Customer Service Alerts
Downloads for version 2 - Downloads for version 1.1
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New features in CSA Version 2
- "Clip" button can put details of your alert on the clipboard for external use.
- "Action" button can launch a website, run a report, start an email, open a document, view a network folder, run an application, (new with 2.1) run a TaskCentre task, execute a SQL script.
- Alerts can be programmed to automatically zoom, clip, run the action, or beep.
- More icons, more detail available to alert authors
- Alert rules editor to maintain your alerts without SQL
- Current iMIS user is passed as a parameter to Alert rules
- Easier installation, no more "VB runtime" errors
- Easier options for Alert rules to generate their output, but still backward compatible with all alert rules for CSA 1.1
- Automatically repairs permissions, but with better error handling just in case
- Integration with TaskCentre
Important notes
- CSA 2 requires a new license key. Existing clients, please email chadd.arthur@rsmi.com for a free update.
- CSA works with iMIS 15 in the Desktop view, but not Casual or Public view.
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What does CSA do?
Customer Service Alerts for iMIS is an add-on for iMIS.
Users keep CSA open while they work. Whenever a user starts working with a person or organization
record in iMIS, CSA displays "alerts" with information about that record. Alerts are often used
to call attention to details buried deep in iMIS or easily missed.
The alerts your users see, and they order they are ranked are completely under your control. When configured
to your liking, CSA helps your organization staff to be more aware of problems and more responsive to
opportunities for outstanding customer service.
Customer Service Alerts FAQ's
CSA documentation CSA.pdf
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What kinds of information can CSA alert me to?
Just about anything which can be connected to the ID of the current record. This often
starts with iMIS data, but can include non-iMIS tables in your iMIS database or data in other databases
on the same server.
Customer Service Alerts includes several predefined alerts, and can
be tailored by you or your Authorized iMIS Solution Provider to increase your staff's productivity.
Set up additional alerts to show:
- Total member lifetime value
- Certification status
- Cross-sell opportunities
- Recent contracts and changes
- Missing demographic information
- Data integrity problems
- Unresolved member complaints
- Approaching deadlines
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Version 2
| Version |
Download |
Released |
Description |
| 2.00.0000 |
MSI (4.3MB) |
2007-09-17 |
Initial Release |
| 2.00.0001 |
MSI (4.3MB) |
2007-09-26 |
Editor window works in iMIS 15 where there is no MANAGER!sa login |
| 2.00.0002 |
MSI (4.3MB) |
2007-10-08 |
Installer fix, keyword for Edit window is CSAEdit |
| 2.00.0003 |
-- |
not released |
Correct startup problems on case-sensitive servers |
| 2.00.0004 |
MSI (3.9MB) |
2007-12-27 |
- Updated documentation (but still not complete)
- ActiveX controls now registering correctly
- Corrected problem with Alert Edit window and iMIS 15 usernames
- Split IMIS_USER_SPID field, updated sample alerts to match
- Corrected problem which would cause all Actions to run immediately
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| 2.01.0000 |
MSI (4.9MB) |
2008-03-28 |
- Add ACTION_TYPE field to tcsa_AlertOutput table which can contain values of "Launch" (default, v2.0 behavior), "SQL" (executes command over a SQL connection), or "TaskCentre" (starts a specific task in TaskCentre).
- Includes new technical documentation.
- Fixed a problem with beeps
- Fixed a case-sensitivity problem with alert output
- Fixed a bug where CSA wouldn't refresh the same ID when iMIS prompted it to.
- Added a script to test successful CSA installation
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| 2.01.0001 |
MSI (5MB) |
2008-04-10 |
- Support USER_FROM_CSA field in task parameters.
- Update technical documentation with setup information for integrating with TaskCentre.
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| 2.01.0002 |
MSI (5MB) |
2008-04-24 |
- Added a messagebox whenever an action is performed, so the user knows something happened.
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Version 1.1.34
- compatible with case-sensitive servers
- demo self-licenses through September 30, 2004
- corrects a problem with relicensing
- notifies users when less than 30 days to expiration
- includes ASI crypto DLLs from iMIS 10.4 (compatible with previous versions)
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©2008 by RSM McGladrey. Content on this site is
protected by the copyright laws of the United States. The copyright laws
prohibit any copying, redistributing, or retransmitting of any copyright-protected
material. Please send any comments or questions to:
bruce.wilson@rsmi.com.
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