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Miscellaneous
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There were 109 questions found in this category:
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Maximum number of users (3) are already logged in.
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A record is showing in the Open Windows, but will not come up when clicked on.
If the record is an application or form, it will also appear on the Windows taskbar. Click on the item on the taskbar, and it should appear. If it is not an application or form, exit the system and the Open Windows area will refresh and the item will no longer be displayed.
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A user has a slow connection in their Citrix session.
The user should try logging off and logging back on.
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After printing a Single Letter (from Clients), the TranLog does not pop up.
This can occur if the text of the letter is in the header instead of the body of the document. Follow the instructions below to fix this: Go to Letters button in Client screen.Highlight the letter and click on Modify. Keep clicking OK until Microsoft Word opens.The text in the Header will be grayed ...
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Agency says they want to do Cash Accounting not Accrual Accounting
Filing with the IRS on a Cash Basis when doing Accrual Accounting on Agency Bill
End of Year Process
The following adjustments are all that are necessary for agencies that are running the MI Management System or IMSdos that would like to file with the IRS on a cash basis. They need to ...
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Are tasks run from the main screen?
No. The main screen is a Task Status. It tells whether or not a task has been done, who ran the task and when it was run. To run tasks:
Click on Tasks on the Banner.Highlight the task.Click on Execute.NOTE: Only one task can be run at a time.
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Can MI Management System merge data to other applications besides Microsoft Word?
In MI Management System, data can be extracted for Mail Merge with any application that can read tab delimited text files. The data extracting is done through Reports in MI Management System. Below is an example of how to get Client Information extracted: Click on Reports from the main screen. From ...
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Can not find a follow up.
Check the following things: Make sure the Follow Up Days is properly set on the main screen. Go to the Client screen and look on the Follow Up tab. Make sure to look at both open and closed follow ups (see toggle at bottom). Check the date on the workstation and server. If they are not set to the...
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Can the Management System be loaded on a laptop so that producers can fill out the ACORD form outside of the office and then bring it back to the office and update their existing Management System on
The short answer is no. The long answer is that the Management System can be copied to a laptop. But it would involve copying the entire thing off of the server onto the laptop. Interbase server would need to be installed on the laptop and certain settings (BDE and mimgmtIB.ini) need to be change...
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Can the tasks be scheduled to run automatically?
The tasks can only be run by a user highlighting a task and clicking Execute. Each task must be run individually. It is recommended that everyone exit the system when running tasks.
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Can't find client or application in locater.
Try switching the locater settings to show "Everything."Open the locater.Click on Status Filter button.Select Everything.It is not uncommon to find that the locater has been switched to show only active policies and cannot find applications/clients that are not active.If the client/application still...
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Cannot locate client by typing in their last name.
It's possible that the information being searched for is in a different format, other than last name, first name. This either can happen from the download or someone inputting it incorrectly. One thing to always try is searching with the different options in chapter 2, page 4 from the MI Management ...
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Citrix or Terminal Server (Windows NT 4.0) or Terminal Services (Windows 2000) User receives the following message trying to login: Exception EOleError in module Vcl40.bpl at XXXXXXXX.
Error creati
This message has to do with user rights. Users need to be able to write to the registry. Also, users need to be able to write to the Windows System directory (i.e. ?:WINNTSYSTEM32 or ?:WTSRVSYSTEM32). Agencies should work with their vendor to make sure users have these rights.
If Terminal Ser...
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Customer wants to change all clients in system to be either all caps or all initial caps
Please perform a Service Request to contact Technical Support for this issue. Thank you
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Deleting a company or producer.
Companies and producers cannot be deleted from the IMSwin. They can be changed to inactive status.Click on the System button on the banner.Click on the appropriate tab - Producer or Company.Under status, click on the drop down selection and change it to "Inactive."When a company or producer status ...
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Did not receive email notification for MI Management System updates.
Email notifications are sent to agencies when an update is available. If notifications are not being received, more than likely the email address we have is incorrect. Go to Update Agency Info in the Support section of our website to view or change the agency email address.
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Does the accounting software allow for security ids and passwords for users?
Both Peachtree and Quickbooks allow for user ids and passwords. Please refer to the Peachtree or Quickbooks manual for directions.NOTE: The user that will be posting information between IMSwin and accounting software must have full access to all areas.
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Duplicate Tranlogs.
Interoffice memos and Correspondence memos are automatically Tranlogged by the system. Any time the memo is altered, it will create another Tranlog. Altering the memo includes correcting typos, accidentally hitting the space bar, changing the status on the memo.When a user views a memo and exits o...
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How can I view the history for a client or application?
Go to the Client or App. screen. Click on the History button along the top left. Choose from the date options on the right side.
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How do I add another User Name and Password to the system?
The Administrator (Level 1) is the only user(s) that can do this in the system. From the Login box type in the password. Click Admin Utilities, then Create User. Type in the user name and password, hit , and click Done. The user has been added. You will see the new name in the list the next time you...
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