation)
|
Accessing business objects
|
Accessing IQA
|
Accessing module based reports
|
Accessing Subscription Fulfillment
|
Accessing the events fields
|
Accessing the Orders feature from Customers
|
Account Administrator
|
Account hierarchy for inventory adjustments
|
Account management configuration window
|
account receivable
|
Account Status - AR Statements report
|
Account Status - Selected Invoices report
|
Accounting effect of direct orders
|
Accounting effect of direct transactions
|
Accounting effect of printing invoices
|
Accounting impacts of direct transactions and orders
|
Accounting Tables
|
Accounting tables overview
|
Accounting transactions created when processing refunds
|
Accounting User
|
Accounting window
|
Accounts Receivable and Cash Receipts Overview
|
Accounts Receivable window
|
ACCPAC for Windows
|
| accrual accounting |
accrual accounting
|
Accrual basis
|
Accrual Dues
|
Accrual dues enabled for web-based views
|
Accrual dues overview
|
Accrual dues with multi-entity enabled
|
Accumail and Prosort
|
Acquiring financial institution
|
Acquisition Management
|
Acquisition Management overview
|
Acting on responses
|
action
|
action plan
|
Active
|
Active or Out of Production (inventory is available)
|
Active products
|
Activity attachment fields
|
Activity Attachment window
|
Activity attachments
|
Activity Detail report
|
| Activity Detail window |
Activity Detail window
|
Activity Planning report
|
Activity record file attachments
|
Activity Record Summary Counts report
|
Activity window
|
actual cost
|
Add a Prospect window
|
Add New Customer window
|
Add to calendar
|
Add-on Charges window
|
Adding a constraint to a business object
|
Adding a donor record
|
Adding a field to a Letter System template
|
Adding a new business object
|
Adding a picture
|
Adding a source
|
Adding a Subscription Item
|
Adding and deleting fields in the change log
|
Adding and editing segments
|
Adding attributes to master products
|
Adding change tracking to a business object
|
Adding child products
|
Adding Crystal reports to the menu
|
Adding Custom Scripts to System Reports/Queries
|
Adding display options
|
Adding distributions to the donation page
|
Adding fundraising information to a customer record
|
Adding moderators and wiki authors
|
Adding multiple donation pages
|
Adding new customers during order entry
|
Adding notes
|
Adding notification information to a customer record
|
Adding product keys to iMIS
|
Adding Program Notes
|
Adding properties to business objects
|
Adding Prospects
|
Adding receipt number/date to Gift record
|
Adding runtime parameters
|
Adding solicitor data to a customer record
|
Adding SQL queries to custom reports
|
Adding to the campaign structure
|
Adding user-defined fields in Public view
|
Adding value lists to properties
|
Adding values to master product attributes
|
Additional changes
|
Additional default IQA joins added to four business objects
|
Additional resources
|
Additional special pricing examples
|
Additional Support Services
|
Address configuration window
|
Address information in Contacts
|
Address label configuration window
|
Address Layout Tester window
|
Address layouts
|
Address verification
|
Address Verification Setup
|
ADDRESS_PURPOSE (Validation)
|
Adjusting journal entries
|
| Adjusting the website keep-alive service |
Adjusting the website keep-alive service
|
adjustment
|
adjustment interface
|
Admin configuration window
|
Administering IQA
|
Administering Process Manager
|
Administering security for IQA
|
Advanced mode options for sources
|
Advanced Report Customization
|
Advanced Reporting
|
Advanced subscriptions
|
Aging window
|
alias
|
All tasks visible to the project's owner
|
All users adhere to System Setup settings on the Public view
|
Allow registration past cutoff date
|
Allow user to enter Soft Credit as percentage
|
Analytics
|
Analytics dimensions and measures
|
Analytics enhancements
|
Analytics implementation
|
Analytics system requirements
|
Analytics usage
|
Analyzing iMIS business performance with the Analytics Briefing Book
|
Anniversary Billing
|
Annual Billing
|
Annual versus anniversary billing
|
| appeal |
appeal
|
Appeal Activity Report (Crystal)
|
Appeal Expense report
|
Appeal Expense report can prompt for campaign code
|
Appeal Performance Analysis (Crystal)
|
Appeal Premiums window
|
Appeal Setup Report (Crystal)
|
APPEAL_TYPE (Validation)
|
Appeals window
|
Application
|
Apply demographics to a new task
|
Applying a Credit Balance to a Specific Item
|
Applying a Credit Balance Using *TAB
|
| Applying credit balances as payment |
Applying credit balances as payment
|
Applying credit balances to other customers
|
Applying credit balances to other registrants
|
Applying for a merchant bank account
|
Applying Goods and Services Tax (GST) calculation to Orders
|
Applying VAT in daily operations
|
Approving content records for publication or deletion
|
AR Cash setup overview
|
AR Payment Importer
|
AR/Accounting table reports
|
AR/Cash
|
AR/Cash Batch Control window
|
AR/Cash changes
|
AR/Cash Credit Card Authorization window
|
AR/Cash: Set up module
|
AR/Cash: Set up tables
|
Arrange Script Sections window
|
Asset
|
Assigning Access Keywords to users
|
Assigning Booths
|
Assigning entities during transaction generation
|
Assigning entities to credit memo orders and debit memo orders
|
Assigning entities to standard orders
|
Assigning Exhibitor Booth Preferences
|
Assigning Goods and Services Tax (GST) codes to Events
|
Assigning Pass, Fail, and No Show to a Registration
|
Assigning Receipting Intervals to Customer Records
|
Assigning status codes to products
|
Assignment area
|
Associating personnel with prospects
|
Association list management
|
asynchronous process
|
Attaching document templates to a process type
|
Attaching documents to activity records
|
Attaching files to activity records
|
Attaching premiums
|
Attendance
|
Authoring Website Content with WCM
|
Authorization
|
Authorization Gateways
|
Authorization level privileges (Desktop)
|
Authorization levels for credit/debit memos
|
Authorization levels for Customers
|
| Authorization levels for pledge credit and debit memos |
Authorization levels for pledge credit and debit memos
|
Authorization Levels for Reports
|
Authorizing access to the Letter System
|
Auto Receipt Batch Query window
|
Auto Receipt Selection Criteria
|
Automatic freight calculation
|
Automatic handling calculation
|
| Automatic Settings for “Use Company” and “Use Title” Options |
Automatic Settings for “Use Company” and “Use Title” Options
|
Automatic Settings for Use Company and Use Title options
|
Automatic updating and synchronization
|
average transaction amount
|
Avoiding blank address records
|
| B |
Back Issues
|
Back orders and batch control
|
Backorder Processing window
|
Backorder report
|
Backorder support in the Public view
|
Backordering product kits
|
Backorders
|
Backorders overview
|
BAD_ADDRESS (Validation)
|
Badge
|
BADGE_TYPES (Validation)
|
Badges
|
Badges report
|
Badges window
|
Basic and closed-loop marketing principles
|
Basic and complex campaigns
|
Basic campaign example: Professional conference
|
Basic concepts for your executives and managers
|
Basic concepts for your IT staff
|
Basic Subscription Products
|
Basics for Casual users
|
| Batch |
Batch
|
Batch and manual address verification in iMIS
|
Batch Control
|
Batch control and individual dues billing
|
Batch control and mass dues billing
|
Batch control overview
|
Batch Header Record (BH)
|
Batch integrity and usability improvements
|
batch processing
|
Batch window
|
BatchControlPrint - Batch Report
|
Before You Begin
|
Before you use DB Repair
|
Begin Date for an annual billing cycle
|
Benefits of Certification
|
Benefits of order processing
|
Benefits of QAS Postal Barcoding Module
|
Benefits of the EXPOCAD Interface
|
Benefits of using Postal Modules
|
Best practices
|
Best practices for building your library
|
Bill Begin
|
Bill To
|
Bill To ID added to credit card reports
|
Bill Tracking Options
|
Bill Tracking works with Customer
|
Billed Thru
|
Billing
|
Billing Accounting
|
Billing and Reminder Notices window
|
Billing Category
|
Billing Changes
|
Billing configuration window
|
| Billing Cycle |
Billing Cycle
|
Billing cycles
|
Billing for a Subscription Product
|
Billing Interval
|
Billing interval for an annual billing cycle
|
| Billing interval for anniversary billing cycle |
Billing interval for anniversary billing cycle
|
Billing interval for annual billing cycle
|
Billing Overview
|
Billing Payment Importer
|
Billing process overview
|
Billing product codes
|
Billing reports
|
Billing run troubleshooting
|
Billing setup for Public view
|
Billing system accounting rules
|
Billing Table Maintenance
|
Billing Term
|
Billing: Set up module
|
BOD - Business Object Designer window
|
BOD Actions tab
|
BOD Constraints tab
|
BOD Database tab
|
BOD Definition tab
|
BOD Field Reference
|
BOD Properties Tab
|
BOD Properties tab - Constraints sub-tab
|
BOD Properties tab - Definition sub-tab
|
BOD Properties tab - Display sub-tab
|
BOD Properties tab - Properties list
|
BOD Properties tab - Values Sub-tab
|
Booth Change History window
|
Booth Inventory
|
Booth Inventory Assignment window
|
Booth Preference Management
|
Booth Preferences
|
Booth Preferences window
|
Booths window
|
bound query
|
Browsing product categories
|
budget level
|
Building a library of queries
|
Building a new business object
|
Building a value display manually
|
Building action plans
|
Building new Opportunity Classes
|
Building Referral List
|
Building tables guidelines
|
Building the campaign structure for the event
|
business object
|
Business Object Designer (BOD)
|
Business Object Designer access and support
|
Business object physical representation
|
Business Works for Windows
|
Bypassing automatic credit card processing in e-Series
|
| C |
Calculating dates in billing runs
|
Calculating freight charges that fall outside defined ranges
|
Calculating order values that fall outside defined ranges
|
Calculating the Begin Date for a dues billing run
|
Calculating the Begin Date for a non-dues billing run
|
Calculating the Billing Interval for a dues billing run
|
Calculating the billing interval for a non-dues billing run
|
| campaign |
campaign
|
Campaign Activity Report (Crystal)
|
Campaign hierarchy
|
Campaign Management
|
Campaign Management and function fees
|
Campaign Management hierarchy
|
Campaign Setup Report (Crystal)
|
Campaign Structure page
|
campaign type
|
Canceling an event
|
Canceling an event registration
|
Canceling an EXPOCAD Order in iMIS
|
Canceling an Exposition
|
Canceling Exposition Orders
|
Canceling orders
|
Canceling, Closing, and Deleting Programs
|
Capture
|
Card authorization gateway
|
Card authorization requirements
|
Card authorization terms
|
Card Security Code (CSC)
|
Cart manager window
|
| cash accounting |
cash accounting
|
Cash and check payments
|
Cash basis operations
|
Cash Dues Billing
|
Cash Dues Payments
|
Cash dues payments with multi-entity enabled
|
Cash handling in order processing
|
Cash prepayments
|
cash receipt
|
cash receipt interface
|
Cash-based versus accrual-based accounting
|
Casual access in iMIS Desktop and Web views
|
CATEGORY (Validation)
|
Category details
|
Certificate
|
Certificate of Appreciation report
|
Certificate of Membership report
|
Certification
|
Certification Activity Setup window
|
Certification Components
|
Certification Program Type window
|
Certification Programs
|
Certification Registrations
|
Certification Set up tables submenu
|
Certification System Options window
|
CEU
|
CEU Certificates report
|
CEU record keeping
|
CEU system setup
|
CEU_TYPE (Required Validation)
|
Changing an active product's status
|
Changing an Inactive, Not Available, or Out of Production product's status
|
Changing application server host names
|
Changing attributes for master products
|
Changing fonts and colors for web pages using CSS
|
Changing product status codes
|
Changing property displays
|
Changing SMTP server settings
|
Changing SQL Server collation
|
Changing Tax Authority after Registration
|
Changing the Booth Class in EXPOCAD
|
Changing the Booth Number in EXPOCAD
|
Changing the default layout for SSRS reports
|
Changing the font table
|
Changing the global maximum for rows returned
|
Changing the scheduled run time of the Update i15Analytics package
|
Changing the term shopping cart to another name
|
Chapter Management
|
Chapter Reports window
|
Chapter Selection window
|
Chapters overview
|
chart of accounts
|
| Checking for duplicate records |
Checking for duplicate records
|
Checkout configuration window
|
Child Components window
|
Choose whether to migrate e-CM content
|
Choosing single or multiple appservers
|
Classes
|
Clearing old query results
|
Client Roll-out
|
Clipboard
|
Cloning a Report (Permanent Report Modifications)
|
Cloning an event
|
Cloning an Export Definition
|
Cloning an Exposition
|
Cloning reports
|
Closed events retain function history and fees
|
Closed-loop marketing
|
Closing an event
|
Closing an EXPOCAD Exposition in iMIS
|
Closing an Exposition
|
Closing orders
|
Combining billing and payment for a new customer
|
Commerce Setup in iMIS Desktop
|
Committee codes window
|
Committee configuration window
|
Committee Management
|
Committee overview
|
COMMITTEE_GROUP (Validation)
|
COMMITTEE_STS (Required Validation)
|
Common address joins
|
Common report tables and joins
|
| Communications and Reporting |
Communications and Reporting
|
Communities
|
Communities Administration
|
Communities Design in WCM
|
Communities Essentials
|
Communities Implementation
|
Community display
|
Community iParts
|
Community Management
|
Community membership adjusts to criteria changes
|
Community moderators and authors
|
Community Security window
|
Company Activity Spread report
|
Company Conflicts
|
Company Conflicts window
|
| Company flow down |
Company flow down
|
Company Search option in web views
|
comparison method
|
competitor
|
| Concept: CAG permissions versus Document System permissions |
Concept: CAG permissions versus Document System permissions
|
| Concept: content authority groups (CAGs) and content authoring workflow |
Concept: content authority groups (CAGs) and content authoring workflow
|
| Concept: content folders |
Concept: content folders
|
| Concept: content layouts and web part zones |
Concept: content layouts and web part zones
|
| Concept: content owners |
Concept: content owners
|
| Concept: content records, web parts, and content types |
Concept: content records, web parts, and content types
|
| Concept: master pages and themes |
Concept: master pages and themes
|
| Concept: navigation areas and breadcrumb areas |
Concept: navigation areas and breadcrumb areas
|
| Concept: publishing servers versus publishing services |
Concept: publishing servers versus publishing services
|
| Concept: publishing WCM content |
Concept: publishing WCM content
|
| Concept: sitemaps and navigation items |
Concept: sitemaps and navigation items
|
| Concept: standard pages (Public view pages) |
Concept: standard pages (Public view pages)
|
| Concept: Surf-to-Edit |
Concept: Surf-to-Edit
|
| Concept: tags and tagged list formats |
Concept: tags and tagged list formats
|
| Concept: Template Gallery integration with WCM |
Concept: Template Gallery integration with WCM
|
| Concept: templates and content areas |
Concept: templates and content areas
|
| Concept: WCM user-defined fields (UDFs) |
Concept: WCM user-defined fields (UDFs)
|
| Concept: websites and web server interaction with iMIS |
Concept: websites and web server interaction with iMIS
|
Concepts and Terms: IQA
|
Concepts and Terms: Reports and Output Processes
|
Concepts for action plans
|
Configuration Examples
|
Configure Web Part window
|
Configuring Analytics to track custom iMIS demographics
|
Configuring contact creation and search options
|
Configuring IIS 7 to run iMIS
|
Configuring iMIS15 (Desktop and Web)
|
Configuring iMISpublic (Public view)
|
Configuring Issues e-mail
|
Configuring Legislative Bill Tracking
|
Configuring multi-entity processing
|
Configuring Public commerce
|
Configuring Public contacts
|
Configuring Public events
|
Configuring QAS Address and Data Plus formats
|
Configuring QAS Pro v4 for Australian addresses
|
Configuring QAS Pro v4 for New Zealand addresses
|
Configuring QAS Pro v4 for other countries
|
Configuring QAS Pro v4 for United Kingdom addresses
|
Configuring Referrals
|
Configuring Relationships
|
Configuring servers to run 32-bit ASP.NET
|
Configuring settings for roster management
|
Configuring standalone WCM sites
|
Configuring test and demo appservers
|
Configuring the general ledger interface
|
Configuring the Module Options
|
Configuring the QAWORLD.INI file for QAS Batch
|
Configuring user prompts
|
Configuring VAT or GST for dues products
|
Confirmation
|
CONFLICT_CODE (Validation)
|
Conflicting Booths/Products window
|
Connecting iMISpublic from a separate appserver
|
Consolidated Cascading Style Sheets (CSS)
|
Consulting
|
contact list
|
Contact management
|
contact record
|
Contact records created by online donations
|
Contact us configuration window
|
CONTACT_TYPE (Validation)
|
Contacting ASI
|
Contacting ASI Offices
|
Contacting Customer Support
|
Contacts
|
Contacts Activities
|
Contacts Billing
|
Contacts Call logs
|
Contacts Change logs
|
Contacts Fundraising
|
Contacts Orders
|
| Content infrastructure definition |
Content infrastructure definition
|
Continuing Education
|
Continuing Education overview
|
Controlling IE 8 compatibility mode
|
Controlling joins between filters
|
Controlling the recognition of credit card entries in batches
|
Conversion methods for building the initial matrix
|
Converting existing deferred income items
|
Converting existing fields
|
Converting orders
|
Converting quotes
|
Copying action plans
|
Copying segments
|
Copyright Notice
|
Correcting a gift after the batch is posted
|
Correcting balancing problems
|
Correcting cash billing payments
|
cost per thousand
|
count
|
Count by Member Type spreadsheet report
|
COUNTRY (Validation, Expansion)
|
Create account configuration window
|
Create account page titles window
|
Create account search window
|
Create account settings window
|
Create new credit card gateways
|
Creating a community
|
Creating a custom credit card gateway
|
Creating a forum
|
Creating a letter template
|
Creating a Program
|
Creating a Relationship
|
Creating a segmentation job
|
Creating a segmentation job with all segment definitions
|
Creating a segmentation job with an A/B split
|
Creating a user-defined tab
|
Creating a user-defined table
|
Creating a wiki
|
Creating Access Keywords
|
Creating Activities in EXPOCAD
|
Creating an account
|
Creating an accrual dues billing cycle
|
Creating an EXPOCAD Floor Plan
|
Creating an Export Definition
|
Creating an ODBC for FoxPro
|
Creating an Open Cash Dues Item for a New Customer
|
Creating and editing process types
|
Creating and modifying reports
|
Creating and saving IQA reports
|
Creating announcements
|
Creating attributes for master products
|
Creating billing cycles
|
Creating business objects for user-defined tables
|
Creating Certification Activity Types
|
Creating Components
|
Creating contact records
|
Creating credit invoices
|
Creating custom tabs
|
Creating general lookup/validation tables
|
Creating General Lookup/Validation Tables for Exposition Management
|
Creating iMIS user records
|
Creating Legislative Bill Records
|
Creating Letter System templates
|
Creating letters
|
Creating links to iMIS modules from query results
|
Creating links to reports in the Document System
|
Creating mailing and address lookup and validation
|
Creating master products
|
Creating matching plans in company records
|
Creating multiple projects
|
Creating new categories
|
Creating output processes
|
Creating projects from Campaign Management
|
Creating queries for output processes
|
Creating reports in SQL Server Express
|
Creating RFM analysis definitions
|
Creating source codes based on segment definitions
|
Creating Subcomponents
|
| Creating Subscription Products |
Creating Subscription Products
|
Creating subscriptions (NRDS Importer)
|
Creating tabs for activity types
|
Creating the general ledger journal
|
Creating the ISSUEREQ activity type
|
Creating the Name_All view
|
Creating user defined fields for Public view in iMIS Desktop
|
Creating User-Defined Fields
|
Creating your blog
|
Credit
|
Credit balances
|
Credit Card - Credit Card Post Authorization report
|
Credit Card - Debit Card Post Authorization report
|
Credit Card Authorization
|
Credit Card Authorization Audit report
|
Credit Card Authorization in iMIS
|
Credit card authorization window
|
Credit card label configuration window
|
Credit card payments
|
Credit Invoices window
|
Credit Memo or Debit Memo/Adjustment Transaction in any module
|
| Credit memos |
Credit memos
|
Cs* Objects
|
Current Booth Assignments window
|
current response rate
|
Current Service Contractors window
|
Custom email correspondence
|
Custom field features
|
Custom Tab Designer window
|
Custom tab features
|
Custom table features
|
Customer
|
Customer - Set up Fundraising options
|
Customer changes
|
Customer Communication
|
Customer communication overview
|
Customer data entry
|
Customer Data Management
|
Customer data management overview
|
Customer general lookup/validation and expansion tables
|
Customer Portfolio Tab Preferences window
|
Customer renewal notices
|
Customer Setup - Access Keys window
|
Customer Setup - Acquisition Options window
|
Customer Setup - Additional Windows window
|
Customer Setup - Address and Notes window
|
Customer Setup - Advanced window
|
Customer Setup - Basic Options window
|
Customer Setup - Change Logging window
|
Customer Setup - Indexes window
|
Customer Setup - QAS Options window
|
Customer setup for Public view
|
Customer setup overview
|
Customer Support
|
Customer System Maintenance
|
Customer Type
|
Customer-focused marketing
|
Customers
|
Customers Fundraising tab
|
Customers Overview
|
Customers synchronization behavior
|
Customers tab security
|
Customers: Set up fundraising
|
Customers: Set up module
|
Customers: Set up tables
|
Customizable label for Check/CC field
|
Customizer
|
Customizer tips
|
Customizing business objects
|
Customizing clipboard fields
|
Customizing credit card expiration dates for e-Series
|
Customizing credit card fields for the Public view
|
Customizing headers in SSRS reports
|
Customizing objects for Opportunities
|
Customizing online donations
|
Customizing Process Manager
|
Customizing product details for the Public view
|
Customizing reports in BI Studio
|
Customizing roster display fields
|
Customizing SSRS reports
|
Customizing system reports
|
Customizing the default Tab Preferences
|
Customizing the Renewal Notice Formats
|
| D |
Daily Summary report
|
Data entry features
|
Data Transfer Utilities
|
| Database |
Database
|
Database schema for authorization and cash accounts
|
Database upgrades can resume after errors
|
Database Utilities
|
Date field data entry
|
date of first response
|
date of last response
|
Date Usage in iMIS
|
DB Repair enhancements
|
DB Repair tool replaces Table Analysis
|
DB Repair: Foreign Key Control
|
DB Repair: Indexes Form
|
DB Repair: Logging tab
|
DB Repair: PCI tab
|
DB Repair: Reset, Rebuild, and NetContacts commands
|
DB Repair: Table Details
|
DB Repair: Trigger Control
|
DBA name
|
Debit
|
| Debit memos |
Debit memos
|
Debit Reconciliation - Debit Card Reconciliation report
|
Deciding to use a simple order entry or a sales transaction
|
Default Accounts window
|
Default credentials sent with SMTP requests
|
Default folders for Document System
|
Default Shipping Configuration window
|
| Deferred authorization |
Deferred authorization
|
| deferred income |
deferred income
|
Deferred Income - Deferred Income Analysis/Spread report (Crystal)
|
Deferred income overview
|
Deferred income reports
|
Deferred Income Schedule Records window
|
Deferring dues/subscriptions income
|
Deferring events/exhibition/exposition income
|
Define an event - event details window
|
Define an event - event list window
|
Define matching based on exact match
|
Defining a default country code
|
Defining a filter Property with several values
|
Defining a new event
|
Defining a query
|
Defining a query (Advanced mode)
|
Defining a query (Basic mode)
|
Defining Activity Fields
|
Defining activity types
|
Defining add-on charges
|
Defining aging groups
|
Defining an Event (Exposition) in EXPOCAD
|
Defining an event as a fundraising event
|
Defining an EXPOCAD Exposition (Event) in iMIS
|
Defining an Exposition
|
Defining an Exposition (Event) in iMIS
|
Defining an organizational entity
|
| Defining appeals |
Defining appeals
|
Defining backorder options
|
Defining campaign components and hierarchy
|
Defining campaign performance
|
| Defining campaigns |
Defining campaigns
|
Defining Certification Options
|
Defining chapter codes
|
Defining community membership and subscriptions
|
Defining Component Categories
|
Defining content authority groups (CAGs)
|
Defining content folders
|
Defining content layouts
|
Defining cost tracking data
|
Defining credit/debit card codes and accounts
|
Defining custom web parts and supporting content types
|
Defining customer types
|
Defining default general ledger accounts
|
Defining default shipping methods for individual countries
|
Defining distributions and premiums
|
Defining donor clubs
|
Defining email notifications
|
Defining event registration classes
|
Defining event setup Function Groups
|
Defining event setup Guests
|
Defining event setup Options
|
Defining event setup Registrant information
|
Defining event setup Registration Steps
|
Defining event setup Survey questions
|
Defining event standard resources
|
Defining Exposition Addresses
|
Defining Exposition Descriptions
|
Defining Exposition Notes
|
Defining Exposition Options
|
Defining Exposition Products
|
Defining Exposition Products and Pricing
|
Defining fundraising setup options
|
Defining funds
|
Defining General Exposition Options
|
Defining general setup options
|
| Defining global WCM properties |
Defining global WCM properties
|
Defining GST and PST tax codes
|
Defining hotels
|
Defining inserts
|
Defining inventory options
|
Defining inventory parameters for multiple warehouses
|
Defining Joins for Select Files
|
Defining lookup indexes for the Find window
|
Defining Mail Codes
|
| Defining navigation areas and breadcrumb areas |
Defining navigation areas and breadcrumb areas
|
Defining order status defaults
|
Defining output processes
|
Defining product account information
|
Defining product codes
|
Defining Product Fees
|
Defining Product Kits
|
Defining Product Mapping
|
Defining product special pricing
|
Defining products
|
Defining property values using a Finder
|
Defining property values using IQA
|
Defining prorating rules
|
Defining publication demographics
|
Defining Publication Product Codes
|
Defining publishing servers
|
Defining quantity ranges
|
Defining Referral Fee Product Code
|
Defining Referral Subscription Product Code
|
Defining shipping methods
|
| Defining shortcut URLs |
Defining shortcut URLs
|
| Defining sitemaps (navigation items) |
Defining sitemaps (navigation items)
|
Defining solicitations
|
Defining source codes
|
Defining speakers and evaluation criteria
|
Defining special pricing
|
Defining standard inventory parameters
|
Defining state/province codes
|
Defining tagged list formats
|
Defining tags
|
Defining the AVAIL_CREDIT product code
|
Defining the BACKISSUE Activity Type
|
Defining the date/time format for iMIS
|
Defining the Default Booth Size in EXPOCAD
|
Defining the default tax authority
|
Defining the display of a community
|
Defining the Event (Exposition) in EXPOCAD
|
Defining the fields available in letter templates
|
Defining the fiscal year used by Analytics
|
Defining the GSTINC tax authority
|
Defining Upsell Items
|
Defining value ranges
|
Defining VAT and intrastate country codes
|
Defining VAT tax codes
|
Defining WCM user-defined fields (UDFs)
|
| Defining WCM websites |
Defining WCM websites
|
Defining web order options
|
| Defining website look and feel |
Defining website look and feel
|
Defining weight tables
|
Defining Zone Tables
|
Delete an appeal expense
|
Deleting a forum, blog, or wiki
|
Deleting Expired Client Contact Records
|
Deleting Expired Provider Records
|
Deleting Expired Referral Records
|
Deleting gifts and pledges
|
Deleting segments
|
Designating upsell, cross-sell, and replacement items for products
|
Designating your organization as a fund
|
DESIGNATION (Expansion only)
|
Designed for associations
|
Designed for non-accountant use
|
Desktop security extended to web-based views
|
Detail Report Parameters window
|
Detailed Customer Data
|
Detailed Information Tracking
|
Detailed Prospect List Maintenance
|
Determining a product's owner entity
|
Determining roles and responsibilities
|
Determining transaction entity ownership
|
Determining which tax authority to use
|
Determining which tax code to use as the default tax authority
|
Developing filters
|
Differences between e-CM 5.x and WCM
|
Differences between e-CM 5.x and WCM (from WCM book)
|
Direct Transactions
|
Direct transactions overview
|
Direct transactions types
|
Disabling multiple warehouses
|
display order
|
Displaying pricing in another currency
|
Distribution
|
Distribution Activity by Campaign (Crystal)
|
Distribution Activity Report (Crystal)
|
Distribution Performance Analysis (Crystal)
|
Distribution Setup Report (Crystal)
|
document
|
Document System
|
Documentation changes
|
Documentation Downloads
|
Donation
|
Donations: Rapid Gift Entry
|
Donor Club Setup Report (Crystal)
|
Donor Clubs
|
Donor clubs and function fees
|
Donor History Sub-tab - Donor History Detail window
|
Donor Renewal Analysis by Calendar Year report
|
Download product CD images
|
Downloading and installing iMIS Desktop
|
driver business object
|
drop date
|
Due To/Due From scenarios
|
Dues
|
Dues and Gift changes
|
Dues Batch Detail report (Crystal)
|
Dues Batch Report (Combined) report
|
Dues Batch Summary report (Crystal)
|
Dues billing versus non-dues billing
|
Dues Product Table Listing report (Crystal)
|
Dues responses
|
DueTo/DueFrom processing
|
dummy/test selects
|
Duplicate Match Key Analysis report
|
| Duplicate Merge Manager |
Duplicate Merge Manager
|
Duplicate Merge Manager enhancements
|
Duplicate Merge Manager overview
|
Duplicate Merge Manager terms
|
Duplicate Merge Manager window
|
Duplicate record check
|
Duplicate record checking
|
| E |
E-Mail Overlay report specification
|
e-Series ColdFusion
|
Early and Regular Fees for All Classes
|
Easier addition of segments
|
Easy management of process engines from the Inserts and Source code windows
|
eCM 5.1 and Template Gallery - support ASP pages
|
Edit an appeal expense
|
Editing
|
Editing action plans
|
| Editing Address Information |
Editing Address Information
|
Editing an event registration
|
Editing an existing business object
|
Editing an EXPOCAD Order in iMIS
|
Editing and deleting credit card payments
|
Editing and deleting inventory transactions
|
Editing event functions
|
Editing Exposition Orders
|
Editing gifts and pledges
|
Editing lists
|
Editing orders
|
Editing payment types
|
Editing query result displays
|
Editing security settings and roles
|
Education
|
| Effective Date |
Effective Date
|
Email confirmations to the designated contact for orders
|
Email merge fields for projects
|
Email templates window
|
Emailing customers
|
Enabling attachments on activity records
|
Enabling backordering on the web
|
Enabling CAPTCHA security
|
Enabling deferred income processing
|
Enabling event system preferences
|
Enabling event wait lists
|
Enabling forum moderation
|
Enabling Goods and Services taxation
|
Enabling GST taxation for countries
|
Enabling Indexing Service
|
Enabling multi-entity processing
|
Enabling multiple warehouses
|
Enabling network DTC access for multi-server configurations
|
Enabling or disabling address auto-verification for QAS
|
Enabling product categories for the web
|
Enabling products for the web
|
Enabling queries on user-defined tables
|
Enabling rapid gift entry in Enter and edit gifts window
|
Enabling System Options
|
Enabling the Letter System
|
| Enabling user impersonation on standard pages |
Enabling user impersonation on standard pages
|
Enabling VAT taxation
|
Enabling web-based Rapid Gift Entry
|
Enabling workflow for content authoring
|
Enabling Zip Code Search
|
End Date
|
Enhanced support for foreign language characters
|
Enhancements in 15.0.1
|
Enhancements in 15.0.3
|
Enhancements in 15.1.1
|
Enhancements in 15.1.2
|
Ensuring an accurate deferral term
|
Enter and edit cash receipts window
|
| Enter and edit credit memos window |
Enter and edit credit memos window
|
| Enter and edit debit memos window |
Enter and edit debit memos window
|
Enter and edit gifts window - Acknowledge tab
|
Enter and edit gifts window - Donor tab
|
Enter and edit gifts window - Installments tab
|
Enter and edit gifts window - Matching Plan tab
|
Enter and edit gifts window - Memorial/Tribute tab
|
Enter and edit gifts window - Notes tab
|
Enter and edit gifts window - Overview tab
|
Enter and edit gifts window - Premiums tab
|
Enter and edit gifts window - Soft credit tab
|
Enter and edit gifts window - Split Gifts tab
|
| Enter and edit orders window |
Enter and edit orders window
|
Enter and edit orders window - Account Info tab
|
Enter and edit orders window - Order Details tab
|
Enter and edit orders window - Overview tab
|
Enter and edit orders window - Payments tab
|
Enter and edit orders window - Ship to Info tab
|
Enter and edit payments window
|
Enter and edit pledge credit memos window
|
Enter and edit pledge debit memos window
|
Enter and edit receipts and adjustments window
|
Enter and edit sales transactions window
|
Entering a Component Order
|
Entering a full payment
|
Entering a partial payment
|
Entering a Payment
|
Entering a single gift or pledge
|
Entering an event registration
|
Entering an installment pledge
|
Entering an organization’s VAT information
|
Entering an overpayment
|
Entering and Editing Issue Resolution Information
|
| Entering and Editing Issues |
Entering and Editing Issues
|
Entering and editing sales transactions
|
Entering and posting inventory transactions
|
Entering appeal expenses
|
| Entering Badge Information |
Entering Badge Information
|
Entering cash receipts
|
Entering credit memo orders
|
Entering debit memo orders
|
Entering detailed product information
|
Entering event coordinators and notes
|
Entering event descriptions and addresses
|
Entering event payments
|
Entering Exhibitor Information
|
Entering Exposition Orders
|
Entering financial information
|
Entering function notes
|
Entering inventory adjustments
|
Entering inventory receipts
|
Entering inventory transfers
|
Entering Legislative Bills
|
Entering matching gifts
|
Entering memorials and tributes
|
Entering note information
|
Entering Notes and Actions
|
Entering order details information
|
Entering Order Line Notes
|
Entering order payments
|
Entering orders
|
Entering Other Registration Information
|
Entering Payments
|
Entering Referrals
|
Entering salutations information
|
Entering shipping information
|
Entering split gifts
|
Entering user-defined data
|
Entering values for comparison
|
entity
|
Error log files
|
Error log window
|
estimated cost
|
Evaluating speakers
|
Event
|
Event Address window
|
Event calendar
|
Event changes
|
Event Coordinators window
|
Event definition
|
Event definition and planning
|
Event definition overview
|
Event Description window
|
Event Function Definition
|
Event Function Definition - CEU window
|
Event Function Definition - Fees window
|
Event Function Definition - Plan window
|
Event Function Definition - Staff window
|
Event Function Detail window
|
Event GIFT and MEETING activities
|
Event Gifts are included in the Gift Portfolio
|
Event items in Customer Fundraising history tab
|
Event list
|
Event Notes window
|
Event registration processing
|
Event reporting
|
Event search
|
Event setup window
|
Event System Preferences window
|
Event terminology
|
| Events |
Events
|
Events Accounting
|
Events Additional Features
|
Events Administration
|
Events Advanced Features window
|
Events authorization levels
|
Events changes
|
Events configuration window
|
Events Field Formats
|
Events fields overview
|
Events key tables
|
Events list in reverse chronological order
|
Events Overview
|
Events registration fields
|
Events responses
|
Events Setup
|
Events system flexibility
|
Events system setup overview
|
Events Table Maintenance
|
Events-Specific Report Options
|
Events: Set up module
|
Events: Set up tables
|
Exact for Windows
|
Example 1: To search by bill date
|
Example 2: To search for specific products
|
Example 3: To search by customer type
|
Example AR Import File
|
Example billing import file
|
Example duplicate record check formulas
|
Example of the Dues Renewal Notice - No Remittance Stub
|
Example of the Dues Renewal Notice with Reminder Text
|
Example: Building a job opportunity class and type
|
Example: Creating a fundraising campaign
|
Example: Creating a segmentation job
|
Example: Donor Segmentation
|
Example: Event marketing
|
Example: Find recipients for email
|
Example: Find registered members by city with award
|
Example: Find registrants of past (closed) events
|
Example: Interpreting RFM rankings
|
Example: Response actions
|
Example: Segmentation queries for RFM analysis
|
Example: Specifying complex guest registration rules
|
Example: Testing a gateway connection
|
Example: To pay for an order and a registration with one credit card payment
|
Examples of Ad Hoc Searches
|
Examples of Business Object customizations
|
Examples of Due To/Due From scenarios
|
Examples of queries
|
Examples of unposted transactions
|
Exchange settings window
|
Exhb_Booth
|
Exhibited Product Conflicts window
|
Exhibitions
|
Exhibitor
|
Exhibitor Company Product Maintenance window
|
Exhibitor Contacts window
|
Exhibitor Information
|
Exhibitor Information window
|
Exhibitor Products
|
Expanded search criteria for fundraising merges
|
EXPENSE_TYPE (Validation, Expansion)
|
Expired Customers
|
Expired Records
|
Expo Address window
|
Expo Advanced Features window
|
Expo Description window
|
Expo Forms window
|
Expo General Setup window
|
Expo Notes window
|
Expo Options window
|
Expo Order Line Note
|
| Expo Prospect Reports window |
Expo Prospect Reports window
|
Expo Registration - Name/Address window
|
Expo Registration - Other window
|
| Expo Roster window |
Expo Roster window
|
Expo Sales window
|
Expo System Options window
|
EXPO_CAT (Validation)
|
EXPO_PROD_CAT (Validation)
|
EXPOCAD Components
|
EXPOCAD Expositions in iMIS
|
EXPOCAD Interface
|
EXPOCAD Interface Capabilities
|
EXPOCAD Interface Terms
|
EXPOCAD Known Issue
|
Export Calculations Utility window
|
Export Format window
|
Export Utility
|
Export Utility window
|
Export Utility Windows
|
Export/import file example for ACCPAC
|
Export/import file example for Exact
|
Export/import file example for MIP
|
Export/import file example for Peachtree
|
Export/import file example for Quickbooks Pro
|
Exporting Exhibitor Records into EXPOCAD
|
Exporting only user-modified records
|
Exporting Report Data
|
Exposition
|
Exposition Booth & Product Fees window
|
Exposition Definition
|
Exposition Definition and Planning
|
Exposition Order Processing
|
Exposition Orders
|
Exposition Overview
|
Exposition Product Definition
|
Exposition Product Detail window
|
Exposition Product Links window
|
Exposition Products
|
Exposition Products - Upsell Items window
|
Exposition Reporting
|
Exposition System Setup
|
Exposition Table Maintenance
|
Expositions
|
Expositions/Meetings for window
|
| Extending the default content and index renderers |
Extending the default content and index renderers
|
| Extending the default search behavior |
Extending the default search behavior
|
external filename
|
external Web user
|
| F |
Fair Market Value
|
Feature enhancements
|
Features of Legislative Tracking
|
Fee structure scenarios
|
| Fees |
Fees
|
Field
|
Field focus
|
Field syntax
|
Fields available in the Letter System
|
Fields Populated Automatically when Using Add to Master
|
Fields: content authority groups (CAGs)
|
Fields: content folders
|
Fields: content records
|
Fields: content types
|
| Fields: publishing options |
Fields: publishing options
|
Fields: publishing servers
|
Fields: Register a customer window - Attendee tab
|
Fields: Register a customer window - Badges tab
|
Fields: Register a customer window - Other tab
|
Fields: Register a customer window - Overview tab
|
| Fields: setup - Content Designer |
Fields: setup - Content Designer
|
| Fields: setup - quick setup |
Fields: setup - quick setup
|
| Fields: setup - search |
Fields: setup - search
|
| Fields: setup - Site Designer |
Fields: setup - Site Designer
|
| Fields: setup - workflow |
Fields: setup - workflow
|
| Fields: shortcut URLs |
Fields: shortcut URLs
|
| Fields: sitemaps (navigation items) |
Fields: sitemaps (navigation items)
|
Fields: tagged list formats
|
Fields: tags
|
Fields: WCM user-defined fields (UDFs)
|
Fields: web parts
|
| Fields: websites |
Fields: websites
|
File Export Utility - Select Records window
|
filter
|
Filter options for Advanced mode
|
Financial entities
|
Financial Importers
|
Find Company window
|
Find contact
|
Find window
|
Finding an event registration
|
Finding and converting prospect records
|
Finding contact information
|
Finding customer records
|
Finding Exposition Orders
|
Finding orders
|
Finding records in Contacts
|
Finding Referral Records
|
Finding underlying table data for business objects
|
Flag
|
Flat amount price
|
Flexible prefixes for long honorifics
|
Flexible processing for cash receipts
|
Flexible-width template for WCM sites
|
For a dues billing run
|
For a dues rebilling run
|
For a non-dues billing run
|
For a non-dues rebilling run
|
Foreign language character replacement map
|
Forgot logon or password configuration window
|
Formatting import data
|
Forms Status window
|
Freight by total quantity
|
Freight by total value
|
Freight by weight
|
Freight by Weight window
|
Freight setup
|
frequency
|
fulfillment
|
FUNC_TITLE (Validation)
|
| function |
function
|
Function Attendance window
|
Function Links window
|
Function planning
|
Function Roster window
|
Functions overview
|
Fund
|
Fund Activity Report (Crystal)
|
Fund Performance Analysis report (Crystal)
|
Fund Setup Report (Crystal)
|
FUNDRAISER_TYPE (Validation)
|
Fundraising
|
Fundraising authorization levels
|
| Fundraising changes |
Fundraising changes
|
Fundraising Dues Items
|
Fundraising Event Management
|
Fundraising Event Registrations
|
Fundraising function overview
|
Fundraising History
|
Fundraising in AR/Cash overview
|
Fundraising online - Donate now! tab
|
Fundraising Overview
|
Fundraising Payments
|
Fundraising payments overview
|
Fundraising Receipts
|
Fundraising Reports
|
Fundraising Requests
|
Fundraising setup for Public view
|
Fundraising setup overview
|
Fundraising System Setup
|
Fundraising tab - Donor History sub-tab
|
Fundraising tab - Donor Recognition sub-tab
|
Fundraising tab - Requests sub-tab
|
Fundraising tab - Summary sub-tab
|
Fundraising terms
|
Fundraising: Set up module
|
Future credit and bump date prorating
|
| G |
Gateway reference number displayed
|
Gateway support
|
Gateways renamed
|
General configuration window
|
General Ledger
|
General Ledger Interface window
|
General Ledger Interfaces
|
| General lookup/validation tables |
General lookup/validation tables
|
General Lookup/Validation Tables for Issues
|
General/lookup validation table
|
| Generate executive reports window |
Generate executive reports window
|
Generate reports window
|
Generated file layouts
|
Generating a mass accrual dues billing
|
Generating Aggregate Receipts
|
Generating an individual accrual dues billing
|
Generating and Managing Mass Report Activity Records
|
Generating and querying RFM analysis results
|
Generating Certification Letter Reports
|
Generating Completion Reports
|
Generating customer profiles
|
Generating Description Reports
|
Generating Export Reports
|
Generating Issues Reports
|
| Generating Letters and Reports |
Generating Letters and Reports
|
Generating Letters from the Fundraising Overview Tab
|
Generating mass billing data
|
Generating output
|
Generating Receipts
|
Generating Receipts Using Special Search Criteria
|
Generating Replacement Receipts
|
Generating Status Reports
|
Generating the output and the pick-up file
|
Generic General Ledger Conversion Program
|
Getting report definitions (RDL files) from iMIS
|
Getting started with IQA
|
Getting started: Basic campaigns
|
Getting started: community management
|
Getting Started: Complex Campaigns
|
| Getting started: WCM implementation |
Getting started: WCM implementation
|
Getting started: web content authoring
|
| Getting started: website management |
Getting started: website management
|
Gift
|
Gift - Name/Address - Soft Credit window
|
Gift Confirmation Report (Crystal)
|
Gift Portfolio custom checkbox
|
Gift.aspx page properties
|
Gifts and Pledges
|
Gifts and pledges overview
|
GL_ACCOUNT (Validation)
|
| Glossary of WCM Terms and Concepts |
Glossary of WCM Terms and Concepts
|
Goods and Services Tax (GST) Calculation
|
Granting read access to the analysis database
|
| Granting security access to WCM features |
Granting security access to WCM features
|
Great Plains Dynamics - Integration Manager
|
group
|
GROUP_CODE (Validation)
|
Guide for custom gateways
|
| H |
Hands-On: a guided walk-thru of WCM
|
Hands-On: using CAGs to control web content authoring workflow
|
Hands-On: using tags to enable dynamic content and advanced searches
|
Helping with events
|
Helpsite search enhancements
|
Hidden report settings retained
|
Hiding and showing the Communities tab
|
highest transaction amount
|
Historical Customer Data
|
History tabs overview
|
HOLD_CODES (Lookup only)
|
home currency
|
Hotel Availability window
|
Hotel Room Block Management
|
Hotel Room Block Management overview
|
Hotel Room Bookings/Availability report
|
Hotel Room Change Roster report
|
Hotel Room Roster report
|
Hotels window
|
How Certification Works
|
How does a business object work?
|
How Fundraising integrates with other features
|
How is a business object used?
|
How many speaker groups?
|
How the Begin Date for an anniversary billing cycle is calculated
|
| I |
iBO for .NET
|
Icons
|
Identification of registration transfers
|
Identifying potential duplicate records
|
Identifying Process types
|
Identifying targets
|
Image configuration window
|
iMIS AR/Cash - Cash Receipts
|
iMIS AR/Cash - Sales Transactions and Simple Order Entry
|
iMIS AR/Cash features
|
iMIS Billing
|
iMIS Billing terminology
|
iMIS business object model
|
iMIS business rules
|
iMIS Certification Terms
|
iMIS customer management capabilities
|
iMIS Customers feature terms
|
iMIS Customizer
|
iMIS Customizer overview
|
iMIS Database Repair: DB Repair
|
iMIS Database Upgrader: DB Upgrader
|
iMIS dates overview
|
iMIS Desktop accessible by Casual users
|
iMIS Desktop System Setup window
|
iMIS Desktop Utilities menu
|
iMIS enhancements
|
iMIS Events accounting overview
|
iMIS Events and iMIS Exhibition
|
iMIS Export to NRDS
|
iMIS Exposition
|
iMIS Exposition Management System Capabilities
|
iMIS Exposition Terminology
|
iMIS features by view and class
|
iMIS features disabled when defining an EXPOCAD exposition
|
iMIS files to use for export
|
iMIS Fundraising
|
iMIS Fundraising system capabilities
|
iMIS Installation
|
iMIS Issues Capabilities
|
iMIS Management
|
iMIS Opportunity Management is now called iMIS Process Mgr
|
iMIS Orders
|
iMIS Orders system capabilities
|
iMIS Professional Referral Features
|
iMIS Relationship Management overview
|
iMIS Report Terms
|
iMIS Service Central - Enter and edit payments
|
iMIS Service Central Capabilities
|
iMIS Service Central Terminology
|
iMIS System Architect
|
iMIS System Setup
|
iMIS table layout
|
iMIS Table/Field Formats
|
iMIS-authorized Renewal Notice formats
|
Immediate authorization
|
Immediate card authorization
|
Immediate or hot posting
|
Implementation Topics
|
Implementing a backup plan
|
Implementing Advanced PCI Compliance options
|
Implementing and managing activity types
|
Implementing General Ledger Interfaces
|
Implementing mass write-off of debit/credit balances
|
Implementing Payflow Pro as an authorization gateway
|
Implementing Postal Modules
|
Implementing QAS with iMIS
|
Implementing report security
|
Implementing Reporting Services
|
Implementing SafePay as an authorization gateway
|
Implementing Site Designer
|
Implementing the Letter System
|
Implementing WCM
|
Import Utility
|
Important Analytics concepts
|
Imported records and synchronization
|
Importers and Exporters
|
Importing Booth Information into iMIS
|
| Importing content from a staging server |
Importing content from a staging server
|
Importing EXPOCAD Booth Data into iMIS
|
Importing orders
|
Importing orders overview
|
Importing prospect records
|
Importing records into iMIS
|
Importing request activities
|
Importing Values into the Zip3 Table
|
Improved entry for credit memos
|
Improved event registration navigation
|
Improved naming for campaign List Export files
|
Improved viewing and definition of action plans assigned to a project
|
Improving startup time at login
|
In-Kind Donation
|
Inactive or Mark for Deletion
|
Inactive products
|
Including a Community web part on a WCM web page
|
Income Account
|
Individual Accrual Dues Posting window
|
| Information Flowdown to Badges |
Information Flowdown to Badges
|
Information Flowdown to Open Events
|
Information Flowdown to Open Expositions
|
Informing Customers of Issue Status
|
insert
|
insert type
|
Installations and Upgrades
|
Installing a custom credit card authorization gateway
|
Installing AccuMail
|
Installing Analytics
|
Installing and upgrading iMIS
|
Installing EXPOCAD
|
Installing iMIS and adding license keys
|
Installing iMISFind
|
Installing Java Runtime Environment for SafePay
|
Installing multiple instances of iMIS
|
Installing ProSort
|
Installing QAS Pro v4 and QAS Batch v4
|
Installing the Analytics Briefing Book on client computers
|
Installing the EXPOCAD Components
|
| Installing WCM on web servers |
Installing WCM on web servers
|
Integrated printing of single labels
|
| Integrating hand-built master pages and themes with WCM |
Integrating hand-built master pages and themes with WCM
|
Integrating queries throughout iMIS
|
Intelligent Query Architect (IQA)
|
International address formatting in iMIS reports
|
International Taxation
|
| Introduction |
Introduction
|
Introduction to Exposition Management
|
Introduction to Legislative Tracking
|
Introduction to Subscription Fulfillment
|
Inventory control features
|
Inventory System Setup window
|
Inventory valuation
|
Inventory window
|
Invoice
|
invoice interface
|
Invoice numbers
|
Invoice table
|
Invoice table reports
|
| Invoicing orders |
Invoicing orders
|
IQA Default joins now accomplished with foreign keys
|
iSA Console
|
iSA Overview
|
Issue date
|
Issue Description area
|
Issue Management
|
Issue number
|
| Issue Statistics Report |
Issue Statistics Report
|
Issue Status area
|
Issues Overview
|
Issuing financial institution
|
Issuing reminders and thank you letters at gift entry
|
| J |
journal entries
|
| K |
Keeping the Action Log
|
Key Features: IQA
|
Key reporting windows
|
kill file
|
Kitting window
|
| L |
Label Generation
|
Label report
|
last drop date
|
Layout of the Document System window
|
Legislative Bill Tracking
|
Legislative Tracking Overview
|
Letter System: customizable fields and bar codes
|
Letter Text window
|
License for light usage
|
Licensing and installing
|
Licensing and setting up iMISpublic (Public view)
|
Limitations and interaction with AccuMail
|
Limiting access and/or hiding tabs
|
Limiting access to activity records
|
Limiting access to customer data
|
Limiting access to or hiding custom windows
|
Limiting access to reports
|
Limiting the rows returned by a query
|
Limits for fields and window tabs
|
Limits on editing and deleting transactions
|
Linked Function
|
Linked Product
|
Linking event functions
|
Linking Exposition Products
|
Linking products to categories
|
List As
|
List Billing
|
List columns to display
|
list member type
|
list type
|
Listing of supported Interfaces
|
Load Products from Previous Exposition window
|
Loading Prospect Lists
|
Loading tab files to update zip codes
|
LOCATION (Lookup only)
|
Logon & password information in Contacts
|
Logon configuration window
|
Logon standardization
|
lowest transaction amount
|
| M |
MAIL_CODE (Lookup only)
|
Main accounting tables
|
Maintaining iMIS
|
Maintenance mode window
|
| Major upgrades |
Major upgrades
|
Make a purchase
|
Making report titles editable at runtime
|
Manage batches window
|
Manage booth preferences window
|
Manage chapter rosters window
|
Manage committees window
|
Manage Contacts window
|
Manage customers - Detail area
|
Manage customers - Set up relationship types window
|
Manage customers overview
|
Manage customers window – VAT tab
|
| Manage customers window - Activities-All tab |
Manage customers window - Activities-All tab
|
Manage customers window - AR/Cash tab
|
Manage customers window - Billing tab
|
Manage customers window - Calls tab
|
Manage customers window - Certification tab
|
Manage customers window - Change Log tab
|
Manage customers window - Detail area
|
| Manage customers window - Donor Data tab |
Manage customers window - Donor Data tab
|
Manage customers window - Events tab
|
Manage customers window - Exhibition tab
|
Manage customers window - Exposition tab
|
Manage customers window - Financial tab
|
Manage customers window - History tabs
|
Manage customers window - Label Preferences tab
|
Manage customers window - Letters tab
|
| Manage customers window - Matching Plans tab |
Manage customers window - Matching Plans tab
|
Manage customers window - Notes tab
|
Manage customers window - Notification tab
|
Manage customers window - Notification tab (Fundraising)
|
Manage customers window - Orders tab
|
Manage customers window - Orders tab (Current view)
|
Manage customers window - Orders tab (History view)
|
Manage customers window - Other tab
|
Manage customers window - Picture tab
|
Manage customers window - Process Manager tab
|
Manage customers window - Profile tab
|
Manage customers window - Record History tab
|
Manage customers window - Relationships tab
|
Manage customers window - Results tab
|
Manage customers window - Role tab
|
Manage customers window - Roster tab
|
| Manage customers window - Solicitor Data tab |
Manage customers window - Solicitor Data tab
|
Manage customers window - Status tab
|
Manage customers window - User-defined tab
|
Manage customers window - VAT tab
|
Manage expired members window
|
| Manage inventory sub-task list |
Manage inventory sub-task list
|
Manage master products window
|
Manage product attributes window
|
Manage products window
|
Manage prospect lists window
|
Manage requests window
|
Manager Action Report
|
Manager Future Actions report
|
Manager Incomplete Stage report
|
Manager Opportunity Forecast report
|
Manager Overdue Action Report
|
Manager Response Analysis report
|
Manager Won or Lost Analysis report
|
| Managing Activity Records |
Managing Activity Records
|
Managing Ad Hoc Searches
|
Managing an Exhibitor's Product List
|
Managing attachments and uploads
|
Managing Back Issue Requests
|
Managing Booth Inventory
|
Managing business object properties
|
Managing call activities
|
Managing chapter members
|
Managing committees
|
Managing Company Conflicts
|
Managing Conflicting Products
|
Managing contacts and relationships
|
Managing content records
|
Managing Crystal Reports in iMIS
|
Managing Exhibitor Classes
|
Managing Exhibitor Contacts
|
Managing Exhibitor Sales
|
Managing expired customers
|
Managing expired customers overview
|
| Managing Exposition Forms |
Managing Exposition Forms
|
Managing Exposition Products
|
Managing Exposition Prospects
|
Managing group records
|
Managing hotel reservations and other information
|
Managing images for use in content records
|
Managing label preferences
|
Managing letter activities
|
Managing master products
|
Managing matching plans information
|
Managing notification information
|
Managing project communications
|
Managing projects
|
Managing Proximity Assignments
|
Managing relationships activity records
|
Managing request activities
|
Managing reservations
|
Managing resource libraries
|
Managing role activities
|
Managing SafePay transactions
|
Managing Sales Scripts
|
Managing segmentation lists
|
Managing segments in a job
|
| Managing Service Contractors |
Managing Service Contractors
|
Managing subscriptions overview
|
Managing tab preferences
|
Managing the priority of pending publication requests
|
| Managing Wait Lists |
Managing Wait Lists
|
Managing Websites with Site Designer
|
Managing Websites with WCM
|
Manual authorization
|
Manual Receipting
|
Manually release backorders
|
Manually running the Update i15Analytics package
|
Manually verifying addresses with QAS
|
Many searches for events, committees, or contacts now use IQA
|
Mapping
|
Mapping action plans
|
Mapping user-defined fields to event activity records
|
Marketing
|
Marketing and Process Manager enhancements
|
Marketing Concepts and Terms
|
Marketing Suite changes
|
Marketing Suite integration across iMIS
|
MAS90 (Sage)
|
MAS90 System Setup
|
Master products
|
Mastering IQA
|
Matching Gift
|
Matching Plan
|
Meeting Giving Detail (Crystal)
|
Meeting Giving Summary (Crystal)
|
Meeting Index report
|
Meeting Registration Invoice report
|
Meeting Status report
|
Meeting Status Summary report
|
MEETING_TYPE (Lookup only)
|
Meetings Cash Distribution report
|
Meetings Receipt Transactions report
|
MEM_TRIB_RELATIONSHIP (Validation)
|
Member Expiration Analysis report
|
Member/Contact Counts report
|
MEMBER_STATUS (Required Validation)
|
Memorial
|
MenuTransJournal - AR/Cash Transactions report
|
Merchant account
|
Merge actions performed for IDs to delete
|
Merge actions performed for IDs to merge
|
Merge actions performed on ContactMain and UserMain records
|
MERGE_CODE (Validation)
|
Merging and deleting records
|
message
|
| Migrating e-CM 5.x content |
Migrating e-CM 5.x content
|
Migrating the Analytics 1.0 data warehouse
|
MIP NonProfit Series
|
Misc label configuration window
|
Moderating a forum
|
Modify security for the query
|
Modifying a Standard Report
|
Modifying an Existing Ad hoc Search
|
Modifying customer records
|
Modifying invoice reports for zero balance and payment details
|
Modifying license configuration
|
Modifying menus and task list items
|
Modifying references to field names
|
Modifying Referral Records
|
Modifying Reports for Canadian Taxes
|
Modifying Reports for Goods and Services Tax (GST )
|
Modifying Reports for VAT
|
Modifying role-based security settings
|
Modifying Subscription Label Reports
|
Modifying task properties
|
Modifying the donation page
|
Modifying the System Settings
|
Module Restrictions
|
Module Setup
|
monetary
|
Monitoring and measuring performance
|
Month-End Procedures
|
Month-end procedures overview
|
Monthly Donations Summary by Fiscal Period Report (Crystal)
|
Monthly Donations Summary Report (Crystal)
|
More filter options
|
Most frequently used AR/Cash reports
|
MS Office Interops now installed by default
|
Multi-instance Installation Utility
|
Multi-Instance Utility
|
Multiple custom tabs
|
Multiple entities in events
|
Multiple Entity Processing
|
Multiple entity processing by feature
|
Multiple Fees and Income Accounts by Class
|
Multiple Fees by Class, Single Income Account
|
Multiple Fees for Some Classes, Single Fees for Others
|
Multiple instances per appserver
|
Multiple trans records
|
Multiple warehouse inventory transactions
|
Multiple warehouses
|
Multiple-entity support
|
| N |
n Servers: Distributed Servers
|
n-Select segments
|
Named Access Sets for object-level security
|
natural currency
|
Navigation for Billing
|
Navigation for Certification
|
Navigation for Customers
|
Navigation for Events
|
Navigation for Exposition
|
Navigation for Fundraising
|
Navigation for Issues
|
Navigation for Orders
|
Navigation for Referrals
|
Navigation for Service Central
|
net revenue
|
New browser-based views
|
New buttons to speed activity record creation
|
New components
|
New DB Repair functions for database management
|
New Features
|
New fields in Web setup wizard for events
|
New flexible SMTP server configuration
|
New option for printer-friendly page layout
|
New order for dues importer
|
New properties for Prospect business object
|
New Public view
|
New to iMIS?
|
New views and queries of projects, tasks and related projects
|
No Fees Charged
|
No support for customized triggers
|
Non-authorizing credit card fields disabled
|
Non-Plan Services
|
Not Available or Out of Production (no inventory is available)
|
note
|
NOTE_PURPOSE (Validation)
|
Notification
|
Notify ID
|
NRDS Financial Importer
|
NRDS Financial Importer: Issues and limitations
|
| O |
Object
|
Objects built from user-defined tables
|
Objects for business rules
|
Objects that support modules
|
ODBC setup for the iMISFind application
|
Offering registrations on the web
|
One click to set installment due month-end
|
Online Donations
|
Online Resources
|
Open Application Utility
|
Open Items by Name report
|
Open Items by Product report
|
Opening and finding inventory transactions
|
Opening customer records
|
Opening the Directory to anonymous access
|
Opening the Duplicate Merge Manager
|
Opening the Event in EXPOCAD
|
operational costs
|
Opportunities by Salesperson report
|
Opportunities window
|
Opportunity Administrator
|
Opportunity Forecast report
|
Opportunity Manager
|
Opportunity Owner
|
opportunity source code
|
Opportunity Type
|
Opportunity User
|
Optimizing timeout settings on production appservers
|
Optional batch control
|
Order
|
Order Address Record (OA)
|
Order Detail report
|
Order Entry
|
Order entry and processing features
|
Order entry overview
|
Order Header Record (OH)
|
Order inquiry and reporting
|
Order Line Record (OL)
|
Order Management User
|
Order Payment Record (OP)
|
Order Processing
|
Order processing overview
|
Order processing terms
|
Order Selector window
|
Order Status Defaults window
|
Order types setup
|
Order_Lines
|
Ordering Manuals
|
Ordering products from multiple warehouses
|
Ordering the Joins
|
Ordering upsell, cross-sell, and replacement items
|
Orders
|
Orders accounting business rules
|
Orders and Order_Lines
|
Orders by Product Category report
|
Orders changes
|
Orders contact notified of Public purchases
|
Orders Importer
|
Orders module setup overview
|
Orders on Hold report
|
Orders Overview
|
Orders References
|
Orders setup for Public view
|
Orders system integration
|
Orders: Set up module
|
Orders: Set up tables
|
Orders: Set up warehouses
|
Organization Configuration window
|
Organization Names window
|
Organization Names window (GST and Canadian taxation)
|
Organization Names window (VAT taxation)
|
Other related iMIS tables
|
Out of Production
|
output device
|
output format
|
output process
|
overhead cost
|
Overriding the Paid Thru date
|
| Overview |
Overview
|
Overview of GST calculation
|
Overview of Process Manager
|
Overview of Value-Added Tax (VAT)
|
Overview: Certification
|
Overview: EXPOCAD Interface
|
| P |
package
|
package costs
|
| Paid Thru |
Paid Thru
|
parameter
|
parameterized query
|
Paying subscriptions (NRDS Importer)
|
Payment entry overview
|
Payment entry window
|
Payment label configuration window
|
payment/adjustment application
|
Payments
|
Payments window
|
PCI Compliance support
|
Peachtree for Windows
|
Permanently deleting customer records
|
Personal information configuration window
|
Personal information in Contacts
|
Personal label configuration window
|
place of business
|
Planning the campaign
|
Planning the Implementation
|
Planning upgrades from 10.6
|
Planning your iMIS architecture
|
Platinum for Windows
|
Platinum SQL
|
Pledge
|
Pledge Confirmation Report (Crystal)
|
Pledge Details Report
|
Pledge Income Forecast (Crystal)
|
Populating segments
|
population query
|
Possible errors
|
Post receipts window
|
Post-Install Configuration
|
Post-upgrade checks
|
Postal Barcoding Terms
|
posting
|
Posting batches
|
Posting inventory transactions
|
Posting mass accrual dues batches
|
Posting transactions for multiple warehouses
|
Power of iMIS
|
Predefined views in the Analytics Briefing Book
|
predicted response rate
|
Preference Booth Select window
|
Preferred shipping address for Public view
|
Preferred sort order options
|
PREFIX (Validation)
|
Premium
|
Preparation for master products
|
Prepare user records for upgrades from 10.6
|
Preparing a new database for the Public view
|
Preparing all servers and workstations
|
Preparing to upgrade
|
Prevent public user from changing their Member Type
|
Preventing duplicate product line-items
|
preview
|
Previous/Current Period Comparison Details report
|
Previous/Current Period Comparison Summary report
|
Pricing based on a numeric table
|
Pricing based on an iMIS field
|
primary contact
|
primary contact list
|
primary contact record
|
Print Invoice report
|
Print Transaction Journal window
|
Printing an Export Definition
|
Printing Back Issue Labels
|
Printing Bag Tags
|
Printing Bar Codes
|
Printing customer address labels
|
| Printing Individual Reports and Reviewing Rosters |
Printing Individual Reports and Reviewing Rosters
|
Printing IQA reports
|
Printing Issue Labels
|
| Printing Order-Specific Reports |
Printing Order-Specific Reports
|
Printing pick lists
|
Printing reminder notices
|
Printing Renewal Notices
|
Printing sales quotes
|
Printing Service Central Reports
|
Printing shipping papers
|
priority
|
Process accrual dues subtask list
|
Process billing window
|
Process booth orders window
|
process class
|
Process customer requests window
|
process definition
|
Process Engine
|
| Process Manager |
Process Manager
|
Process Manager available in Staff View of iMIS database
|
Process Manager concepts
|
Process Manager roles
|
Process Manager terms
|
Process Manager: Set up module
|
Process orders sub-task list
|
Process payments window
|
Process type concepts and terms
|
Process types are now listed in alphabetical order
|
Process types example: Non-profit organization
|
Processing adjustments
|
Processing adjustments of deferred income
|
Processing an EXPOCAD Order in iMIS
|
Processing backorders automatically
|
Processing Component Registrations using Events
|
Processing deferred income transactions
|
Processing Fundraising Gifts and Pledges
|
Processing List Payments
|
Processing Orders and Event Registrations
|
Processing payment amounts
|
| Processing Payments |
Processing Payments
|
Processing premiums
|
Processing Referral Orders
|
Processing subscription cancellations after payment
|
product
|
Product categories setup
|
Product Codes
|
Product Conflicts
|
Product Detail report
|
Product Detail window
|
Product Find window
|
Product Inventory
|
Product Inventory List report
|
Product inventory overview
|
Product label configuration window
|
Product Management
|
Product Price List report
|
Product Reorder List report
|
Product Sales by Category and Title report
|
Product search results filter by status
|
Product status codes
|
Product-level entities
|
Products marked for deletion
|
Products that are Not Available
|
Products that are Out of Production
|
Program Dates window
|
Program Options menu
|
Program Requirements window
|
project
|
Project group roles
|
Project security roles
|
Prompts that cannot be customized on Order summary Page
|
Prorating
|
Prorating window
|
Prospect
|
Prospect Lists
|
Provide IQA search ability for Fundraising
|
Proximity
|
Proximity Assignment window
|
Public view standard pages
|
Publication Demographics window
|
Publication Detail window
|
purge inactive
|
Purge registrations window
|
Purging Certification Registration Records
|
Purging lists
|
Purging user and contact records
|
Purging user and contact records from DB Repair
|
Purpose of BOD
|
Push installation replaced by pre-configured installers
|
| Q |
QAS Batch Interaction window
|
QAS Batch window
|
QAS for iMIS window
|
QAS Install Paths window
|
QAS overview
|
QAS Postal Barcoding
|
Queries for output processes
|
Queries in the Document System
|
query
|
Query example: Upcoming tasks display
|
Query options: Limiting results returned
|
query segment
|
Quick Facts: Communities
|
Quick Facts: iMIS System Architect
|
Quick facts: IQA reporting
|
Quick facts: SSRS reports
|
Quick facts: Web Content Management
|
Quick setup window
|
Quickbooks Pro
|
quintile
|
| R |
Ranking groups automatically
|
Ranking groups manually
|
Rapid data entry for donors and gifts
|
Rapid Gift Entry available in Full view
|
Rapid Gift Entry in Enter and edit gifts window
|
Reading the PciAuditLog table
|
Reapplying updates
|
Rebilling to correct an individual dues billing
|
Rebuilding tables
|
Receipt report
|
Receipt Reports
|
Receipt Thank You report
|
Receipt Validation window
|
Receipts, reports, and summaries
|
recency
|
Recognize Credit Card Order Payments as Prepaid Cash - option disabled
|
Recognize Credit Card Order Payments as Prepaid Cash - option enabled
|
Reconciliation - Credit Card Reconciliation report
|
Record
|
Record Change History report
|
record-level access
|
Recording credit memos
|
Recording registration payments
|
Reference to general lookup/validation tables
|
Referencing the fields
|
Referral Lists
|
Referral Management
|
REFERRAL_AREA (Validation)
|
Referrals
|
Referrals Overview
|
Refreshing view metadata with script
|
Register a customer window
|
Register a customer window - Attendee tab
|
Register a customer window - Badges tab
|
Register a customer window - Function Note tab
|
Register a customer window - Other tab
|
Register a customer window - Overview tab
|
Register a customer window - Payments tab
|
Register a student by component window
|
Register a student by program window
|
Register for an event
|
Register report
|
Registering a Student for a Program
|
Registering attendees
|
Registering attendees from your company
|
Registering for a fundraising event
|
Registering with SafePay
|
Registrant
|
Registrant Class
|
Registration
|
Registration Class report
|
Registration Description window
|
Registration Processing
|
Registrations overview
|
relation
|
Relationship
|
Relationship Detail window
|
Relationship Management
|
Relationships changes
|
Relationships features
|
Release at a glance
|
Releasing backorders
|
Releasing backorders by posting product receipts
|
Releasing backorders manually
|
Reminder report
|
Removing inappropriate posts
|
Removing the Donate link from the homepage
|
Renaming the term "cart" on the web
|
Renewal billing and payment workflow
|
| Renewal Notice |
Renewal Notice
|
Renewed Thru
|
Renting Booths in EXPOCAD
|
Replacement Receipt report
|
Report changes
|
Report creation from IQA
|
Report Options by System/Category
|
Report Specifications
|
Report Specifications window
|
Report Title: Action Report
|
Report Title: Action Report by Date
|
Report Title: Campaign Performance by Solicitation
|
Report Title: Campaign Performance by Source Code
|
Report Title: Campaign Purge Report
|
Report Title: Campaign Stage Report
|
Report Title: Confirmation Report
|
Report Title: Incomplete Stage Report
|
| Report Title: Opportunities with Future Actions |
Report Title: Opportunities with Future Actions
|
Report Title: Opportunities with Overdue Actions
|
Report Title: Opportunity Forecast Donor
|
Report Title: Opportunity Forecast Member
|
Report Title: Opportunity Forecast Sales
|
Report Title: Response Analysis
|
Report Title: RFM Analysis Profile
|
Report Title: RFM Analysis Report
|
| Report Title: Segmentation Definition Report |
Report Title: Segmentation Definition Report
|
Report Title: Segmentation Job Report
|
Report Title: Won or Lost Opportunity Analysis
|
Report Types
|
Reporting
|
Reporting changes
|
Reporting Designated REALTORS of multiple firms to NRDS
|
Reporting Essentials
|
Reporting features
|
Reporting Full Bill Details
|
Reporting in IQA
|
Reporting performance for large Fundraising data sets
|
Reporting Services (SSRS)
|
| Reports |
Reports
|
Reports and Output Processes
|
Reports and Queries
|
Reports for AR/Cash
|
Reports for Billing
|
Reports for Campaigns
|
Reports for Certification
|
Reports for Customer
|
Reports for Events
|
Reports for Expositions
|
Reports for Fundraising
|
Reports for Issues
|
Reports for Legislative Tracking
|
Reports for Marketing Suite
|
Reports for Orders
|
Reports for Process Manager
|
Reports for Referrals
|
Reports for RFM
|
Reports for Segmentation
|
Reports for Service Central
|
Request and Payment Processing
|
Request Entry window
|
Request Report (Crystal)
|
REQUEST_STATUS (Validation)
|
REQUEST_TYPE (Validation)
|
Requesting Support
|
Requests overview
|
Required online donation information
|
Requiring a Card Security Code (CSC) for credit/debit card transactions
|
Reservation window
|
Reservations
|
Reserve Products window
|
Reserving Products
|
Reset password configuration window
|
Resetting system-level SQL authentication passwords
|
Resolution area
|
Resource
|
response media
|
response stage
|
response state
|
Restoring databases: stopping iMIS services
|
Restricting access to Fundraising data
|
Reusing and copying segmentation jobs
|
revenue per thousand
|
Reversing and canceling payment transactions
|
Reverting damaged business objects
|
Review resolved and known issues
|
Review support policies
|
Reviewing changes in the Exposition Orders Window
|
Reviewing registration data
|
Reviewing the AR/Cash process
|
Reviewing the Customizer interface
|
Reviewing the History area
|
Reviewing the iMIS and EXPOCAD Fields
|
Reviewing the iMIS interface
|
Reviewing undefined values
|
Reviewing unmatched addresses
|
Revising website content with the Surf-to-Edit feature
|
RFM Analytics
|
ROI percentage
|
role
|
Roles examples
|
Roles window
|
Room Setup Planning Report
|
Room Setup report
|
Room Sharing window
|
Room Types window
|
Roster
|
Roster Management Configuration window
|
Roster management support in the Public view
|
Roster Reports
|
Rosters and Directories report
|
Run iMIS Procedure Utility
|
| Run Time windows |
Run Time windows
|
Running a Deferred Pre-Authorization report
|
Running a non-dues billing cycle for a subscription product
|
Running a preliminary import
|
Running a Standard Report
|
Running an Export
|
Running Chapter Reports
|
Running Committee Reports
|
Running individual dues billing
|
Running mass dues billing
|
Running multiple iMIS instances
|
Running reports and output processes
|
Running silent installations of iMIS Desktop
|
Running the synchronization SQL script
|
| S |
Sage Sterling
|
Sales Script window
|
Salesperson Action Report
|
Salesperson Future Actions report
|
Salesperson Opportunity Forecast report
|
Salesperson Overdue Actions report
|
SALUTATION_CODE (Validation)
|
Salutations tab
|
Sample AR/Cash Reports
|
Sample Billing Reports
|
Sample Customer Reports
|
Sample email customization
|
Sample Events Reports
|
Sample Fundraising Reports
|
Sample Hotel Room reports
|
Sample order processing window
|
Sample Orders Reports
|
Sample Reports
|
Sample Scenario general lookup/validation tables
|
Sample Scenario Issue Entry with Analysis and Testing
|
Sample Scenario Issue Entry with Manager Approval
|
Sample Scenario Issue Entry without Manager Approval
|
Sample Scenarios
|
Sample Scenarios Configuration
|
Sample Service Central Reports
|
Sample user-defined tabs
|
Save a valid query
|
SC Cash Distribution - Payments Journal report
|
SC Cash Distribution - Transaction Recap report
|
SC Receipt Transactions - Payments Journal report
|
SC Receipt Transactions - Transaction Recap report
|
Scenario Field Labels
|
Scenario Predefined Drop-Down List Values
|
schedule order
|
Scheduling content authoring workflow updates
|
Scheduling sessions
|
schema
|
Search credit card info window
|
| Search Instructions window |
Search Instructions window
|
Search window
|
Searching credit/debit card transactions
|
Searching for a product
|
Searching for products
|
Securing Analytics
|
Securing logons and authorization persistence
|
Security Administration
|
| Seed lists |
Seed lists
|
segment
|
segment definition
|
Segmentation
|
segmentation job
|
Select Date Range window
|
Select Member Types window
|
Select Open Payments window (Events)
|
Select Open Payments window (Fundraising)
|
Select Open Payments window (Orders)
|
| Select Report window |
Select Report window
|
| Select Search Instructions window |
Select Search Instructions window
|
Select Specific Gift(s) window
|
Select Specific Receipt(s) window
|
Selecting an open batch
|
Selecting cross-sells for master products
|
Selecting iMIS Tables and Fields to be Exported
|
Selecting multiple values for user-defined fields
|
Selecting Specific Bills
|
Selecting target groups
|
Selecting the IDs to delete
|
Sending a customized acknowledgement letter
|
Sending a Summary Transaction Report
|
Sending Issue Status Update Messages via E-mail
|
Sending Issue Status Updates
|
Service Central
|
Service Central Overview
|
Service Central Windows
|
Service Contractor Find window
|
Service Contractor Maintenance window
|
Set display for Contacts and Committees
|
Set filters to limit query results
|
Set the sort order
|
| Set up activity types window |
Set up activity types window
|
Set up an exposition window
|
Set up an exposition window (second instance)
|
Set up appeal expenses window
|
Set up billing cycles window
|
Set up campaigns window
|
Set up cash accounts window
|
Set up certification module window
|
Set up chapters window
|
Set up committee positions window
|
Set up component categories window
|
Set up components window
|
Set up country address layouts window
|
Set up country names window
|
Set up customer types window
|
Set up distributions and premiums window
|
Set up donor clubs window
|
Set up DueTo/DueFrom window
|
Set up event resources window
|
Set up exhibitor classes window
|
Set up forms master list window
|
Set up freight by total quantity window
|
Set up freight by total value window
|
Set up funds window
|
| Set up general lookup/validation window |
Set up general lookup/validation window
|
| Set up general options window |
Set up general options window
|
| Set up module window |
Set up module window
|
Set up order types window
|
Set up printers
|
Set up product categories window
|
Set up product master list window
|
| Set up products window |
Set up products window
|
Set up programs window - Program definition
|
Set up programs window - Program list
|
Set up prospect list window
|
Set up registration classes window
|
Set up sales scripts window
|
Set up subcomponents window
|
Set up tables sub-task list (Exposition)
|
Set up tables sub-task list (Orders)
|
| Set up tax codes window |
Set up tax codes window
|
Set up terms window
|
Set up warehouses window
|
Setting Accumail options
|
Setting acquisition options
|
Setting Additional Program Options
|
| Setting Advanced Options |
Setting Advanced Options
|
Setting basic customer options
|
| Setting Basic Options |
Setting Basic Options
|
Setting Campaign Management options
|
Setting customer address and notes
|
Setting defaults for Rapid Gift Entry
|
Setting event function fees
|
Setting fees
|
Setting goals for the campaign
|
Setting Program Dates
|
Setting Report Print Options
|
Setting security access for folders and objects
|
Setting the accrual dues options
|
Setting the billing and reminder notices
|
Setting the sort order
|
Setting up a conference with rooms and resources
|
Setting up Advanced Exposition Features
|
Setting up advanced features
|
Setting up an authorization account for non-iMIS supported gateway
|
Setting up and editing projects
|
Setting up authorization options in Fundraising
|
Setting up Basic Campaigns
|
Setting up basic event information
|
Setting up batch control
|
Setting up Campaign Management
|
Setting up card authorization
|
Setting up cash accounts
|
Setting up Chapter Management
|
Setting up committees
|
Setting up Company Flow Down for VAT
|
Setting up complex campaigns
|
Setting up credit card authorization for Public events
|
Setting up credit/debit card cash accounts in AR/Cash
|
Setting up customer type categories for special pricing
|
Setting up customer types
|
Setting up Customers for Public events
|
Setting up DueTo/DueFrom accounts
|
Setting up European debit card authorization
|
Setting up fundraising accounting
|
Setting up fundraising in AR/Cash
|
Setting up guest registration
|
Setting up iMIS for use with EXPOCAD
|
Setting up iMISFind for use with EXPOCAD
|
Setting up list billing
|
Setting up login activity tasks
|
Setting up Marketing Suite
|
Setting up MAS 90 Data Exchange
|
Setting up multiple card authorization accounts
|
Setting up online donations in iMIS Desktop
|
Setting up organization codes
|
Setting Up Organization Names
|
Setting up output processes
|
Setting up payment terms
|
Setting up products
|
Setting up registration for Public events
|
Setting up relationship types
|
| Setting up reports and output processes |
Setting up reports and output processes
|
Setting up REQUEST, GIFT, and PLEDGE activity types
|
| Setting up security |
Setting up security
|
Setting up security groups
|
Setting up subscriptions
|
Setting up tax codes
|
Setting up the brochure mailing
|
| Setting up the iMIS Interface |
Setting up the iMIS Interface
|
Setting up the Issues Module
|
Setting Up the Module
|
Setting up the system for Public events
|
Setting up User-Defined Fields
|
Setting up VAT for event functions
|
Setting up VAT for Orders
|
Settlement
|
Setup Options
|
Setup Standard Letters window
|
Shared security sets, for object-level access
|
Ship Order window
|
SHIP_METHOD (Required Validation)
|
Shipping orders
|
| Shortcut limitation with multiple instances |
Shortcut limitation with multiple instances
|
SIC_CODE (Validation)
|
Silent installation support
|
Simple order entry subsystem
|
Simple Orders
|
Simple orders overview
|
Simplified account setup
|
Single Fee and Income Account
|
Single Fee and Multiple Income Accounts by Class
|
Site Designer
|
Soft Credit
|
Soft credit debit and credit memos history
|
Soft Credit Report (Crystal)
|
Software Update Plan Services
|
Software Updates
|
solicitation
|
Solicitor
|
Solicitor Performance Analysis (Crystal)
|
Solicitor Profile (Crystal)
|
Solomon IV
|
Solomon IV - Read Consolidation File
|
Solomon IV - Transaction Import Utility
|
Some Functions with Fees by Class, Some with Fees for All
|
Sort
|
Sorting history tab data
|
Sorting tab
|
source
|
source code
|
source code ID mode
|
source code type
|
source list
|
SOURCE_CODE (Validation)
|
Speaker activity records
|
Speaker Evaluation
|
Speaker Evaluation overview
|
Speaker Evaluation report
|
Speaker resources example
|
Special Features of iMIS Certification
|
Special pricing
|
Special pricing examples
|
| Special Pricing window |
Special Pricing window
|
Specifications
|
Specify preferred shipping address apart from mailing/billing
|
Specifying a folder for Letter System templates
|
Specifying an alternate data source
|
Specifying communication efforts
|
Specifying communications efforts
|
Specifying Export Field Formats
|
Specifying Joint Program Requirements
|
| Specifying maximum size of activity attachments |
Specifying maximum size of activity attachments
|
Specifying output columns
|
Specifying QAS API install paths
|
Specifying Search Criteria
|
Specifying the default country database for QAS
|
Split Gift
|
Splitting segments
|
SQL Query
|
SQL reserved words
|
SQL Security Setup window
|
SR_AREA (Validation)
|
SR_AREA general lookup/validation table
|
SR_CAT (Validation)
|
SR_CAT general lookup/validation table
|
SR_CATLEVEL (Validation)
|
SR_CNTTYPE (Validation)
|
SR_DEVSTATUS general lookup/validation table
|
SR_ENVIRON (Validation)
|
SR_ENVIRON general lookup/validation table
|
SR_RECORDEDBY general lookup/validation table
|
SR_RES (Required Validation)
|
SR_RES general lookup/validation table
|
SR_SRVTYPE (Required Validation)
|
SR_SRVTYPE general lookup/validation table
|
SR_SYS (Validation)
|
SR_SYS general lookup/validation table
|
SR_VERSION (Validation)
|
SR_VERSION general lookup/validation table
|
SSL configuration window
|
stage
|
Standard inventory
|
Standard inventory transactions
|
Standard Letters window
|
Standard Report
|
Standard Resources report
|
Start Date
|
Start here
|
STATE (Validation)
|
status
|
Store configuration window
|
Store Home page layout
|
Store home window
|
Streamlined and simplified campaign creation
|
Streamlined installation and flexible tier architecture
|
Streamlined installation and pre-configured installers
|
Submit
|
Submitted By area
|
Submitting deferred credit card payments
|
Submitting Product Defects and Requests
|
| Subscriber |
Subscriber
|
Subscribing to iNSIGHTS
|
Subscription Fulfillment
|
Subscription Fulfillment Terminology
|
Subscription Product Billing
|
Subscription Product Management
|
Subscriptions Overview
|
Subscriptions Table Maintenance
|
Substituting Exhibitors
|
Substituting registrants
|
Subtotaling and ordering IQA reports
|
SUFFIX (Validation)
|
Summarizing product status codes and upsell/cross-sell/replacement items
|
Summarizing the Bill (Synopsis)
|
Summary Reports
|
Support for Crystal Reports runtime versions
|
Support for foreign language characters
|
Support for Microsoft Reporting Services
|
Support for Payflow Pro V4
|
| Supported Interfaces |
Supported Interfaces
|
Survey Reports
|
SYBUNT Report (Crystal)
|
synchronize responses
|
Synchronizing phone numbers and email addresses
|
Synchronizing responses
|
Synchronizing work phone, fax, and email example
|
Synchronous Process
|
System Architect - iSA
|
System changes
|
System management changes
|
System requirements
|
| System setup |
System setup
|
System setup overview
|
System Setup: Certification
|
System Setup: Set up commerce web components
|
System Setup: Set up customer web components
|
System Setup: Set up events web components
|
System Setup: Set up web components
|
system-defined groups
|
system-defined roles
|
| T |
Table layout overview
|
Table Listings report
|
| Table maintenance overview |
Table maintenance overview
|
Table Maintenance: Certification
|
Table Structures for EXPOCAD
|
Tables and fields used by the Letter System
|
Tables overview
|
Tables window
|
target revenue
|
task
|
Task by role: IQA
|
Task Map: Reports and Output Processes
|
Task Map: RFM Analytics
|
Task Map: Segmentation
|
Task properties example: Remove holidays and weekends from task assignments
|
Task Viewer
|
tax authority
|
tax category
|
Tax codes setup
|
tax schedule
|
Technical Support
|
template
|
Terms to know: Campaign Management
|
Terms to know: RFM Analytics
|
Terms to know: Segmentation
|
Testing for Completion of a Program
|
Testing the marketing plan
|
Testing the setup
|
The *Tab command
|
The Activity Detail window
|
The card authorization process
|
The Individual and All views
|
The iSA
|
The Letter System (Word Merge)
|
The planning process
|
The QuickLetter System
|
The role of segmentation
|
The Setup Groups page
|
Ticket
|
Tickets report
|
Tickler
|
Tip for planning roles and responsibilities
|
Tip: Improving Surf-to-Edit performance for remote servers
|
Tips and Tricks: Crystal reports
|
Tips for adding filters
|
Tips for defining queries
|
Tips for developing action plans
|
Tips for implementation planning
|
Tips for planning process types
|
Tips for setting up complex campaigns
|
Tips: iMIS Helpsite
|
Tips: iMIS References
|
TITLE (Validation/Lookup)
|
To accept booth preferences
|
To access the Customer Portfolio from the Orders module
|
To access the Customizer
|
To access the Orders module from Customer Portfolio
|
To add a field to Change Logging
|
To add a function to an existing event registration
|
To add a new customer
|
To add a new customer during order entry
|
To add a new donor record
|
To add a new relationship type
|
To add a product to an exhibitor's product list
|
To add a product to an existing order
|
To add a prospect
|
To add a quantity range
|
To add a relationship that will display on the Role tab
|
To add a relationship to a customer record
|
To add a service contractor
|
To add a subscription item to a customer record
|
To add a value range
|
To add Access reports to the menu
|
To add additional booths for an exhibitor on a wait list
|
To add additional fields to a template (QuickLetter)
|
To add an accrual dues billing cycle
|
To add an activity record
|
To add an appeal expense
|
To add an exhibitor contact
|
To add an exhibitor to a wait list
|
To add custom Crystal reports to the menu
|
To add field names to the Exhibition - Years Exhibited Field
|
To add forms to an exposition
|
To add fundraising information to a customer record
|
To add opportunity items to an order
|
To add optional subscription orders for non-dues product billing
|
To add or edit soft credit information
|
To add product codes to customer types
|
To add registration notes
|
To add service contractors to an exposition
|
To add solicitor data to a customer record
|
To add subscriptions during dues payments
|
To add system variables to a letter created using QuickLetter
|
To add user-defined Event Description Fields
|
To add user-defined event Registration Fields
|
To add user-defined text to the Dues Renewal Notice
|
To add user-defined text to the Dues Renewal Notice - List Bill
|
To add users to security groups
|
To add, edit, and delete forms
|
To adjust an open item
|
To adjust continuing education credits
|
To adjust margins
|
To adjust residual balances
|
To advance the billing term with Bump Date prorating
|
| To apply a credit balance as payment |
To apply a credit balance as payment
|
To apply a credit balance from Enter and edit payments
|
To apply a credit balance from Process customer requests
|
To apply a credit balance through the Process customer requests window
|
To apply a credit balance using Auto-apply
|
To apply a credit card payment to outstanding items
|
To apply a payment to multiple items using Auto-apply
|
| To apply a prepaid amount to an open item |
To apply a prepaid amount to an open item
|
To apply a specified payment amount to all unpaid items
|
To apply an address format to a country
|
To apply cash/check payments
|
To apply credit card payments
|
To apply credit memos to multiple funds
|
To apply debit memos to multiple funds
|
To apply Goods and Services Tax (GST ) calculations to a product
|
To apply Goods and Services Tax (GST ) calculations to a product category
|
To apply Goods and Services Tax (GST ) calculations to a product in AR/Cash
|
To apply GST calculations to freight and handling charges
|
To apply open credits as payments
|
To apply overpayment to offset next year's billing
|
To apply payment to a different line item
|
To apply VAT to a hotel room
|
To apply VAT to a product
|
To apply VAT to a product category
|
To apply VAT to a product in AR/Cash
|
To apply VAT to an event function
|
To apply VAT to an event registration
|
To apply VAT to an order
|
To apply VAT to freight and handling charges
|
To arrange scripts
|
To assign a booth
|
To assign a default shipping method to a country
|
To assign a GST tax code to an event
|
To assign a GST tax code to an event function
|
To assign a member to a chapter
|
To assign a member to a committee
|
To assign a pass, fail, or no show status to a registration record
|
To assign a product to an appeal
|
To assign a salutation code
|
To assign access keywords to customer data
|
To assign access keywords to user-defined or custom tabs
|
To assign access keywords to users
|
To assign AR/Cash default accounts codes
|
To assign booth preferences
|
To assign prospects to salespeople
|
To assign staff to an event function
|
To assign users to project security-related groups
|
To associate a card authorization account with a credit card cash account code
|
To associate an authorization account with a credit card cash account code
|
To attach a file to an activity record
|
To attach a query as a Finder to a field
|
To attach subcomponents to a component
|
To automatically apply AR payments
|
To build a referral List
|
To build the initial matrix
|
To build the query
|
To cancel a component registration
|
To cancel a payment transaction
|
| To cancel a registration and add an attendee from a wait list |
To cancel a registration and add an attendee from a wait list
|
To cancel a reservation
|
To cancel an accrual dues credit memo with Batch Control enabled
|
To cancel an event
|
To cancel an event registration with a cancellation fee
|
To cancel an event registration with no cancellation fee
|
To cancel an exposition
|
To cancel an exposition order
|
To cancel an exposition order with a cancellation fee
|
To cancel an invoiced order
|
To cancel an order
|
To cancel an order for a wait-listed booth
|
To cancel an order with a cash prepayment
|
To cancel an order with a credit card prepayment
|
To change a booth number
|
To change a committee appointment type
|
To change a committee status
|
To change a letter format in QuickLetter
|
To change a Vendor Class (AP Interface Only)
|
To change an exposition category
|
To change the booth class
|
| To change the GL Interface Type |
To change the GL Interface Type
|
To change the sort fields
|
To check for duplicate records
|
To check the conversion
|
To clone a campaign
|
To clone a report
|
To clone a subcomponent
|
To clone an ASI standard Crystal report
|
To clone an event
|
To clone an exposition
|
To close an event
|
To close an exposition
|
To close an order
|
To close or cancel a program
|
To close the event and generate CEU activity records
|
To close the Opportunities window
|
To configure Issues prompts and e-mail settings
|
To configure the GL interface
|
To convert a prospect record to a Name record
|
To convert an older Crystal report
|
To convert an order
|
To convert booth preferences
|
To convert iMIS LAN demographics
|
To convert pre-3.2x C/S versions
|
To convert quotes
|
To copy customer information to the clipboard
|
To copy customer type codes to registrant class codes
|
To copy the IMIS_GL.def definition file
|
To create a campaign
|
To create a certification program
|
To create a component
|
To create a component or combo category
|
To create a Crystal report output process
|
To create a Crystal report template
|
To create a custom folder in the Document System
|
To create a general lookup/validation table
|
To create a generic export file
|
To create a letter for a single customer using QuickLetter
|
To create a lookup for a search field
|
| To create a matching plan |
To create a matching plan
|
To create a Microsoft Word template
|
To create a Name_All view
|
To create a new batch
|
To create a new billing category
|
To create a new billing cycle
|
To create a new letter
|
To create a new letter template (QuickLetter)
|
To create a referral order
|
To create a report-specific activity type
|
To create a response stage
|
To create a solicitation
|
To create a source code
|
To create a source list
|
To create a stored procedure
|
To create a subcomponent
|
To create a tab for an activity type
|
To create a user-defined tab
|
To create a user-defined table
|
| To create a wait list report |
To create a wait list report
|
To create access keywords
|
To create an account in Contacts
|
To create an activity and attach a file
|
| To create an activity type |
To create an activity type
|
To create an ad hoc search
|
To create an appeal
|
To create an EXPOCAD floor plan
|
To create an insert
|
To create an open dues item
|
To create custom tabs
|
To create General Lookup/Validation tables for events
|
To create general lookup/validation tables for Exposition Management
|
To create grace period requirements for a program
|
To create multiple locations for a component
|
To create multiple projects from Process Manager
|
To create non-customer subscriber types
|
| To create or edit a letter from the Expo Prospect Reports window |
To create or edit a letter from the Expo Prospect Reports window
|
To create or modify a payment schedule
|
To create process types
|
To create scripts
|
To create sender codes
|
To create separate GL interface files
|
To create the Committee Group general lookup/validation table
|
To create the E-Mail Overlay report specification
|
To create the EMAIL activity type
|
To create the GL Journal
|
To create the GROUP_CODE general lookup/validation table
|
To create the initial requirements for a program
|
To create the ISSUEREQ activity type
|
To create the LETTER activity type
|
To create the maintenance requirements for a program
|
To create the Referral fee code
|
To create the Referral subscription code
|
To create the report spec for the DR Update Utility
|
To create user-defined fields for the Expo Description window
|
To create user-defined fields for the Expo Registration - Other window
|
To customize an acknowledgement
|
To customize customer profiles
|
To customize tabs in the detail and history areas
|
To customize the CEU field prompts
|
To decline booth preferences
|
To define a campaign
|
To define a chapter code
|
To define a country code
|
To define a distribution or premium
|
To define a fund
|
To define a kit's components
|
To define a Microsoft Word mail merge output process
|
To define a new credit/debit card cash account code
|
To define a new product code
|
To define a plan
|
To define a product
|
To define a product kit
|
To define a product link
|
To define a provincial tax code
|
To define a proximity area
|
To define a quantity range
|
To define a SUB product
|
To define a subscription product
|
To define a value range
|
To define a warehouse
|
To define a zone table
|
To define Activity fields
|
To define add-on charges
|
To define aging groups
|
To define an appeal
|
To define an email merge output process for email notifications
|
To define an event
|
To define an EXPOCAD exposition (event) in iMIS
|
To define an exposition
|
To define an exposition address
|
To define an exposition description
|
| To define an exposition product |
To define an exposition product
|
To define an opportunity output process
|
To define an upsell product
|
To define backorder options
|
To define booth products and pricing
|
To define cash and credit/debit card codes and accounts
|
To define Certification options
|
To define committee codes
|
To define committee positions
|
To define component prerequisites
|
To define customer types
|
To define default Fundraising options
|
To define donor clubs
|
To define event function fees and GL information
|
To define event functions
|
To define event registration classes
|
To define event resource groups
|
To define exhibitor classes
|
To define exposition options
|
To define future credit prorate pricing
|
To define general exposition options
|
To define hotel room inventory
|
To define inventory options
|
To define order status defaults
|
To define order types
|
To define other products and pricing
|
To define pricing based on an alpha table
|
To define product account information
|
To define product categories
|
To define product categories for kits
|
To define product codes
|
To define product fees
|
To define product mapping
|
To define product special pricing
|
To define resources for a group
|
To define shipping zone tables
|
To define special pricing
|
To define special prorating
|
To define standard inventory parameters
|
To define state/province codes
|
To define tax codes
|
To define the BACKISSUE activity type
|
To define the BASE_GST tax code
|
To define the company database and event in EXPOCAD
|
To define the default tax authority
|
To define the EXPOCAD local setup
|
To define the GSTINC tax code
|
To define the MAIL_CODE lookup table
|
To define the Primary GST tax code
|
To define user-defined lookup indexes
|
To define VAT percentage tax codes
|
To define VAT zero-percent tax codes
|
To define VAT-exempt tax codes
|
To define warehouse parameters
|
To define web order options
|
To define weight tables
|
To delete a back issue request
|
To delete a billing record
|
To delete a call activity
|
To delete a cash billing payment entry
|
To delete a chapter code
|
To delete a chapter enrollment
|
To delete a closed or canceled program
|
To delete a contact
|
To delete a customer record
|
To delete a function from an event registration
|
To delete a general lookup/validation table
|
To delete a gift or pledge
|
To delete a label preference
|
To delete a letter (QuickLetter)
|
To delete a letter activity
|
To delete a matching plan
|
To delete a multi-instance, user-defined record
|
To delete a pledge credit or debit memo with batch control enabled
|
To delete a product
|
To delete a product (that has a wait list) from an order
|
To delete a product from an exhibitor's product list
|
To delete a product link
|
To delete a product's warehouse
|
To delete a program requirement
|
To delete a prospect list
|
To delete a record from the Import Error List
|
To delete a referral record
|
To delete a relationship type
|
To delete a salutation code
|
To delete a service contractor
|
To delete a user-defined tab
|
To delete a user-defined table
|
To delete a warehouse
|
To delete activity attachments
|
To delete an activity from the Activities-All tab
|
To delete an activity type
|
To delete an address format
|
To delete an appointee from a committee
|
To delete an event definition on close
|
To delete an event function
|
To delete an event function link
|
To delete an existing relationship
|
To delete an individual prospect from a list
|
To delete an issue
|
To delete an unposted batch
|
To delete booth preferences
|
To delete customer types
|
To delete data from a multi-instance, user-defined record
|
To delete expired client records
|
To delete expired provider records
|
To delete expired referral records
|
To delete interest codes from matching plans
|
| To delete notification information |
To delete notification information
|
To delete product inventory transactions
|
To designate opportunity items for a product
|
To designate opportunity items for kits
|
To designate your organization as a fund
|
To determine hotel room availability
|
To directly merge two known IDs
|
To disable the Letter System
|
To display a user's task list on login
|
To display a warning message when an event is full
|
To display activity records in customer profiles
|
To display an activity tab
|
To display an existing relationship on the Role tab
|
To display custom window fields in customer profiles
|
To display the Label Preferences tab
|
To display the Salutations tab
|
To display the VAT tab
|
To edit a back issue request
|
To edit a billing payment entry
|
To edit a call activity
|
To edit a chapter enrollment
|
To edit a committee appointment
|
To edit a credit memo order's restocking charge
|
To edit a customer record
|
To edit a donor record
|
To edit a gift or pledge
|
To edit a label preference
|
To edit a letter activity
|
To edit a letter template (QuickLetter)
|
To edit a matching plan
|
To edit a multi-instance, user-defined record
|
To edit a payment type not recognized as prepaid cash
|
To edit a payment type recognized as prepaid cash
|
To edit a pledge credit or debit memo
|
To edit a prepayment
|
To edit a product
|
To edit a program requirement
|
To edit a referral record
|
| To edit a registrant's address |
To edit a registrant's address
|
To edit a relationship type
|
To edit a salutation code
|
To edit a warehouse description
|
To edit activity attachments
|
To edit an accrual dues credit memo with Batch Control enabled
|
To edit an activity from the Activities-All tab
|
To edit an activity type
|
To edit an address format
|
To edit an existing letter
|
To edit an existing payment
|
To edit an existing relationship
|
To edit an exposition order
|
To edit an installment pledge
|
To edit an issue
|
To edit an order through Orders module
|
To edit an order's freight and handling charges
|
To edit an order's shipping information
|
To edit campaign security settings
|
To edit customer types
|
To edit data on multiple-instance, user-defined tabs in a non-grid data window
|
To edit event functions
|
To edit existing sales transactions
|
To edit issue resolution information
|
| To edit notification information |
To edit notification information
|
To edit or delete a quantity range
|
To edit or delete a service contractor
|
To edit or delete a value range
|
To edit or delete an exposition product
|
To edit or delete exposition forms
|
To edit product inventory transactions
|
To edit projects
|
To edit records in Contacts
|
To edit the Bill To information
|
To edit the Billed Thru date for a subscription payment
|
To edit the list of conflicting companies
|
To edit the product quantity ordered
|
To edit the Renewed Thru date for a customer
|
To edit the selections
|
To edit warehouse parameters
|
To edit, replace, or delete a product's opportunity items
|
To email a customer from the Manage customers window
|
To email a letter to a customer using QuickLetter
|
To email a letter to multiple customers using QuickLetter
|
To enable a product category for the Public view
|
To enable a product for the Web
|
To enable deferred income for an event function
|
To enable Duplicate Registration/Registrant checking
|
To enable function wait lists
|
To enable GST taxation for the Default Organization
|
To enable iMIS multiple-entity processing
|
To enable online credit card authorization for e-Series transactions
|
To enable product label preferences
|
To enable Subset Component Maintenance with Find window option
|
To enable system options
|
To enable taxation for a country
|
To enable the activity attachment feature
|
To enable the Billing Payment Importer
|
To enable the Choose from Wait List for opening option.
|
To enable the iMIS AR Importer module
|
To enable VAT for the Default Organization
|
To enable VeriSign authorization in e-Series
|
To enable wait lists for exposition products
|
To enable zip code search feature
|
To enroll a student in a program
|
To enter a back issue request
|
To enter a billing payment
|
To enter a call activity
|
To enter a component order
|
To enter a credit card payment using immediate authorization
|
To enter a credit memo order (cancel an invoiced order)
|
To enter a debit memo order
|
To enter a label preference
|
To enter a letter activity
|
To enter a matching gift
|
To enter a memorial or tribute
|
To enter a new company record in iMIS Desktop
|
To enter a new customer record
|
To enter a new issue
|
To enter a new tax code
|
To enter a Note to a gift or pledge
|
To enter a payment in AR/Cash
|
To enter a payment in Fundraising
|
To enter a pledge credit memo
|
To enter a pledge debit memo
|
To enter a post-invoice payment
|
To enter a prepayment
|
To enter a referral
|
To enter a request
|
| To enter a single gift or single pledge |
To enter a single gift or single pledge
|
To enter a single payment
|
To enter a single payment for an order
|
To enter a split gift or pledge
|
To enter a SQL verification calculation
|
To enter an activity from the Activities-All tab
|
To enter an address
|
To enter an address format
|
To enter an event payment
|
To enter an event registration
|
To enter an event registration for multiple customers
|
To enter an event's address
|
To enter an EXPOCAD order
|
To enter an exposition note
|
To enter an exposition order
|
To enter an installment pledge
|
| To enter an order |
To enter an order
|
To enter an order-line note
|
To enter an organization’s VAT information
|
To enter and make a payment on a component order
|
To enter AR payments
|
| To enter badge information |
To enter badge information
|
To enter component address information
|
To enter component instructor information
|
To enter coordinator information
|
To enter customer details
|
To enter detailed product information
|
To enter evaluation data
|
To enter event coordinator information
|
To enter event description information
|
To enter event notes
|
To enter exhibitor information
|
To enter financial information
|
To enter function notes
|
To enter hotel and arrival information
|
To enter hotel information
|
To enter hotel reservations
|
To enter interest codes
|
To enter inventory adjustments
|
To enter inventory adjustments for multiple warehouses
|
To enter inventory receipts
|
To enter inventory receipts for multiple warehouses
|
To enter inventory transfers
|
To enter issue resolution information
|
To enter memorial/tribute codes
|
To enter multi-instance user-defined information
|
To enter multi-instance, user-defined information
|
To enter multiple payments
|
To enter multiple payments for an order
|
To enter note information
|
To enter notification information
|
To enter notification information for a customer record
|
To enter or edit publication demographic information
|
To enter other registration information
|
To enter payments for referrals
|
To enter program descriptions
|
To enter program notes
|
To enter program prerequisites
|
To enter rating groups and evaluation criteria
|
To enter 'Ship to' customer information
|
To enter single-instance user-defined information
|
To enter single-instance, user-defined information
|
To enter the default write-off offset account
|
To enter VAT information for an individual
|
To expand a field
|
To export a report in other formats
|
To export a report to either MS Word or WordPerfect
|
| To export from iMIS |
To export from iMIS
|
To export iMIS records into EXPOCAD
|
To export records to ProSort
|
To find a contact in the Directory tab
|
To find a pledge credit or debit memo
|
To find a prospect record
|
To find an accrual dues credit memo using a transaction date
|
To find an accrual dues credit memo using a transaction number
|
To find an accrual dues credit memo using the customer ID
|
To find an existing order by Bill to ID
|
To find an existing order by order number
|
To find an order using an invoice number
|
To find an order using the 'Bill to' customer's ID
|
To find and correct invalid Company ID values
|
To find and load a company record
|
To find and load a customer record
|
To find committee members in Directory
|
To find event registrants using the Find window
|
To find event registrations using the Meeting Find window
|
To find exposition orders from a list of all exhibitors
|
To find exposition orders from a list of all expositions
|
To find exposition orders using the Expo Find window
|
To find exposition orders using the Roster Search window
|
To find inventory transactions by date
|
To find inventory transactions using the Inventory Transaction list
|
To find possible duplicate records using selected fields
|
To find possible duplicate records using the DUP_MATCH_KEY field
|
To find product inventory transactions using the Post receipts window
|
To find specific duplicate groups
|
To find/view existing orders
|
To fix an error on the Import Error List
|
To format AR data for import
|
To format billing data for import
|
To generate a completion report
|
To generate a custom Renewal Notice
|
To generate a description detail report
|
To generate a Fundraising letter
|
To generate a mass accrual dues billing
|
| To generate a report from the Expo Prospect Reports window |
To generate a report from the Expo Prospect Reports window
|
To generate an aggregate receipt
|
To generate an export file
|
To generate an individual accrual dues billing
|
To generate auto receipts
|
To generate booths
|
To generate discounts based on total quantity ordered
|
To generate letter reports
|
To generate objects from user-defined tables
|
To generate output
|
To generate purchase quantity discounts
|
To generate receipts using a date and amount range
|
To generate receipts using an ad hoc search
|
To generate replacement receipts
|
To generate reports in the Generate executive reports window
|
To hyperlink to VAT validation websites
|
To identify your e-mail program
|
To import a file into the ZIP3 general lookup/validation table
|
To import a prospect file
|
To import activities
|
To import booth information into iMIS
|
To import booths
|
To import contact records in bulk
|
To import files into a general lookup/validation table
|
| To import from the general ledger |
To import from the general ledger
|
To import orders
|
To import the Data into Solomon IV
|
| To import to the general ledger |
To import to the general ledger
|
To import transactions from iMIS to MAS 90 XChange
|
To include bar coding on a report
|
| To increase a function's maximum attendance limit |
To increase a function's maximum attendance limit
|
To increase booth availability for an exhibitor on a wait list
|
To insert committee minutes
|
To insert pictures
|
To insert product label preference codes
|
To install iMISFind
|
To integrate from ACCPAC for Windows
|
To integrate the General Ledger from Access Accounts
|
To integrate the General Ledger from Exact for Windows
|
| To integrate the General Ledger from iMIS |
To integrate the General Ledger from iMIS
|
To integrate the general ledger from Peachtree Windows
|
To invoice orders
|
To invoice referral orders
|
To issue back labels
|
To issue manual receipts
|
To join two programs
|
To leave underpayment balances in Billing
|
To limit access to customer address information
|
To limit access to customer financial data
|
To limit access to customer status information
|
To limit access to the Activity Importer
|
To limit access to the Fundraising tab
|
To link a CEU component with an event function
|
To link event functions
|
To load a product list from a previous exposition
|
| To load a prospect list |
To load a prospect list
|
To load a prospect list from a previous Expo
|
To locate a component using the Component Find window
|
To make a payment on an invoiced order
|
To make a subcomponent required
|
To make an event available on the web
|
To manage company rosters
|
To manage conflicting products
|
To manually insert an activity record
|
To map a customer type to an exhibitor class
|
| To map user-defined fields to activity records |
To map user-defined fields to activity records
|
To mark a referral as a no show
|
To mark attendance
|
To mass merge a letter (QuickLetter)
|
To mass merge an e-mail (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 merge duplicate groups
|
To merge two known IDs
|
To modify a chapter code
|
To modify a credit/debit card cash account
|
To modify a customer type and status
|
To modify a user-defined tab
|
To modify a user-defined table
|
To modify an event
|
To modify an exposition
|
To modify an iMIS integration
|
To modify booth proximity assignments
|
To modify main searches for NRDS export templates
|
To modify or delete a reserved product
|
To modify reports and Event and Order Invoices for VAT
|
To modify reports and invoices for Goods and Services Tax (GST ) and Provincial Sales Tax (PST)
|
To modify subscription labels
|
To modify the export/import file path and name
|
To modify the invoice number
|
To modify the VB Conversion Template
|
To navigate within a data grid
|
To navigate within the Detail area
|
To navigate within the history tabs
|
To open a record from a history tab
|
To open a record from the Record History tab
|
To open an order
|
To open inventory transactions
|
To open the Customer Portfolio Tab Preferences window
|
To open the Expo Sales window
|
To open the EXPOCAD event
|
To open the Opportunities window
|
To order a product from a non-default warehouse
|
To overbook rooms
|
To override a product's default warehouse
|
To perform the AR import
|
To perform the billing import
|
To permanently delete a customer record (SQL database)
|
To place a product on backorder
|
| To place a registrant on a wait list |
To place a registrant on a wait list
|
To place an order on hold
|
To post a group of batches
|
To post a mass accrual dues batch
|
To post a single batch
|
To post inventory transactions
|
To print a bag tag
|
To print a customer's profile
|
| To print a letter |
To print a letter
|
To print a pick list
|
To print a Register Report after auto receipting
|
To print a thank you letter after auto receipting
|
To print a thank you letter for a gift or pledge
|
To print an accrual dues batch
|
| To print an order-specific report |
To print an order-specific report
|
To print batches
|
To print committee minutes
|
To print committee reports
|
| To print individual reports |
To print individual reports
|
| To print individual reports from the Register a customer window's Overview tab |
To print individual reports from the Register a customer window's Overview tab
|
To print invoices for certification orders
|
To print issue labels
|
To print reminder notices
|
To print Renewal Notices Separately
|
To print sales quotes
|
To print selected invoices
|
To print Service Central reports
|
To print shipping papers
|
To print simple order entry invoices
|
To print the Duplicate Group List
|
To print the Import Error List
|
To process an accrual dues credit memo
|
To process an accrual dues debit memo
|
To process an installment pledge
|
To process an order
|
To process and rebill Chapter changes
|
To process and rebill customer type changes
|
To process billing for new customers
|
To process mass write-offs
|
To process new prepaid subscriptions
|
To purge activity attachments created before a specified date
|
To purge certification records
|
To queue an issue status update e-mail
|
To rebill an individual dues billing
|
To rebill to correct a mass dues billing
|
To record debit adjustments
|
To record returned checks/payment reversals for dues and subscriptions
|
To record sales transactions
|
To record the cancellation amount
|
To register a customer for an event
|
To register for a component using Register a student by component
|
To register for a component using Register a student by program
|
To register for a Payflow Pro gateway
|
To register for an event in Contacts
|
To register people for an event
|
To register the .dll with ColdFusion
|
To release backorders after printing shipping papers
|
To release backorders by editing open orders
|
To release backorders manually
|
To release orders placed on hold
|
To remove a duplicate group
|
To remove a field from Change Logging
|
| To remove a wait-listed registrant from a wait list |
To remove a wait-listed registrant from a wait list
|
To remove address formatting from a country
|
To remove an exhibitor from a wait list
|
To remove booths
|
To rent booths
|
To replace out of production products that have no inventory available
|
To replace products with opportunity items
|
To report full bill details
|
To report on sharing of multiple rooms
|
To request a report and generate activities
|
To reserve a product and view booth proximity
|
To resize a data grid
|
To resize the Detail or History area
|
To restore a canceled order
|
To reverse a payment and record returned checks
|
To reverse a payment transaction
|
To review history before importing AR transactions
|
To review history before importing billing transactions
|
To run a chapter report
|
To run a non-dues billing
|
To run a predefined query from Customers
|
To run a predefined query from Events
|
To run a predefined query from Fundraising
|
To run a predefined query from Orders
|
To run a predefined query from the Home page
|
To run a preliminary import using the NRDS Financial Importer
|
To run a saved Crystal report
|
To run a standard report
|
To run a subscription label report
|
To run an iMIS GL transactions integration
|
To run an iMIS invoice integration
|
To run an iMIS vendors integration
|
To run individual dues renewal billing
|
To run initial mass dues billings
|
To run the Component Registration List report
|
To run the Deferred Pre-Authorization report
|
To run the DR Update Utility
|
To run the Issue Statistics report
|
To run the NRDS Financial Import
|
To run the Transaction Lists Distribution Summary
|
To run the VB conversion program in iMIS
|
To save a Crystal report
|
To save the selections to merge during a later session
|
To save the selections to merge during the current DMM session
|
To search credit/debit card transactions
|
To search for a Notify ID
|
To search for an order
|
To search for issues
|
To search for requests
|
To select data from a drop-down list
|
To select multiple values for a user-defined field
|
To select open credits to apply as payments
|
To select open items for a payment
|
To select specific bills
|
To select the booth measurement option
|
To select the IDs to Keep
|
To select the Retain ID and the IDs to Merge
|
To select values for the Designation field
|
To select values to display for a property
|
To send a broadcast email from Microsoft Word using an email merge
|
To send a receipt by e-mail
|
To send a reminder for a gift or pledge
|
To send queued issue status updates
|
To set Acquisition options
|
To set advanced options
|
To set basic customer options
|
To set basic referral options
|
To set Bill To using the Dues/Subscriptions Item Detail window
|
To set Bill To using the Financial tab
|
To set Bill To using the Set up customer types window
|
To set chapter prompts
|
To set committee options and membership duration
|
To set customer Accumail options
|
To set customer address and notes options
|
To set iMIS authorization levels
|
To set program date requirements
|
To set the billing and Reminder Notices
|
To set the booth default values
|
To set the default unit of measurement
|
To set the default write-off amount
|
To set the defaults for accrual dues
|
To set the Print Manager system defaults
|
| To set the report destination |
To set the report destination
|
To set up a custom credit card authorization account
|
To set up a FoxPro ODBC
|
To set up a non-dues subscription billing cycle
|
To set up a Payflow Pro card authorization account
|
To set up a SafePay card authorization account
|
To set up a speaker activity type
|
To set up a special MIP General Lookup/Validation Table
|
To set up a special QUICKBOOKS General Lookup/Validation Table
|
To set up a subscription billing cycle
|
To set up advanced exposition features
|
To set up advanced options
|
To set up automatic subscriptions for dues billing
|
To set up Batch Control
|
To set up Company Flow Down for VAT
|
To set up complimentary subscription products
|
To set up deferred income for a dues or subscription product
|
To set up Due To/Due From accounts
|
To set up Dynamics Integration Manager
|
To set up event and function name calculations
|
To set up general billing options
|
| To set up iMIS |
To set up iMIS
|
To set up import/export files
|
To set up optional subscriptions for non-dues product billing
|
| To set up the general ledger |
To set up the general ledger
|
| To set up the iMIS Interface |
To set up the iMIS Interface
|
To set up the import test or trial view
|
To set up the import/export files
|
To set up the payment terms
|
To set up the system from Exact for Windows
|
To set up the system from iMIS
|
To set up user-defined fields
|
To set user permissions for an output process
|
To set VAT validation options
|
To setup from iMIS
|
To setup from Peachtree Windows
|
To ship an order
|
To specify joined program components for the first joined program
|
To specify joined program components for the second joined program
|
To specify the data source in iMISFind
|
To submit deferred credit/debit card payments for authorization
|
To substitute a credit card holder name
|
To substitute exhibitors
|
| To substitute registrants |
To substitute registrants
|
To synchronize phone numbers and e-mail
|
To test an address format
|
To test Dues billing Renewal Notices
|
To test for an individual's completion of a program
|
To test for completion using the Program Completion List Report
|
To test immediate Payflow Pro authorization
|
To test immediate SafePay authorization
|
To test the billing data generation
|
To test the modified VB conversion program
|
To test the Reminder Notice printing
|
To test the SafePay client outside of iMIS
|
To track credit for continuing education
|
To track forms
|
| To transfer a registrant back to the original event |
To transfer a registrant back to the original event
|
| To transfer a registrant to another event |
To transfer a registrant to another event
|
To transfer an exhibitor to another exposition
|
To transfer open credit to AR/Cash
|
To transfer underpayment balances to AR
|
To troubleshoot e-mail problems
|
To un-rent booths
|
To update a prospect list
|
| To update attendance |
To update attendance
|
To update report specifications
|
To upgrade a cloned Fundraising Profile Crystal report
|
To use room sharing
|
To use sales scripts
|
| To use the *Tab method to find open credit items |
To use the *Tab method to find open credit items
|
To use the Cart
|
To use the Generic GL Interface and the VB Conversion Template
|
To use wildcard product codes to update PAID_THRU date
|
To validate the number of VAT code characters
|
To validate VAT codes with a stored procedure
|
To verify billing of new renewals
|
To verify the AR import
|
To verify the billing import
|
To verify Zip/Area search feature is working properly
|
To view a billing item
|
To view a call activity
|
To view a customer's email activity record
|
To view a customer's SALES activities
|
To view a detailed list of program requirements by program type
|
To view a letter activity
|
To view a letter or e-mail activity (QuickLetter)
|
To view a letter or email activity
|
To view a list of contacts
|
To view a matching gift
|
To view a member record after using the NRDS Financial Importer
|
To view a multi-instance, user-defined record
|
To view a program roster
|
To view a prospect's exposition order history
|
| To view a registrant's account information |
To view a registrant's account information
|
To view a registrant's certification activity
|
To view a report from Print Manager
|
| To view a roster |
To view a roster
|
To view account information
|
To view activities
|
To view activity attachments
|
To view additional fields in individual duplicate records
|
To view additional information about a provider
|
To view all activities
|
To view an AR/Cash activity
|
To view an event activity record
|
To view an event function roster
|
To view an event registration
|
| To view an event roster |
To view an event roster
|
To view an exhibition activity record
|
To view an exhibition registration
|
To view an exhibitor's exposition-related activities
|
| To view an exhibitor's ledger |
To view an exhibitor's ledger
|
To view an existing relationship
|
To view an EXPOCAD order
|
To view an exposition activity record
|
To view an exposition registration
|
To view an exposition roster
|
To view an order activity record
|
To view an order through Orders module
|
To view and edit an order through AR/Cash
|
To view and post imported transactions
|
To view and sort the list of events
|
To view and sort the list of expositions
|
| To view booth changes |
To view booth changes
|
To view certification activities
|
To view CEU activity records after closing an event
|
To view change log activity
|
To view component registrations
|
To view component statistics
|
To view credit transactions
|
To view customer order activities
|
To view data on multiple-instance, user-defined tabs in a non-grid data window
|
To view data on multiple-instance, user-defined tabs in a non-grid format
|
To view debit transactions
|
To view donation notes and details
|
To view donor club activities achieved through event registrations
|
To view event activities for a registrant
|
To view exhibitor information
|
To view expired customers
|
To view Exposition activities from Customer Management
|
To view fundraising activities through the Activities-All tab
|
To view Fundraising information in the Customer Portfolio
|
To view fundraising information in the Customers area
|
To view gifts and pledges in Fundraising
|
| To view multiple-select fields |
To view multiple-select fields
|
To view note information
|
To view on-screen account inquiries
|
To view open credits from a billing import
|
To view open credits from an AR import
|
To view or edit an Exposition activity record
|
To view or edit data on multiple-instance, user-defined tabs
|
To view orders
|
To view other companies exhibiting the same products
|
To view product inventory
|
To view product inventory for multiple warehouses
|
To view program details
|
To view program status after the completion report is run
|
To view projects
|
To view publication details
|
| To view read-only text fields |
To view read-only text fields
|
To view report options
|
To view responses
|
To view separate payer data through Customer
|
To view split gifts
|
To view staff assigned to an event function
|
To view submitted transactions
|
To view the address format applied to a country
|
To view the calculated date range
|
To view the imported transactions
|
To view the Role tab
|
To view transactions
|
To view unposted transactions
|
| To view wait lists |
To view wait lists
|
To write off bad debt
|
total cost
|
total revenue
|
Tour: Business Object Designer (BOD)
|
Tour: Intelligent Query Architect
|
Tracking costs for campaigns
|
Tracking credits for continuing education
|
Tracking flexibility
|
Tracking Forms
|
Tracking Legislative Bills
|
Tracking responses
|
Tracking your current and available authoring work
|
Training
|
Trans
|
Trans records map into DUES and GIFT activity types
|
Trans table
|
Trans table fields
|
Trans table reports
|
Transaction Journal report
|
| Transaction Ledger window |
Transaction Ledger window
|
Transaction lists report format
|
transaction query
|
Transaction Summary by Batch
|
Transaction Summary by Date
|
Transactions by Date report
|
Transactions Lists - Batch Distribution Summaries report
|
| Transferring a registrant to another event |
Transferring a registrant to another event
|
Transferring an event to another registrant
|
Transferring Exhibitors
|
Trial Balance - Trial Balance report
|
Tribute
|
Troubleshooting Customizer
|
Troubleshooting E-mail Problems
|
| Troubleshooting iMIS |
Troubleshooting iMIS
|
Troubleshooting Joins
|
Troubleshooting output processes
|
Troubleshooting Provider List Problems
|
Troubleshooting the installation for custom gateway
|
Troubleshooting the Issues Module
|
Troubleshooting the Letter System
|
Troubleshooting user-defined or custom tabs
|
Troubleshooting when reports are not being stored
|
Troubleshooting: Add to Calendar link does not work for user
|
Troubleshooting: Credit card encryption error
|
Troubleshooting: Crystal reports
|
Troubleshooting: Customization to task list items not taking effect
|
Troubleshooting: Data source (ODBC) not found on Vista computers
|
Troubleshooting: Database is locked and cannot be restored
|
Troubleshooting: Determining Service Pack levels
|
Troubleshooting: Email
|
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: Problems publishing and creating new content
|
Troubleshooting: Report Viewer errors
|
Troubleshooting: Reporting, queries slowed by table locks
|
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
|
Types of data
|
Types of iMIS licenses and views
|
| U |
Un-renting Booths in EXPOCAD
|
Underpayments and overpayments (NRDS Importer)
|
Understanding business objects
|
Understanding cash handling in orders
|
Understanding community permissions
|
Understanding iMIS queries
|
Understanding iMIS user classes and views
|
Understanding inventory accounting transactions
|
Understanding IQA
|
Understanding Marketing Suite
|
Understanding multiple entities and orders
|
Understanding opt-out configuration
|
Understanding order accounting entries
|
Understanding order hold codes
|
Understanding order inventory transactions
|
Understanding product account hierarchy
|
Understanding reports and output processes
|
Understanding the billing process
|
Understanding your Casual access
|
unearned income
|
Unified authentication and logon
|
Uninstalling Analytics
|
Unique table and field names
|
UNKNOWN and DECLINED Payflow Pro transactions
|
Unposted Transactions by Date report
|
| Unsupported Interfaces |
Unsupported Interfaces
|
Update function details quickly
|
Update Prospect Lists window
|
update status
|
update win probability
|
Updating Fundraising report summaries
|
Updating Referral List
|
Upgrade notes
|
Upgrades from before version 10.6
|
Upgrading AccuMail
|
Upgrading WCM sites
|
Uploaded images automatically propagate to all servers
|
Upsell
|
Upsell, cross-sell, and replacement items
|
Upsell/Replace window
|
user
|
User account
|
User defined fields
|
User defined fields window
|
User Defined Tables window
|
User Groups
|
user permission
|
User record definition
|
User-defined fields in iMIS special pricing
|
User-level security: Roles and Groups
|
Users window
|
Using a community
|
Using a customer's default tax authority
|
Using a Finder with a Referenced Object
|
Using a web client to access iMIS
|
Using Ad Hoc Searches
|
Using batch control with accrual dues
|
Using card authorization
|
Using credit memos and debit memos
|
Using DB Repair
|
Using default exposition activity types
|
Using Different Types of Data to Enhance Marketing Efforts
|
Using Duplicate Merge Manager
|
Using external lists
|
Using Hotel Room Reports
|
Using iMIS AR Importer
|
Using iMIS Billing Importer
|
Using iMIS Desktop with multiple appservers
|
Using iMISFind to Retrieve iMIS Records
|
Using international address formatting
|
Using multiple entities
|
Using open credit balances as payment (*Tab)
|
Using order processing
|
Using Postal Modules with iMIS
|
Using Process Manager
|
Using Process Manager with Marketing Suite
|
Using projects
|
Using Rapid Gift Entry
|
Using Reporting Services with SQL Express
|
Using RFM Analytics with Segmentation
|
Using Sales Scripts
|
Using Service Central
|
Using special characters in file path/name
|
Using Standard iMIS Reporting Tools
|
Using table maintenance windows
|
Using task communications
|
Using tasks
|
Using templates for output processes
|
Using the *Tab command
|
Using the Booths window and its child windows
|
Using the Clipboard icon
|
Using the Crystal Print Manager
|
Using the document tree of the Document System
|
Using the Event Function Detail window and its child windows
|
Using the folder contents area of the Document System
|
Using the Generate reports Window
|
Using the iMIS Export Utility
|
Using the iMIS Orders Importer
|
Using the NRDS Financial Importer
|
Using the Opportunities Legend
|
Using the Register a student by component window
|
Using the Register a student by program window
|
Using Word field switches in Letter System templates
|
Utilities
|
| V |
Validating VAT
|
Validation for email address format
|
Validation to prevent orphaned relationship details
|
Value-Added Tax (VAT)
|
VAT
|
VAT enhancements
|
Verification area
|
Verifying a batch of addresses with QAS Batch
|
Verifying a Product's Available Inventory during Order Entry
|
Verifying a product's status during order entry
|
Verifying addresses online
|
Verifying batch addresses
|
Verifying event setup with the Summary page
|
Verifying shipping zones for orders
|
Verifying the dues/subscription deferral term
|
Verifying Zip/Area Search Feature
|
Version control in Document System
|
View and assign event function staff
|
View exhibitor information window
|
| Viewing a registrant's account information |
Viewing a registrant's account information
|
Viewing account information
|
Viewing activity attachments
|
Viewing additional contact information
|
Viewing an Exhibitor's Ledger
|
Viewing an Exhibitor's Transaction Ledger
|
Viewing an EXPOCAD Order
|
Viewing and Deleting Issues
|
Viewing and Editing Certification Orders in AR/Cash and Orders Modules
|
Viewing AR/Cash activity records
|