things you may not know about imis
TRANSCRIPT
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Things You May Not Know About iMISJeff Spring – ASI
Andrea Robertson - ASI
slides: bit.ly/innov17-may-not-know
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/Templates/Samples/DefaultMake it yours and move to /Templates
Communications-Default template
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Communication Preferences
CAN-SPAM/CASL Compliance• Configurable types & messages
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Communication Preferences
CAN-SPAM/CASL Compliance• Manage preference link
–Added through Communicationcreator
–No login required
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Content HTML File Links
Doc system: $/Common/Uploaded FilesStaff site: RiSE>Page BuilderOr...
Or...
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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
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Full width style
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Full Width Style
!!!Just Add CSS
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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 IMPORTANThttps://support.imis.com/hc/en-us/articles/214192626-TECHALERT-MasterCard-Number-2-Series
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Site Searches
• Any indexed data (that shows up in the search results) is searchable through the site search.–Name–Email/website–Phone–Company
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Site Searchs
• Some things that don't show in the search results are still searchable–Description,
Keywords
✓
✓
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Site Searches
• Some things that don't show in the search results are still searchable–Description,
Keywords–UD Fields
✓
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Site Searches
• Some things that don't show in the search results are still searchable–Description,
Keywords–UD Fields–Tags
✓
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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
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Logging
What gets logged where?
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Logging
What gets logged where?• Change History
–Panels–BOs
View: vSoaChangeLog
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Logging
What gets logged where?• Change History
–Panels–BOs
• Interaction Log
BOs: CommunicationLogSummary + InteractionLog +InteractionLogEvent
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Logging
What gets logged where?• Change History
–Panels–BOs
• Interaction Log• Process Automation
Tables: TaskLog + TaskLogDetail
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Logging
What gets logged where?• Change History
–Panels–BOs
• Interaction Log• Process Automation• Windows Event
Viewer
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Logging
What gets logged where?• Change History
–Panels–BOs
• Interaction Log• Process Automation• Windows Event
Viewer• Scheduler Log
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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
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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!
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Event questions
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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
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Event Group Pricing
• Registrations Options and Program Items• Chapter• Committee• Dynamic Groups (IQA)• Member Type• More to come...
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Favicons
Ready for a new look? Use your own favicon from the image gallery
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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
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ASI Hack Day
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ASI Hack Day
• DataShowcaseWhich also became Communication Creator
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ASI Hack Day
• IQA filter reordering
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ASI Hack Day
• Favicons
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ASI Hack Day
• Object browser quick find
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ASI Hack Day
• Interaction log - resend and dowload
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ASI Hack Day
• Volunteers
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ASI Hack Day
• Cloud friendly cache reset (goodbye IIS reset)
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ASI Hack Day
• Dashboards/reports (AutoPay Fundraising, promo analysis, )
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ASI Hack Day
• Recent History
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ASI Hack Day
• Create navigation with content
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Exporting from IQA
• Export to .CSV treats numbers as….numbers– .XLS formats as text
to preserve leadingzeros
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Panel secrets
• Secret fieldsAuto-updated–CreatedOn–UpdatedByUserKey–UpdatedOn
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Documentation
• New and improved documentation–http://help.imis.com
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Support
• Techalerts - make sure you’re subscribedhttps://support.imis.com/hc/en-us/sections/202546586-iMIS-20-300-TechAlerts
• New and improved support site–http://support.imis.com
• Product News–Subscribe!
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Developer Resources
iMISCommunity.com is being retired• www.advsol.com/asi/DeveloperResources• Uses iMIS Communities• Email [email protected] if
there’s something you’d like added
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Resources
• Feedback is always welcome–[email protected]
• Sprint review invitations (don’t miss out!)–[email protected]
• Stay up to date on what we’re doing -http://advsol.com/asi/supportportal/devreviewnotes
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Things you may not know about iMIS
Jeff Spring – Sr. Product ManagerAndrea Robertson – Business Analyst
slides: bit.ly/innov17-may-not-know