Name Change records are typically used when formal documentation and approval is required for the processing of name change requests. These records provide the association with a historical record of all name change requests for a contact
It's very rare that NRDS changes fields or requirements, but it's happening soon for the Primary Field of Business. RAMCO's 3.3.1 release addresses this change, as well as fixes a critical timezone issue
The Bulk Edit functionality in the RAMCO AMS system allows you to conveniently make changes to multiple forms at once. This can be very handy when selecting a radio button on multiple records or adding a name prefix. Bulk edits can be performed on most entities and even activities
We're moving our monthly Workflow Corner session to the 2nd Friday of each month!
Portal pages have code behind them, so that information may be displayed from your RAMCO AMS and sent back to your RAMCO AMS – for this reason you cannot have free design control over them. You can think of portal pages as pages which “talk” to your database. Your Portal will be “skinned” to match the template used by your CMS. The idea behind this is that your members/portal users will be able to move seamlessly from a website page to a portal page without being aware of the difference
4 Comments - I understand the lock down on the portal pages and know you are working with us to customize a few things for our associations. But I just wanted to check to see if there is a process to add existing fields from the db to the display on a webpage?
Orders in RAMCO AMS are those items for which you would like to receive payment, but your member may not have yet agreed to the charges
2 Comments - Is it possible to see a flowchart for the life cycle of an order?
There is a small percentage increase to RAMCO user fees each year to account for changes to Microsoft Licensing and other cost increases. Please see the attached documents in this post to detail changes in your per-user rate based on when you launched on RAMCO
You can use its powerful searching capabilities to locate specific records and activities in Microsoft CRM...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. The name of the entity typically is what the entity represents
Publications allow the association to provide a subscription service that gives association members access to magazines or other print material
2 Comments - Hey Matt, you can use Publications for that and include a link to unsubscribe in the emails you send out, BUT a person would have to login to the portal to edit their email subscriptions
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