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FRease

Overview

FRease makes it easy for your gift processing staff to update gifts after they have been posted.
FRease features include:

  • Allows the end user to make changes to the non-financial details of a posted gift or pledge

  • Allows the end user to make changes to financial details with manager approval (through an iMIS Access Keyword). Financial adjustments affect the gift record, but do not create adjusting accounting entries.

  • Supports a stored procedure to recalculate or reset other custom demographics including giving levels

  • Allows accounting rules to be overridden to adjust a historical gift entry if necessary (with manager approval)


NOTE: FRease does not touch donor clubs. In addition, FRease only interacts with other FR transactions. It will NOT interact with other fundraising transactions where the source is meeting, dues, etc.


Basic System Requirements

The following system specifications are required to successfully run FRease:

  • Windows 10 or higher

  • SQL Server 2012 or higher

  • iMIS 15.2 or higher

  • 256MB RAM

  • 100MB Free Hard Drive Space

  • Microsoft .NET Framework v3.5

  • Registered Asiutil.dll library file (Comes from iMIS Desktop Application)

  • UDP 1434 must be open on the SQL Server

Installing FRease

Note: It is best practice for all users to be on the same version of FRease.

  1. Download FRease form https://customer.csiinc.com/ to your workstation.

    1. You will need your CSI Website User Name and password. If you do not have this information, contact support@csiinc.com

  2. Unzip the file.

  3. The Setup Wizard will launch. Click Next.

  4. The License Agreement will display. Select "I accept…" and click Next.

  5. Verify the default installation folder. Click Next.

  6. Click Install to start the installation. A screen will then show, displaying the progress of the install.

  7. A screen will confirm that FRease has been successfully installed. Click Finish.

  8. Restart your computer if prompted by the installer.

About the License Key

When you first log into FRease, the license process will attempt to register your license key automatically by calling back to CSI to get your iMIS information. If the information that CSI has on record is accurate then you will not be prompted with any license key information. It will update your license information automatically.
If the process cannot call CSI or the license key information does not check out with what CSI has on record, then you will be prompted to enter a license key manually. You will need to obtain this key by contacting CSI Support. After the license key has been validated and entered, you will be able to use FRease on your iMIS database. Since the license key is stored in your iMIS database, you will only need to enter this key once per database. Installing FRease on a new computer will not require you to re-enter your license key.
Note: Changing the "Licensed To:" name for iMIS will require a new license key. If the license key detects a change in this, it will follow the same process as above trying to call back to CSI to verify your product information. In most cases, if you are prompted for license information it is likely that CSI does not have your updated iMIS information. Contact CSI at support@csiinc.com with a screen shot of the current iMIS System Setup and a new key will be emailed to you.

  1. Log into iMIS as an administrator (manager)

  2. Click on File > System Setup in the top toolbar

  3. Copy and send to support@csiinc.com


Using FRease

Running FRease

  1. Launch the FRease application from the Windows Start Menu or desktop shortcut.

  2. You will be prompted for a user name and password. Log into FRease using your iMIS username and password.

  3. The web server represents your iMIS application server URL. This URL is the same as the one that is displayed when you log in to the iMIS Desktop.

Setting up FRease Activity Type

In order to see FRease activity types in iMIS, you must have the activity type defined in iMIS.

  1. In iMIS, navigate to Customers > Set Up Module > Activity Type and select New.

  2. Fill in the fields as they are shown in the screenshot below.

    1. NOTE: We do NOT recommend checking the "Allow User Edit" box.

  3. Apply any access keywords that your fundraising staff has in place so that they are the only ones that can see this activity type.

When you click on the FRease Activity detail on a record, it will now look like this:

Access Keywords

To Create or Add a New Access Keyword:

  1. Open iMIS and navigate to Customers > Set up tables > General Lokup/Validation

  2. Choose the ACCESS_KEYWORDS table from the drop-down menu

  3. Click New and enter FRZ for the Code, then click Save.


In the Staff Site, it will look like this:

To Apply an Access Keyword:

Step1: Go to Customers module and find the user that you want to add the FRZ Access Keyword. Then select User Credentials found at the bottom of the screen:

Step2: Then scroll to the bottom (you may have to expand Staff access to see the Access Keywords. Then click on Add access keyword:

Step3: Lastly, click the checkbox next to FRZ and hit OK. Do not forget to hit SAVE after so that your changes are saved:

In the Staff Site:

Step1: Go to Community > Security > Users and find the user you would like to add the FRZ access keyword to:

Step2: Scroll down to Staff Access and expand that to see the Access Keywords settings:

Step3: Find where it says Add access keyword and then select the checkbox for FRZ and hit OK:


You will get these warnings in both iMIS Desktop as well as the iMIS Staff Site:


We recommend waiting 30 minutes to 1 hour for the changes to take effect!

Finding donations

  1. Enter a criteria search in the Gift/Pledge Info section.You can enter the Donor iMIS ID, the Transaction number, the Transaction Date, Distribution, Appeal, Campaign, and/or Fund.

    1. Note: These criteria are cumulative. For example: if you enter a Donor ID of 101 and a Transaction Date of 7/18/2005 FRease will return all the donations for the iMIS user ID 101 filtered for that transaction date.

  2. Select a transaction by clicking on a row in the Transaction Results grid, and click Edit to open the Editor window.

  3. If you know the name, but not the Donor ID, you can open the Contact Search window by clicking on the magnifier icon next to the Donor ID text box.

    1. The Contact Search window offers more search criteria to find a Donor ID.

  4. Enter a search criteria and click on the Find button, then select a donor from the Search Result grid by clicking on a specific row and click OK to return to the main window.

Changing Basic Information

To Change the Donor ID:

  1. Select the Overview tab on the Edit window.

  2. Click the magnifier icon next to the ID textbox to open the Contact Search window.

  3. Find the new Donor ID from the Contact Search window.

  4. After selecting the new Donor ID and returning to the Overview tab, click OK.

  5. Click Save to apply the changes. A confirmation message will display once the changes are applied saying "The gift has been updated".

Note: You can also enter directly the new Donor ID in the Gift Info instead of using the Contact Search window.

To Change the Solicitor ID:

  1. A. Enter a Solicitor ID into the Solicitor field in the Details section of the Overview tab

  2. Alternatively, click the magnifier icon next to the Solicitor field from the Details section of the Overview tab: it will open the lookup window selection.

  3. Click OK to validate the selection.

To Change the Date Received:

  1. Enter a new date in the Date Received field from the Gift Info section of the Overview tab (Do not forget to click Save to apply the changes).

To Change Pledge Installment Dates

  1. Select the Installments tab from the Edit window

  2. Enter the new Installment Date and Amount in the last row of the grid

  3. To remove an existing installment, select the corresponding row of the installment to remove by clicking on it to highlight it.

  4. Click Delete Selected.


Note: If there is corruption with the installment dates (i.e. duplicate installment dates), FRease will pop up a general warning 'Installment date 01/01/2018 appears to have an error, please check the Database for any data corruption.', when attempting to click the INSTALLMENT tab. If this error is shown, it is recommended that the installment dates be reviewed, to see if there are any duplicate dates. This would have to be fixed outside of FRease.

To Adjust All Installment Dates At Once

  1. Use the Move Billing panel

  2. You can add/remove a day or month

  3. You can also set the dates to be last day of the month

To Change Unpaid Pledge Installment Amounts

  1. Select the Installments tab from the Edit window

  2. Adjust the the amounts as desired and add/delete as necessary

  3. Click save when done.  FRease will report if the unpaid amounts do not total correctly

Important Notes about changing pledge amounts

  • Only un-paid pledge installments can be adjusted

  • The total of the un-paid installments cannot be changed and must match

  • If the Pledge has has a Debit Memo or Credit Memo posted to it, the unpaid installments cannot be changed.  It is recommended that you change the installments before entering a Debit Memo or Credit Memo against the pledge.

To Change Fund and Distribution Codes

The access keyword FRZ must be defined for the iMIS user logging in to change the fund or distribution codes. If not, FRease will display the following warning message:

To Change the Fund:

  1. A. Enter the new code in the Fund field on the Apply To section of the Overview tab

  2. i.Click on the magnifier icon next to it to select a valid Fund value

ii. Select the new fund and click OK to validate
Note: the fund cannot be edited for split gifts.

To Change the Distribution Code:

  1. Enter the new code in the Distribution field on the Apply To section of the Overview tab or click the magnifier icon next to it to select a valid value

  2. Select the new distribution code and click OK to validate

Note: the distribution code cannot be edited for split gifts.

To Change the Check Number:

  1. Enter the new check number in the Check/CC/In-kind/Asset field on the Payment Info section of the Overview tab

Note: If the check# is grayed out then it is linked to a Cash Table and therefore cannot be edited by FRease.

To Change the Request

Either click on the Magnifier Glass icon next to the Request input field to open the request selection window and then select a request record (row) by highlighting the line and clicking the OK button.

 


Either highlight the current text of the Request input field and hit the Delete button or Backspace button to clear out the current value to indicate you want to release the associated Request activity with the current gift.


Release Notes

Version

Date

Notes

1.5.1

5/30/2024

Distribution needs to be updated in the Invoice_Lines table

Changing the Distribution on a split gift, the Invoice table balance is changed.

Soft Credits distibution not updating.

1.4.30

12/2/2021

Support for Separate Payer and Bug with AR_Account (CW 113147)

1.4.29

9/9/2021

Bug Fix - when trying to update a gift or pledge (CW 110488)

1.4.28

8/31/2021

Change FREASE activity to use UF_4 to identify Transaction that was adjusted instead of Activity.ORIGINATING_TRANS

1.4.27

8/13/2021

Fix support for fund not updating from Service Central. (CW 109080)

1.4.26

5/25/2021

Fix support for Request activities updates. (CW 106042)

1.4.24

1/18/2021

Increase accuracy of percentage calculation by adding additional decimal precision. (CW 98770)

1.4.23

1/4/2021

Update Trans records only when SOURCE_SYSTEM is FR. (CW 101364)

1.4.22

12/9/2020

Fix issue with deployment script not up-to-date on csi_sp_FReaseInsertInstallment. (CW 100858)

1.4.21

12/1/2020

  • Disable Trans records changes when SOURCE_SYSTEM is MEETING. (CW 98835)

  • Fix missing GL_ACCOUNT value in Trans AR lines on new installment. (CW 100858)

1.4.20

11/24/2020

Remove edit on soft credit amount - allow soft credit amount to be greater than gift amount. (CW 98770)

1.4.19

9/11/2020

Allow soft credits of any amount - used to be capped at 100%. (CW 98770)

1.4.18

7/14/2020

Exclude Trans records changes on TR transaction type when updating donor ID. (CW 95159)

1.4.17

7/6/2020

Add ability to set all future installment amounts. (CW 96293)

1.4.14

6/18/2020

Do not update reoccurring request's status to inactive unless it's past the end date. (CW 95820)

1.4.12

3/20/2020

Default soft credit to 100% and remove encryption on stored procedures.

1.4.11

3/6/2020

Build to include updated store procedure csi_sp_FReaseFindGift

1.4.10

11/6/2019

International license update.

1.4.8

8/14/2019

  • Updated encrypted stored procedure file with latest stored procedure changes from version 1.4.7

  • Added menu item 'User Guide' that opens a browser tab to docs.csiinc.com/apps/frease

  • Removed install of .pdf user guide. Replaced with .url document linking to docs.csiinc.com/apps/frease

1.4.7

8/12/2019

  • Fix OWNER_ORG_CODE incorrectly changing when updating split gifts (CW 85793)

  • Fix $0 pay line being added when updating split gifts (CW 85794)

  • Fix issue allowing users to edit individual gift amounts and total gift amounts for split gifts (CW 76802)

1.4.6

9/27/2018

  • Correct display refresh issue after saving updates

  • Correct miscellaneous error message on saving gift changes

  • Fix changes detection issues on amount updates

1.4.3

3/14/2018

Updated stored procedure to account for different server and database collations. (CW 73676)

1.4.1

2/9/2018

Added error catching if pledge installments contain duplicate date corruption. (CW 72815)

1.3.9

1/10/2018

Updated licensing in CSI.Core. (CW 72484)

1.3.7

9/14/2017

Fix issue in custom stored procedure csi_sp_FRease_MergeRebuildGiftHistory when removing a pledge installment. (CW 70248)

1.3.6

5/18/2017

Fix issue with SQL stored procedures timing out. (CW 67408)

1.3.5

5/12/2017

Fix issue with Fund information invalid updates on split-gifts. (CW 39240)

1.3.4

12/12/2016

Fix issue where if payer of fund raising payment is not the donor, the ship to ID was not changing when updated in FRease. (CW 64749)

1.3.3

9/07/2016

Fix issue where user needed to tab out of cell to save soft credit record properly. (CW 63303)

1.3.2

6/20/2016

Add support for REQUEST activity updates. (CW 61918)

1.3.1

5/11/2016

Force rounding recalculation upon amount entry on soft credits. (CW 61142)

1.3.0

2/23/2016

Fix refresh of Trans not triggering changes such as Campaign Code edit. (CW 58946)

1.2.23

9/10/2015

Fix invalid access keyword validation. (CW 39240)

1.2.22

8/17/2015

Fixed a soft credit rounding error. (CW 49700)

1.2.20

7/15/2015

Enhancements to login control and iMIS URL handling. (CW 48242)

1.2.19

7/13/2015

Add support for new field AutoPayInstruction.CustomerId (CW 47916)

1.2.18

6/24/2015

  • Update dialog messaging upon gift updates (CW 47486)

  • Prompt warning when using iMIS 20 (CW 47486)

  • Fix bug with Login control not accepting valid URL (CW 48242)

1.2.13

5/28/2015

Correct issue in donation reporting tables doubling amount when updating donor ID (CW 47486)

1.2.10

4/28/2015

Updated application to use new remote license process and remove depreciated dependencies

1.2.6

11/11/2014

Updated application to use new CSI login control and updated license process (CW 43505)

1.2.4

10/8/2014

Added informational message when updating Gift ID (CW 19423)

1.2.3

4/8/2014

Fix installer issues missing adodb library (CW 39240)

1.2.2

3/4/2014

Add ability to edit Check Number (CW 38535)

1.2.1

8/27/2013

Fix amounts updates on installment changes (CW 34632)

1.2.0

8/16/2013

Resolve OWNER_ORG_CODE updates for PAY journal type trans records (CW 34513)

1.1.1

8/5/2013

Fix the issue of login control Web Server URL (remove "/cs" or "/cs2") for iMIS 20

1.1.0

8/1/2013

Resolve issues with 1.0.17 installer (CW 33716)

1.0.19

7/11/2013

Apply Login Control support for iMIS 20

1.0.18

6/4/2013

Login Control displays new login icon and product version

1.0.17

5/22/2013

Integrate with new version of Login control

1.0.16

6/5/2012

  • Remove display of event donations (CW 26145)

  • Fix Sender Code updates for pledge installments (CW 24585)

  • Fix error "Data is Null" when selecting a record where the effective date is null (CW 24348)

1.0.15

10/31/2011

Fix error "Value cannot be null" when saving changes (CW 21503)

1.0.14


  • Add split gifts updates (CW 19341)

  • Add new search criteria: distribution, appeal, campaign and fund (CW 21355)

1.0.13


For application to run in 32 bit mode

1.0.12


Fix loading selection of Tribute Message display (CW 13799)

1.0.11


Update CSIUtil.DLL to version 1.1

1.0.10


Fix installment date updates when using the +/- buttons

1.0.9


Fix listing of Pledges when AR transactions reference an activity (AutoDraft bug)

1.0.8


Fix overflow error on large number of recipients

1.0.7


Add support for pledge installments update/delete/insert

1.0.6


  • Fix support for split gifts

  • Add custom activity type FREASE creation for change log

1.0.5


Update library file CSIUtil.DLL with Connection String improvement

1.0.4


Add support for fund and distribution codes change

1.0.3


Fix soft credit requiring fund raiser type to be defined

1.0.2


Fix retrieval of gift information

1.0.1


Fix retrieval of gift information



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