Ramco Training Assessment - Poe

Microsoft Excel is the primary export format for the RAMCO AMS.

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

The character used to run a wildcard search is the asterisk "*".

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.

All communication information and preferences are stored on a person's contact record regardless of the number of memberships they have.

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

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.

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

All of these things are required on a Dues Schedule.

Contacts and Accounts, by default, are found in the Workplace module.

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.

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

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.

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.

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

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.

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

The status of a person's membership record determines whether or not they are active on NRDS.

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).

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.

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.

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.

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.

Advanced Find is the tool used throughout the system to create and edit views.

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.

Dues Products are at the lowest level of the dues structure and define the individual line items of a dues bill.

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

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.

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.

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.

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.

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.

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.

Both an entry in the daily accounting batch, and entries in the General Ledger, are created when an Invoice is created.

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.

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.

Every product you use must have a Price List Item to determine the price that someone will actually pay.

The only way to put the money back on a credit card is to use the Unapply Payment tool, then issue a refund.

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.

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.

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.

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.

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.

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.

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.

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.

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.