Release Notes
iDMS 1.24 - May 2024 (5/16/2024)
Hotfixes
New Features
Added User Defined fields to Event Import. Added ability to use MUF_1, MUF_2, MUF_3….MUF_10.
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Allow Insert into CsNameNote using fields other than ID for Match on. Insert with Matching action allows you to insert into CsNameNote and no longer requires the ID.
More info when Updating BO/Panels. Added more information (i.e.: iMIS ID) when updating panels and BO.
Warning when loading/using a Template. When you use a template, if the spreadsheet OR IQA columns do not match the selected template you will get a warning, but it will allow you to continue.
Support for Source Code when inserting Pledges. The pledge Source Code field was not available.
New label for Insert Button. Added clarity that Insert an be used for inserting into tables such as Product and Gen Tables.
Bugs Handled
Bug fixed where iDMS was ignoring Order Date in file and creating new batch incorrectly (when batch existed with that date).
Fixed bug where IQA was not showing immediately in iDMS after creating in Staff site.
Fixed bug where performing an Insert / Update and matching on Organization Name, iDMS was not recognizing existence and created a new record.
Fixed an issue where Panel names were not in alphabetical order.
iDMS 1.23 - February 2024 (2/20/2024)
Hotfixes
We have deployed hotfixes for the following:
Fixed an issue where deleting an Activity by Sequence OR Business Object also deletes Committees (v1.23.1)
Fixed an issue with INSERT/UPDATE where Panels were not getting updated/inserted. (v1.23.2)
Fixed an issue with Orders where the last line item was duplicated. (v1.23.3)
New Features
Ability to import Event Setup data! Refer to the iDMS documentation here to learn more!
Ability to set the Order Type when importing Orders! With new EMS version 20.3.166 release.
New field in source Cart Items to be able to “set number of days”! You will now be able to set the number of days for cart items that are older than set value in order to delete.
Changes to Default Option Settings! When changing a global option setting, you have the ability to apply this change to existing jobs, existing templates OR neither.
Ability to quickly toggle between source Contact Details and Panel Data (CsContact)! Next to the sort button, there is now a link to take you to the alternate Contact data quickly.
Bugs Handled
When the mapping for an UPDATE action is only Match On (no fields to update), prevent the task from being run.
When using INSERT with Matching, inserts into Panel fields were not working correctly
iDMS 1.22 - November 2023 (11/30/2023)
New Features
Ability to Generate Renewals! Refer to the iDMS documentation here to learn more!
Ability to Update Product Inventory. Refer to the iDMS documentation here to learn more!
Added the ability to DELETE subscriptions.
Ability to update/insert County field in iDMS.
Modified "loading" message - Will now indicate loaded when the task is running.
Bugs Handled
Error when logged into iDMS for an extended period of time, when a user comes back they often get "" is not a valid version.
When using "Limit the number of results returned" in an IQA, the API endpoint was not respecting that number. This has been fixed where it now looks at that number/parameter.
API/iDMS was allowing you to create _ORG-ADMIN relationship between two individuals. This is NOT VALID. We restricted this in iDMS.
_ORG-ADMIN in iMIS 2017 fails to correctly identify, resulting in "Not a valid role". This has been fixed.
iDMS 1.21 - September 2023 (9/26/2023)
New Features
Ability to change ID's on Multi-instance Panels! Mistakenly imported information into the wrong person's multi-instance panel? No worries, now you can switch/update the ID to the correct one!
Ability to set the Communication Message Type on the Communication Log source.
Added the IsComplimentary flag to the Subscriptions source mapping.
Ability to append data to multi select fields. When updating a multi-select field...you can now just add the one new choice. All of the previous information stays the same! See documentation here under "Selecting and Mapping a Field."
Validation on Email Addresses. When importing or updating members email addresses, iDMS now validates that the email address is valid (i.e.: JaneDoe@example.com).
Ability to erase dates. Previously, iDMS users did not have the ability to actually erase dates (e.g.: Birth_Date). Now you can simply use the option "If text below is found in File, then field in iMIS will be blanked out"
Bugs Handled
Entering a date while mapping your import saves the date as the previous day.
Deleting an activity for a specific member, resulted in deletion of their cart (if existing).
Removed Delete option for Panels that combine multiple tables which cause big issues (AutoPayInstructionDetail, AutoPayMemberInstructionDetail, CsContact, CsName_Staff, CsNameFin, CsNameNote, FundraisingProfileDonorData, VolunteerAvailability, VolunteerHistory, VolunteerInformation, VolunteerSkills)
iDMS 1.20 - June 2023 (06/29/2023)
New Features
Hotfixes
We have deployed hotfixes for the following items:
Fixed an issue where when skip update if more than 1 record found is checked, message may falsely say multiple rows affected. v1.20.1
Fixed an output message. Fixed an issue in Groups where "system" groups were being excluded. v1.20.2
Fixed an issue receiving an API error on unlocking a user account. v1.20.3
New Features
Ability to import Orders! You asked for it, you got it. iDMS can now import orders. Pay close attention to the Order Grouping Field. More info found https://csiinc.atlassian.net/wiki/spaces/DOCS/pages/18981016
Ability to import Pledges! Completing our Fundraising journey, you now have the ability to import pledges. More Info found https://csiinc.atlassian.net/wiki/spaces/DOCS/pages/18981025
Ability to update the attributes on a Committee Product/Group
Removing CompanyID from CsContact to prevent corruption of data.
Adjusted "Failed" notification to allow for partial fail (i.e.: job only failed partially).
Now supporting client timezone on date input.
Enhanced messaging when importing User Credentials. When creating user credentials, you must use Insert. We clarified the error message when you try to update them to point you in the right direction. Note that Unlocking User Credentials should still be done via the Update method
ID Validation Checking. If sending in an ID of zero (0), iMIS goes a little crazy. We now check to make sure you are not submitting an ID of “0”
Health check feature enabled
Sources redefined and grouped. The Sources in IDMS are now grouped into Records Management and Finance to make it even easier to find what you are looking for.
Action buttons refreshed (again). Yes, people keep using Insert with Matching when they already have an iMIS ID and should be using Insert. So in our latest attempt to make this clear as day, we have cleaned up the Action buttons… again….
Default the Skip Update if More Than One Record Found to be "On"/"Checked"
Bugs Handled
Extended/increased the client timeout to 5 minutes to allow client endpoints to reconnect and process. In the past, if iDMS waited for longer than 100 seconds, it gave an error message and would re-try the action later. The timeout has been increased and the error message now indicates that iDMS will re-try the insert/update at a later time so you don’t accidentally re-try it.
Relationship upsert for 2017 iMIS users.
When create a new task it could be possible to duplicate the task resulting in two tasks pointing to same import ID.
When a user defined table is also setup as a Business Object, iDMS tries to import as a BO and errors out.
Corrected "Skipped BO" message. Should say "Created"
Corrected an issue running an IQA with parameters in EMS Professional
iDMS 1.19 - March 2023 (3/27/2023)
Hotfixes
We have deployed hotfixes for the following items:
Fixed an issue when updating Relationship Dates, it may not be matched because of the GroupMembershipId v1.19.3
Fixed an error when trying to change IQA in a scheduled job v1.19.4
Fixes an error when trying to match on CsContact.ID v1.19.4
Fixed an error where Relationship Source not matching on Type. v1.19.4
Fixed an issue with Relationship Source, able to use Title and Date Settings. v1.19.5
Fixed an issue with Cart error on Delete action. v1.19.5
Removed CsContact fields from Source that are not able to be set by the API. (Member Status, Member Status Date, Member Type Change Date, Previous Member Type) v 1.19.5
New Features
Dashboard Filtering...Let's Gooooo!!! You asked for it, you got it! The ability to drill down into Completed, Failed, Recurring jobs
An unknown error occurs during an import...don't fret. Better instructions on how to handle that step by step.
Action Buttons (Insert, Insert w/ Matching, Update, Insert/Update, and Delete) have been enhanced to be clearer for user experience.
Clear examples for Event Registration Questions/Indexes
UI/UX enhancements to make your experience delightful.
We have added dates to the Relationship data source - Begin Date, End Date, and Description
Interactions now a data source!! - Add/Edit/Delete Interactions using the Communication Log data source.
Ability to Add Group Members
Added Chapter Administrator to Relationship data source - Add/Update/Delete the role in the relationship!
Internal Database object improvements
Clearer description when a record is skipped on an Update action (when skip update if more than 1 record found is checked)
Renaming of IQAs were not seen due to saving the of the IQA's unique identifier instead of actual name - Due to this change, IQAs with slashes in the name are no longer supported
Bugs Handled
Fixed an issue when Tasks/Jobs cancel with different parameters.
Fixed an issue when Insert/Update action does not work when trying to support two or more data sources
Fixed an issue when a failed import does not provide notification and does not trip the disable job feature after # of failed attempts
Fixed an issue when trying to view the summary details user gets "Buffer cannot be null"
Fixed an issue where viewing scheduled jobs, the Last Run date column is blank.
Fixed an issue for iMIS Professional, Payments data source not valid for this version.
Hotfixes
We have deployed hotfixes for the following items:
Fixed an issue where when skip update if more than 1 record found is checked, message may falsely say multiple rows affected. v1.20.1
Fixed an output message. Fixed an issue in Groups where "system" groups were being excluded. v1.20.2
Fixed an issue receiving an API error on unlocking a user account. v1.20.3
New Features
Ability to import Orders! You asked for it, you got it. iDMS can now import orders. Pay close attention to the Order Grouping Field. More info found https://csiinc.atlassian.net/wiki/spaces/DOCS/pages/18981016
Ability to import Pledges! Completing our Fundraising journey, you now have the ability to import pledges. More Info found https://csiinc.atlassian.net/wiki/spaces/DOCS/pages/18981025
Ability to update the attributes on a Committee Product/Group
Removing CompanyID from CsContact to prevent corruption of data.
Adjusted "Failed" notification to allow for partial fail (i.e.: job only failed partially).
Now supporting client timezone on date input.
Enhanced messaging when importing User Credentials. When creating user credentials, you must use Insert. We clarified the error message when you try to update them to point you in the right direction. Note that Unlocking User Credentials should still be done via the Update method
ID Validation Checking. If sending in an ID of zero (0), iMIS goes a little crazy. We now check to make sure you are not submitting an ID of “0”
Health check feature enabled
Sources redefined and grouped. The Sources in IDMS are now grouped into Records Management and Finance to make it even easier to find what you are looking for.
Action buttons refreshed (again). Yes, people keep using Insert with Matching when they already have an iMIS ID and should be using Insert. So in our latest attempt to make this clear as day, we have cleaned up the Action buttons… again….
Default the Skip Update if More Than One Record Found to be "On"/"Checked"
Bugs Handled
Extended/increased the client timeout to 5 minutes to allow client endpoints to reconnect and process. In the past, if iDMS waited for longer than 100 seconds, it gave an error message and would re-try the action later. The timeout has been increased and the error message now indicates that iDMS will re-try the insert/update at a later time so you don’t accidentally re-try it.
Relationship upsert for 2017 iMIS users.
When create a new task it could be possible to duplicate the task resulting in two tasks pointing to same import ID.
When a user defined table is also setup as a Business Object, iDMS tries to import as a BO and errors out.
Corrected "Skipped BO" message. Should say "Created"
Corrected an issue running an IQA with parameters in EMS Professional
iDMS 1.18 - December 2022 (12/28/2022)
Hotfixes
We have deployed hotfixes for the following items:
Fixed an issue where matching across entities did not produce expected results.
v1.18.8Amended how the Update action found entities.
v1.18.7Fixed an issue with missing match on fields detection
v1.18.6Fixed an issue with POSTing feeds redirection.
v1.18.5
New Features
Microsoft .NET 6 Framework Implemented
iDMS 1.17 - November 2022 (11/7/2022)
New Features
Trigger your iDMS job from another source! Check the online documentation out here.
Flexibility using the BillSubscription Flag when inserting Subscriptions. Setting Bill Amount, be able to add a subscription but not bill the contact, etc. See enhancement details here.
Handling unknown errors from REST API. There are times when iDMS receives an error from the REST API call and it is sometimes vague. We have provided a stepped process for this now.
Full Name Tribute. When adding a gift, you can now add the full name tribute rather than having to specify the iMIS ID.
Ability to Clear Shopping Cart. You can use the DELETE action to clear member shopping carts.
Skip Blank Match On. This is an option (currently defaults to ON). At runtime, if any match on fields have a blank value, the record is skipped.
Enhancing Ability to Add Files to File Content fields in Panels. You now are only required to supply the public file url when adding a file to a panel field.
iDMS Templates now sorted in Alpha Order.
Bugs Handled
Fixed an issue where if on INSERT of a contact record, if the member type is not specified and the default member type does not have Is Member specified, record was added as a company record. It will now create a person record.
Fixed an issue when importing Fundraising records, the Gift Date, if not specified, should be set to the Transaction Date.
Fixed an issue when deleting a Company Admin relationship
Fixed an issue when creating inactive subscriptions
Fixed an issue when updating a panel, do not create a new record if one is missing.
Fixed an issue where iDMS was trying to process blank rows in the import
Fixed an issue for the license check on iUpdate jobs where jobs will now STOP running when a client agreement becomes null/invalid
Fixed an issue when using the LIMIT Rows within an IQA, iDMS was not recognising the value.
Fixed an issue where iDMS was defaulting date fields to 12:00:00AM. It will now read the time value on import.
Fixed an issue when trying to insert a username/login that is a duplicate. A clear message is now returned to the user.
iDMS 1.16 - September 2022
New Features
Coming Soon: Link your Cloud ID's! Have multiple Cloud ID's that you want to link together? No problem! You can now link these ID's (multiple) within your cloud dashboard - My Account. Then utilise iUpdate to run IQA's from your linked Cloud ID's.
Import Event Registrations! Now have the ability to import all of your event registrations in mass into EMS through iImport!
Bugs Handled
Corrected an issue where the Continue On Error is not working for scheduled tasks.
Added "Incurs Shipping Charges" checkbox for the Products data source.
If ID does not exist in Contact, it should not be creating a Panel record.
iDMS 1.15 - August 2022
New Features
Products in Cloud Professional. Commerce products and gift items can now be created and updated in iMIS 100.3!
iDMS 1.14 - July 2022
Our focus this release was to enhance the user experience and to add the ability to work with invoices and dues payments. Learn more about importing payments.
New Features
Pay Open Invoices. Yes, you read that right! You can now pay open invoices by providing relevant invoice information in your import file.
Overpay Dues Payments. Do your ever receive dues payments that overpay what is owed? You can now import those payments, and when a member's dues billing is overpaid, a pre-pay AR item is created for the member.
Enable/Disable iSchedule Tasks. You can now easily enable or disable iSchedule tasks.
Updates & Enhancements
Match on this Field language improved for clarity.
iSchedule tasks may now be sorted by column headers.
Bugs Handled
Corrected an issue where the job failure email notifications were not always executing as requested.
Corrected an issue where the Continue with Update button was not disabled when Require Match On was selected but then no Match On field had been defined.
Corrected an issue where re-saving a Template did not honor the previously saved Category.
Corrected an issue where a scheduled task would not delete when its corresponding IQA query no longer existed.
Improved job detail logging when lengthy mappings made it difficult to review and read logged entries.
iDMS 1.13.3 - May 2022
Hotfixes
We have deployed hotfixes for the following items:
Corrected an issue where the state/province field was errantly cleared out for addresses in the United Kingdom.
Corrected an issue where IQA queries needed aliases to process correct. Moving forward, field aliases are no longer necessary.
Corrected an issue where IQA query filters incorrectly displayed as undefined.
New Features
Our focus this release was to provide additional import destinations (i.e., products, standalone panels), enhance validation and related error messaging, and add new safeguards so you can use iDMS with confidence.
Match On Only One Record. Build a failsafe into your jobs so that if more than one record with a particular ID would be effected, abort the job.
Why is this cool? If you've ever imported activities, it may have crossed your mind that a slip up could cause you to overwrite all activities for the effected records. If your job should only be looking at one activity per ID, with this option enabled, your job will conclude as soon as a second match is found.
Importing Products. Now you can import as many color and size t-shirt variations as you'd like – and with a little styling here and there, your end users won't even realize they're multiple products!
EMS Product definitions can now be imported.
2017 Products are still able to be imported using the
CsProductbusiness object. Please be aware there may be other tables/objects (Product_Price,Product_Inventory, etc.) that must be updated as well with 2017.
Support for Insert/Update to Standalone Panels. Previously, you could insert or update to a standalone panel, but not both at the same time (Insert/Update). This is very powerful for multi-instance standalone panels.
EMS Single and multi-instance standalone panels can now be a destination for the Insert/Update import type.
Updates & Enhancements
Billing payments now supports importing check number.
Match on nearly any contact field to make the most of any dataset you have.
Validation checks on inserts to ensure ID is mapped.
Validation checks on contact inserts to ensure either last name or company is mapped.
Speed improvements when loading business objects to make mapping even quicker.
Error logging details can now be easily accessed on the Log Summary screen.
Housekeeping with our logs to keep them clean and easy to read.
Miscellaneous updates to the iDMS infrastructure ensuring you have the best possible experience.
Bugs Handled
Clarified error messaging when matching iMIS ID on a user-defined table.
Clarified error messaging when importing billing products and matching on
Major_Key.Clarified error messaging when an iUpdate query has been deleted or the path has changed.
Corrected an issue where billing payments displayed for iMIS 2017 environments.
Corrected an issue where deleting scheduled tasks caused an issue.
Corrected an issue where expression builder fields in a query caused an issue.
Corrected an issue where retrying jobs would fail when working with slow queries.
Corrected an issue where importing a product without a category caused an issue.
Corrected an issue where importing to multi-instance panel sources caused an issue.
Corrected an issue where retrieving cloud IDs from our service fabric caused an issue (sounds fancy, huh?)
Corrected an issue where subscriptions displayed for iMIS 2017 environments. To import subscriptions in 2017, use the
CsSubscriptionsbusiness object.
Released: