Q1 2025 iMIS Product Update

Get ready for the latest iMIS product update! We're excited to share new features and enhancements from the recent iMIS EMS release.

We love receiving your product feedback, whether it's suggestions for new features or your iMIS success stories. Don't hesitate to get in touch with us at productowners@imis.com. A big thank you to everyone who regularly reaches out to us - rest assured, we read and respond to each and every email we receive.

What's New in the Latest iMIS EMS Upgrades

You can always find information on the latest updates on our What’s New page, including links to our full documentation.

Here are some of the updates that I’m excited about:

🤖 iMIS Assistant chatbot

The iMIS Assistant chatbot, powered by AI, helps staff users find information and receive personalized assistance to their questions. The iMIS Assistant is connected to the help site, enabling it to answer questions about the Staff site. The iMIS Assistant chatbot is enabled out-of-the-box but can be disabled.

Note that iMIS Assistant does not have access to personal data. It is specifically designed to answer staff users' questions about using different parts of the iMIS EMS Staff site.

ℹ️ Adding panels to invoices to collect custom invoice data

Invoice-based panel sources and panel definitions are now available, providing staff users with the ability to add custom data to an invoice. For details, see Creating invoice-based panels and Adding invoice panels to invoice pages.

🔄 AutoPay enhancements

The following AutoPay updates have been made to improve transparency and simplify the payment management experience:

• Retrieve processed payments - The Retrieve processed payments tab (Fundraising > Automatic payments > Process payments, OR Membership > Automatic payments > Process payments) has been upgraded with new detailed payment information columns, progress trackers, and convenient links to streamline navigation.
• Saved payment methods - Saved payment method names (Account page > Preferences > Saved payment methods) have been renamed to locally used terminology, such as "Account” in the UK, and “Checking/Savings” in North America.
• Using open credits for recurring AutoPay transactions - Open credits may be used to pay or partially pay recurring transactions.
• Expanded limit for retrying failed AutoPay payment requests - A new setting, Retry failed payment requests, has been added to the Automatic payments tab (Settings > Finance > Pay Central) that allows staff to set a limit for the number of times a payment can be submitted through Process recurring donations and Process recurring renewal payments.

📦 Excluding products from promotions

When adding or editing products, you can exclude specific products from promotions. By default, all products are eligible for promotions, so if you want a product to be ineligible, make sure to disable the promotion setting.

🎨 Staff site Style Updates

The following styling enhancements have been made throughout the Staff site:

• Enhanced theme - The Staff site theme (Orion) was enhanced with new colors, buttons, fonts, and tab styles.
• Plus features rebranded to Premium - Plus features, which require a license, have been rebranded to Premium features, indicated by a pink diamond icon that replaces the green PLUS button. These premium features include the following: Duplicate merge, Advanced email, Form builder, Process automation, Scoring.
• Reorganization of the Utility Navigation in the staff site - The Utility Navigation in the Staff site has been reorganized to include the search bar aligned on the right, followed by the cart, iMIS Assistant, Easy Edit, override transaction date, on behalf of, and account profile/sign in and out options.
• Requesting more information about an available feature - Click any available feature on the Enhance your iMIS experience page (Help > Enhance iMIS) to view details and access a Learn More button, which leads to a page to request more information about the licensed feature.
  

Take Your Learning Further

This is just a taste of the exciting enhancements in the latest iMIS release. For a comprehensive list, detailed documentation, videos, and training, visit the What’s New page on the help site. We can't wait to see how you leverage these updates!

Thank you again for being a part of the iMIS Community, we can’t do this without you. All of us here at ASI wish you continued growth and connections and I hope to see you at one of the many upcoming events!

Looking for Past Product Updates?

Here are the last three iMIS EMS product updates, but you can always find all past release notes on the iMIS Help Site.

• Q4 2024 Product Update
  • Stripe gateway availability
  • Automatic membership renewal generation and more
  • And more
• Q3 2024 Product Update
  • Special character support
  • Streamlined content management and publishing
  • And more
• Q2 2024 Product Update
  • Flat White website theme
  • Clearing all potential duplicate contacts
  • And more