Modules

Join Now member type

I am having a play with the Join Now feature that is in the v20 web pages. However, I cannot see where I can set the member type it should use when it does the contact create. I have created an Applicant Join Now button, product and bill cycle and I can get the contact in and the charge into their cart. but where can I set the member type that it should use when it creates the contact record? We do not have the acquisition module so I am wondering if it is in there - but I am also looking for the doc on that feature and there is nothing in the doc site.

Committee pages

I thought it would be fairly straight forward to create a set of committees for our provincial council committees, add users to the committee and then give the council their own page (like the community page) secured from the public and members on the web site - apparently not.

We have a council made up of several different committees. I would like to have the committees defined and the members added to their appropriate committee (some are one more than one committee)

Exhibition- Product codes

My product codes for my booths are not showing up yet those for additonal products are there when I try to register someone.  Can anyone help me?

 

Track user profile updates

I'm looking to provide some information regarding our users. The following question has come up How many users have logged in to update their profile? My thought is that there is a table that shows a Last Updated By column with the userid and also a timestamp column. My concern is that any save event will cause the timestamp to update. Is there any way to show the ones that updated any portion of their profile?

Open Batches Authorization level privileges (Desktop)

Have a user who cannot see open batches created by other users in the orders tab and I am trying to find what level of privileges she needs to have.

Everything I have read says that is must be a 4 or greater.

Her orders privilege is currently and has been set to 4, but that did not resolve the issue.

I escalated it all the way up until 8, which still did not fix. Is there another keyword

RiSE Registration Badges

Is there a way and/or a workaround to capture guest badges for RiSE registrations? I realize there is an "Add Guest" option, but we do not want to create a new record for the guests. My only thought for a work around is to create two questions for the Spouse/Guest Registration function (one being First Name, the other being Last Name), then writing a script to write those values to the Order_Badge table once the registration is submitted.

Incorrect Syntax near 'WHERE' error when Online Membership Application tries to Save Contact.

I have this error only in my UAT environment. When the online membership application is attempting to do the Contact Save, it encounters this error. As it happens there is the dll which has the Contact.Save initiated and it throws the error.

It is working perfectly in Dev & Production, but not in UAT.

System.Data.SqlClient.SqlException: Incorrect syntax near the keyword 'WHERE'.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)
at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async)
at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(DbAsyncResult result, String methodName, Boolean sendToPipe) at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Asi.iBO.DataServer.ExecuteNonQuery(CommandType commandType, String sql, SqlParameter[] commandParameters) at Asi.iBO.ContactManagement.CExtTable.SaveTable(DataServer server)
at Asi.iBO.ContactManagement.CExtTable.Save(DataServer server) at Asi.iBO.ContactManagement.CContact.Save(DataServer server, Boolean validate, Boolean flowDown, Boolean useTransaction)
at Asi.iBO.ContactManagement.CContact.Save(DataServer server, Boolean useNewTransaction) at Asi.iBO.ContactManagement.CContact.Save(DataServer server)
at Asi.iBO.ContactManagement.CContact.Save() at Avion.EMAN.EMAMember.SaveContact(CContact contact, String InstitutionId, String CustomeTypeCode, Boolean IsKeyContact, IiMISUser user)....

Mobile phone app authentication against iMIS

Hi,

I'm trying to support the business who wishes to have a mobile app developed that will authenticate users against our iMIS database before it will show them the mobile app's content.  (In this case a version of our monthly member only publication).

I'm aware of the instructions on imiscommunity on how to integrate third party sites with the requirement to have them both on the same domain.  (e.g. http://www.imiscommunity.com/public_views_login_integration_with_separate_website).  We have this set up locally with a third party web content management system installed locally that integrates with our local iMIS environment.  In order to get this working we created a new full user in iMIS that handles the authentication, rather than using the MANAGER account.

Imis Activities not visible in staff site?

In Imis, there seems to be a possibility to store “activities”. In this piece of the documentation http://docs.imis.com/20.1/#!activitytypeswindow1.htm a description is given about how to configure activity types.
When I log in into the staff page, and find a person through “find contacts”, I am able to create a activity of the type “call” on the history tab. I also see that the activity is stored in the ACTIVITY table in the database.

Product category user defined fields in RiSE

Hello,

We have a client who is currently on eCM and using the eSeries store, and they're making use of the user defined fields on some of the product categories. They're going to be transitioning to RiSE, and they want to continue using the user defined fields, but I'm not seeing any iParts that pick these up. Is there any way to have the Product Display iPart pull in UDFs, or are there any other iParts that make use of them?

Thanks,
Pam