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
Typically organizations have two price lists – member and non-member. 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
Dues Cycles and its child entities are used to define the rules for membership and members. A Dues Cycle is typically the amount of time for which you invoice members, (e.g
Member Type records store the types of membership offered by your association
Today's Accounting Corner will be held next Friday, on 8/22
Harnessing the power of automation, artificial intelligence (AI) and predictive analytics is changing the way association professionals work, creating opportunities to strengthen engagement and enhance member experience. RAMCO and Higher Logic (our platform for the RAMCO Community) invite you to our upcoming webinar exploring how to use automation, AI, and analytics to meet evolving member needs, build efficient processes, and make data-driven decisions
04-24-2024 | 02:00 PM - 03:00 PM ET
There are some scenarios where you can't use the dues billing tools to charge for services
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