Marketing Lists are groups of accounts or contacts that can be used in marketing campaigns and for other business processes
See how to find those "records that do not exist" in your RAMCO system using the Marketing List functions
Price lists are used to allow for you to quickly and easily apply different pricing to the same Products. Price lists can be thought of as categories for your contacts, where each of your contacts can be on a single price list to determine how much they will pay for a product. Typically organizations have two price lists – member and non-member
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 - Also, the vanilla Marketing Lists in Dynamics CRM don't have all the tracking you might want like open rates, click-throughs, bounce rates, etc. For that you would want a real Email Marketing package like ClickDimensions or Convio
These views are yours to create, manage and share. You should create views that show you the types of records which you work with the most and the most relevant information for your particular job duties. This gives each user the flexibility to manage his/her workspaces to optimize work efficiency
Cases provide systematic tracking and case management functionality to manage complaints, citations, mediation and arbitration
Membership Applications are used to manage the entire application process from the time the application is submitted to the time the contact becomes an active member
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
Most organizations will have two Price Lists, which also means that ever product in such an organization will have two price list items: one for each price list
However, because members of different organizations are accustomed to certain vocabulary, we have created a way for you to edit the instructional text at the top of each Portal page as well as to add a title to the page. You manage this text in your RAMCO AMS
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