The iMIS development teams are hard at work creating features to help you use iMIS to more efficiently engage with your constituents. The new features tours give you a sneak peek at what we've been working on and what you can look forward to in the next version of iMIS!
Note: The new features on this page are not in the iMIS 2017 release, but will be available in the next major release of iMIS.
Updated look-and-feel to contact profile pages (100/200/300)
Contact profile pages have been given an updated look-and-feel. Users can choose how to Contact Mini Profile is displayed on contact profile pages.
Placing items on backorder (300)
When an order is placed for an inventory item for which there is not enough stock to fulfill the order, the portion of the order for which there is not enough available stock is placed on backorder.
Improvements to staff account page (100/200/300)
The staff account page has been redesigned to highlight and streamline the various areas that staff interact with on a daily basis. Tabs for Membership (300 only), Transactions, and Volunteering have been added.
Sorting first column of multi-instance panels (100/200/300)
A default sort order, Ascending (default) or Descending, can be assigned to the first column of multi-instance panels. When enabled for the Panel Collection Editor, this option applies to all multi-instance panels within the collection.
Specifying the location of a panel's Save button (100/200/300)
A new Panel Editor configuration option, Save buttons, allows you to define where you want each panel's save button to appear. The options are to have the save button appear within the panel or at the bottom of the content record.
Additional configuration options added to Content Collection Organizer (100/200/300)
Two new configuration options have been added to the Content Collection Organizer content item: Tab display style, which allows the tabs to be displayed horizontally or vertically, at the top or the bottom of the page, and Display step number on step, which displays the tab position number on the tab.
Choosing how the Big Button Panel links display (100/200/300)
Users can choose to display the Big Button Panel content item links as linked text, buttons, or a drop-down button. The out-of-the-box profile pages have been updated to use the drop-down button.
Adding notes about a contact (300)
A Notes panel was added to the staff view of user account pages on the About tab. This panel enables staff users to enter any related information about a member or contact
Adding a video background to your iMIS homepage (100/200/300)
The Display type – Use as cinemagraph option in the VideoPlayer content item, allows iMIS web designers to create video backgrounds for their RiSE sites. This feature adds visual interest to the site that still photography may not always offer.
Advancing order stages (300)
Staff users can process an order through several stages to completion (PRINTQUOTE, QUOTEREADY, SHIPPAPER, SHIPMENT, INVOICE, and COMPLETED). Different order types require different processing stages.
Defining and displaying inventory information for a product (300)
From the Accounting tab of a product definition, easily define inventory details for a product. Staff users with specific permissions have the ability to view the inventory details from the product detail window. The product detail window also displays additional inventory levels defined separately from the product definition.
Batch selector for Staff web transactions (300)
Staff users with appropriate permissions can select batches into which they want to put their transactions, as well as view details about the batch and create a new batch, if necessary. This enables easier reconciliation of transactions.
Updated event display interface (100/200/300)
Creating and editing an event in iMIS is now simpler. The addition of the Display and Registration tabs provides users with clearly outlined options for a better interface experience. Formerly, options on the Display and Registration tabs were all displayed on the Info tab.
Adding event notes and directions (300)
Using the event Notes and Directions fields, event organizers can add relevant information to their events. Entries in these fields can be included in event reports.
Linking event functions visibility to pricing group membership (300)
Event registration options and program items can be hidden from registrants based on their pricing group membership by marking the function as Not available from the Pricing tab. Authorized staff can still view and register contacts for the event function.
Registering multiple contacts (300)
Multiple contacts can be registered at once for a registration option (and any linked program items) using the Register multiple contacts link on the event Showcase tab. This allows groups like committees and chapters to be registered all at once, instead of on an individual basis, saving time.
Adding resources to an event (300)
Event resources, such as speakers and AV equipment are easily definable from the Plan tab for program items and registration options.
Expandable invoice lines in the shopping cart (300)
The shopping cart now includes expandable invoice lines. You can now review the items that constitute an invoice. Invoice lines are not displayed in the cart for installment pledges.
Updating current Certification enrollments (300)
After editing a Certification program definition, Staff users can update the requirements for all current enrollees. The updates enrollment reflects any requirements that are completed, and the Stages and Requirements will reflect the new program definition.
Limit promotion usage (100/200/300)
Enabling the Limit usage option in a promotion, gives staff the ability to restrict promotion code usage to Maximum uses per customer, Maximum uses overall, Minimum purchase amount, and to Qualified customers.
Allowing staff to request contact erasure (100/200/300)
Once enabled, the Allow users to request the erasure of contact information setting allows non-sysadmin staff to request the erasure of contact records. After erasure requests are approved, the Erase contact information task automatically checks for contact records that have been marked for erasure in the past seven days. All personally identifiable information related to the contact record, except for PII stored in dynamic panels (this requires manual deletion), will be permanently removed from the system after the 7-day period. Prior to this removal, contacts marked for erasure will be notified that they have seven days from the time their records are marked for erasure, to contact their organization if the deletion was done in error.There is a new article on the iMIS helpsite that explains information related to the General Data Protection Regulations (GDPR). The article is on the iMIS 2017 helpsite, as well as the iMIS 100/200 Support Portal.
Reversing multiple open membership and non-dues invoices (300)
Staff users and system administrators can reverse multiple open membership and non-dues invoices at once. System administrators and staff users will no longer have to reverse open membership and non-dues invoices individually.
Finding and viewing pledges (300)
Find pledges with the new Pledges query in Find gifts, and view a specific donor's pledge history from the Pledge history panel located on the Giving tab of the donor's profile page.
Reversing multiple open Pledge and Installment Pledge invoices (300)
Staff users and system administrators can reverse multiple open Pledge and Installment Pledge invoices at once. System administrators and staff users will no longer have to reverse open Pledge and Installment Pledge invoices individually.
Searching for shortcuts (100/200/300)
Efficiently locate shortcuts by using the three new search filters: Website, Shortcut contains, and URL or content record contains.
Password expiration alert (100/200/300)
Enabled out-of-the-box, the Password expires soon alert, depending on the value defined for the Number of days before password expires setting, notifies users of the number of days left before their password expires. Staff can use the UserData business object as a part of a query to review users whose passwords are expired or are expiring soon.
Profile picture improvements (100/200/300)
Staff can link the mini profile name and picture to a contact's account page, by enabling the Link name to profile and Link picture to profile configuration options in the Contact Mini Profile content item. The picture may also be cropped to a square or a circle by changing the Image size ratio option. The default contact profile image has been updated with a generic silhouette for accounts without a contact picture record.
Alerting company administrators of outstanding membership renewals (100/200/300)
The Organization administrator renewal due alert allows Company Administrators to receive notifications that the organizations they administer have outstanding membership renewals. Staff can use the Organization open renewal invoices query to view any open membership renewal invoices, and the Organization administrators query to view a list of organization administrators and the organizations they oversee.
GDPR article added to the helpsite (100/200/300)
There is a new article on the iMIS helpsite that explains information related to the General Data Protection Regulations (GDPR). The article is on the iMIS 2017 helpsite, as well as the iMIS 100/200 Support Portal.
Adjusting Pledge and Installment Pledge Invoices (300)
Staff users with appropriate permissions and system administrators can adjust the remaining balance on donor pledges and installment pledges, so that iMIS can accurately reflect what they intend to give as a donation.
Auto-select primary chapter based on zip code (300)
Staff can enable the Contact setting, Automatically set chapter based on zip code (US only), to automatically update a contact's chapter when an address is added or modified. Staff can also add new zip codes to the system and assign zip codes to a chapter.
Linking program items (300)
Program items can be automatically added to a registrant's itinerary, if they are linked to a parent program items. Staff can use the Linked program item field on the program item's Info tab to add the program items they want to link.
Defining a collection of items (300)
The ability to set up a collection of items has migrated from the Desktop to the Staff site. If you have the KITTING license, you can organize collections of commerce items into three general types, each with options, default values, and display choices.
Viewing invoice history (300)
A History tab was added to the invoice detail so that staff users can easily review the transaction history for individual invoices, excluding cash dues invoices.
Staff users or committee administrators can add notes about committee members (300)
Staff users or committee administrators can add notes about a committee member so that important information related to that committee member can be tracked.
Recording committee minutes (300)
The profile page for committees has been updated so that system administrators, staff users, and committee administrators can add committee meeting minutes directly to the committee's page. These notes can be printed using a new Committee Minutes report.
Hyperlinks in queries (100/200/300)
Email and website links defined in business objects are hyperlinked. Clicking on the email address will open the mail client with the address set as the recipient. Clicking on the website link will launch the site in a new browser tab.
Display images in Cart and Give Now page (100/200/300)
The option Display image has been added to the Cart Details Display and Donation Creator content items. When enabled, the option displays images as defined in the associated products.
Staff users can apply one contact's open credits to another contact's transactions (300)
Staff users with appropriate permissions can apply the open credit from one contact's account to another contact's transactions in the cart.
Upload custom website themes directly to RiSE's Theme Builder (200/300)
A new Theme section in RiSE's Theme Builder allows system administrators to upload custom themes directly to iMIS.
Enhanced iMIS SDK Help site (300)
The updated iMIS SDK Help site provides a modern look-and-feel, updated C# SOA and REST examples, and the ability to run specific web service endpoints. https://developer.imis.com/
Event discount based on quantity purchased (300)
Staff can enable the ability to discount events and related registration options and program items when a defined number of these items are purchased using the Event discount based on quantity purchased promotion. This promotion also allows staff to predetermine which items qualify the user for the discount. For instance, one option allows eligible items purchased by the same registrant, whether part of a past purchase or a current order, to be discounted.
Select specific contacts in group renewals (100/200/300)
Staff users can now optionally define a specific contact that belongs to a group when processing group renewals. A Generate Renewal button has been added to the account page to easily pre-select the specific contact for processing.
Currently in iMIS, you can bill your members on the staff site but you can't bill a single person at a time. This feature allows you to generate renewals for a single person, right from their account page.
Stream video with the VideoPlayer (formerly YouTubeVideo), plus other enhancements(100/200/300)
The VideoPlayer content item, formerly YouTubeVideo, has been updated to allow video content from the external sites Vimeo and Twitch, in addition to YouTube. Uses can also play Mp4 files uploaded to the Document system, and enable various configuration options, including Captions and Captions language for the VideoPlayer.
The Communication Dashboard gives Staff users a high-level visual summary of the status. Dashboard features include measurements related to communications, opt-ins and opt-outs, communication preferences and data integrity.
New SSRS Reports(300)
- Membership (Continuum - Membership reports)
- Outstanding Dues Balance by Product
- Billing Product List
- Monthly Donations Summary by Fiscal Year
- Top Donors
- Formal Meeting Roster by Organization
Automatically apply promotions(300)
Qualified items can be automatically discounted when the option Apply promotion automatically is selected. This option is available with all promotion types, with the exception of Discount applies to entire order when defining a promotion.
Responsive communication templates (100/200/300)
Out-of-the-box communication templates have been optimized to give users a better experience across various devices.
Allowing members to add or remove chapters (300)
Upon join or renewal, members are able to add, remove, or select a different chapter, if the appropriate configuration options are enabled.
Manage chapter memberships directly from member list (300)
The membership settings, Allow staff to manage chapter memberships directly from member list (recommended only if all chapters are complimentary) and Allow chapter administrators to manage chapter memberships directly from member list (recommended only if all chapters are complimentary) have been added to the Staff site. When these settings are enabled, Staff and Chapter Administrators can manage chapter memberships for non-fee based chapters directly from the member list.
Sitemap report (100/200/300)
A Sitemap Report is available in Continuum. This report is a dynamically generated listing of all navigation items for a selected website.
Specific-event staff alerts added (100/200/300)
Several event specific alerts have been added to the Event Showcase of the Staff site.
Improvements to IQA query definition (100/200/300)
When defining IQA queries that contain filters with drop-down lists, a Value can be entered. A URL parameter ("@url:") can also be entered in this user-defined field. Users can create an Alias for a business object in a query. This enables effortless identification of business objects with similar Property names.
Pledge invoices can be paid from the web (300)
Pledge invoices can now be paid from the web. New configuration options have been added to the Open Invoice List Display content item to enable this functionality, including the ability to select the invoice type to display and the pledge invoice due date.
Generating a membership renewal for a single contact (300)
A staff person can generate individual membership renewals directly from the contact's account page, or from the standard renewal generation screen.
Prepayments for upcoming purchases or registrations (300)
Users can use prepayments to prepare for an upcoming purchase or registration. Payments sent ahead of time can be entered in iMIS by a Staff user operating On Behalf Of a contact. Staff users can also enter prepayments On Behalf Of a user in the form of an overpayment.
Include cancelled registrations on event invoices(300)
Cancelled registrations can be included on event invoices by selecting the Include cancelled registrations option. This option is found in the event-specific dashboard Generate invoices pop-up window.
Automatic registration from the waitlist (300)
The default event configuration option, Automatically release registrants from the waitlist when spots become available, allows waitlisted registrants to be automatically registered when space becomes available.
Special pricing for billing products (300)
You can give individual website customers special prices by adding special pricing rules to billing and renewal products. These special pricing rules only apply to customers who have values entered in fields used by the rules. All other customers are charged the default standard or discount price.
Purchasers can add notes when selecting an orderable product (100/200/300)
Purchasers are able to add notes and related information to their ordered products. This will enable a purchaser to add specific details or important notes about a product at the time the product is being ordered. These details are entered prior to the item being added to the cart. The notes are displayed in the Shopping cart.
Available open credit can be applied to invoices (300)
Users with an available credit balance at checkout can apply that credit to any open or unpaid invoices, as well as any new purchases. A new tab, Open credits, is added to the Commerce dashboard. This tab allows staff users to view all contacts with open credits and the total balances available. There is also a new out-of-the-box alert, Open credit alert, which creates an alert if the selected contact has open credit.
Public users can place themselves on a waitlist for an event (300)
Public users can add themselves to the waitlist for an event. If the users is already registered and the guest option has a waitlist, the registrant can add a guest to the waitlist. If not registered, the user is not able to add a guest to the waitlist. If the event is full, and the registration option is not, public users are not able to add themselves to the waitlist.
Members can join multiple chapters (300)
Upon join or renewal, members are able to enroll with multiple chapters if the appropriate configuration options are enabled.
Staff users can change registration options for existing registrations
Staff users will now have the ability to change registration options for a registrant who has already checked out if there is more than one registration option defined and available. Staff users can also add or remove program items after a registration is complete even if Allow itinerary changes after checkout is enabled for the event.
The ability to list bill has migrated from the Desktop to the Staff site. List billing enables an organization to be directly billed for their members' membership dues.
Indexing for contact pictures
Contact images are now available in search results. If a contact has added a picture to their Contact Mini Profile, this image is now shown when a search for that contact is performed.
Charge event registration cancellation fee
A cancellation fee for registrants has now been added to the staff site. When staff users work on behalf of another registrant, they have the option to set the desired cancellation fee and enable that option to guests as well. Staff users will have the option to edit the cancellation fee upon cancelling an event registration.
Searching for process automation tasks and alerts
Easily search for a process automation task or alert using the provided search filter.
Report Display user interface changes
Usability enhancements have been made to the Report Display content item.
Display image fields in IQA
Staff users can show images in an IQA query menu and resize them using the length property field.
Pointing to communication templates from query menu content item
You can point your Query Menu content item to an existing communication template. When Enable email merge from query results is enabled, you will be able to send that communication template to the contacts returned from the IQA query.
Cancel accrual-based membership renewals
The ability to cancel a member’s accrual-based membership renewal has migrated from the Desktop to the Staff site. This means that in the event a member decides they do not want to renew their membership but has already elected to renew, you are able to cancel their renewal for them if they have not already paid for it. The cancellation can be performed from the staff-facing view of the member's profile page, or from the invoice detail page. After the cancellation is submitted, the member no longer has a balance and their membership subscriptions will be cancelled as of the end of the current membership term.
Pay invoices directly from the invoice summary
Staff and public users are able to pay for an open invoice directly from the invoice.
The ability to view a payment has been added to the Staff site. Staff users can now search for and find payments, as well as view payment details. Staff users will be able to identify which payments have actually been made in iMIS.
Changing SSRS report format settings
The layout for SSRS reports can be modified using the new Report formats setting in RiSE. Users can modify the colors, fonts, and page size and margins of their iMIS reports to match their organization’s corporate design standards.
Viewing and printing Trial Balance reports from the Staff site
Staff users now have the ability to view and print Trial Balance reports from a user's account page. The Trial Balance report lists customer accounts with an open balance, and provides contact name, company name, telephone number, a line for each open item, a summary aging for each account, and a total.
Staff users can print a detailed invoice report from an invoice summary
Staff users can now print a detailed invoice report directly from a detailed invoice summary. Staff users can review an invoice summary and export an invoice report to PDF or Excel for printing. Details about the selected invoice are provided in one of several reports, which users can customize by changing shortcuts.
Adjusting an invoice's quantity and price per line item
An invoice's line-item price and quantity can be adjusted directly from the Staff site. After adjustments are made, the adjustments will display on the original invoice.
Post batches from the web
An additional batch management function has been added to the web. Using the improved batch UI, staff users can post batches from the Staff site. Authorized staff can also set the batch status and remove empty batches from the batch list.
Generating print notifications for membership renewal reminders
The ability to issue and print invoice notifications for members that remind them about their upcoming membership payment has moved from the Desktop to the Staff site.
Deleting event registration options and program items
Staff users can delete registration and program items that have no active registrations. This feature allows users more options in effectively managing events.
Generating official invoices for events
Staff users can now generate official invoices for events from the event-specific Dashboard. The invoices can then be sent to the Bill To contact for each registration.
Issuing email notifications to members reminding them about their upcoming membership payment
The functionality to issue notifications to members about their upcoming membership payment has moved from the Desktop to the Staff site. As an update to the existing Desktop functionality, we’ve added the ability to issue email notifications instead of only being able to print the notification. There are two new communication templates that can be used for the initial and second-reminder notifications. The information and format of the email communication is controlled by you.
Reversing commerce-product invoices
Easily reverse a commerce-product (order) invoice directly from the Staff site. Before reversing an invoice, you must define the system-wide order types for credit memos and debit memos. Once the separate order types are defined, you are able to begin reversing commerce-product invoices.
Writing off a single invoice's remaining balance
Select an individual invoice to write off directly from the Staff site.
Responsive and modern website theme
The Glacier Bay responsive theme has been added to the continuously growing selection of iMIS responsive themes. These themes ensure that your iMIS website has a modern look on all mobile platforms.
Generate membership renewals from the staff site
Staff users have the ability to bill members directly from the Staff site. While billing members, staff users have the option to Only bill contacts who are included in a particular query or to Only bill contacts in a particular chapter. In addition, once a membership-billing has been generated, Staff users can review the billing logs from a new Logs tab. The Logs detail the output from each process that is run from the billing screen.
Fundraising Profile Report
Event Question Report
Staff users can add registrants to a waitlist for an at-capacity program item. Staff users can opt to either add the registrant to the program item, causing the program item to be overbooked, or add the registrant to the waitlist. At checkout, registrants are charged only for those items for which they are registered. Registrants are not charged for items for which they are placed on a waitlist until they are actually registered for the program item or registration option.
Close Events from the Staff Site
Staff users can close events from the Web once the event date has passed using the Close Event button in the Edit event window. Closed events cannot be reopened, but staff users can modify and clone closed events when necessary.