2018: Release Notes
Important! These release notes were current and correct at the time of the associated release and are not updated as new features and enhancements are developed for new released of iMIS EMS. Be aware that over time, these release notes may not depict the latest iMIS functionality.
| INITIAL RELEASE - AUGUST 2018 (20.3.30) | |
| Companies | |
| Updating current enrollments | After editing a program definition, Staff users can update the requirements for all current enrollees. The updated enrollment reflects any requirements that are completed, and the Stages and Requirements will reflect the new program definition. |
| Contacts | |
| Erasing a contact's personal data | Staff can request the removal of a contact's personal data from the system. This request is submitted to a system administrator for approval. Once the removal request is approved the contact is marked for erasure until the Contact erasure task is run. This task signals the system to remove all the personal data from contact records that are marked for erasure. To enable system administrators or non-system administrator staff to initiate a contact record erasure, the Contact setting Allow users to request the erasure of contact information must be enabled. |
| Adding notes about a contact | 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. |
| Companies | |
| Changing the appearance of a company name | The company name that appears on a contact's profile page can be updated without changing the contact's primary organization. Contacts will continue to be a member of the organization but display a different company name on their profile page. Public users can change the company name for their record or other records for which they have edit permissions. |
| Committees | |
| Adding notes about committee members | Notes can be added about a committee member so that staff users or committee administrators can track important information related to the committee member. |
| Recording committee minutes | Committee minutes, or notes taken during a committee meeting, can be added directly to a committee's profile page by system administrators, staff users, and committee administrators. The Committee Minutes report allows you to print the meeting minutes for an individual meeting or print all meeting minutes related to a committee. |
| Filtering by committee group | Staff users can filter the list of committees by committee group. This enables the organization and management of a large number of committees. |
| Membership renewals | |
| Cancelling a membership renewal | In the event a member decides they do not want to renew their membership but have already elected to renew, staff are able to cancel the renewal for them if it has not already been paid. The cancellation can be performed from the staff-facing view of the member's profile page, or for accrual dues, from the invoice detail page. Use the Membership Cancellation Notice template as a starting point for communications that are sent after a member's renewal is cancelled. |
| List billing | List billing enables an organization to be billed directly for their members' membership fees. Clicking Renew Now from a company's profile page will take company administrators or staff users to a screen where the details of the list billing can be modified and then proceed to checkout. Accrual list billings also have the option to be modified by staff users separate from the checkout process. |
| Adding special pricing for billing products | Adding special pricing rules to billing and renewal products enables your website customers to receive discounted prices. 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 prices. |
| Issuing renewal notifications | Renewal notifications can be sent for both membership and non-dues subscription renewals. These notices are communications that are sent to contacts informing them that their membership or non-dues subscription fees are due soon. |
| Setting an expiration date for renewals | Billing cycles can be configured to treat a rejoin as a renewal when the member's expiration date for the rejoin has surpassed a certain amount of months. This option applies to annual memberships only. |
| Billing members | |
| Defining prorating rules | Organization staff users can define prorating schedules for membership join fees. Prices that members are charged can be based on the period remaining in an Annual membership. |
| Generating renewal fees for members | Membership renewal fees are generated directly from the Membership section of the Staff site. Several additional billing options have been added that allow staff users to narrow their billing parameters. In addition, once a membership billing is generated, the billing logs are available. The logs detail the output from each process that is run from the billing screen. |
| Generating membership renewal reminders | After membership bills are generated, staff are able to issue membership payment reminder notifications. 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 out-of-the-box communication templates that can be used for the initial and second-reminder notifications. The information and format of the email communication and printed invoice report is controlled by you. |
| Generating a renewal for a single member | Easily bill a single member for their membership renewal fees. |
| Including multiple dues products in billing cycle | Staff can select Use formula when defining a customer type, to allow the Primary Fee for the customer type to include multiple dues products. |
| Viewing membership fees on staff account | The staff account page Current membership fees, has been renamed to Membership fees and is now located on the Membership tab. Staff can view additional membership details for each membership fee item by clicking the View details link; this includes Payment and Begin date, which were formerly columns. |
| Accrual membership dues | |
| Adjusting accrual membership dues | Accrual memberships can be adjusted on an item-by-item basis. Adjustments include removing an item from a member's membership dues or changing the price of an item, for example, if a member needs to cancel a single line item, an authorized user can reverse that one line by deselecting the item. |
| Accrual dues batch reports | When viewing an accrual dues batch, the Print button displays two additional reports: Membership Billing Batch Summary and Membership Billing Batch Detail. |
| Viewing an itemized renewal before checkout | When the related setting is enabled, those renewing with an accrual billing cycle are able to review an itemized detail page of their membership renewal. From this page, the member is able to add additional billing products or remove any nonmandatory products before checking out from the cart. This update matches the current functionality for cash-based renewals. |
| Non-dues subscription items and renewals | |
| Overriding term dates and prices on subscriptions | When joining a new contact, or renewing a contact’s membership, staff users have the option to edit the start date or term length for a membership, or the price of a subscription item. Any modifications to the Term dates, Term length, or Unit Price can be undone before updating the cart. |
| Non-dues subscriptions and billing | Users can purchase, and organizations can generate billings for, items and services that renew on a renewed term but are not part of a membership billing. The Open Invoice List Display content item was updated to allow payment of non-membership subscription renewals. The renewals can be adjusted or cancelled by staff users, while members can only modify the amount of a voluntary renewals donation. |
| Opting out of subscription items | Users can deselect optional subscription items in their membership renewals. This allows members to opt out of future billings. Customers can re-subscribe to those optional items, which sets the status back to active and removes the end date of the subscription. |
| Automatic repricing when term length is adjusted | When staff adjusts the membership term length for a join or renewal, the membership pricing is automatically repriced based on the new term length. This does not apply to accrual renewals. Voluntary Contributions must be manually adjusted. |
| Chapters | |
| Allowing members to join multiple chapters | Upon join or renewal, members are able to enroll with multiple chapters instead of only being allow to enroll with a single chapter. |
| Using chapter fees as the primary membership fee | Chapter fees can be used as the primary membership fee when Any Chapter is selected as the billing code. Joining members will also be able to choose from any available chapters and have the associated fees used as the primary membership fee for their member types. |
| Auto-selecting a primary chapter based on a US zip code | Chapters can be automatically selected for a member when they are adding or modifying their address if the Automatically set chapter based on zip code (US only) option is enabled. To associate chapters with an address, staff users must assign zip codes to specific chapters. The Contact Account Creator and Event Display content items can also be configured, using the Address Purpose option, to update chapters after an address change. |
| Importing recurring membership details | |
| Workbook Converter | Users can use the Workbook Converter utility to import enrollments for automatically-renewing memberships. Payment details for these AutoPay enrollments can be imported using an externally tokenized credit card, an externally tokenized bank account, or a non-tokenized bank account. |
| Gifts | |
| Entering gifts | The Enter gifts window in the Staff site has been updated for improved performance and has been redesigned to be an easy and reliable interface for staff users to rapidly enter gifts, pledges, and payments. The previous Rapid Gift Entry content item is replaced with the updated Gift Entry content item. |
| Donation premiums | Donation premiums are assembled through the use of premium sets. By taking advantage of premium sets, fundraisers have complete control over how the premiums are offered, as well as the offering schedule. Premium set construction involves choosing the premium products to be offered, selecting gift items that will offer the premium products, and indicating the starting and ending dates and times. |
| Assigning Gift Aid | Easily assign Gift Aid to a donation through the Enter gifts window. To take advantage of Gift Aid through the Enter gifts window, the related system setting must be enabled. |
| Assigning individual gifts to a moves manager | Previously, Moves managers were only associated with gifts made by their assigned Major donors. Now, Moves managers can be associated with gifts made by individual donors who are not considered a Major donor. |
| Assigning soft credit | When entering a new gift, soft credit can be assigned to multiple contacts. The credit assigned to each contact is based on a percentage of the gift amount. The percentage can be dispersed evenly among the contacts or given different values. |
| Donors and pledges | |
| Reporting on a donor's profile | Using the Donor Profile button on the staff and staff organization account pages, staff users can print the Donor Profile report. This report prints a fundraising profile for the selected contact, which includes gifts, pledges, and yearly summaries. |
| Finding and viewing pledges | Find pledges with the 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. |
| Viewing gift and pledge invoices | Staff users can view the invoice for an entered gift or pledge to determine whether the gift was adjusted or paid. Staff users can also review an invoice to determine whether a payment was reversed. |
| Importing donations | |
| Automatic renewal donations | Users can use the Workbook Converter utility to import enrollments for automatically-renewing donations. Payment details for these AutoPay enrollments can be imported using an externally tokenized credit card, an externally tokenized bank account, or a non-tokenized bank account. |
| Gift Aid donations | Use the Workbook Converter or Donation Importer to import existing Gift Aid declarations. These existing Gift Aid declarations are automatically paired with the appropriate contact. |
| Event Invoices | |
| Viewing event invoices | Invoices for individual events can be viewed from the event-specific dashboard. These invoices can be exported in various formats, as well as printed. |
| Generating official event invoices | Official event events can be generated from the event-specific dashboard. The invoices can then be sent to the Bill To contact for each registration. Additionally, the option Create separate invoices for event registration adjustments can be enabled to allow for new invoices to be generated for financial adjustments made to event registrations. |
| Event invoices | Staff can include cancelled registrations on event invoices by selecting the Include cancelled registrations option. This option is found in the event-specific dashboard Generate invoices pop-up window. |
| Event registrations | |
| Updated event creation interface | Creating 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. |
| Finding event registrations | Easily locate active and cancelled event registrations using the Find registrations navigation item located in the Events section. |
| Adjust or cancel event registrations | Event registrations, including events with fundraising (charitable) program items, program items with promotion discounts applied, program items with VAT or Canadian taxation, and cancelled registrations, are eligible for adjustment or cancellation. Cancellation fees can be charged when staff users work on behalf of another registrant. This fee can also be applied to guests. If desired, the cancellation fee amount can be edited upon cancellation. |
| Closing events | When the event date has passed, the event can be closed by opening the event for edit and clicking Close Event. This button does not appear if the event is pending, cancelled, or already closed. |
| Modifying registrations after checkout | Staff users 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 selected for the event. |
| Defining the status of an event | Event statuses allow event managers to hide events and prevent registration when the event is not yet fully defined or have already been cancelled or closed. |
| Registering multiple contacts | Multiple contacts can be registered at once for a registration option (and any linked program items) using the Register multiple contacts link. This allows groups like committees and chapters to be registered all at once, instead of on an individual basis, saving time. |
| Linking event function visibility to pricing group membership | Event functions 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. |
| Adding event notes and directions | Using the event Notes and Directions fields, event organizers can add relevant information to their events. Entries in these fields can be included in the event confirmation report. |
| Waitlisting | |
| Event waitlisting | Automatically release registrants from the waitlist when spots become available, allows waitlisted registrants to be automatically registered when space becomes available, whether through a registration cancellation or an increase in the event capacity. This event configuration option is enabled by default. |
| Overbooking and waitlisting for an event | Contacts can be added to the waitlist for an at-capacity event, or staff users can elect to overbook the event and add the contact as fully registered. 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. |
| Notifying registrants about their waitlist status | A system task, Event registered from waitlist notification, sends a communication to a waitlisted registrant, notifying them that they have been added to the registration option or program item roster. The communication template,Event Registered from Waitlist Notification, can be customized and added to the system task. |
| Program items and pricing | |
| Defining staff-only registration options and program items | You can enable Display to staff users only to display the program items and registration options to only staff users. If this option is enabled, public users will not be able to see that program item or registration option. |
| Special pricing for events | Members of dynamic groups that have been assigned special group pricing for an event can see this pricing in real time. After a contact is created, iMIS checks for updates to the contact. If the contact matches the dynamic group, the contact's registration will be assigned the special group pricing. |
| Linking program items | Program items can be automatically added to a registrant's itinerary, if they are linked to a parent program item. Staff can use the Linked program item field on the program item's Info tab to add the program items they want to link. |
| Canadian taxation | Staff can override event registration prices for iMIS systems using a Canadian taxation method. |
| Adding resources to event functions | The ability to add resource items for an event has migrated from the Desktop to the Staff site. Defining event resources from the Staff site consists of adding space, resource, speaker, and staff requirements for each program item and registration option for an event. The details for each plan are printed using the Event Planning Report. |
| Adding downloadable documents to events | Event managers can add downloadable content to an event, such as slides or manuals for an upcoming webinar. This allows attendees to view the slides or manual before and after the event. To add downloadable content to an event, use the Content Link Manager button located on the toolbar. |
| Registering contacts for hidden program items | Staff can register contacts for program items, even if the display settings for the program item are set to Do not display and do not allow user to add/remove or Do not display. These display settings are still honored for public users. |
| Discounts | |
| Discounting events, related registration options and program items | 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. |
| AutoPay | |
| Submitting single AutoPay transactions | Users can specify a single AutoPay transaction for which an invoice can be generated. |
| Orders | |
| Advancing order stages | Staff users can process an order through several stages to completion. There are several possible order stages. Different order types require different processing stages. |
| Generating invoices for orders in the INVOICE stage | Staff users will have the ability to generate invoices for orders that are in the INVOICE stage. There will be options to email the invoices to a Bill To contact or print the invoices. |
| Viewing order details | Customers will be able to view details about orders they have placed, track what was ordered and when, and view the status of orders. Staff users can search for orders and view details. |
| Purchasers can add notes when selecting an orderable product | 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. |
| Shopping cart | |
| Expandable invoice lines in the shopping cart | The shopping cart includes expandable invoice lines, and you can review the items that constitute an invoice. Invoice lines are not displayed in the cart for installment pledges. |
| Discounts | |
| Apply promotion automatically | 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. |
| Limiting promotion code usage | Enabling the Limit usage option in a promotion, gives staff the ability to restrict promotion code usage to Maximum uses per customer, the Maximum uses overall, the Maximum purchase amount, and to Qualified customers. |
| Products | |
| Displaying items in the online store | The ability to set up a collection of items has migrated from the Desktop to the Staff site. Additionally, staff users with appropriate authorization can manually override the price of a collection of items (kits) to give members and non-members one-time discounts on items in the virtual store. |
| Defining the status of a product | Product statuses enable you to remove products from the online store without completely deleting the product and allow you to properly track product inventory. |
| Entering and adjusting inventory | Manage inventory levels, adjustments, and returns for all inventory items. Easily update and review the inventory levels for individual products directly from the product display information, and print inventory details using the Inventory Receipt Detail report. |
| Disabling shipping and handling details | Define whether a product will incur shipping and/or handling charges directly from the product definition. When shipping and handling charges are disabled, users are no longer required to enter a shipping address in the cart. |
| Taxation | |
| Displaying the VAT-exclusive price | A system setting is added that will allow VAT prices to display the VAT-exclusive price instead of the VAT-inclusive price. This applies to products, events, and so forth. This setting does not include changing the way prices are entered in product or event function definition. |
| Defining VAT exception rules | VAT exception rule sets and associated rules can be applied to events in systems that are configured for VAT taxation. |
| Advanced email | |
| Advanced Email performance enhancements |
Advanced Email has been updated with performance and reliability enhancements for larger communication jobs. These large communication jobs should not exceed 10,000 contacts. For large communication jobs, the individual communications will not display a status for at least 10 minutes. After about 10 minutes, statuses are displayed for some of the communications. As time progresses, more communications display a status, and all communications should display a status after about one hour. The times will vary depending on the amount of communications that are sent. Note: You cannot send more than one large communication job at a time. After all statuses for a communication job have loaded in the Communication Log, you can begin your next large communication job. |
| Communication templates | |
| Data sources | Staff users can specify data sources in communication templates to allow specific salutations to be added to a communication. |
| Sending custom SSRS reports | Using a communication template, you can send either a static SSRS report (same report to each recipient), or an SSRS report that is personalized for each recipient to contain only data relevant to them. The ability to send customized reports is possible when enabling the Pass query values to matching report parameters option. This option is located in the communication template, and matches an IQA column name to a parameter name in SSRS, then passes in the value for that recipient row. If there is more than one report attached to the communication, this option is applied for each attachment separately. |
| Optimizing sample templates | Out-of-the-box communication templates have been optimized to give users a better experience across various devices. |
| Dashboard | |
| Viewing communication data | Dashboard features include measurements related to communications, opt-ins and opt-outs, communication preferences and data integrity. |
| Payments | |
| Payflow Pro with DataVault gateway | A new Payflow Pro with DataVault gateway is available. The Payflow Pro with DataVault gateway sends all Payflow Pro transactions through the DataVault. You can continue to use the Payflow Pro gateway to process single credit card transactions and initial payments for recurring AutoPay transactions; the balance of recurring payments is then sent through DataVault. |
| Finding and viewing a payment | Payments can be searched for and reviewed to obtain a better understanding of the payment details, and to determine which payments have actually been made in iMIS. |
| Paying an invoice |
All users are able to pay for an invoice directly from the invoice summary. Staff can also pay Pledge invoices from the web using the Open Invoice List Display, which was updated with additional configuration options. Include the following invoice types allows you to add your preferred invoice types to display. Enable Include only invoices due within days to show invoices within a defined date range. |
| Entering partial payments | When a partial payment is received, the under payment can be applied to an open order or invoice directly from the shopping cart. If the cart contains a donation item, a partial payment cannot be applied. |
| Reversing a payment | Payments can be reversed (for insufficient funds, credit card chargebacks, and so forth) and the payment reversal recorded within the Payment detail window. This applies to individual payments, and the reversal details can be viewed using the View reversal link. |
| Applying prepayments | 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. |
| Recording credit card refunds | Staff users can record that a payment is refunded for a paid invoice which has been reversed or credited, when the invoice was paid with a credit card. |
| Applying available credit | Users with an available credit balance at checkout can apply that credit to any open or unpaid invoices, as well as any new purchases. The 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. |
| Batches | |
| Creating and editing batches | When Manual batches is selected, staff users with appropriate permissions can create new batches. Staff users can also edit the description of any batch, allowing for greater control related to the batches into which staff users' transactions are placed. |
| Selecting a batch | Staff users with appropriate permissions can select those 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. |
| Full batch control | System administrators can configure iMIS for full batch control. When Manual batches is selected, staff users with appropriate authorization can create new batches. |
| Viewing and posting batches | Staff can view and post batches from Staff site. The My batches search query has been added to the Batches sample folder to give users the option to view batches they have created. This query is not available out-of-the-box from the Batch search query drop-down, but can be added to the folder that houses the batch queries. |
| Hot posting | All financial transactions conducted over the web are now hot posted. Hot posting is enabled by default. |
| Adjustments | |
| Gifts, pledges or installment pledges can be adjusted | Staff users can adjust several properties of gifts, pledges or installment pledges after they have been entered. Staff users can also adjust dates on installment pledge installment payments. |
| Adjusting donor and pledge balance | Staff users with appropriate permissions and system administrators can adjust and reverse the remaining balance on donor and installment pledges, so that iMIS can accurately reflect what they intend to give as a donation. |
| Reversing multiple invoices | Staff users and system administrators can reverse multiple open membership and non-dues invoices, as well as multiple open pledge and installment pledge invoices at once. System administrators and staff users will no longer have to reverse open membership and non-dues invoices individually. |
| Managing individual invoices | |
| Reviewing an invoice | Easily find and review invoice details, including the transaction history for the invoice, which is found on the Transaction tab of the account page. |
| Reversing an invoice | Invoices that have not been previously adjusted can be reversed. The types of invoices that can be reversed include order, gift, pledge, and installment pledge invoices. |
| Recording a payment reversal | Staff users and system administrators can record payment reversals from the Payment detail window of an individual payment. Additional invoices can be added to a payment for which a reversal is being recorded. |
| Writing off an invoice balance | Single invoice balances can be written off by system administrators or staff users with a Finance: 4 authorization. A reason for the write-off can be included in the process. |
| Adjusting order and cash subscription invoices | Staff can adjust the price and quantity of an order invoice. These adjustments include removing an item or changing the invoice price. Additionally, staff can modify or reverse cash-based subscription invoices. |
| Exporting, printing and emailing | |
| Exporting general ledger transactions | Exporting general ledger transactions allows you to transfer important financial information from iMIS into a separate accounting software system. You have the ability to select the file format, file summarization level, and a specific date range for each export. If you are licensed for deferred income, running the general ledger export will also generate the deferred income transaction information necessary for the selected date range. In addition, if inter-entity transactions are included in the those being exported, all necessary due to/due from journal entries are created when the export is run. |
| Printing trial balance reports | Printing trial balance reports is available from user account pages. 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. |
| Printing invoices | From the invoice summary, a detailed invoice report can be printed. This report can be exported 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. |
| Emailing from the invoice details page | To make emailing invoices easier, an email button was added to the invoice detail page. Multiple invoices can be emailed, or a single invoice selected to be sent out. |
| New reports | |
| Accounting |
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| Events |
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| Commerce |
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| Fundraising |
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| Membership |
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| Contact |
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| Content |
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| Report formatting | |
| Changing the layout of out-of-the-box reports |
The layout for SSRS reports can be modified using the Report formats setting. Users can modify the colors, fonts, and page size and margins of their iMIS reports to match their organization’s corporate design standards. |
| Themes | |
| Additional 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. |
| Custom themes | A Theme section in RiSE's Theme Builder allows system administrators to upload custom themes directly to iMIS. |
| Content | |
| New Query Menu configuration option | The Query Menu content item has a new configuration option, Hide when no results. This option will hide the Query Menu content item when the query specified in Source query or folder returns no results. |
| Downloadable documents can now be viewed in a new browser tab | You can now configure the Content Html content item to display downloadable documents in a new browser tab. |
| Additional configuration options added to Content Collection Organizer | 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. |
| New Contact Mini Profile configuration option | The Contact Mini Profile content item has a new configuration option, Organization list query path for staff. You can specify a query for staff to use when selecting existing organizations. This option supports queries with up to two optional search filters. The out-of-the-box example query includes the organization ID to be used for both display and searching. Additionally, 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 can also be cropped to a square or a rectangle shape by changing the Image size ratio option. |
| Choosing a default communication template for a query | The Query Menu content item allows users to choose a specific communication template to open when using the content item to send communications. |
| Reorganization of iMIS content item gallery | In order to easily find existing content items, the iMIS content item gallery was reorganized. |
| An image meta tag can be added to a content record | An image meta tag can be added to a content record, so content can be easily shared on various social media platforms. The image meta tag is defined in the Metatag Image field of the content record's Properties tab, and is added to the chosen Tagged List Format using the iMIS Dynamic Image Manager. |
| Video Player content item updates | The Video Player content item, formerly YouTubeVideo, has been updated to allow video content from the external sites Vimeo and Twitch, in addition to YouTube. Users can also play Mp4 files uploaded to the Document system, and enable various configuration options, including Captions and Captions language for the VideoPlayer. The Display type option, As a cinemagraph, allows iMIS web designers to create video backgrounds for their RiSE sites. Video backgrounds add a visual element that still photography might not provide. In addition to adding the video background, a filter can also be placed over the video along with text, if so desired. |
| Display image | 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. |
| Adding HTML to content record <HEAD> section | Add HTML to a content record’s <HEAD> section using the Advanced option, Additional <HEAD> section content field (in the content record's Properties tab). Users can add javascript, metatags, and so on, to this field. This gives iMIS web designers greater control over how, for instance, browsers display their site's content. |
| Updated staff account pages |
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, Transactions and Volunteering have been added. |
| Panel Editor improvements | A new Panel Editor configuration option, Save buttons, allows you to define where you want each panel's Save button to be displayed. The options are to have the Save button display within the panel or at the bottom of the content record. In addition, labels for panel editor fields can be positioned by choosing one of the two options - Top or Left. |
| Intelligent Query Architect (IQA) | |
| Easily accessible query sources | When adding a source to an IQA query, users can easily identify commonly-used sources and select those sources to be used in their query. Users also have the ability to add their own quick-access sources. |
| IQA query definition improvements |
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| Displaying query filters horizontally | The Query Menu content item has been enhanced with the option to Display filters horizontally, rather than vertically displaying the search filters. This user-interface enhancement allows the search filters to take up more real estate of modern, horizontal desktop monitors. |
| Process automation | |
| Event-specific staff alerts |
The following event-specific staff alerts have been added to the Staff site:
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| System alert tasks |
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| Out-of-the-box scheduled tasks added |
The following out-of-the-box scheduled tasks added have been added to the Staff site:
The following tasks related to the Contact erasure feature have been added to the Staff site:
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| Document system | |
| Uploading MP4 videos | The MP4 Video file type allows for uploads of MP4 videos to the Document System. |
| Images/search | |
| Images available in search | Contact images are available in search results. If a contact has added a picture to their Contact Mini Profile, this image is shown when a search for that contact is performed. |
| 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. |
| Several name fields have increased in character length | The character length for the First Name (50), Middle Name (50), Last Name (50), Full Name (300), Company (150), Informal Name (50), Designation (100), Last First (125), Email (255), and State/Province/Region (50) fields have been increased. |
| Hiding a website's search field | Hide the keyword search field from a website by enabling the Hide the keyword search field option located on the website's Look and feel tab. |
| Searching for shortcuts | Three search filters were added to the Shortcuts window so that website shortcuts can be efficiently located. Locate a shortcut by Website, Shortcut contains, or URL or content record contains. |
| Style Guide | |
| Style Guide in the Staff site | The iMIS Style Guide that has been available in the Member Responsive and Donor Quick Start Sites is now available in the iMIS Staff site. |
| SETTINGS | |
| Contacts | |
| Session timeout message | In accordance with PCI regulations, there is now a pop-up message notifying users that their session is about to time out. This pop-up works in conjunction with existing session timeout settings. When a user's session is about to time out, they will be prompted to Sign Out or Stay Signed In. Additionally, two Session Timeout account notification messages have been added to the Account management section of the Staff site. The SessionTimeoutWarningMessage displays two minutes before a user's session times out, and the SessionTimeoutMessageSystemText lets the user know that the session has timed out. Both notification messages are customizable. |
| reCAPTCHA settings | The reCAPTCHA settings have been added to the Staff site. |
| Default password complexity requirements | The default password complexity requirements have been added to the Staff site. |
| Allowing users to erase personal data | Enable the Allow users to request the erasure of contact information setting so system administrators and non-SysAdmin staff can initiate the erasure process to remove personal data from a contact's record. |
| Configurable warning message | The option, Message when an unauthenticated user attempts to create an account using an email address that is already in use, allows system administrators to configure the warning message (Settings > Contacts > Account management) that displays when an existing user attempts to create a new account. |
| Addresses | |
| Adding states and provinces | The Address setting, States and provinces, allows staff to add, edit and delete the states and provinces that appear in content items, such as the Contact Account Creator and the Contact Address Editor. |
| Commerce | |
| Default out of stock message | Staff users can define the default message displayed to customers when there is no inventory available for a product. |
| Membership | |
| Non-fee-based chapter settings added to the Staff site | The non-fee-based chapter 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. |
| Finance | |
| Displaying the VAT-exclusive price | A system setting is added that will allow VAT prices to display the VAT-exclusive price instead of the VAT-inclusive price. This applies to products and events. This setting does not include changing the way prices are entered in product or event function definition. |
| Adding messages and information to tax receipts | A Messages tab is added to the Financial entities page in the Staff site. This tab provides options that allow organizations to add additional information, messages, and signatures to tax receipts for donors. |
| Payment gateway provider type settings | Payments can now be processed without needing to specify payment gateway provider type settings in the web.config file. Payments will work without conflicting with other tenants sharing the same iMIS instance. |
| RiSE | |
| Mail settings | The mail settings including SMTP Host and Port previously existed in the web.config file and are now available in the Staff site. |
| Configure allowable file types | The ability to configure allowable file types previously existed in the web.config file and has now been added to the Staff site. |
| Translation | |
| iMIS Translation | The iMIS translator now uses the Microsoft Azure Translator. Users will need to sign up for the Azure Translator, and supply an Azure Translator Subscription Key to iMIS. |
| CONFIGURATION | |
| Workbook Converter | |
| StartDate for Auto Renew Members and Recurring Donors worksheets can use a default date | If the StartDate on the Auto Renew Members or Recurring Donors worksheets is 29, 30 or 31, the system will use a default date of 28. |
| PaymentMethodName in the Workbook Converter |
If the PaymentMethodName in the Workbook Converter does not match one of the following credit card names:
|