Entities are defined as record types. 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
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
Duplicate detection allows you to maintain the quality of your data
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?
(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 are not always entering text into fields
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
The account entity is designed to represent the various companies your association does business with...However, you should feel free to enter other types of companies into the Account entity
add a new entry to a Resource Library
There's a new tutorial showing how to add a custom profile update form to your RAMCO web portal
The new 2.1.5 release of RAMCO makes a major improvement to the NRDS eCommerce connection and adds support for partial credit card payments