SKU: Zenloader
The easiest way to bulk load transactions in iMIS Cloud
Description:

Features:

- Facilitates the mass import of payments received from external sources against open invoices e.g ACH, BACS, EFT  

- Cloud-friendly, built using RiSE and a client-based UI framework over the iMIS REST API  

- Processes payments against all open invoices (including cash /pro-forma invoices)  

- Processes multiple part payments against open invoices  

- Maintains Sales Ledger Integrity - does not write directly to the Trans table

 

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Fonteva Implementation for West and North Yorkshire Chamber of Commerce

The West & North Yorkshire Chamber of Commerce (WNYC) provides a range of high-quality professional services to support local business in the counties of West and North Yorkshire, England. WNYC offers assistance ranging from discounted marketing and advertising promotion to free legal help, all designed to grow local businesses and attract new ones.

The Challenge

The West & North Yorkshire Chamber of Commerce is building stronger local communities by helping businesses get access to the tools they need to grow the economy in the area.

5 Ways to Extract Value from your CRM investment

From aligning business processes with technology to choosing future-proofed tools - there are a great many things a Not-For-Profit can do to maximise the return on investment from its CRM and other core technology choices. The key, as per this article, is to have a proper system for doing so....

iMIS Healthcheck

Most organisations do not use their technology nearly as well as they could be for various reasons:-

  • Staff leaving has meant that knowledge of the system has faded
  • Not being able to keep apace with upgrades
  • Too little resource to get you over the hump to having members and donors serve themselves more.
  • Too many complex workarounds

Our experienced consultants have seen these scenarios many times and can help you to identify, plan and overcome the hurdles to better performance of your engagement management system

Technology SignPosting

We help you make technology choices that are aligned to your strategic goals and working constraints

Embedded Newsletter Signup in Umbraco for ReThink

Background

Rethink is one of the largest mental health charities in the UK and they have a large number of members and are actively recruiting to increase their membership supporters. They use Umbraco as their main website CMS , and they needed various signup forms put into this website to help in recruiting more contacts and possible supporters as well as helping their beneficiaries to get the care they needed.

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