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

1. Things You May Not Know
About iMIS
Jeff Spring – ASI
Andrea Robertson - ASI
slides: bit.ly/innov17-may-not-know

3. /Templates/Samples/Default
Make it yours and move to /Templates
Communications-Default template

4. Communication Preferences
CAN-SPAM/CASL Compliance
• Configurable types & messages

5. Communication Preferences
CAN-SPAM/CASL Compliance
• Manage preference link
–Added through Communication
creator
–No login required

6. Content HTML File Links
Doc system: $/Common/Uploaded Files
Staff site: RiSE>Page Builder
Or...
Or...

7. Releases
• GA - General Availability
–Fully supported & upgradable
–Hotfixable
• EA - Early Adopter
–Fully supported, upgrade to GA when available
–After EA period, becomes GA
• Interim Update
–Available between GAs
–Supported and upgradable
–No hotfixes

8. Full width style

9. Full Width Style
!!!
Just Add CSS

10. MasterCard 2 Series BINs
• Important Dates
–BINs assigned to issuers: January 2017
–Field Testing: June 2017
• iMIS Versions
–20.2.1 GA: Hotfix
–Q4 2015 GA: Hotfix
–20.2.40 and above: A-OK
–Other Interim: Upgrade
–15; 20.0; 20.1; A-OK
• TechAlerts - SUPER IMPORTANT
https://support.imis.com/hc/en-us/articles/214192626-TECHALERT-MasterCard-Number-2-Series

11. Site Searches
• Any indexed data (that shows up in the
search results) is searchable through the site
search.
–Name
–Email/website
–Phone
–Company

12. Site Searchs
• Some things that don't show in the search
results are still searchable
–Description,
Keywords
✓
✓

13. Site Searches
• Some things that don't show in the search
results are still searchable
–Description,
Keywords
–UD Fields
✓

14. Site Searches
• Some things that don't show in the search
results are still searchable
–Description,
Keywords
–UD Fields
–Tags ✓

15. Can I change that list?
• Document system folder for Event queries:
– $/EventManagement/DefaultSystem/Queries/Advanced/Event
• Register Someone Else
– /Registrant Search
• Previously Registered Event Guests
– /Previously Registered Event Guests
• Event Confirmations, to email or not?
– $/EventManagement/DefaultSystem/Queries/Registration
confirmations
• Query menu folders
–Select a query

16. Logging
What gets logged where?

17. Logging
What gets logged where?
• Change History
–Panels
–BOs
View: vSoaChangeLog

18. Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
BOs:
CommunicationLogSummary +
InteractionLog +
InteractionLogEvent

19. Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
• Process Automation
Tables: TaskLog + TaskLogDetail

20. Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
• Process Automation
• Windows Event
Viewer

21. Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
• Process Automation
• Windows Event
Viewer
• Scheduler Log

22. Shortcuts
• Most system processes are
accessed through shortcuts
– All sites or site specific
– Add contact/Create account
– Event detail/Event dashboard
– and lots, lots more!
• Easy to remember & publish!
– http://www.myorg.com/register
• Replace the default shortcut with
your own page/workflow for
upgradability

23. User accounts
• Problem: Imported contacts sometimes don’t
have login/pw so they can’t log in to pay
dues, register for events, buy products…
• Old solution: Script account creation
–Problem: Not very cloud friendly and a pain in
the ...
• Solution: Create an account an on demand!

24. Event questions

25. Mobile First!
• Content should be tested at a
mobile size first
• Google Developers tools make
it easier!
– Not a substitute for testing on actual
devices

26. Event Group Pricing
• Registrations Options and Program Items
• Chapter
• Committee
• Dynamic Groups (IQA)
• Member Type
• More to come...

27. Favicons
Ready for a new look? Use your own favicon
from the image gallery

28. CCO Autopilot mode
• CCO can be configured to work out of a folder
• Tab level security, based on content
• What about
DCCO?
–don’t use it

29. ASI Hack Day

30. ASI Hack Day
• DataShowcase
Which also became Communication Creator

31. ASI Hack Day
• IQA filter reordering

32. ASI Hack Day
• Favicons

33. ASI Hack Day
• Object browser quick find

34. ASI Hack Day
• Interaction log - resend and dowload

35. ASI Hack Day
• Volunteers

36. ASI Hack Day
• Cloud friendly cache reset (goodbye IIS reset)

37. ASI Hack Day
• Dashboards/reports (AutoPay Fundraising,
promo analysis, )

38. ASI Hack Day
• Recent History

39. ASI Hack Day
• Create navigation with content

40. Exporting from IQA
• Export to .CSV treats numbers as….
numbers
– .XLS formats as text
to preserve leading
zeros

41. Panel secrets
• Secret fields
Auto-updated
–CreatedOn
–UpdatedByUserKey
–UpdatedOn

42. Documentation
• New and improved documentation
–http://help.imis.com

43. Support
• Techalerts - make sure you’re subscribed
https://support.imis.com/hc/en-us/sections/202546586-iMIS-20-300-TechAlerts
• New and improved support site
–http://support.imis.com
• Product News
–Subscribe!

44. Developer Resources
iMISCommunity.com is being retired
• www.advsol.com/asi/DeveloperResources
• Uses iMIS Communities
• Email documentation@advsol.com if
there’s something you’d like added

45. Resources
• Feedback is always welcome
–productowners@advsol.com
• Sprint review invitations (don’t miss out!)
–productowners@advsol.com
• Stay up to date on what we’re doing -
http://advsol.com/asi/supportportal/devreviewnotes

46. Things you may
not know about iMIS
Jeff Spring – Sr. Product Manager
Andrea Robertson – Business Analyst
slides: bit.ly/innov17-may-not-know