Organization

You can configure organization settings from the Staff site, and in the Advanced Accounting Console.

From the Staff site, go to Settings > Organization:

• The full name of the organization that owns the site:

  Enter the name to appear in the title tag of the front page of your sites.

• The abbreviated name of the organization that owns the site:

  Enter an abbreviated name if desired. You may leave this field blank.

• The default email address for the site:

  Enter the email address to receive all email by default when errors occur in the site. Typically, this email address is for the webmaster and the primary contact for the organization. This email address also receives the order email confirmation when a contact makes a purchase but does not have an email address listed in the Personal Details section of their account page

  Note: When you change the default email address for the site, it is a global change that updates many of the settings in iMIS Desktop, including the default address set up at Desktop > System Setup > Module setup > Quick setup.

• The default Customer Type to use when creating new customers online:

  (Required) Specifies the Member Type that will be assigned to individual contacts when a new account is created from your iMIS website.

• The default Customer Type to use when creating new organizations online:

  Specifies the Member Type that will be assigned to new iMIS contact records created for non-individuals (for example, organizations) from your website.

• The default Customer Type for event guests added by members:

  Specifies the Member Type that will be assigned when an individual member of your organization creates a new account for a guest during an event registration. If the type is not defined, the new contact will be assigned the default Customer Type.

  Note: The default Customer Type for event guests is based on the member status of the registrant sponsoring the guest. For example, as a Company Administrator, if you create a guest for a coworker who is a member, the guest will have the customer type for event guests added by members, even if you as a Company Administrator are not a member.

• The default Customer Type for event guests added by non-members:

  Specifies the Member Type that will be assigned when an individual who is not a member of your organization creates a new account for a guest during an event registration. If the type is not defined, the new contact will be assigned the default Customer Type.

  Note:  The default Customer Type for event guests is based on the non-member status of the registrant sponsoring the guest. For example, as a Company Administrator, if you create a guest for a coworker who is a non-member, the guest will have the customer type for event guests added by non-members, even if you as a Company Administrator are a member.

• Lower case words:

  Specifies a list of words that you do not want capitalized. This is always honored unless the word is the first word in a field.

• Automatically capitalize name and address fields:

  Select this option to allow iMIS to automatically apply capitalization rules to name and address fields so that the text appears in Title (upper and lower) case. When you enter text into these fields, iMIS will capitalize the first letter of each word, except for the words listed in the Lower case words field. For example, if you entered “the university of texas at austin,” iMIS would format it as The University of Texas at Austin.

• Company sort excluded prefixes:

  The list of prefixes to ignore when sorting company names, which can include prefixes in foreign languages.

• Synchronize Desktop or Advanced Accounting Console settings changes to the web

  When you make any changes to system settings in the Desktop or Advanced Accounting Console, you must manually synchronize the information to the Staff site and the web. Any changes you make through the Desktop or Advanced Accounting Console are not automatically pushed to the web.

  Click Refresh Cached Settings to synchronize system settings changes to the Staff site.

  Note:  You can also click Save on this page to synchronize Desktop or Advanced Accounting Console system settings changes to the web.