Independence through Training

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.

Helpful Videos

• 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)