This engagement is determined by factors such as number of donations, community subscriptions, event registrations, and product purchases. In order to classify score percentages even further, each score comes with specific score categories. These categories group similar scores together, allowing you to efficiently compile various score details.

An individual or organization's overall engagement score can be seen on their profile pages. The score displays in a donut graph, along with the percentage and category. There are also two scoring dashboards where score information can be reviewed. Contact-specific scoring information can be reviewed from the Overall dashboard, and organization-specific scoring details can be reviewed from the Organizations dashboard. These dashboards provide you at-a-glance information about score statistics.


You are able to tailor the out-of-the-box formulas and create your own formulas with the Scoring - Plus license. This license gives you full control over scoring, allowing you to define an unlimited number of scores. How you decide to define and calculate scores is totally up to you, and the criteria that are important to you will define your contacts' overall score.

Additional dashboards and queries have been added to the Staff site with our goal of continuous performance improvement in mind. These dashboards operate off of query-generated information that allows you to review and measure real-time statistics in an at-a-glance fashion. Each dashboard can be tailored to suite your unique needs so that the information that is important to you is always readily available.

Passwords
System administrators can enforce password expiration, password reuse, and session timeout requirements to all administrator and non-administrator users separately. These enhanced password security options comply with PCI 3.0 guidelines.

Encryption
The key-encrypting key can now be reset through the iMIS Scheduler site. From the Scheduler page, iMIS SysAdmins can reset the encryption keys and re-encrypt cardholder data, as well as change the key-encrypting key file.

Multi-factor authentication
Multi-factor authentication is being introduced to provide PCI-compliant sign-in security. Each time a system administrator logs in to iMIS, they are prompted to enter a security code. Without a valid security code, authenticated access to iMIS is prohibited. For authenticated access to the Advanced Accounting Console, system administrators must enable this feature in the Staff site. System administrators must perform the initial multi-factor setup through the I don’t have a security code link in the Contact Sign In content item.

Credit card retention and storage
Outdated credit card data can be removed from databases with the PCI Data Retention Cleanup task, and users are able to configure the number of days this data is retained.

Community
The following enhancements outline functionality that was exclusively on the iMIS Desktop, and is now available on the Staff site:

• Manage committees: Authorized Staff users can manage committees by adding, editing and deleting committees from the Committees page on the Staff site. Staff users can also manage their Committee rosters by assigning committee members additional roles, among other tasks, using the updated Committees landing page.


• Assign activity tasks: Activity tasks allow staff users to assign follow-up tasks for other staff users as reminders to perform certain actions. After activity tasks are delegated, staff users can manage tasks assigned to them from the Community dashboard’s My tasks tab. The Activity Profile was also created to help in managing tasks for individual users. In addition, the Follow up activity alert task was created to notify staff users that an activity task is assigned to them.

Membership
The following enhancements outline functionality that was exclusively on the iMIS Desktop, and is now available on the Staff site:

• Create and edit chapters: Create, edit, and manage chapters from a single interface.


• Manage expired members: Review expired members and update their member status so that their member-based access to your website is limited.


• Create billing products: Billing products are products for which you collect money. This can include membership or subscription fees.

Events
The following enhancements outline functionality that was exclusively on the iMIS Desktop, and is now available on the Staff site:

• Event categories: Assigning a category to an event allows you to organize events, event reports, and event queries more efficiently. These categories were previously known as event types.


• Program item conflict alerts: Program items can be configured to automatically alert registrants before checkout that they are attempting to register for two or more program items containing time conflicts. Event creators have the ability to require that the time-conflicts be resolved before checkout, or allow users to check out with conflicts. Conflicts that are not based on time can also be configured through the use of user-created Conflict Codes.


• Cancel events without active registrations: The ability to cancel an event without active registrations is being migrated from the Desktop to the Staff site.


• Additional fields for event definition: The Additional fields for staff use allow you to create additional fields for event definition. These fields appear in the Event Display when creating or editing an event.


• Define CEUs and mark attendance: The ability to define CEUs and mark attendance for registrants of an event registration option or program item is now available from the web. Staff users can efficiently award CEUs and manage attendance for registrants of various events. The full functionality of this feature will be released once future development has been completed.


• Create billing cycles: Billing cycles allow you to bill a particular group of people for a particular set of products.

Commerce
The following enhancement outlines functionality that was exclusively on the iMIS Desktop, and is now available on the Staff site:

• Hotpost web orders: Orders placed over the Web can now be hot-posted when the order meets conditions for automatic invoicing. This means that iMIS immediately generates the Invoice and Activity records, and users no longer need to manually post the batch.

Fundraising
The following enhancement outlines functionality that was exclusively on the iMIS Desktop, and is now available on the Staff site:

• Create gift items: Gift items (previously known as Distributions) can be created directly in the Staff site.