Latest upgrade: What's new?

Overview of new features: April 2023 (20.3.149)

Automatically issuing event invoices upon checkout

Automatically generate event invoices for registrations and adjustments upon checkout when the Automatically generate invoices for registrations and adjustments upon checkout setting is enabled. To only automatically generate invoices for registrations with an open balance, also enable the Registrations and adjustments with a non-zero balance only. See Events: Settings for details.

Adjusting memberships mid-term

The Adjust Membership button on contact account pages allows staff users to perform mid-term changes, which are adjustments to billed membership fees outside of the renewal process.

Adjusting consists of altering the price of an item and cancelling an item altogether. Additional adjustment options will be available in a future release.

See Adjusting and cancelling membership subscriptions outside of the renewal process (mid-term changes) for details.

Review, Edit, and delete event pricing groups

Review, edit, or delete pricing groups created for event functions from the Pricing groups navigation item under Commerce. Review where the group is being used, when it was created and updated, and who it was updated by. Edit the Display name and the Group type, Group, and Roles included in the pricing group.

See Setting up event pricing groups for details.

Additional Enhancements

• Managing speakers from event dashboards - The new Speakers tab on the event dashboards allows staff users to view edit, and export speaker information using the following queries:
  • By speaker – Displays details for each event speaker.
  • Program items – Displays the speakers for each program item. Includes links to the program items, where staff users can edit the planned speakers.
  • Registration options – Displays the speakers for each registration option.
• Description configuration option added to certain content items - Configure certain content items to display a Description. The Description field supports adding images, custom formatting, links with HTML, and the following dynamic variables:
  • [Website] – Resolves to the root of the website and contains the website name.
  • [Root] – Resolves to the root of the website.
  • [Common] – Resolves to the AsiCommon directory of the website.
  • [Theme] – Resolves to the website’s theme folder. This variable can be used to access theme resources such as images and CSS.

  

• Fundraising reports by Fiscal Year - Three new reports have been added to aid in reporting on fiscal year fundraising statistics, located at Reports > Fundraising reports:
  • Donor Renewal Analysis by Fiscal Year
  • Donor Trend Analysis by Fiscal Year
  • Yearly Giving Comparison by Fiscal Year
• AutoPay enhancements:
  • Displaying alerts on the AutoPay Fundraising dashboard - Use the AutoPay Fundraising Dashboard alert set to display alerts on the AutoPay Fundraising Dashboard in the staff site. Out-of-the-box, this alert set includes the Staff recurring donation cancellation alert.
  • Notifying users of AutoPay enrollment cancellations - When users cancel their recurring membership renewals or donations, the following process automation tasks allow you to notify staff of the cancellation and send confirmation emails to the users:
    • Staff recurring membership cancellation alert – Creates an alert for each recurring membership renewal cancelled in the past seven days. This alert is included in the Membership Dashboard and AutoPay Membership Dashboard alert sets.
    • Staff recurring donation cancellation alert – Creates an alert for each recurring donation cancelled in the past seven days. This alert is included in the Fundraising Dashboard and the AutoPay fundraising Dashboard alert sets.
    • Recurring membership cancellation confirmation – Nightly cancellation confirmation email sent to all members whose automatic renewals were cancelled that day. Out-of-the-box, this task uses the Recurring Membership Renewal Cancellation communication template.
    • Recurring donation cancellation confirmation – Nightly cancellation confirmation email sent to all donors whose recurring donations were cancelled that day. Out-of-the-box, this task uses Recurring Donation Cancellation communication template.
• Content item enhancements:
  • Social Profile List Creator content item updated to include additional social medias - Contacts can easily link to the following social media accounts directly from their iMIS account pages using the Social Profile List Creator content item:
    • Medium
    • TikTok
    • Twitter
    • YouTube
• Tenant ID available from the About iMIS page - To assist support staff with iMIS troubleshooting, the Tenant ID is available on the About iMIS page.
• Right-aligning forms checkbox labels - Forms checkboxes now have the Right option for the label Position setting. This option allows you to align the label to the right of the checkbox on a form.
• Stripe gateway available to those in the UK and EU - The Stripe gateway is available to those in the UK and EU by request. Credit cards, refunds, voids, and automatic payments (AutoPay) are currently supported. Stripe includes 3D Secure (3DS), which requires customers to complete an additional verification step with their bank or card issuer.

Upgrade Changes

• Gift adjustments result in voided receipts - Receipts associated with a pledge or gift will be voided if the Donor, Gift item, or Gift date is adjusted. If a gift or pledge adjustment results in a voided receipt, a message displays noting the numbers of the voided receipts. These receipts can be reissued after the batch is processed.
• Certain rate card details no longer available to delete when used by media orders - Ad sizes and Frequencies used by existing media orders can no longer be deleted from the rate card details.
• Recurring payments tokenized after a successful payment - To improve data processing for end user privacy, credit cards used for recurring payments are now only tokenized after a successful payment

Overview of new features: March 2023 (20.3.144)

Collapsible Staff site navigation with enhanced icons

The Staff site navigation is collapsible, offering staff users the option to utilize more of the screen’s horizontal space.

Additionally, the Staff site’s sitemap contains enhanced icons that are powered through out-of-the-box CSS classes. These CSS classes, in addition to several other new classes, are only available with the Orion theme. See Using out-of-the-box themes for information.

Important! Custom sites using the Constellations template do not automatically have these changes applied. See Upgrading custom websites that are using the Constellations template.

Adjusting gift and pledge details

From the Enter gifts window, staff users can create adjustment batches that allow them to modify gifts and pledges. Staff users can update the Gift item, List as, Requests, Source code, Batch date, and Adjusted gift date fields. To aid in reporting on gift and pledge adjustments, the CsPledges and CsDonations business objects were updated, and a new GiftDetail business object was created. See Adjusting gift and pledge details for information.

Deleting dynamic groups and reviewing a group's usage

The Usage tab located on the Group landing page details the various places the dynamic group is being used. Additionally, dynamic groups can be deleted. Deleting a dynamic group also deletes any pricing groups and associated settings. See Creating groups with IQA for information.

 

 

 

Additional configuration options added to the Event Display content item

Configure the Event Display content item to require address, organization, email, and phone for new contacts created through guest registrations or Register Someone Else.

See Event Display for details.

 

 

 

 

 

 

 

Advanced reports in report writer

Creating an Advanced Report through Report Writer has never been easier! The new layout of the editor allows you to quickly add data sources, filter the data, and format the report to your liking. See the Exago Advanced Reports documentation for information about the full functionality of Report Writer.

Additional Enhancements

• Recent History content item enhancement - The following enhancements were made to the Recent History content item:
  • Additional types available: In addition to contacts and events, use the Recent History content item to display recently viewed gift items, commerce products, and groups.
  • Customizing the link text for each type: Use the settings (Settings > RiSE > Recent history) to define the specific details displayed for each type in the Recent History (e.g. Updating the Event type to display the event name, code, and date in all Recent History content items that are configured to display event history).
• Sending payment confirmation emails for AutoPay enrollments - The Recurring Membership Payment Confirmation and Recurring Donation Payment Confirmation process automation tasks enable staff users to send payment notifications for recurring donations and membership renewal AutoPay transactions. Update these tasks to use a custom communication template.
• Link to cancel automatic enrollments now included in communication templates - The Recurring Donation Enrollment and Recurring Membership Renewal Enrollment sample communication templates now include a link for enrollees to cancel their recurring enrollment.
• Accessing and printing a payment receipt - The Print Selected Payment Receipt report enables staff and public users to easily print a payment receipt. The report is located on staff (Transactions tab) and public user (My participation tab) account pages, as well as the Find payments window (Finance > Pay Central > Find payments).
• Enhancement to the Deferred Income Detail Report - The Deferred Income Detail Report now includes a drop-down to distinguish between transactions exported to the General Ledger and transactions that have not yet been exported.
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Filter the data by selecting one of the following options:

• Exported only – Includes transactions that have been exported to the GL.
• Non-exported only – Includes transactions that have not yet been exported to the GL.
• All – Includes all transactions.
• Additional renewal notice templates for organizations - Use the Sample renewal notice – Org admin and Sample renewal notice – Org admin with attached Report Writer report templates to send renewal notices to organization administrators (company administrators) when the organization is billed for membership renewal. Use the Organization administrator query located at $/Common/Communications/Queries/Organization administrator to identify the company administrator for renewal notification purposes.
• Searching for billing products - Users can now search for specific billing types using the new Type drop-down menu or search for products by name.
• Adding a proposal expiration date to a media order - Populate the Proposal expiration date on a media order to keep track of when the proposed order will expire, and report on the property using the Proposal Expiration Pipeline Report query ($/Advertising/Queries).

Upgrade Changes

• Report Writer upgraded - The Report Writer integration has been updated to the latest version of Exago BI.
• Query SQL Expression textbox only available to system administrators - As a security enhancement to IQA queries, the SQL Expression textbox located on the query Display tab is only available to system administrators.
• Custom websites using the Constellations template automatically updated with the Constellations_Classic template - The navigation enhancements required many changes to the Constellations template; therefore, custom websites using the Constellations template were updated to use the Constellations_Classic template. The Classic version of the template will be deprecated in the future, so it is important to review Upgrading custom websites that are using the Constellations template to understand the steps you must take.

Important! This does not apply to self-hosted or 20/20 Advance Program clients. See Upgrading custom websites that are using the Constellations template.

• Fundraising reports no longer displaying reversed or adjusted gifts and pledges as separate line items - When a gift or pledge is adjusted or reversed, the following reports display a single line item instead of an additional line item for the reversal or adjustment:

Report Writer reports:

• Gift Confirmation Report
• Gifts by Fund (ExpressView)

SSRS reports:

• Campaign Activity
• Donor Trend Analysis
• Fund Activity Report
• Gift Confirmation Report
• Gift Item Activity by Campaign
• Gift Item Activity Report
• Previous/Current Giving Comparison Details
• Source Code Activity Report
• Enhancements to the HTTP Response Status codes for HTTP PUT (Update) requests - To better align the iMIS REST API with REST best practices, the HTTP Response Status codes that are returned when an HTTP PUT (Update) request is made have been improved.

  Formerly, PUT requests returned the status code 201 Created. Going forward (20.3.140+ & 100.3.140+), when the updated entity is returned in the response, the status code 200 OK is returned. If no entity is returned, the status code 204 No Content is included.

  Action may be required if any existing HTTP status codes are explicitly looking for a 201 Created status in response to a PUT (Update) request. The 200, 201, and 204 HTTP status codes are considered “Success” results and most likely should not impact current integrations.

• Fractional quantities are blocked for inventory receipts and adjustments transactions - Only whole numbers are acceptable when setting quantities for inventory receipt and adjustment transactions.
• Navigation changes - The navigation has been updated:
  • The SMTP email settings are now located at Settings > RiSE > Email settings.
  • The Staff site footer links have migrated to a the new Help navigation item. Under the Help navigation item, there are links to the help site, Support Portal, Learning Hub, and Marketplace.
• Card field split into multiple text fields for smaller screens - When entering a credit card payment from a smaller device such as a mobile phone, the Card fields (credit card number, expiration date, CSC, and postal code) are no longer contained in a single text field and are instead split into multiple fields. This enhancement ensures the card fields are easily accessible on smaller devices.
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Overview of new features: November 2022 (20.3.136)

Attaching Report writer Reports to communication templates

Easily attach a Report Writer report to a communication template. The out-of-the-box library of communication template samples has expanded, which includes several new communications with Report Writer reports attached:

COMMUNICATION TEMPLATE	ATTACHED REPORT WRITER REPORT
Event Invoice Report Writer	Event Invoice Attachment
Account Statement Report Writer	Account Statement Attachment
Invoice Notice Report Writer	Invoice Attachment
Sample renewal notice with attached Report Writer report	Renewal Notice Attachment

allowing public users to cancel autopay enrollments

Easily offer public users the ability to cancel their own AutoPay enrollments without requiring staff user assistance by updating the Automatic Payment Enrollments content item on the public-facing account pages. After the content item is updated, recurring members and donors have the option to cancel their own enrollments directly from their account pages. See Allowing members and donors to cancel their own enrollments.

Clearing abandoned carts

Staff users can clear/delete abandoned carts directly from the Staff site using the Delete abandoned carts scheduled task. Carts that are at least two weeks old are cleared by the scheduled task, and any cart under two weeks old are left unaltered. See Deleting abandoned carts for information.

Updated icons: PNG to SVG

iMIS system icons have been updated from PNG to SVG (.svg) for the enhanced scalability, smaller file size, and customization options that the SVG file format offers.

Important! Custom themes may require adjustments because of this enhancement. See Changes to icon formats require updates to website themes for full details.

All out-of-the-box themes have been updated to support the new SVG icons, including the sidebar navigation icons in the Staff site theme, Orion. Additionally, new CSS variables have been added to the UltraWave stylesheet to define the default colors of the SVG icons. For more information, see Customizing the colors of website icons.

logging in to iMIS with an external directory

With iMIS OpenID Connect (OIDC), staff users can use their company’s external directory to log in to iMIS. For example, an organization has specific credentials assigned to each employee to gain access to various systems. With the configuration of OpenID Connect in iMIS, those same credentials can be used to log in to iMIS without requiring a separate iMIS username and password!

 

Enhancements to the Staff site account pages

Review the exciting new additions available for staff site account pages:

• Overview tab: A new tab that allows staff users to easily review important details about individuals and organizations, such as their addresses, open invoices, and membership details.
• Security tab: (Individual account pages only) A new tab that allows authorized staff users to easily update security information about an individual, such as their username, password, staff access, and module authorization levels.
• Updated account page layout: An updated layout that makes your options easier to choose from.
• Renewal buttons accessible on the Membership tab: The renewal buttons moved to the Membership tab for ease of use.
• Updated color options for the account page banner/summary: New CSS classes have been created to be used in the account page summary/banner, so you can make account page appearances truly unique.
• Outstanding renewal notice alert: A new alert that appears on account pages to distinguish who has been billed.
• Invoice Payment Link content item configuration enhancements:
  • A new CSS class specifically designed for the Invoice Payment Link content item enables buttons to display horizontally.
  • The new Button size option allows users to change the size of the buttons.
  • The new Enable staff to cancel a renewal option allows staff users to decide if they want the Cancel Membership button to display.
• Summary Display content item enhancement: The new Display style option allows users to display the query results In columns or In line.

Adding subscription items to a member's account before generating renewal

From the Membership tab on individual and organization account pages, staff users can add an active dues or non-dues subscription item to a new or existing member’s account. After the subsequent billing run, the newly added subscription item is billed to the member. See Adding subscription items to member's accounts before generating renewals.

enhancements to business objects

Many new Business Objects are available to aid in reporting:

• Fundraising: Several fundraising business objects now include the Product Code property, which assists in reporting on gift items associated with gifts and pledges.
• Date and Time: The DateDimension, MonthRef, and YearRef business objects are available to help ease reporting that requires date and time information. Use these business objects in any custom queries regarding transactions, memberships, and more.
• Profile images: The ContactProfileImage business object enables query creators to easily create queries that contain a contact's profile image.
• InvoicePaymentSummary - Use the InvoicePaymentSummary business object to include the last payment date of an invoice in an IQA query. The out-of-the-box All invoices query (Finance > Invoices) uses this business object. It is recommended that queries created from All invoices or any other custom invoice query is updated to use InvoicePaymentSummary.
• Searching on the State Province property - The contact business objects were updated to include a State Province Id property:
  • State Province Id – New property that should be used on the Filters tab of IQA queries to uniquely match states and provinces.
  • State Province – Existing property that should only be used on the Display tab of IQA queries to properly display state and province names.

  The Community > Find contacts search queries ($/ContactManagement/DefaultSystem/Queries/Directory/PeopleSearch/) that include filters for State Province were updated to use the State Province Id property.

  Note: If you have made copies of any of these search queries or have your own queries that filter for State/Province, it is recommended that you update those queries to use the State Province Id property on the Filters tab. You should continue using the State Province property as a Display property in IQA queries.

Using "if" conditional statements

Conditional functions are a way to perform calculations on properties or a range of properties, but only if those properties meet a certain condition. Use conditional functions to customize account alerts, communication templates, the Data Showcase content item, and the Query Template Display content item. For example, a birthday alert that displays on a member’s account page based on the age of the member.

Additional Enhancements

• Creating a query template - The new Template tab in the IQA definition window enables creation of query layout with custom code or variables. The new Query Template Display content item is used to display queries utilizing the Template tab.
• Using the foreach placeholder in a table - The foreach placeholder can be used in tables when sending communications.

• Flowing down an organization's address when a contact's primary organization is changed - When a contact is added to an organization or when their primary organization is updated, a new checkbox enables staff users to choose whether to flow down the organization's address to the contact.
• Find payments by gateway transaction ID - A new query and search filter have been added to Finance > Pay Central > Find payments. Use the Find payments by gateway transaction ID query to ensure payments in Pay Central have successfully settled in your gateway portal.
• Adjusting accrual invoice line items after the invoice is paid or fully reversed - The Begin date, Paid through date, and Status for individual subscription items in accrual invoices can be edited if the invoice is paid or fully reversed. Previously, these fields were only editable if the invoice was cash.
• Fundraising shortcuts - Staff users can use the GiftInformation shortcut to display detailed information for the selected gift on account pages and the PledgeInformation shortcut to display detailed pledge information.
• Gift Information and Pledge Information pages - The Gift Information page allows staff users to view important donor and gift information, such as gift details, payments, tributes, accounting information, and more. In addition, staff users can access a Pledge Information page that includes pledge details and installment information.
• Updating registrations when a contact's address changes - The iMIS Desktop setting, Update open meetings addresses with address changes, has migrated to the Staff site and is now labeled Update event registrations when a contact's address changes. When enabled, address changes for a contact are reflected in their open event registrations.
• Staff-facing event capacity alert - The Specific event full alert displays on the event-specific dashboard when the number of registrations reaches the defined capacity.
• Opening content from the Content Tagged List in a new browser window - The Content Tagged List content item is updated with a new configuration option: Open in new window. When a user selects a link from the generated content, the link is opened in a new browser window.
• Creating and managing campaigns without a license - Campaign management no longer requires a license key, and the Marketing > Campaigns sitemap navigation item is available to all users. To hide this navigation item, see Hiding navigation items.
• Custom CSS fields for websites - The Custom CSS button, located on the website's Look and feel tab, allows website creators to add custom CSS classes to further customize the look and feel of the website. See Managing Websites for full details.

Upgrade changes

• Accrual accounting for new membership joins now processed as accrual invoices - Previously, all new membership joins were processed as cash accounting, even when iMIS was configured for accrual accounting. With this update, new membership joins are processed as accrual when iMIS is configured for accrual accounting.
• Update to Give Now button - The Give Now button on account pages has been updated to point to a full list of gift items.
• Updates to content items - The following contents items have been updated:
  • Recent History - The Recent History content item has new configuration options that allow users to choose the display orientation of the results (vertical or horizontal) and to hide the clear history button.
  • Query menu - The Query menu content item updates include:
    • Links on properties now work for external links or relative links.
    • Any IQA query column whose alias starts with HideHeader now has a blank column header.
    • Entering HideHeader-- as the alias for a display column in the source IQA query renders the header as text for screen readers.
  • Summary Display - The Summary Display content item includes more styling options, such as adding and positioning columns and display options for labels.
  • Invoice Payment Link - You can alter the size of Buttons in the Invoice Payment Link content item. In addition, you can choose whether to grant staff the ability to cancel a renewal payment with the Enable staff to cancel a renewal option.
  • Panel Editor - An error message displays if the maximum length of 4000 characters has been exceed in the Length field of the Panel Editor.

• No longer able to delete certain activity types - The following activity types can no longer be deleted: DUES, SEC, SUB, VOL, MISC, CHAPT.
• Updated location for RiSE websites’ Advanced Options. - Previously located at the bottom of the Properties and Look and feel tabs, the Advanced Options are now accessible from a button at the top of the tabs. This button opens a pop-up window where website creators can make advanced customizations to the selected website.
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• Migrating forms - The Forms Migration tool is now called Migrate forms and is located at RiSE > Form Builder > Migrate forms.
• MembershipWebService only accessible by authenticated system administrators - The MembershipWebService is a deprecated SOAP service. As of 20.3 and 100.3, all API calls must be made through REST; therefore, in the next iMIS upgrade the MembershipWebService will only be accessible by authenticated system administrators. Anyone calling the MembershipWebService through a third-party tool must be logged in first, and the logged-in user must have the SysAdmin role; however, it is recommended that calls to this service are  reviewed and replaced with calls to UserSecurity to ensure there are no future disruptions.

APRIL (20.3.121)
NEW FEATURES
Automatically voided fundraising receipts	Certain actions will now automatically void gift receipts, requiring one less step to be taken by staff users! When a gift has already been receipted and the associated payment is adjusted, the gift receipt is automatically voided. Any cancellations of charitable event registrations or program items will also result in voided receipts. Additionally, any payment adjustment to one gift of an aggregate receipt now results in a voided receipt. The remaining unadjusted gifts can then be reissued a new receipt that details the replacement of the original receipt.
Fundraising requests	Previously in the iMIS Desktop, the Fundraising Requests feature allows you to track activities, such as phone calls, letters, emails, and notes that ask for a gift or pledge. This feature also enables you to associate donations with the requests that prompted them.
Find query properties from Display tab	The Quick find search field on the Display tab enables IQA creators to easily search for available properties.
Enhancements to out-of-the-box dashboards	Chapter-specific membership dashboard - The new chapter-specific dashboard further breaks down the information available in the Membership dashboard by chapter. Many valuable membership metrics such as engagement, subscription management, and event registrations are displayed. Event-specific dashboard - The Questions tab on an individual events page now has a query that loads either a Summary or Detail Response report that gives information on who responded to a question and what their response was. Additionally, a new Promotions used query is available from the dashboard of an event. This query details which promotion was applied, what the original cost was, and what the registrant actually paid. Membership dashboard - The Membership Dashboard includes a Revenue last 12 months query chart, which displays membership revenue within the past 12 months.
Report Writer report: Event dashboard	The Event Dashboard report is an out-of-the-box Report Writer report that details event information such as revenue, registrations, and cancellations in a dashboard format.
Analyzing data with out-of-the-box Fundraising reports and queries	The Gift Totals by Receiptability and Payment Method report is available in SSRS or Report Writer. The report details total gift amounts with fair market value and eligible amount for receiptable and non-receiptable gifts, broken out by payment method.
Selecting a batch when generating invoices for orders	When mass invoicing orders (Commerce > Process orders > Generate invoices), a new batch is always created based on the defined Invoice date. When invoicing an individual order from the order details page and Manual batches is enabled, a batch selection drop-down appears allowing selection of an existing batch, create a new batch, or use the Default batch.
Displaying query results in random order	Define a query to display the results in a random order by adding the Random order property to the Sorting tab. When the Random order property is added as a sort option, the results are displayed in a different order each time the query is refreshed.
Interpolating missing values for the Query Chart Viewer	The Interpolate missing values option on the Query Chart Viewer content item estimates any unknown values for which there was no data collected. For example, a line chart detailing registrations over time.
Finding products navigation updated to use a shortcut	The Staff site navigation item Commerce > Find products now uses a new shortcut, StaffFindProducts, allowing organizations to make upgrade-safe changes to the navigation. The out-of-the box Event display has been updated: The Sign-in content item has been replaced with the Event Display to prompt users to sign in or create an account. The descriptions for registration options are automatically displayed. The secondary navigation is hidden by default. Note: If you prefer to revert any of these changes or make any other updates to your event display, see Tailoring default navigation and content. If you are already using custom content for your event display, then these changes will not affect your site.
User Defined Field properties displayed on Content Area content	Display Dynamic Content Properties, including user-defined field properties, using the Content Html content item within Content Areas. Using replacement variables such as [UpdatedOn] within the HTML will display the relevant details for the viewed content.
UPGRADE CHANGES
Update to layout grid may require changes to custom layouts	The Bootstrap grid framework used throughout iMIS to control layout behavior has been updated from version 3.0 to 5.0. This update allows for a higher degree of flexibility for layouts. With this change, some custom layouts may be effected. Ensure all custom layouts include a "row" div as a direct parent of any "col" classes.
Segmentation now uses the NetContactData BO by default	Segmentation now uses the NetContactData business object by default to improve performance.
Queries used for certain Forms options now require specific filters	The Query based duplicate prevention option for the Forms content item now requires fields marked Use for duplicate check to be added as filters to the associated IQA query.
SEO Enhancements	Several enhancements have been made to the RiSE and website content SEO options. These options allow you to further maximize your websites search engine optimization rankings.
New Pay Central Live search criteria	The Pay Central Live search has been updated to include Payment ID in the search fields.