Customer Management

Suppressing e-mail communication to adhere to CAN-SPAM act

Has anyone implemented an e-mail suppression process to prevent iMIS users from sending e-mail to customers who have opted out of receiving e-mail per the CAN-SPAM act? We maintain a table of the e-mail addresses of our customers who have chosen not to receive any promotional e-mail. We use that table to exclude that set of customers when selecting lists for mass e-mail marketing campaigns. We also want to programatically prevent our iMIS users from sending e-mail through iMIS to these customers.

Public View Directory open to anonymous users

We had a customer recently request to shut off the directory on the standard public view pages. There is no standard way to do this in the actual product, however the following seems to be working:

It users the standard .NET security model to deny access to specific pages of the site. Specifically is it denying access to anonymous users to the directory.aspx page.

To employ the change, modify the web.config file in the ‘core’ folder of the website adding the following code to just above the </configuration> tag…

SQL Views with Omnis

I have written a complex SQL view that I would like to make available other staff. Is it possbile to use the omnis reports to show a view?

I don't need to do any searching or anything special - just show the view.

I'm running 10.6

Dependent Dropdowns in IMIS

Is it possible to adjust the IMIS customer management user interface to force a dependency between the MEMBER_TYPE and STATUS fields. For example, once 'Member' is selected as a MEMBER_TYPE, can you reduce the selections available in the STATUS drop down?

Creating logins/passwords in iMIS in iMIS 15

Has anyone tried to create the passwords/keys used in iMIS 15 in mass? We're trying to avoid having a customer have to go into every record and create the login/password info.
Thanks,
Terry

Limit Access to a field(column)

I am using iMIS 15 and would like to limit access to the birthdate column such that only HR and the DBA can access them. Any tips?

Updating or Adding to the Change Log

I have a client that wants to update the change log with the before and after value of their multi-instance UD windows? Has anyone done this before? Also, the same client said that they saw a sales demo in which th change log was used to 'unwind' an entry??

Searching on Maiden names, Nicknames, D/B/A's, Acronyms and other aliases

This question comes up every so often and I'm wondering how others have handled it.

Sometimes people, and organizations as well, have "aliases". When using the standard Omnis search, we've been constrained to allowing a person or company to have only one name.

So, for example, let's say Jane Smith married Jones. She joined the association, or donated to the fundraising organization under the name Jane Jones. But you may want to be able to locate her record under the name Jane Smith. (Why? Social networking, international trips where passport has old name, professional societies / certification bodies with licensing) Or, perhaps your members are small businesses or franchises. You may search for Century 21 Chesterfield but the legal name is Sunrise Properties LLC. Or you search for iMIS or ASI but the company's name is Advanced Solutions International, Inc.

Creating Crystal Reports that insert data - Example Member Card tracking in Activity

Sometimes a custom Crystal Report is needed which does not use the iMIS search dialog boxes. This is usually the case when there are nested queries and multiple joins.

This solution was created to permit the generation of a Member Card export that inserts an Activity recording the generation. Because we did not use a search dialog, we could not use the option PRINT_CREATE_ACTIVITY.

So...

I based the report on a stored procedure. The key is that you must do the insert part of the stored proc before you do the select for the data.

MARKED FOR DELETION

Hi all-

Does anyone know how to get rid of records that have been "marked for deletion?" in iMIS version 15