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iMIS Data Management Suite (iDMS) Product Update July 2025

This release includes several enhancements based directly on your feedback, making it easier than ever to manage and automate key processes in iMIS.


We’re excited to announce that the latest version of the iMIS Data Management Suite (iDMS) is now available. This release includes several enhancements and fixes based directly on your feedback, making it easier than ever to manage and automate key processes in iMIS.


Did you know? CSI’s suite of iMIS products is now part of the ASI family.

 

What’s New in This Release

View the full release notes

 

IQA Record Limits Respected

Record limits defined in IQAs are now fully enforced – previously, queries with record limits were returning all results.

 

Export & Import Tasks Across Instances

You can now export tasks from one iDMS instance and import them into another. This provides a streamlined way to replicate automations across environments, improving efficiency and consistency for your scheduled jobs. Even better, you can do multiple tasks in each export/import.

You can now export tasks from one iDMS instance and import them into another. This provides a streamlined way to replicate automations across environments, improving efficiency and consistency for your scheduled jobs. Even better, you can do multiple tasks in each export/import.

 

Batch Posting Support

You now have the option to post or mark batches as ready using iDMS. For organizations needing to segment transactions (for example, after a certain time, start a new batch), this feature provides greater control over batch timing and structure.

When selecting a property to map, go under Finance and select Batch for batch posting support.           You now have the option to post or mark batches as ready using iDMS. For organizations needing to segment transactions (for example, after a certain time, start a new batch), this feature provides greater control over batch timing and structure.

 

Delete Promotions

Promotions can now be deleted from iMIS using iDMS, giving you more control over managing time-sensitive or outdated promotional codes in the system.

Promotions can now be deleted from iMIS using iDMS, giving you more control over managing time-sensitive or outdated promotional codes in the system.

 

Apply Payments by Invoice ID

For organizations using cash-based dues, you can now apply payments using the Invoice ID field. This enhancement supports easier use cases for applying payments.

For organizations using cash-based dues, you can now apply payments using the Invoice ID field. This enhancement supports easier use cases for applying payments.

 

Read-Only Panel Field Icons

iDMS now provides a clear “lock” icon when a field in a panel source is marked as read-only, helping staff users avoid unnecessary confusion during updates. If you see it and forget, you can hover over the icon and it will pop up a message to remind you.

iDMS now provides a clear “lock” icon when a field in a panel source is marked as read-only, helping staff users avoid unnecessary confusion during updates. If you see it and forget, you can hover over the icon and it will pop up a message to remind you.

 

Support for Social Profile Fields

Social media profile fields can now be updated via iDMS, supporting organizations that collect and maintain this type of data on their user’s profiles.

Social media profile fields can now be updated via iDMS, supporting organizations that collect and maintain this type of data on their user’s profiles. When selecting a property to map, go to Social Profiles under Records Management.     Social media profile fields can now be updated via iDMS, supporting organizations that collect and maintain this type of data on their user’s profiles. Available fields include Facebook URL, Instagram URL, LinkedIn URL, Medium URL, X URL, Tiktok URL, and YouTube URL.

 

New Action Buttons with Enhanced “When To Use” Information

Guidance menu buttons have been added to help users determine when to use specific action within iDMS. The button layout has also been optimized for improved visibility and usability across devices.

Guidance menu buttons have been added to help users determine when to use specific action within iDMS. The button layout has also been optimized for improved visibility and usability across devices. Buttons include Insert, Insert w/ Matching Help, Update, Insert/Update, Delete.

 

Gift Description Handling

In scenarios where gift item descriptions are missing, iDMS now supports updates without incurring any errors. This improves flexibility when working with gift records and allows you to do what you need to do.

 

Duplicate Header Detection in Imports

iDMS now detects and prevents imports that contain duplicate column headers – reducing the chance of import errors and improving overall reliability.

 


 

As always, we appreciate your continued feedback. Your input directly informs our development priorities, and we encourage you to submit your ideas to me at jfiedler@imis.com. We're committed to delivering tools that support your success with iMIS, enabling you to do more and simplify your day-to-day.

If you have any questions or suggestions, feel free to reach out to our team.

iMIS Data Management Suite

From easily importing and updating data, to automating repetitive tasks, this powerful suite of products does it all.

  • Use Excel spreadsheets and IQA queries in order to import/insert, update, and delete iMIS data
  • Build workflows and webhooks to manage data dynamically
  • Transfer data to and from third-party services
  • Automate data management processes on a recurring basis.

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