6 iMIS Features You Never Knew You Forgot

Sometimes, the most useful tools are the ones that fly under the radar. iMIS is packed with features designed to keep you organized and productive, but there are a few hidden gems that can make your daily tasks even easier. These tips can help you save time, stay efficient, and make the most of your iMIS experience. Let’s dive into six features that you might have overlooked but are sure to make a difference!

🔎 Search for any document in a single location

Discover the magic of simple searching with the RiSE Dashboard (RiSE > Dashboard) - your ultimate search resource! Travel into the Other tab and unleash the power of the Search all documents query.  

 
Whether it's...

Images

PDFs

Queries

Content records

Folders

Community posts

Navigation items

Tagged lists

Business objects, and more...

iMIS can search it. Make this search your go-to first step and transform how you navigate iMIS, bringing everything you need to a single location. Finding content is a breeze, thanks to the RiSE Dashboard! 

For even more information about what the RiSE Dashboard offers, check out the iMIS EMS help site.

📄 Copy sample content directly to custom pages

iMIS is constantly being enhanced with new sample content. This sample content can be used as a starting point for your own custom content, making content creation really simple and easy!

No need to mimic these new features on your own. With our straightforward copy feature, you can transfer any new pre-configured content straight to your custom creations.

🎨 Keep additions consistent by using the built-in iMIS Style Guide

Enhance content and keep new additions looking consistent! Dive into the iMIS Style Guide directly from your navigation: RiSE > Style Guide. Choose from Base elements, Forms, Icons, and Utilities.

Imagine you just created a new button, but it looks nothing like the other buttons on the page! Using the iMIS Style Guide, you can easily find the button style used by other buttons on the page to ensure consistent web design. The Style Guide also contains reusable icons that are perfect for ensuring your custom content shines while maintaining the seamless look and feel of iMIS out-of-the-box content.

✨ Ensure data is clean, updated, and accurate using the Data Integrity Dashboard

Keep your data accurate and complete with our Data Integrity Dashboard, designed to streamline database management and improve member engagement. This powerful tool tracks missing mobile phone numbers, email addresses, recent contact updates, and more. Tabs within the dashboard provide clear insights into individuals and organizations with missing or inaccurate contact details, invalid addresses, and incomplete membership information. 

The dashboard also offers targeted lists, such as users with non-alpha characters in names or locked-out accounts, making it easy to address issues quickly. Whether you're onboarding new members or ensuring compliance with clean data standards, this dashboard is a one-stop solution to maintain optimal data integrity.

For even more information about what the Data Integrity Dashboard offers, check out the iMIS EMS help site.

🏢 Quickly copy an address

Don’t forget the convenience of the copy address button! This handy feature allows you to quickly copy an address with a single click, saving you time and minimizing errors when you need to use contact information elsewhere. Whether you're drafting emails, preparing labels, or updating documents, the copy address button ensures seamless data transfer in just a second.

💸 Easily review today’s payments and other payment information

The Pay Central Dashboard is your go-to hub for monitoring and managing payment activity with ease. Get a comprehensive view of your transactions, including total payments over the last seven days, today’s payments broken down by volume and count, and total payments categorized by payment method. This dashboard makes it simple to track key metrics and identify trends in real time.

Stay on top of automatic payments and keep a pulse on your year-to-date totals, all in one place. Whether you're assessing daily transactions or reviewing overall payment trends, the Pay Central Dashboard provides a clear, consolidated look at your financial performance.