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

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

We have a customer record with the last name CHEN (accent over the E - a French name). We tried searching multiple ways to locate this record, search resutls below:

Search By

CHE             Produces no CHEN records

CH                Returns CHEN, however, in an unexpected, non alphabetical, location (below CHIP and above CHOA)

Hi

New to iMIS. I am trying to figure out if it is possible to prepopulate a finite number of rows/instances in a multi-instance table/window when a  customer/member is first created - and then also need to be able to stop them from adding or removing any rows.

For example, we need to capture a Primary Employer, Secondary Employer and Third Employer. There must only and always be one of each.

Does anyone know if in the iMIS Customer module, under the change log tab, if additional fields can be added for tracking purposes.  For example if an employee goes in to change a record, is there a way to add a field to see which employee made the change and which employee talked to that customer last?

Please let me know your thought and/or if this can be done!!!

Thank you!!!!!!!!!!!!!

Hi there,

For a given activity type, say GIFT, I have selected to have a history tab for this activity. Is there any control over which fields are displayed on the history tab? (e.g. GIFT description appears on Activity All but not Gift History)

The only option I can think of is creating a custom tab that has SQL queries as calculated fields to pull data from the Activity table.

Do you know if the dashes can be removed?  So, when a search is done, it can be done without using the major key........  If you know how to do this, please share!!!

Thanks!!!

Has anyone developed any Secret Question/Answer Functionality for use during Web View Password Creation/Retrieval?

if so, How...was it just a customized iPart?  Something else? Is it difficult ?

Thanks in advance for help!

pshraga@asppa.org