Tips and Tricks
We've turned our most often asked questions into tips and tricks that you can use!
These are all PDF documents.
Adding a field to an Omnis report - shows you how to add a field to iMIS built-in OMNIS reports.
Using a billing item for pledge payments - shows you how to use billing/subscriptions to bill for pledged items when you don't have the Fundraising Module (another tip: it's MUCH EASIER with the Fundraising module!)
Creating Avery 5160 Mailing Labels using SSRS - shows you how to create the most commonly used Avery labels in SQL Server Reporting Services
Copying your web site from Test to Production - shows you how to copy your test website to your live server. This is a bare-bones tutorial. It will not include custom design or programming.
How to embed a YouTube video into your web site - shows you how to use Web Content Management and an iPart to embed a YouTube video.
How to give a combined function discount at an event - shows you how to give a discount if someone signs up for multiple events.
How to prevent registration conflicts - shows you how to code your event to prevent someone from registering for conflicting functions.
How to switch to iMIS Test - shows you how to switch from your live version of iMIS to your test version and back again.
Creating Avery 5160 Mailing Labels using SSRS (10 min, 14 sec)
Adding New Address Purposes using the CS (iMIS 15) Interface (3 min.)
Adding New Address Purposes using the CS2 (iMIS 20) Interface (3 min.)
How to Return to the iMIS 15 Interface after upgrading to iMIS 20 (2 min, 34 sec)
How to create web security using Roles (5 min, 40 sec)
Create a full backup of iMIS (4 min, 12 sec)
Adjust Accrual Dues (3 min, 23 sec)