Activities Tutorial
Difficulty | Intermediate |
|---|---|
EMS Compatible |
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iMIS 2017 Compatible |
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Usage Notes | |
Length of Video | n/a |
iImport |
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iUpdate |
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Actions | Insert, Insert with Matching, Update, Insert & Update, Delete |
Overview
This article shares details on how to work with activity data.
Mapping
Required Fields
iMIS ID - The ID of the person who did the activity
Activity Type - The type of Activity
Optional Fields
Recommended Optional Fields:
Transaction Date
Product Code (also known as Subtype)
The other fields are dependent on the activity type and their descriptions will be listed.
Navigate to Settings > Contacts > Activity Types
Select your Activity Type. The fields available will have text in them. In the example below, Subtype (Product Code), Note, Source, UF_1, 2, 3, and Description are optional fields.
Mapping Notes
Matching on Activity Sequence
If you are Updating, Insert/Updating, or Deleting, the Sequence Number (SEQN) field is available for matching. It is highly recommended to match on these fields, as updating without a sequence could update all activities for the ID, and deleting without a SEQN will delete all activities for the ID.
Default iMIS Activity Types
Avoid importing built-in IMIS activity types that are system generated. These include Order, Sales, Gift, Pledge, Certification, Dues, Expo, Refund, and others.