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
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
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
Member Type records store the types of membership offered by your association
Today's Accounting Corner will be held next Friday, on 8/22
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
Dues Options are designed to allow for you to give your members options when to renew their association dues. An example of this might be to allow a member to pay their dues for two years rather than for one
The topics that will rotate each week are: Advanced Find and Reporting Accounting Committees / Elections Workflows Email Templates / Send Direct Mail Portal Alerts / Page Text Word Templates Details about the new training sessions can be found here, as well as any updates or cancellations: https://ramcoams.connectedcommunity.org/events/event-description?
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
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