iMIS Community facilitates the collaborative development of iMIS applications and solutions among the customers, partners, and developers of Advanced Solutions International.

Hide / Remove 'Sign In' and 'Create Account' from Auxiliary Bar

iMIS Version - 15.2.15.4667

WCM Template - Mars

We are looking to remove the 'sign In' and 'Create Account' links on the auxiliary menu and need some assistance.

We still need the auxiliary menu to be displayed but just no the words sign in and create account.

Any suggestions?

Book: "Race for Relevance"

Race for Relevance, by Harrison Coerver and Mary Byers

This is an ASAE publication that Nathan Slovin refers to in his iBEF presentations. I bought the hard copy, so anyone in the Austin office who would like to read it is welcome to it.

My major takeaways:

  • Smaller, more niche-oriented associations are on the rise. This makes sense because (1) they cannot be all things to all people and (2) digital communications allows narrower information to be available to a niche market.
  • The authors recommend changing the way associations are governed and operated: Boards and committees should be reduced, committees should be run by experienced staff members,
  • Associations must demonstrate relevance in order to attract members by becoming the source of industry expertise, referrals, information curation, and training. In many cases, associations are providing consulting services to members.
  • In order to do more for a demanding customer audience with fewer staff, a successful association must keep current with technology, instead of lagging as they have done in the past.
  • Pursuing affiliation with related associations can enable each one to carry lower overhead.
  • To make these radical changes, associations must be armed with sound data for decision making. The authors basically say that you won't get any changes approved or implemented wtihout making your case with good data.

The book includes some simple, but helpful worksheets to start asking questions and planning for change.

How to retrieve profile image file name

In the mini profile iPart of iMIS20, users can upload an image of themselves, if this feature is enabled.  By default, these images are stored at /net/images/profile.  Each file seems to follow the format id#_random#.jpg (or gif, or png, or bmp, presumably) or id#_random#_T.jpg (gif, png, bmp).  An example for someone having the id of 61525 might be 61525_489866.jpg.  My question is whether this file name is referenced in any of the iMIS tables.  If not, how does iMIS know which file to use when displaying a person's profile?  I was hoping to reference that file name in an IQA.  Can the name be derived through some formula?  I also thought about writing some code that populated Name_Picture.Description or maybe a custom table with the file path.

auto run prompted IQA

Has anyone found a way to automatically run the IQA query for a Query Menu iPart when an optional filter prompt has been added to the IQA?

works great no prompts, but when I add an Optional prompt (if it were required, I get that) - the user has to take an additional step to load the query results.

I'm trying to figure out if there is a way to pass a URL parameter or some other magical trick to get the query to load without the need for an additional action by the visitor.

IBO not saving/setting zero Balance for VOL items

We are having an issue with the IBO and VOL items. For some reason the VOL item's balance will not zero out after a payment using the IBO's.
The code retrieves all the outstanding dues items including the VOL items and then iterates thru them, updating the PaidthruDate, amount paid and sets the balance to 0.
We create the payment, batch etc. and then call the Contact.Save. No errors are reported, the Dues items show a balance of 0 but the VOL items still have their original balance, but they also show the amount paid.

iEmail User Guide

We are in the process of installing iEmail.  I have asked the creators of iEmail for a user guide - no response. Checked links from creators web site - links don't exist anymore.  Checked ASI, bare minimum information.  I understand the basics of iEmail, but when I have to train staff, I will definately miss something.  Anyone know of where I can get a copy, if one exists?

ibo.net issue with 20.1.13

I simply haven't had a chance to start looking at SOA development yet and am trying to bring forward some simple iBO.net code that generally works on older versions. I have a test environment running 20.1.13 and I simply can't seem how to figure out to create a new record. I'm playing with a simple console app right now, trying to keep things simple. My latest error code is one I haven't seen before:

Custom Change Logging with Accurate User Info.

I am looking for options to create a change log and include the user who has updated the data, using a trigger or another method.
This is for additional fields that are not being logged by the standard iMIS change log.

At the trigger level, I am unable to get the individual user who is connected to the database because iMIS is connecting to the database with the same session user id each time. Is there a way to get the user level audit at the trigger level? In the past iMIS 10.6, this wasn't an issue so in the past I could log the entries using a trigger and the session user would reflect accurately who the person is who has changed or added the records.

View/hide tabs

I'm using iMIS 20.1. I created a new user and gave him Full/entry privilege to all the module in the Staff Access section. However, the only tab the user sees is 'Home'. How do I add the other tabs for the other modules i.e. Customers, Billings, Events,...?

Thanks,

Hachim

Switching from Cash to Accrual Accounting

I need to switch my database from cash to accrual accounting. Our dues are on the calendar year, not anniversary. Should I wait until the end of the year to make the change or can I do it now? Thanks in advance!