Fonts on Crystal Report

Using iMIS 20.2 and TaskCentre 4.6 SR 1a and having issues with a Crystal Report (v. 2008). I have a member certificate set up and the task

  1. is scheduled to run once every night
  2. selects those that renewed the previous date
  3. runs creates a PDF for each member renewed and saves it to disk with ID number as part of the filename
  4. formats the body of the email to prep for HTML email body

I would like to replicate our production environment to a test environment ? DR best practices

I would like to set up a test system that is a mirror of our production system. Is there a best practice for this ? I have taken a veeam image of our prod server but there are things like taskcentre that do not replicate correctly. This process would also help me set up or DR plan.

Any help would would be great.



Edit Function Code


Is there anyway we could 'EDIT' a function code for an active event?

To my knowledge, I understand it is not possible but just curious to know if there was a work around.

We have a scenario where a custom iPart works based on function code and we have incorrect codes on some of our events that we need to fix.

Any suggestions?


Security Settings (Navigation items) for Staff Site


Could anyone please share their best practice security setting for staff site in

Basically, there are list of tasks we would like our team members perform themselves like:

1. Community
a. View / add / edit contacts
b. view / add / edit committees
c. manage chapters is fine
2. View / add / edit events
3. Commerce
a. View only for products
b. view / add / edit batches

iMIS 20 RiSE Auto-Pay Cash and Accrual

For those that are using iMIS 20 RiSE Auto-Pay, how have you handled converting from cash dues to accrual dues (if customer was not already using accrual), as far as SUB and VOL dues items that were previously billed with Cash dues?. We obviously don’t want to bill those items along with the membership dues in the invoice since they are optional. Just trying to think of ways to still allow the member to pay these once they are paying their membership invoice and enrolling in Auto-Pay.

Need help iMIS 20.2 - customers module disappeared in 20.2 Desktop version?

I recently upgraded our test system to iMIS 20.2 (WIN 2012 & SQL 2012) from (SQL 2005).
I am not able to see the old customers module.

Not able to look up customers/members?
Is there any difference in the view?
Like regular vs staff view?

The url specified in desktop is http://appserver/imis/cs2
should I be changing to to http://appserver/imis/staff ?

We are not planning to enable all the features of 20.2

iQA Paid through without time entry


Is it possible to have an IQA display the PAID_THRU date without the time?

For e.g. PAID_THRU date displays the result as 31/08/2016 12:00:00 AM. Can we have them as 31/08/2016 (omitting the 12:00:00 AM)?


iMIS 20.2 Responsive Template Side Navigation

Is there a way to hide the right hand side navigation in the RiSE responsive template?

It seems to take up at least 25% of the page and our clients are looking to avoid the navigation altogether.

Or is this something that is untouched for all responsive templates?

iMIS to 15.2 upgrade

Need help upgrading imis to 15.2

Current Environment

iMIS App server - Windows 2003

iMIS Database - SQL 2005 SP3


New Environment

iMIS App Server -Windows 2008 R2

iMIS Database - SQL 2012 Standard Edition


What's the best way to go about this upgrade.?

I  waas to told I can't take the current version of iMIS database and restore it on SQL 2012. As it will lead to data corruption issues.

Staff view - Activities recording

Client has a need to record the activity author against the activity, when adding an activity via staff view.
When adding an activity via Desktop, the author is by default entered into the SOURCE_CODE field, but not so when adding an activity via staff view.
Has anyone got a solution? Or a workaround?