The account entity is designed to represent the various companies your association does business with. The vast majority of account records will be real estate brokerages whose designated realtors have a primary or secondary membership with your association. However, you should feel free to enter other types of companies into the Account entity
Today's Accounting Corner will be held next Friday, on 8/22
There are many ways in which Payment records may be created: manually by the User, through the Portal, through the Process Credit Card Button on the Contact or Account. Payment records do create GL Account Entries and Batch Items
Credits are used to indicate a certain value which you have either gifted or credited to a contact or account
Marketing Lists are groups of accounts or contacts that can be used in marketing campaigns and for other business processes
Need to merge Contacts or Accounts in your RAMCO system?
An Order or Invoice is automatically filled with the Price list of the contact or account so that the End User can be assured that the contact or account is receiving the appropriate price based on his or her Price List
For example, you can find records by account name, city or region, and the name of the account which this person belongs to
For example, you have the contact entity to represent a person, the account entity to represent a company, and so on and so forth