Need to merge Contacts or Accounts in your RAMCO system?
Mail merge can be used with essentially any entity in your RAMCO AMS. Mail merge allows you to use your CRM data withthe formatting functionality of MS Word by allowing the production of multiple (and potentially large numbers) of documents from a single template and a structured data source. You can access mail merge from Default and Custom Views, Campaigns, & Quick Campaigns. The RAMCO system allows you to enable mail merge for any entity by checking the Mail Merge checkbox from entity setting page
Beginning 12/6 we will re-send all COE records to NRDS to help correct any missing data from NAR's Internet problems in 2015 and early 2016
Learn how to use a workflow to push data from a field in one record to a field on a different record
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
Recorded sessions from the 2023 RAMCON in Sarasota are available. If you did not purchase access to the recorded sessions you may still contact the RAMCO team
Dues Proration records are used to define the proration schedule for the selected product for new members. The system will automatically generate the Dues Proration records for a Dues Product with a Daily, Weekly, Monthly, or Quarterly pricing strategy. Dues Proration records must be manually created for a Dues Product with a tabular or custom pricing strategy. Dues Proration records should never be created for a Dues Product with pricing strategy of None
You can catch up by viewing the recorded version!
The vast majority of these records will be your members, past and present, but this record is not limited to this usage
Want the recorded version of this year's Dues Boot Camp?
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