We are having problems with clients that have both iMIS 15.2 and ACCPAC (financial package) installed on workstations. Following the upgrade of iMIS from 10.6 to 15.2, some machines were having problems runnig custom Crystal Reports, with a message reading "iMIS Crystal Runtime Error. Unable to load report." Standard Crystal Reports were running fine, and we narrowed it down to a known issue with multiple copies of the crpe32.dll. ASI/iMIS community advice is to delete or rename this file in every location except the one in C:\Program Files (x86)\Common Files\Crystal Decisions\2.0.
Modules
Phone numbers being overwritten during rostering
I have a query :-
when an individual is rostered to an organization, iMIS will ask the user to “Verify Overwrite”, saying “Do you want to overwrite the current Organisation Name and Address?” The answer to this is always yes, however, this will also overwrite phone and fax numbers listed in the work tab, as well as erase mobile numbers. Email addresses are untouched.
This means that unless the user has noted what the phone numbers of an individual are, that individual’s phone numbers will be lost.
Changing labels in the desktop view
Is there an iMIS resource file or DB table somewhere that lets you change labels of desktop screens? (Aside from those that are configurable in the System Tools windows)
I'm trying to change the Fundraising name "Campaign" to something else for a client.
Thanks,
Annie
Service Central: multiple invoices on a single transaction
(Actually, this is for iMIS 15.1, not 15.0.)
Is there a way within iMIS for a customer to pay for multiple invoices on a single transaction? What do I need to do to allow for that to happen?
Thanks!
Lynea Bernhard
Data Coordinator, Epcor
Regarding Public View ACH Only Payments
Hi everyone. I wanted to see if anyone has collected ACH payments only using the normal custom payment gateway interface and Public View in iMIS 15?
The selected vendor has a flexible API so writing the interface code is easy enough. I assume I just modify pages to solicit the bank routing and account number values and just record the transaction number back to the payment object normally. Not sure what if anything I do with the values, I don't think I need to store them. If I have the vendors transaction ID that should be enough for iMIS to void it I think.
What am I missing as I think about this? Any insight would be much appreciated. Thanks!
JW Glass
BSCI
Default tab Display
In the Customer module, the iMIS users need to manually edit the tab preferences. Is there any way which can automate this process for a particular tab?
For example, If i want the Picture tab to appear for all the iMIS existing and new users without doing it manually by going to edit tab preferences, how can this be done?
Online address verification
QAS, and its equivalents overseas, integrate with iMIS Desktop to support verification of addresses as they are being input or in batch.
Because there is a move to online signup and self service, some of our clients are asking about the feasibility of address verification built into the website for signup processes.
Has anyone implemented this at all?
Thanks
Conrad
Custom CC Processor Parameters
I'm creating a custom CC processor for iMIS that will be used by Chapter administrators. The gateway will be the same for all chapters but each chapter will have their own account. Is there a definitive list of the value names passed in the name/value string? Can the string be manipulated based on settings in iMIS? For example, can I add "ORG=[selected org name]" to the value string based on the currently selected or logged in user, or are all the parameters fixed?
Committee change of date
This is Arpita and On the Manage Committee function, when we add new members to the comittee we cannot change the date the entry goes into IMIS. This committee list was created only in the past year so everyone that is being added (old board members) have an entry of say todays date when we really want that entry sitting at the date they either joined or left the committee. Can we please have the ability to alter the date.
Ability to export activity tasks in IMIS to Outlook Calendar
This is Arpita and I am hoping to create the functionality to export the activity tasks list in IMIS to an Outlook Calendar automatically.
Currently tasks are logged in IMIS but many are missed and / or not followed up due to them not being present in an individual's Outlook diary.
Is it possible to create this functionality from the View Activity Tasks tab reached via the Home page?
Can a