Typical examples of Orders are Dues- your association wishes for each of its Members to renew, but it is not required. There are no GL Account Entries or Batch Items created for Orders. You should think of an Order as a place holder so that automated processes through the portal and CRM can quickly and easily accept payments. An order can be for an actual physical product such as a sign rider, or it can be an event, class, fee or any other product or service for which the association or MLS collects revenue
2 Comments - Is it possible to see a flowchart for the life cycle of an order?
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
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? For example, on a Dues Option, there is a description field, but this does not display on the webpage. I looked at entities to see if there was a publish to portal feature and did not see it
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. That might not fly for some folks. 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
Join RAMCO Education Manager, Reggie Lopez, for weekly educational sessions with a rotating area of focus as well as open Q&A with participants.
09-16-2020 | 12:00 PM - 01:00 PM ET
105 events in this series
RAMCO and Higher Logic (our platform for the RAMCO Community) invite you to our upcoming webinar exploring how to use automation, AI, and analytics to meet evolving member needs, build efficient processes, and make data-driven decisions. Hosted by Greg Pollack (Higher Logic VP of Enablement) and Mark Lowry (Higher Logic CRO), this webinar is intended for association professionals who want to learn more about the impact of AI and automation and how to leverage them for their own projects
04-24-2024 | 02:00 PM - 03:00 PM ET
A pre-release version of RAMCO R3.1 system is available as a sandbox system for anyone to login and preview. See this thread in the community for more information
You asked for more help creating workflows, and here it is. Take a look in the Implementation and Training community for more
Mark your calendars and let us know if you'd like to give a presentation!
The new version shows how to add a check into your workflow so the reminder will not go to someone who has cancelled their registration
Take a moment for important tips on suspending members who did not complete cycle 6 Code of Ethics training
RAMCO
500 New Jersey Avenue, NWWashington, D.C. 20001-2020
Let's Talk
TestimonialsPricingDemos
Terms of Use