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iMIS and iDMS Compatibility Chart



2017

EMS

Records Management

Contact Details

(tick)

(tick)

Activities

(tick)

(tick)

Address Details

(tick)

(tick)

Business Objects

(tick)

(error)

Panel Data

(tick)

(tick)

Committee Activities

(tick)

(tick)

Communication Log

(error)

(tick)

Communication Preferences

(tick)

(tick)

Group Members

(tick)

(tick)

Relationships

(tick)

(tick)

User Credentials

(warning) Only able to Unlock User Credentials using the UserData Business Object

(tick)

User Roles

(error)

(tick)

Finance 

Billing Payments

(error)

(tick)

Event Registrations

(error)

(tick)

Gifts

(tick)

(tick)

Orders

(tick)

(tick)

Pledges

(error)

(tick)

Subscriptions

Subscriptions in 2017

To import subscriptions in 2017, CSI recommends creating your own business object. Learn more in our Subscriptions and Chapters Tutorial.

(warning) Must Use Custom Business Object
Learn More

(tick)

Tables

Billing Products

(error)

(tick)

Committee Codes

(tick)

(tick)

General Lookup Tables

(tick)

(tick)

Gift Items

(error)

(tick)

Products

Products in 2017

Importing products may require data in other sources such as CsProduct_Price  and CsProduct_FR . Please consult with ASI and/or your solution provider if importing products.


(warning) Use CsProduct Business Object

(tick)

User Defined Tables

(tick)

Replaced with Panel Data




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