Introduction to Problem:

We had a client who moved to another CRM provider but wanted to manage their website’s content with iMIS WCM. The challenges were 1) validating user credentials against the 3rd party CRM when they log in through iMIS, 2) after validation is successful, activate the iMIS website security and 3) add a record in iMIS when the user exists in the 3rd party CRM but not iMIS.

I am trying to setup forgot my password functionality for our new SharePoint site that we use iMIS for authentication.   We are using the MembershipWebService to authenticate and change passwords, which we have working.

We want forgot my password functionality that will email the user a link to reset their password.   I can send the email with RequestPasswordReset.   From there I get an email with a link and token.   My question is how do I use that token to tie it back to the correct user?    I attempted to use the GetUserKeyFromPasswordResetToken, but the key returned didn't match a user.   Is there something else I am missing or a better way to accomplish this?

Hi everyone,

I tried to modify an existing letter in our iMIS 15.1. basically I want to add two new fields into the letter. Originally, the letter has fields from two table, say table A and B.

Now, I want to add two new fields from table C. I have set it up in iMIS, and modifed the Word file.

However, when I tried to merge it, it display this error:

GetMergeData - [Microsoft][ODBC SQL Server Driver][SQL Server]The objects "C" and "C" in the FROM clause have the same exposed names. Use correlation names to distinguish them.

Hi there,

My client set up a page under the Contacts section of the web view to allow casual users to see a subset of customer activities. This is done through an IQA query (CsActivity joined with NetContact, and filtered by activity type and "@SubjectContact" for the ID) and the query is dropped on a content page.

Here's the issue:

- When you look at any contact's activities and then lookup your own record next, the previous contact's activities will show up as your own...as if it's cached. If you click around within your own record and get back to the activity list page, the results correct themselves.

 Hello,

We recently upgraded from 10.6 to iMIS 15.2 and I just noticed this morning that it looks like when someone creates a new user name and password that it sets the ExpirationDate under user credentials up 5 years. Does anyone know why this might be happening?

I need to create a Crystal report that shows personnel changes for the current month. We capture all the info in Acitivties: specific positions (in Activities.UF_2), start/end dates, etc.

So here's and example of the problem: I need to surface those we have added new and those who have gone off the register. Pulling the new is easy as I just need to put in, for example, all those with effective date in current month and position = "TREASURER."  But to show those who have gone off, their position will be listed as "former" or "unassigned" in the current activity and I must qualify their position as "Treasurer" from the previous activity.

iMIS 15.1 lets you secure UD tabs with access keywords. Is there a way to do this in the web view as well?

I know McGladrey has a great product in the vwSuite that lets you secure multi-instance tables using roles (not access keywords), but the logic is not available for single-instance tables yet (I couldn't be wrong though).

Thanks,
Annie

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.

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?

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