Great Things Added To iMIS Since 20 1 - NiUG Presentations/Great Things Adde… · Conference 12-14 September 2016 14 • New Process Automation — Display automated alerts and send

NiUG Asia Pacific Discovery Conference

12-14 September 2016

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TOP GREAT THINGS ADDED TO IMIS SINCE 20.1BY DOUG MORRIS, CSI & MELISSA MACK, IBC

https://www.youtube.com/watch?feature=player_embedded&v=L1yc8WRDzlg



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AGENDA

OUR FAVORITES

From Dashboards to Responsive Design Templates,

Melissa & Doug will review our favorites

YOUR FAVORITES

Tell us your favorite new features!

BEST OF THE BESTGeneral consensus – can we all agree on the best one?

TOPIC NAME

• Community• Membership• Fundraising• Event• Commerce

DASHBOARDS!NEW & IMPROVED!



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COMMUNITY DASHBOARDIMPROVED SINCE 20.1

COMMUNITY DASHBOARDIMPROVED SINCE 20.1



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MEMBERSHIP DASHBOARDNEW IN 20.2

FUNDRAISING DASHBOARDNEW SINCE 20.1



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• This Dashboard is a compilation of meeting data• Data Integrity tab here is also one of my faves!

EVENTS DASHBOARDNEW SINCE 20.1

• Find an Event… • Dashboard tab (This is the landing page for the Events tab. It provides a quick view of

important, up-to-date registration figures for a specific event. The dashboard information is configurable.)

SPECIFIC EVENT DASHBOARDNEW SINCE 20.1



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SPECIFIC EVENT DASHBOARD (STAFF SITE)NEW SINCE 20.1 (CONTINUED)

• Registrants tab (The Registrants tab presents a listing of all the registrants for a selected event.)




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• Questions tab (The Questions tab displays answers to the questions that were posed to registrants when they registered for an event.)


• NEW in iMIS20.2 Q4Staff users can create an IQA report based on responses to event questions by using these business objects:

• FormDefinitionData• FormResponseData

BUSINESS OBJECTS FOR EVENT QUESTION REPORTINGNEW SINCE 20.1



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COMMERCE DASHBOARDNEW SINCE 20.1

https://www.youtube.com/watch?v=RAQ2EQM9kJo&feature=player_embedded



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• Recent “contacts” can be found on Community and Membership dashboard for quick access to a contact’s profile!

• Recent “events” can be found on the Events Dashboards

RECENT HISTORY IPART

• You can add this to any page you’d like!

• Currently only tracks for Events &/or Contacts

• Configure the iPart to show either type or both

RECENT HISTORY IPARTCONFIGURABLE



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• Cell / Mobile Phone field added to Name table and on Profile screens in RiSE Staff site!

CELL PHONE FIELD

• Staff site and Quick Start Sites:– Annual Conference, Member, & Donor

• All now responsive templates!

RESPONSIVE DESIGN QUICK START SITES & STAFF SITE



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DOWNLOADABLE CONTENT!

OH YEAH!

https://www.youtube.com/watch?v=_Xmu-DOTChE&list=RDzS1cLOIxsQ8&feature=player_embedded



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• Ability to maintain Committee Rosters online (prior to 20.2 Jan 2015 –was only able to ‘view committees’ on the staff site

COMMITTEE MANAGEMENT ON THE STAFF SITESINCE 20.1! (20.2 – JANUARY 2015 RELEASE)

• Individual records will have a button [Resolve Duplicates] off-the-shelf!• Contact Merge PLUS – provides additional ability to manage duplicates

including utility to find a list of dupes

MERGE DUPLICATESAS OF 20.2 – JANUARY 2015 RELEASE (NEW SINCE 20.1)



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• All sites using an out-of-the-box or custom master page with language translation activated will display the language translation drop-down at the bottom right of the screen.

• iMIS includes translated Versions (dictionaries) for the following Cultures (languages):– Spanish– Dutch– French– Additional languages will be available in the future.

• The following areas in iMIS are translated:• Labels

– Prompts– Navigation links– Titles– Tabs– Column and row headings and identifiers– Drop-down menu items– ALT-text for images

*Source imis.docs.com http://help.imis.com/q42015/Features/Settings/Language_translation.htm

LANGUAGE TRANSLATION

LANGUAGE TRANSLATION



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• New Process Automation — Display automated alerts and send scheduled emails and reports (license required for customization).

• I20.2 Q4 2015 and Interim Released in 2016 have added tons of off-the-shelf alerts and some limited ability to modify existing tasks (without the additional license)

PROCESS AUTOMATIONNEW IN 20.2 JANUARY 2015 (NEW SINCE 20.1)

ALERTS IN PROCESS AUTOMATION



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• iMIS Communication: Template management, deliverability, opt-in/opt-out functionality (license required for selected features).

• Enhanced and added to many dashboards in additional 20.2 releases since then.

IMIS COMMUNICATIONNEW IN IMIS 20.2 JANUARY 2015 RELEASE (NEW SINCE 20.1)

Configure the Query Menu iPart

EMAIL COMMUNICATION



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• Off-the-shelf templates

• Copy & make your own

HTML EMAIL TEMPLATES

https://www.youtube.com/watch?feature=player_embedded&v=-5rU27ejQf4



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http://help.imis.com/20.2/How_To_Articles/Signing_in_to_your_website_using_a_social_media_account.htm

SIGN IN USING FACEBOOK OR LINKED INFACEBOOK IN 20.2 JANUARY 2015, LINKED IN 20.2 Q4 2015

OTHER RANDOM COOL STUFFONLINE RENEWAL OF ACCRUAL DUES INVOICES



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• ALL Open AR Invoices are added to the cart!

JOIN NOW AS AN ORGANISATION



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• You are navigated to login or create an account

• After logging in or creating an account, a landing page directs you to continue

ORGANISATION JOIN PROCESS

• CCO iPart wizard to gather Organisationcompany info and demographic information

ORGANISATION JOIN PROCESS CONTINUED



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ORGANISATION JOIN PROCESSCONTINUED




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Individual that created the organisation membership is linked to the new company member record…

ORGANISATION JOIN PROCESSCOMPLETED!



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WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE

https://www.youtube.com/watch?feature=player_embedded&v=jmCgryn93g4

Great Things Added To iMIS Since 20 1 - NiUG Presentations/Great Things Adde… · Conference 12-14 September 2016 14 • New Process Automation — Display automated alerts and send

Documents