We've posted a new training video on some basic ways to customize your system with new fields
There's a new tutorial showing how to add a custom profile update form to your RAMCO web portal
Learn about Dialogs and how to use the "custom wizards" to automate processes like cloning a class
Portal Pages vary from regular website pages in that you cannot add or edit the layout and text of most portions of them. 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? For example, on a Dues Option, there is a description field, but this does not display on the webpage. I looked at entities to see if there was a publish to portal feature and did not see it
Publications allow the association to provide a subscription service that gives association members access to magazines or other print material. Publications also support custom pricing and subscription periods based on your business rules
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
Learn how to use a workflow to push data from a field in one record to a field on a different record
The Quick Search functionality allows for you to quickly search through the records which come back in the View which you are currently working in. Add an * to utilize the wild card functionality! The quick search can be customized by your organization's administrator to cover additional fields when you search, as well as display additional fields in the search results
Take a moment for important tips on suspending members who did not complete cycle 6 Code of Ethics training
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
See how to automate the creation of MLS and Key memberships when a new Realtor applies
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