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Things you may not know about iMIS

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A lot has happened in iMIS in the past few years. Learn about some of the things that you may have missed. Presentation originally given at the iMIS iNNOVATIONS 2017 conference.

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Things you may not know about iMIS

  1. 1. Things You May Not Know About iMIS Jeff Spring – ASI Andrea Robertson - ASI slides: bit.ly/innov17-may-not-know
  2. 2. /Templates/Samples/Default Make it yours and move to /Templates Communications-Default template
  3. 3. Communication Preferences CAN-SPAM/CASL Compliance • Configurable types & messages
  4. 4. Communication Preferences CAN-SPAM/CASL Compliance • Manage preference link –Added through Communication creator –No login required
  5. 5. Content HTML File Links Doc system: $/Common/Uploaded Files Staff site: RiSE>Page Builder Or... Or...
  6. 6. Releases • GA - General Availability –Fully supported & upgradable –Hotfixable • EA - Early Adopter –Fully supported, upgrade to GA when available –After EA period, becomes GA • Interim Update –Available between GAs –Supported and upgradable –No hotfixes
  7. 7. Full width style
  8. 8. Full Width Style !!! Just Add CSS
  9. 9. MasterCard 2 Series BINs • Important Dates –BINs assigned to issuers: January 2017 –Field Testing: June 2017 • iMIS Versions –20.2.1 GA: Hotfix –Q4 2015 GA: Hotfix –20.2.40 and above: A-OK –Other Interim: Upgrade –15; 20.0; 20.1; A-OK • TechAlerts - SUPER IMPORTANT https://support.imis.com/hc/en-us/articles/214192626-TECHALERT-MasterCard-Number-2-Series
  10. 10. Site Searches • Any indexed data (that shows up in the search results) is searchable through the site search. –Name –Email/website –Phone –Company
  11. 11. Site Searchs • Some things that don't show in the search results are still searchable –Description, Keywords ✓ ✓
  12. 12. Site Searches • Some things that don't show in the search results are still searchable –Description, Keywords –UD Fields ✓
  13. 13. Site Searches • Some things that don't show in the search results are still searchable –Description, Keywords –UD Fields –Tags ✓
  14. 14. Can I change that list? • Document system folder for Event queries: – $/EventManagement/DefaultSystem/Queries/Advanced/Event • Register Someone Else – /Registrant Search • Previously Registered Event Guests – /Previously Registered Event Guests • Event Confirmations, to email or not? – $/EventManagement/DefaultSystem/Queries/Registration confirmations • Query menu folders –Select a query
  15. 15. Logging What gets logged where?
  16. 16. Logging What gets logged where? • Change History –Panels –BOs View: vSoaChangeLog
  17. 17. Logging What gets logged where? • Change History –Panels –BOs • Interaction Log BOs: CommunicationLogSummary + InteractionLog + InteractionLogEvent
  18. 18. Logging What gets logged where? • Change History –Panels –BOs • Interaction Log • Process Automation Tables: TaskLog + TaskLogDetail
  19. 19. Logging What gets logged where? • Change History –Panels –BOs • Interaction Log • Process Automation • Windows Event Viewer
  20. 20. Logging What gets logged where? • Change History –Panels –BOs • Interaction Log • Process Automation • Windows Event Viewer • Scheduler Log
  21. 21. Shortcuts • Most system processes are accessed through shortcuts – All sites or site specific – Add contact/Create account – Event detail/Event dashboard – and lots, lots more! • Easy to remember & publish! – http://www.myorg.com/register • Replace the default shortcut with your own page/workflow for upgradability
  22. 22. User accounts • Problem: Imported contacts sometimes don’t have login/pw so they can’t log in to pay dues, register for events, buy products… • Old solution: Script account creation –Problem: Not very cloud friendly and a pain in the ... • Solution: Create an account an on demand!
  23. 23. Event questions
  24. 24. Mobile First! • Content should be tested at a mobile size first • Google Developers tools make it easier! – Not a substitute for testing on actual devices
  25. 25. Event Group Pricing • Registrations Options and Program Items • Chapter • Committee • Dynamic Groups (IQA) • Member Type • More to come...
  26. 26. Favicons Ready for a new look? Use your own favicon from the image gallery
  27. 27. CCO Autopilot mode • CCO can be configured to work out of a folder • Tab level security, based on content • What about DCCO? –don’t use it
  28. 28. ASI Hack Day
  29. 29. ASI Hack Day • DataShowcase Which also became Communication Creator
  30. 30. ASI Hack Day • IQA filter reordering
  31. 31. ASI Hack Day • Favicons
  32. 32. ASI Hack Day • Object browser quick find
  33. 33. ASI Hack Day • Interaction log - resend and dowload
  34. 34. ASI Hack Day • Volunteers
  35. 35. ASI Hack Day • Cloud friendly cache reset (goodbye IIS reset)
  36. 36. ASI Hack Day • Dashboards/reports (AutoPay Fundraising, promo analysis, )
  37. 37. ASI Hack Day • Recent History
  38. 38. ASI Hack Day • Create navigation with content
  39. 39. Exporting from IQA • Export to .CSV treats numbers as…. numbers – .XLS formats as text to preserve leading zeros
  40. 40. Panel secrets • Secret fields Auto-updated –CreatedOn –UpdatedByUserKey –UpdatedOn
  41. 41. Documentation • New and improved documentation –http://help.imis.com
  42. 42. Support • Techalerts - make sure you’re subscribed https://support.imis.com/hc/en-us/sections/202546586-iMIS-20-300-TechAlerts • New and improved support site –http://support.imis.com • Product News –Subscribe!
  43. 43. Developer Resources iMISCommunity.com is being retired • www.advsol.com/asi/DeveloperResources • Uses iMIS Communities • Email documentation@advsol.com if there’s something you’d like added
  44. 44. Resources • Feedback is always welcome –productowners@advsol.com • Sprint review invitations (don’t miss out!) –productowners@advsol.com • Stay up to date on what we’re doing - http://advsol.com/asi/supportportal/devreviewnotes
  45. 45. Things you may not know about iMIS Jeff Spring – Sr. Product Manager Andrea Robertson – Business Analyst slides: bit.ly/innov17-may-not-know

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