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How to Include Google Maps Links in IQAs

How to Include Google Maps Links in IQAs

 

Adding dynamic Google Map Links to your IQAs can be done in a few steps:

1) Add the NetContact and CsAddress BOs with a join on ID:



2) Add an “@SelectedUser” Filter on NetContact.Contact Key



3 a) For a linked result field, include the 3 following fields in the Display:

  • “NetContact.Company” with a Link to “~/iCore/Contacts/AddressMap.aspx?AddressKey=[code_address]&ID=[code_id]”
  • “NetContact.iMIS ID” with an Alias of “code_id”
  • “CsAddress.Address Number” with an Alias of “code_address”




OR
3 b) For a link with your own text, use a SQL Expression: 

  • Select “View all columns”
  • Scroll down to the Custom SQL Expression area:



  • Add the following to the “SQL Expression” field:

char(60) + ‘a href=”/iCore/Contacts/AddressMap.aspx?AddressKey=’ + cast (vBoCsAddress.AddressNumber AS VARCHAR(20)) + ‘&ID=’ + vBoNetContact.ID + ‘”‘ + char(62) +’Show map’ + char(60) + ‘/a’ + char(62)

  • Add the column label that you’d like to use to the Alias field
  • Click the “+” to add your SQL Expression
  • Save your changes!


* For this to work, the Google Maps API key field must be populated in Settings > RiSE.

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How to force the navigation menu to open down

How to force the navigation menu to open down

 

Issue: The drop down menu items on the Primary navigation menu will open up instead of down if the page area is not long enough.

Solution: Add the following code to your “GreatBarrierReef” or “GlacierBay” Responsive Theme file.

@media (max-width: 767px) {
.rmSlide {
top: 68px !important;
}
.rmSlide ul.rmVertical.rmGroup.rmLevel1 {
top: -68px !important;
opacity: 0;
transition: opacity 0.5s ease-in-out, top 0.5s ease-in-out !important;
}
.rmExpanded + .rmSlide ul.rmVertical.rmGroup.rmLevel1 {
opacity: 1;
top: 0px !important;
}}

In this example, “68px” is the height of the navigation bar and the media query is only including mobile view.

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How To Post a Batch from the Same Day

How to Post a Batch from the Same Day

 

Do you have a batch that you want to post the same day?  The good news is, you can!

Follow these simple steps:

  • Go to Finance > Batches > Select the batch you want to post.
  • Once selected, go to the bottom of the page and set the status of the batch to ‘Ready’.  You’ll need to leave this for at least several minutes before posting the batch.
    • Since the batch will be from the current day, it’s possible a customer will still be making a transaction from the transition of ‘Open’ status to ‘Ready’.
    • By allowing some time after setting the status to ‘Ready’, you’re allowing that customer to finish that transaction and ensuring it makes it into your current batch.
  • After several moments, click ‘Post Selected’ at the bottom right of the screen.  Click ‘OK’ to confirm posting the batch.
  • The status will change to ‘Closed’ once the batch has posted.

Still Need Assistance Posting a Batch from the Same Day? Click Here and a Support Analyst will get back to you shortly.

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How to Display a Custom Panel on a Content Page

How to Display a Custom Panel on a Content Page


Alright, you’ve created your panel source and built out your panel.  Now, how do you display it on your current page?  Let’s use the Education and Employment panel from last month’s newsletter.

  • Under Rise > Manage Content > Page Content, open the Content Page you’ll be adding your panel to.
  • Click ‘Add Content’ in the section where you’d like to add your panel.
  • In the content gallery, under Content, select Panel Editor.
  • You can add a title to your panel, for this example we’ll call it ‘Education and Employment’.
  • Select the panel you’re adding to the page from the dropdown.
  • You can check the box to allow users to edit if they’ll be able to add new education or employment histories.
  • Once you’ve added the panel to your content page you’ll Save & Publish and you can view your content page to ensure the panel looks correct.

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How to Create a Panel & Log Changes

How to Create a Panel & Log Changes?

Got new data that you’d like to manage for your organization?  Need to track the date your data was entered?  Then, let’s talk about creating new panel objects and logging changes to data. 

The iMIS Panel Designer allows you to put together panels using available business objects or panel sources that store data.  If you need to capture information that has not previously been available, set up a new panel source before putting your panel together. 

  1. Go to Rise > Panel Designer > Add Panel Definition. 
  2. Enter a panel name & an optional description.

    If currently on 20.3, you have the option of selecting from two panel types:

    Contact: Select this option if your new panel will be displayed on a member account profile.         

    Standalone: Select this option if your new panel will not be associated with a specific contact, will not be used on the member site, and will be a multi-instance panel.

  3. Select whether you’ll be creating a single-instance or multi-instance panel.

    Single-Instance: Select this option if you only anticipate users having one entry (ie. Date of Birth).               

    Multi-Instance: Select this option if your users will be able to enter multiple entries (ie. Certifications).

     

  4. Click Create Source and enter your Source Name.

    *We recommend beginning your source name with your ORGNAME_PanelName to help differentiate your created panels from the built-in panels.

     

  5. Once you create your source, click Add Property.  Here is where logging changes for a specific field can be enabled.
  6. Enter a name for your field.
  7. Select the property type (the datatype of information you are capturing).
  8. Check the box ‘Log all changes’ to track data changes made to a specific property. *In 20.3, this is only available for Contact Panel Types.
  9. If the property type “Text” was selected, the following additional options appear.
  10. Click OK and you’ll see the property displayed under the new source you created.

When Log all changes is selected, you can view the change logs by adding the Change History Display content item to a record.

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How to Add Goggle Fonts to a RiSE Website

How to Add and Use Google Fonts on a RiSE Website

 

If you have ever found yourself frustrated with the font choices in RiSE and did not know what to do, then this “How To” is exactly what you need.  Us the following easy steps to get the Google Font you want installed and added to your style sheets:

  • Go to Google Fonts: https://fonts.google.com
  • Type the name of the font that you are looking for into the Search fonts field.
  • Click the red + link next to your chosen font.
  • Click the “1 Family Selected” tab that appeared in the lower right.
  • Copy the family name from the provided link.

    Example:

  • Add the family name to an import url rule.

    Example: @import url(“//fonts.googleapis.com/css?family=Libre+Franklin”);

  • Add the import rule to your style sheet file and add a class that uses it.

    Example: @import url(“//fonts.googleapis.com/css?family=Libre+Franklin”);h1, .h1 {font-family: ‘Libre Franklin’, sans-serif !important;}

Need Assistance getting Google Font’s setup for your RiSE Site? Click Here and a Support Analyst will get back to you shortly.

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Entering in Payments for Members

Entering in Payments for Members

 

If you used to primarily enter in payments using iMIS desktop, those days are now over. You can now make payments in your iMIS website with the functionality you need. You can apply credits as payments or enter in partial payments while having the ease of doing everything in one place. 

There are a few different ways you can enter payments. For non-invoiced items, you can go in ‘On Behalf of’ mode by clicking on the headset icon in the upper right in either the staff site or member site.  This will allow you to act as the member and be able to add products, dues, event registrations, and more to the member’s cart on their behalf. 

 

 

 

 

Another option for items that have been invoiced is to look at the customer’s record and look at their Open Invoices list under the ‘Transactions’ tab. Note, this is the out of the box iMIS profile page. You can add the ‘Open Invoice List Display’ iPart if this does not exist on your profile pages. 

From this list, you can check which items are to be paid off and click ‘Add to cart’. By adding the invoices to the cart, you are switched to ‘On behalf of’ mode. 

 

 

 

 

The last option and this may be the best option if you process payments in mass,  is to go to Finance > Invoices to look up the customer’s existing invoice. You can use any of the filters or change queries to help locate the invoice with a balance. 

 

 

 

 

From the invoice list, you can click on the invoice number and this will take you to the invoice details page. On this page, click ‘Pay Invoice’ and this will add the invoice to the member’s cart. 

 

 

 

 

 

For any of the above methods, you will need to go to the shopping cart to enter in payment details, if you are not already on this page. 

 

On this page, you will see the items that you have selected to purchase or pay off. Depending on your batch settings, you can specify which batch the payment should go into. Otherwise, the payment will go into the default batch for the day. If the payment needs to be dated on a day other than today, check the ‘Override transaction date’ option to select the true date of the payment.

 

 

 

Further down on the page, you can select or enter in details of how the item(s) will be paid. If the customer has an open credit in the system or if you would like to apply an open credit from someone else to these items, click ‘Apply other credit’ to select from the available credits from the system. 

If using any other payment method, select the Payment Method under ‘Payment Details’ and enter in the corresponding details. Note that you can specify the payment amount and enter in how much is being paid. This will allow you to make partial payments if this is the case. 

 

 

 

 

 

 

 

 

 

 

 

Once the details have been entered in, click ‘Submit Order’. 

 

 

Still have iMIS questions? Click here for assistance and a Support Analyst will get back to you shortly.

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Dynamic IQA Filters in 20.3

Dynamic IQA Filters in 20.3

 

If you are thinking about upgrading to pure iMIS cloud or have recently migrated, you may have noticed some new features with IQAs. One major change to IQAs in this version is the option for dynamic filters. These new additional settings for filters allow you to build more complicated reports in iMIS without having to create extra SQL views or business objects and are easier to use. 

We will walk you through each filter type. In the example below, we are working with some event registration data regarding a member that would likely be seen from their profile. We have listed out the types and what they can do. 

URL Param:  This is based on the URL parameter in your browser window. For example, if the IQA is on a page, https://imiscloud.com/MyPage.aspx?Event=CONF2, the IQA will grab the value CONF2 and plug it in for the event code filter in your IQA if ‘URL param’ is selected. You will likely want this option if you are passing parameter values across content pages and eventually want to land on a reporting page based on the pages the user came from. 

Dynamic: There are many cases where you would like to restrict data based on who is viewing the IQA and want the IQA to only return data pertaining to who is viewing it. If ‘Dynamic’ is the filter type selected, you can choose the option that best suits your needs to secure the IQA. In the example above, ‘LoggedIn User Key ‘ is selected, which would mean that only the logged-in user’s id is passed through the IQA and only they will be able to see the data returned from the IQA that pertains to them. For this example, we want to display this IQA on a person’s profile and wanted only the IQA to display information based on who was logged in. 

Constant: The type ‘Constant’ is not anything different from previous versions and will probably the most used filter type. It is a filter for all standard values such as typing in a hard date of when the event begins. This is best used for when you know the specific value that you want to use as a filter. 

Property: Finally in 20.3, you can now compare values of your data sources against each other. With the filter type, ‘Property’, you can select another property from your IQA’s data sources and compare it to another. You would likely do this to verify that data across different data sources is matching or not matching based on how the values compare. This is a powerful option to make your reports more robust and insightful. In our example, we wanted to check that an event invoice payment matched what was charged for the registration so that this IQA returns a list of what registrations are paid off. 

With these new filter options, iMIS has expanded your reporting needs to help you get the data you need. 

 

Still have iMIS questions? Click here for assistance and a Support Analyst will get back to you shortly.

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Google Analytics, Google Tag Manager or BOTH?

Google Analytics, Google Tag Manager or BOTH?

 

Google Tag Manager does not replace Google Analytics. Instead, it helps users to easily add Google Analytics tracking code (tag) to a website, deploy Goggle Analytics event code snippets and define rules when each code must fire.

Prior to Goggle Tag Manager, Goggle Analytics tracking codes had to be hard-coded, usually by a web developer on each individual page. Having hundreds of events is very difficult when it comes to maintaining/updating them. But Google Tag Manager solves this problem because all your tags are stored in one place – your Goggle Tag Manager account. 

So the answer for most associations is BOTH.  Below are the basics of how to setup Google Analytics and Google Tag Manager.  As always if you would like assistance implementing for your association’s website, we will be happy to help.

 

Do the following to track your site with Google Analytics:

  1. Create a Google Analytics account.
  2. Configure the account. Google Analytics will provide the code for you to paste into iMIS.
  3. Add the script to your iMIS website:
    1. From the Staff site, go to RiSE > Site Builder > Manage websites.
    2. Select the website to which you want to add a Google Analytics script.
    3. (Properties tab) Expand the Advanced section and paste the entire script, including the tags, in the Google Analytics script field.
    4. Click Save.
    5. Publish the website.
  4. Visit your Google Analytics account to review the data collected.

Do the following to implement Google Tag Manager on your site:

  1. Create a Google Tag Manager account.
  2. Configure the account. Google Tag Manager will provide the code for you to paste into iMIS.
  3. Copy the following JavaScript, replacing GTM-XXXX with your container ID:
    <!– Google Tag Manager –>
    <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({‘gtm.start’:
    new Date().getTime(),event:’gtm.js’});var f=d.getElementsByTagName(s)[0],
    j=d.createElement(s),dl=l!=’dataLayer’?’&l=’+l:”;j.async=true;j.src=
    ‘https://www.googletagmanager.com/gtm.js?id=’+i+dl;f.parentNode.insertBefore(j,f);
    })(window,document,’script’,’dataLayer’,’GTM-XXXX’);</script>
    <!– End Google Tag Manager –> 
  4. Add the script to your iMIS website:
    1. From the Staff site, go to RiSE > Site Builder > Manage websites.
    2. Select the website to which you want to add Google Tag Manger.
    3. (Properties tab) Expand the Advanced section and paste the entire script, including the tags, in the Google Analytics script field (under the GA script).
    4. Click Save.
    5. Publish the website.
  5. Copy the following snippet, replacing GTM-XXXX with your container ID:
    <!– Google Tag Manager (noscript) –>
    <noscript><iframe src=”https://www.googletagmanager.com/ns.html?id=GTM-XXXX”
    height=”0″ width=”0″ style=”display:none;visibility:hidden”></iframe></noscript>
    <!– End Google Tag Manager (noscript) –>
  1. Add the script to your iMIS website footer:
    1. From the Staff site, go to RiSE > Page Builder > Manage content > (Your site) > ContentAreas > FooterContent.
    2. Select the Footer Communications iPart & switch to HTML View.
    3. Paste the script.
    4. Click Save.
    5. Publish the content record.
    6. Publish the full website.

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Sprucing Up Online Member Directories

Sprucing Up Online Member Directories

 

Many associations have exclusive online directories where they showcase their membership and provide a means for potential customers to contact your members. In iMIS, you can add a few features to make your directory shine and help end users connect with your membership. This not only spruces up your online directory, but it also may entice new users to use your site and become involved in your association.

Our first suggestion is to create an IQA that returns the data that you would like end-users to see. This may include name, organization, email, and more. The reason why we suggest creating a custom IQA rather than using the out of the box iMIS directory page is that the standard directory search results are not customizable and there is little control of what can be searched.

Within an IQA, you can add as much or as little information that you would like to available to the public. The below suggestions can be set up after making your initial directory IQA. If you need assistance with creating IQAs, please see our how to video here .

Searching with optional filters
You can add optional filters to an IQA that can help end-users more quickly find records. We have seen added filters such as organization, state, city, be used.

Sending emails directly to members
Custom SQL expressions can be added under the Custom SQL Expression area on the Display tab in an IQA setup. The below code can entered as the ‘SQL Expression’ and when results are returned for an IQA, the IQA will link the record’s email address. When the email is clicked, your personal email opens with an email ready to send on the selected contact.

char(60) + ‘a href=”mailto:’ + vBoCsContact.email + ‘”‘ + char(62) + vBoCsContact.email + char(60) + ‘/a’ + char(62)

Note, vBoCsContact.email is the record’s email address with vBoCsContact being the business object reference and Email being the property. If using a different contact business object, you must always preface the business object with ‘vBo’. Otherwise, the IQA will return an error once the expression is added.

Hyperlinking a member’s website
Similar to sending emails for members, you can add the below code under the Custom SQL expression area to have a member’s website be hyperlinked.

char(60) + ‘a href=”mailto:’ + vBoCsContact.Website + ‘”‘ + char(62) + vBoCsContact.Website + char(60) + ‘/a’ + char(62)

Adding member profile pictures
In 20.3, ASI has released a new business object that can display member profile pictures within an IQA. The business object, CsName_Picture, pulls all profile pictures. You can join this business object on ID with another contact business object. Picture Logo is where the photo is stored.

Loading a member’s public profile
If you like the out of the box directory’s ability to link directly to a public profile of the member, you can still do the same within an IQA. Under the column that you would like linked, enter in this reference, ‘~/Party.aspx?ID=[code_id]’. Next, add an alias of ‘code_id’ on the ID column for the member. This passes along the ID to the Party link, so that you go to the specified record’s page. The Party.aspx page is a dynamic page that redirects you to the appropriate profile page based on permissions. If you are clicking on this link as an anonymous user, you would be redirected to the public profile of the record which would be the case for a public directory.

Still have iMIS questions? Click here for assistance and a Support Analyst will get back to you shortly.

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