Things You May Not Know About iMISJeff Spring – ASI

Andrea Robertson - ASI

slides: bit.ly/innov17-may-not-know

/Templates/Samples/DefaultMake it yours and move to /Templates

Communications-Default template

Communication Preferences

CAN-SPAM/CASL Compliance• Configurable types & messages

Communication Preferences

CAN-SPAM/CASL Compliance• Manage preference link

–Added through Communicationcreator

–No login required

Content HTML File Links

Doc system: $/Common/Uploaded FilesStaff site: RiSE>Page BuilderOr...

Or...

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

Full width style

Full Width Style

!!!Just Add CSS

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

Site Searches

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

Site Searchs

• Some things that don't show in the search results are still searchable–Description,

Keywords

✓

✓

Site Searches

• Some things that don't show in the search results are still searchable–Description,

Keywords–UD Fields

✓

Site Searches

• Some things that don't show in the search results are still searchable–Description,

Keywords–UD Fields–Tags

✓

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

Logging

What gets logged where?

Logging

What gets logged where?• Change History

–Panels–BOs

View: vSoaChangeLog

Logging

What gets logged where?• Change History

–Panels–BOs

• Interaction Log

BOs: CommunicationLogSummary + InteractionLog +InteractionLogEvent

Logging

What gets logged where?• Change History

–Panels–BOs

• Interaction Log• Process Automation

Tables: TaskLog + TaskLogDetail

Logging

What gets logged where?• Change History

–Panels–BOs

• Interaction Log• Process Automation• Windows Event

Viewer

Logging

What gets logged where?• Change History

–Panels–BOs

• Interaction Log• Process Automation• Windows Event

Viewer• Scheduler Log

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

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!

Event questions

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

Event Group Pricing

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

Favicons

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

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

ASI Hack Day

ASI Hack Day

• DataShowcaseWhich also became Communication Creator

ASI Hack Day

• IQA filter reordering

ASI Hack Day

• Favicons

ASI Hack Day

• Object browser quick find

ASI Hack Day

• Interaction log - resend and dowload

ASI Hack Day

• Volunteers

ASI Hack Day

• Cloud friendly cache reset (goodbye IIS reset)

ASI Hack Day

• Dashboards/reports (AutoPay Fundraising, promo analysis, )

ASI Hack Day

• Recent History

ASI Hack Day

• Create navigation with content

Exporting from IQA

• Export to .CSV treats numbers as….numbers– .XLS formats as text

to preserve leadingzeros

Panel secrets

• Secret fieldsAuto-updated–CreatedOn–UpdatedByUserKey–UpdatedOn

Documentation

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

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!

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

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

Things you may not know about iMIS

Jeff Spring – Sr. Product ManagerAndrea Robertson – Business Analyst

slides: bit.ly/innov17-may-not-know