Ramco Training Assessment - Poe

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| By Michael Cutlip
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Michael Cutlip
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Quizzes Created: 1 | Total Attempts: 598
| Attempts: 598
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  • 1/47 Questions

    RAMCO exports directly to the following software?

    • Wordperfect
    • Office Calc
    • Excel
    • Access
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About This Quiz

This is the RAMCO Training Assessment to be completed by associations that are points of entry into the NRDS system. This includes both local associations and state associations that manage local boards.

Education Quizzes & Trivia

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  • 2. 

    What are automated processes called in RAMCO?

    • Workflows

    • Automations

    • Computations

    • Digitzations

    Correct Answer
    A. Workflows
    Explanation
    Workflows are the automated processes used throughout the system. The Workflow button is found in the ribbon toolbar.

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  • 3. 

    Which of the following is the correct way to perform a “wildcard” search for the word “smith”?

    • &smith

    • #smith

    • *smith

    • !smith

    Correct Answer
    A. *smith
    Explanation
    The character used to run a wildcard search is the asterisk "*".

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  • 4. 

    Where do you mark someone as having attended a class?

    • The class registration record

    • The contact record

    • The meeting registration record

    • The advanced find record

    Correct Answer
    A. The class registration record
    Explanation
    The field to mark someone as having attended a class is on that person's Class Registration record that is accessible from the person's Contact record or from the Class itself.

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  • 5. 

    On what record type will you find someone's Email address?

    • Preferences Record

    • Contact Record

    • Membership Record

    • Details Record

    Correct Answer
    A. Contact Record
    Explanation
    All communication information and preferences are stored on a person's contact record regardless of the number of memberships they have.

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  • 6. 

    Which of the following records is created first during the sales transaction process?

    • Invoice

    • Payment

    • Order

    • Receipt

    Correct Answer
    A. Order
    Explanation
    The initial record created during a transaction is the Order. This is the placeholder for the transaction and contains the products someone might purchase.

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  • 7. 

    Classes are the individual dates and times that what occurs?

    • Meetings

    • Courses

    • Events

    • Committees

    Correct Answer
    A. Courses
    Explanation
    Courses a an umbrella for classes. A Course determines the amount of CE or designation hours a person receives, while the Class records are created to set the individual dates and times that a Course occurs.

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  • 8. 

    What module would you access to work with the full list of contact records?

    • Membership

    • Workplace

    • Education

    • Donations & PAC

    Correct Answer
    A. Workplace
    Explanation
    Contacts and Accounts, by default, are found in the Workplace module.

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  • 9. 

    To see the activity of a General Ledger account you should run which report?

    • Account Distribution (GL) report

    • Payment Report

    • Balance Report

    • Receipts Report

    Correct Answer
    A. Account Distribution (GL) report
    Explanation
    The Account Distribution (GL) report shows how the money you've taken into the system is distributed across your different General Ledger accounts.

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  • 10. 

    Which of the following can be configured on a Dues Schedule?

    • A query to find the members of this schedule

    • The begin and end date or term of the schedule

    • The Member Type of this schedule

    • A late fee

    • All of the above

    Correct Answer
    A. All of the above
    Explanation
    All of these things are required on a Dues Schedule.

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  • 11. 

    Where do you go to view all Memberships for an individual member?

    • Go to the Contact record and then click on Memberships in the related navigation

    • Go to the Contact record and then click on Relationships in the related navigation

    • Go to Member Types

    • Go to Office Memberships

    Correct Answer
    A. Go to the Contact record and then click on Memberships in the related navigation
    Explanation
    To view all Memberships for an individual member, you need to go to the Contact record and then click on Memberships in the related navigation. This will allow you to access and view all the memberships associated with that particular member.

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  • 12. 

    Navigation options on the left side of a record are called what?

    • Sticky records

    • Connected records

    • Helpful records

    • Related records

    Correct Answer
    A. Related records
    Explanation
    The navigation options on the left side of a record are called "Related" items. They are also sometimes referred to as "Associated" records.

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  • 13. 

    The Unapply Payment Wizard can do which of the following?

    • Unapply Payment

    • Cancel Payment

    • Issue Refund

    • Credit Card Chargeback

    • All of the above

    Correct Answer
    A. All of the above
    Explanation
    The Unapply Payment Wizard is capable of performing all of the listed actions, including unapplying a payment, canceling a payment, issuing a refund, and processing a credit card chargeback.

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  • 14. 

    How can you change the page title and text that appears at the top of web portal pages?

    • Entity Text

    • Page Text

    • Contact Text

    • System Text

    Correct Answer
    A. Page Text
    Explanation
    To change the page title and text that appears at the top of web portal pages, you need to modify the "Page Text". This option allows you to customize the content displayed on the page, including the title and any accompanying text. By selecting "Page Text", you can easily edit and update the text to reflect the desired information or message you want to convey on the web portal pages.

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  • 15. 

    What is the name of the menu across the top of the RAMCO interface?

    • Navigation toolbar

    • Status toolbar

    • Ribbon toolbar

    • Button toolbar

    Correct Answer
    A. Ribbon toolbar
    Explanation
    RAMCO is built on top of the Microsoft Dynamics CRM platform which uses the standard Office-style interface including the "Ribbon" toolbar.

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  • 16. 

    On what record type will you find someone's subclass?

    • Member Type Record

    • Contact Record

    • Membership Record

    • Member Application Record

    Correct Answer
    A. Membership Record
    Explanation
    A person's subclass is part of their membership record and it helps to further classify their membership for billing purposes.

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  • 17. 

    What record should you deactivate to deactivate a member in NRDS?

    • NRDS Record

    • Contact Record

    • Membership Record

    • Member Application Record

    Correct Answer
    A. Membership Record
    Explanation
    The status of a person's membership record determines whether or not they are active on NRDS.

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  • 18. 

    What should you do if you need to reverse or write-off a particular Invoice?

    • Delete the Invoice

    • Cancel the Invoice

    • Suspend the Invoice

    • Repeal the Invoice

    Correct Answer
    A. Cancel the Invoice
    Explanation
    The correct process is to cancel the Invoice because this will create accounting entries that reverse the entries from the creation of the Invoice. If you merely delete the Invoice the system will NOT also remove the accounting entries from when the Invoice was created.

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  • 19. 

    What must you configure to perform a dues payment split in NRDS eCommerce?

    • A General Ledger account

    • A Product to General Ledger account mapping

    • A bank account

    • All of the above

    Correct Answer
    A. All of the above
    Explanation
    All of the above are required. When a member pays for a dues product, the system checks if that product is mapped to a General Ledger, then checks if the General Ledger account has an eCommerce bank account connected to it. If there is a bank account, RAMCO sends only the amount paid for that one dues product to that bank account (such as a state or national association bank account).

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  • 20. 

    Using Advanced Find, how can you add multiple criteria to your query and then see records that meet *any* of those criteria as opposed to meeting *all* of those criteria?

    • Using the “Group OR” option.

    • Using the “Group AND” option.

    • Using the Edit Columns functionality.

    • This cannot be accomplished using Advanced Find.

    Correct Answer
    A. Using the “Group OR” option.
    Explanation
    In Advanced Find, you can add multiple criteria to your query and see records that meet any of those criteria by using the "Group OR" option. This allows you to create a query that will retrieve records that match at least one of the specified criteria. By selecting the "Group OR" option, you are indicating that the query should return records that meet any of the specified conditions, rather than requiring them to meet all of the conditions.

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  • 21. 

    What should you do if you took a payment, applied it to the wrong bill, and now need to apply it to the correct bill?

    • Use the Unapply Payment tool, issue a refund, then apply the payment again

    • Use the Unapply Payment tool, cancel the payment, then apply the payment again

    • Use the Unapply Payment tool , unapply the payment, then apply the payment again

    • Use the Unapply Payment tool , deactivate the payment, then apply the payment again

    Correct Answer
    A. Use the Unapply Payment tool , unapply the payment, then apply the payment again
    Explanation
    If you need to keep the money you were paid, so you can apply it to a different bill, you should only unapply the payment. That process will keep it on your books so you can use it again. Any other option would zero out the payment and you could not use it on a different bill.

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  • 22. 

    Dues can only me charged to whom?

    • Contacts

    • Accounts

    • Customers

    • Members

    Correct Answer
    A. Members
    Explanation
    Only contacts with a Membership record, which is what makes someone a member, can be charged dues. When constructing a query on the Dues Schedule you are only allowed to search for Membership records in the system.

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  • 23. 

    You are setting up a meeting and you would like a certain fee to be available on the portal to only active members of the 2013 executive committee. There are 10 active members of this committee and the committee type is set to executive. Which option below shows a meeting registration fee query that would guarantee that the fee is only available to active members of the 2013 executive committee?

    Correct Answer
    A.
    Explanation
    The correct answer is:
    SELECT * FROM MeetingRegistrationFee
    WHERE committeeType = 'executive'
    AND committeeYear = 2013
    AND memberStatus = 'active'

    This query selects all records from the MeetingRegistrationFee table where the committee type is 'executive', the committee year is 2013, and the member status is 'active'. This ensures that only active members of the 2013 executive committee will have access to the meeting registration fee.

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  • 24. 

    What tool is used to create custom data views, adjust rows in a view or edit the filters of a view?

    • Power Find

    • Advanced Find

    • Custom Builder

    • Advanced Query

    Correct Answer
    A. Advanced Find
    Explanation
    Advanced Find is the tool used throughout the system to create and edit views.

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  • 25. 

    On what record type will you find someone's Member Type?

    • Member Type Record

    • Contact Record

    • Membership Record

    • Member Application Record

    Correct Answer
    A. Membership Record
    Explanation
    A person could have multiple membership records with different types so these must be separate from a person's contact record. Member Type records determine application fees and requirements for membership but they are not connected directly to a contact record. Member application records are only used to track a person's initial application.

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  • 26. 

    The individual line items of a dues bill are created using what?

    • Dues items

    • Dues products

    • Dues bills

    • Dues orders

    Correct Answer
    A. Dues products
    Explanation
    Dues Products are at the lowest level of the dues structure and define the individual line items of a dues bill.

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  • 27. 

    Different types of REALTOR members, such as appraisers vs salespeople vs brokers, can be distinguished using what field?

    • Classification field

    • Member signal

    • Member subclass

    • Member type

    Correct Answer
    A. Member subclass
    Explanation
    The Member Subclass is a NRDS field used to further subdivide members for billing purposes. Exampels of common member subclasses are Designated Realtor (DR), Primary Salesperson (PR), Secondary Salesperson (SR), Appraiser (APP), etc.

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  • 28. 

    What is the first thing you must create when configuring dues?

    • Dues Option

    • Dues Cycle

    • Dues Schedule

    • Dues Type

    Correct Answer
    A. Dues Cycle
    Explanation
    The Dues Cycle, which determines the time frame for the dues, is at the highest level in the dues structure and is created first.

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  • 29. 

    Office transfers can be processed by doing what?

    • Creating an office transfer record and approving it

    • Changing the Office Membership record

    • Updating the Primary Contact

    • Updating the Account Contact

    Correct Answer
    A. Creating an office transfer record and approving it
    Explanation
    The Office Transfer tool will change the office on the Membership record as well as the Parent Account on the person's Contact record. You could achieve the same results by updating both the contact record and the membership record manually, as well.

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  • 30. 

    A "Member Education" record is sent to NRDS to track attendance in classes. What do you do in RAMCO to automatically trigger a new Member Education record for a contact?

    • Run the Class Education wizard

    • Mark the person as having attended a meeting

    • Mark the person as having attended a class

    • Enter the amount of CE hours on their contact record

    Correct Answer
    A. Mark the person as having attended a class
    Explanation
    By marking someone as having attended the class, and assuming the Course record of that class is markd as "Send to NRDS" and has a Group Code and Course Code filled in, RAMCO will create a Member Education record for the attendee and send it to NRDS. Member Education records are only created for class and not for meeetings.

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  • 31. 

    What steps should be taken to create a record of a check payment mailed to your association without immediately applying it to an order?

    • (1) Open the contact record and then Open the Process Payment Wizard; (2) Select “Check” from the payment type dropdown and click Continue; (3) Enter the details of the check payment and click Continue.

    • (1) Open the contact record and then create an order tied to the customer for the amount of the check; (2) Open the Process Payment Wizard; (3) Select “Check” from the payment type dropdown and click Continue; (4) Enter the details of the check payment and click Continue.

    • (1) Open the contact record and then select Payments from the left side navigation; (2) Click Add New Payment; (3) Enter the details of the check payment into the payment record and click Save and Close.

    • (1) Select Donations from the left side navigation (2) Click Add New Donation; (3) Enter the details of the check payment into the donation record and click Save and Close.

    Correct Answer
    A. (1) Open the contact record and then select Payments from the left side navigation; (2) Click Add New Payment; (3) Enter the details of the check payment into the payment record and click Save and Close.
    Explanation
    To create a record of a check payment mailed to your association without immediately applying it to an order, you should open the contact record and then select Payments from the left side navigation. Then, click Add New Payment and enter the details of the check payment into the payment record. Finally, click Save and Close to save the payment record. This process allows you to keep a record of the check payment without tying it to a specific order or immediately applying it to any transaction.

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  • 32. 

    You need to export a list of all contacts who attended a specific class. Which option below would guarantee that your export will contain an accurate list of *only* those who attended this class?

    • Open the record for the class and select Registrations in the left. Export all of the registrations linked to the class to Excel.

    • Open the record for the course that the class is tied to. Export the list of registrations linked to the course.

    • Launch the advanced find window and query for all contacts with a class registration for the desired class where attended = yes. Export all of the results to Excel.

    • Under Education navigate to the active class registrations view and export all of the registrations where attended = yes.

    Correct Answer
    A. Launch the advanced find window and query for all contacts with a class registration for the desired class where attended = yes. Export all of the results to Excel.
    Explanation
    The correct answer is to launch the advanced find window and query for all contacts with a class registration for the desired class where attended = yes and then export all of the results to Excel. This option ensures that only the contacts who attended the specific class are included in the export. By using the advanced find window and filtering for the desired class and attendance status, the export will provide an accurate list of contacts who attended the class.

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  • 33. 

    On what record type will you find someone's NRDS ID?

    • Member Type Record

    • Contact Record

    • Membership Record

    • Member Application Record

    Correct Answer
    A. Contact Record
    Explanation
    The NRDS ID of a person is stored on their Contact record. Every person in the system should have only one contact record regardless of the number of memberships they have.

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  • 34. 

    To add a new member you must create a new contact record and then do what?

    • Create a new membership record

    • Add a member type and office to the contact record

    • Use the member application wizard

    • Create a new member application record

    Correct Answer
    A. Use the member application wizard
    Explanation
    The Membership Application wizard is the only process in the system that will assign a new NRDS ID to a person and also add them to the NRDS Central Database. Manually creating a membership record or member application will not process the new member in NRDS.

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  • 35. 

    When an Invoice is created, the system will also create what?

    • A Batch item

    • A General Ledger entry

    • All of the above

    • None of the above

    Correct Answer
    A. All of the above
    Explanation
    Both an entry in the daily accounting batch, and entries in the General Ledger, are created when an Invoice is created.

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  • 36. 

    If you find that an update you made to a member’s record in RAMCO is not reflected in NRDS, where is the first place you should look to troubleshoot?

    • The CRM Audit Log

    • At A Glance on the Contact Record

    • NRDS Errors

    • System Jobs

    Correct Answer
    A. NRDS Errors
    Explanation
    If a change is made in RAMCO, and then sent to NRDS, NRDS could still reject it because of some other data issue. All rejections from NRDS are saved as NRDS Errors in your Membership section.

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  • 37. 

    What determines the price of a product in RAMCO?

    • The List Price on the Product

    • The Cost on the Price List

    • The Amount Due on the Payment

    • The Amount on the Price List Item

    Correct Answer
    A. The Amount on the Price List Item
    Explanation
    Every product you use must have a Price List Item to determine the price that someone will actually pay.

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  • 38. 

    To issue a refund for a credit card you must do what?

    • Create a refund record and set the refund type to Credit Card

    • Use the Unapply Payment tool and issue a Credit Card Chargeback

    • Use the Unapply Payment tool and issue a Refund

    • Use the Unapply Payment tool and cancel the payment

    Correct Answer
    A. Use the Unapply Payment tool and issue a Refund
    Explanation
    The only way to put the money back on a credit card is to use the Unapply Payment tool, then issue a refund.

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  • 39. 

    What membership records will you typically see in RAMCO system?

    • Only active primary membership records with your association

    • Only active primary and secondary membership records with your association

    • Only active and inactive primary and secondary membership records with your association

    • Active and Inactive membership records with any association for any person who has ever been a member of your association

    Correct Answer
    A. Active and Inactive membership records with any association for any person who has ever been a member of your association
    Explanation
    If someone has ever had a primary or secondary membership with your association then you have access to all the other memberships they hold. This is visible in NRDS when you log into the NRDS page of Realtor.org, look up a member and then view the "Secondary" membership information. RAMCO can access the same records, and those record come down to your system if you get your final data from a NRDS Batch Refresh file.

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  • 40. 

    Prices for meetings and classes are typically created using what?

    • Products

    • Registration fees and products

    • Meeting registrations

    • Class configurations

    Correct Answer
    A. Registration fees and products
    Explanation
    Registration fees must be created before anyone can register for a class or meeting. A product is attached to a registration fee to determine the price.

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  • 41. 

    When opening a previously saved Advanced Find query/view, why does it sometimes seem that it’s not possible to edit the elements in the query?

    • It is because you don’t have permission to edit this Advanced Find Query.

    • It is because you need to click the “Details” button in the ribbon bar to create/edit an Advanced Find Query.

    • It is because you need to click Clear before creating/editing an Advanced Find Query.

    • It is because you need to click the Results button before creating/editing an Advanced Find Query.

    Correct Answer
    A. It is because you need to click the “Details” button in the ribbon bar to create/edit an Advanced Find Query.
    Explanation
    When opening a previously saved Advanced Find query/view, it may seem that it's not possible to edit the elements in the query because the "Details" button in the ribbon bar needs to be clicked to create or edit an Advanced Find Query. This button provides access to the query details and allows for modifications to be made. Without clicking this button, the query elements may appear uneditable.

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  • 42. 

    To determine member vs non-member pricing on a registration fee you need to configure what?

    • A member type

    • A contact record

    • A query

    • A class registration

    Correct Answer
    A. A query
    Explanation
    A query is used to determine who can register with a particular registration fee. Without a query on a registration fee anyone in the system would be able to register using that fee, regardless of whether or not they are a member.

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  • 43. 

    What is the most accurate record to look at to determine if a credit card payment was successfully processed?

    • Invoice

    • Payment

    • Order

    • E-Commerce Request Summary

    Correct Answer
    A. E-Commerce Request Summary
    Explanation
    The most accurate record to look at to determine if a credit card payment was successfully processed is the E-Commerce Request Summary. This record would provide a detailed summary of the transaction, including information such as the payment amount, the credit card used, and the status of the payment. By reviewing this summary, one can easily determine if the payment was successfully processed or if there were any issues or errors during the transaction.

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  • 44. 

    What steps should be taken to issue a credit card refund for the amount of a payment not currently applied to an invoice?

    • Open the Unapply Payment Wizard, click Issue Refund. On the next page select all invoices in the table displayed, click Continue.

    • Open the Unapply Payment Wizard, click Unapply Payment. On the next page select all invoices in the table displayed, click Continue.

    • Open the Unapply Payment Wizard, click Issue Refund. On the next page click Continue.

    • None, of the above.

    Correct Answer
    A. Open the Unapply Payment Wizard, click Issue Refund. On the next page click Continue.
    Explanation
    To issue a credit card refund for a payment that is not currently applied to an invoice, the correct steps are to open the Unapply Payment Wizard and click on "Issue Refund." Then, on the next page, simply click "Continue." This process allows for the refund to be processed without the need to unapply any payment or select invoices.

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  • 45. 

    If you don’t create any query on a dues schedule, who will be billed dues under that schedule?

    • No one

    • Everyone

    • Only those contacts with no membership

    • Only those contacts with no member type

    Correct Answer
    A. Everyone
    Explanation
    If you don't define any query on your Dues Schedule no one will be filtered out and everyone with a membership will show up on that schedule.

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  • 46. 

    How can you check if a workflow has run successfully?

    • Click “View Workflows” from the main navigation.

    • Check the workflow wizard.

    • Open the record the workflow was run against and click Workflows from the left navigation.

    • Go to Workflow Status under Settings.

    Correct Answer
    A. Open the record the workflow was run against and click Workflows from the left navigation.
    Explanation
    To check if a workflow has run successfully, you need to open the record that the workflow was run against. Then, click on the "Workflows" option from the left navigation menu. This will provide you with the information about the workflow and its status, allowing you to determine if it has run successfully or not.

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  • 47. 

    Suppose your organization charges new members the full membership amount if they join during the first three months of the membership year but prorates the membership charge on a monthly basis for the next nine months, where in RAMCO would you set-up the proration so that members are billed appropriately:

    • Dues Cycle

    • Dues Schedules

    • Dues Options

    • Dues Products

    Correct Answer
    A. Dues Products
    Explanation
    In order to ensure that members are billed appropriately, you would need to set up the proration in the "Dues Products" section of RAMCO. This is where you would define the different membership options and their corresponding charges. By setting up the proration in this section, you can ensure that new members are charged the full membership amount if they join during the first three months, and then have the charge prorated on a monthly basis for the next nine months.

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Quiz Review Timeline (Updated): Mar 21, 2023 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Mar 21, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Aug 23, 2012
    Quiz Created by
    Michael Cutlip

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