Glossary

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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, ...
Advanced Find lets you specify an extensive set of filtering criteria so that you get a more specific set of results. You can use its powerful searching capabilities to locate specific records and activities in Microsoft CRM. When you use Advanced Find you can specify ...
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(Or field) Attributes are characteristics of an entity. For example, the field “First Name” on the Contact entity is an attribute. The attributes help you find commonalities and differences among that type of entity. There are different types of attributes so that you ...
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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 ...
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Campaigns can be used to organize every facet of your activities leading up to a big event, date, or deadline. Campaigns are designed to increase awareness within your membership regarding a specific upcoming event, product, or deadline
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Candidates are used to distinguish the individuals whom your association would like to keep tabs on. Additionally, you may wish to track your fund disbursements to him/her
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Cases provide systematic tracking and case management functionality to manage complaints, citations, mediation and arbitration
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While Courses hold general information regarding the topic to be covered in a class, a Class contains information specific to the instance—such as when it is being held, where, and the amount of people who may register
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The contact entity is designed to represent the individuals with whom your association does business. The vast majority of these records will be your members, past and present, but this record is not limited to this usage. You may also wish to include other individuals ...
Content Management System (CMS) – A Content Management System is the tool which your organization uses to manage the materials and content which are available for viewing on your website. These tools are designed to allow for someone to keep a consistent look and feel ...