Ramco Training Assessment - Non Poe
- 1.What is the name of the menu across the top of the RAMCO interface?
- A.
Navigation toolbar
- B.
Status toolbar
- C.
Ribbon toolbar
- D.
Button toolbar
- 2.What module would you access to work with the full list of contact records?
- A.
Membership
- B.
Workplace
- C.
Education
- D.
Donations & PAC
- 3.What tool is used to create custom data views, adjust rows in a view or edit the filters of a view?
- A.
Power Find
- B.
Advanced Find
- C.
Custom Builder
- D.
Advanced Query
- 4.RAMCO exports directly to the following software?
- A.
Wordperfect
- B.
Office Calc
- C.
Excel
- D.
Access
- 5.What are automated processes called in RAMCO?
- A.
Workflows
- B.
Automations
- C.
Computations
- D.
Digitzations
- 6.Navigation options on the left side of a record are called what?
- A.
Sticky records
- B.
Connected records
- C.
Helpful records
- D.
Related records
- 7.Which of the following is the correct way to perform a “wildcard” search for the word “smith”?
- A.
&smith
- B.
#smith
- C.
*smith
- D.
!smith
- 8.On what record type will you find someone's NRDS ID?
- A.
Member Type Record
- B.
Contact Record
- C.
Membership Record
- D.
Member Application Record
- 9.On what record type will you find someone's Member Type?
- A.
Member Type Record
- B.
Contact Record
- C.
Membership Record
- D.
Member Application Record
- 10.On what record type will you find someone's Email address?
- A.
Preferences Record
- B.
Contact Record
- C.
Membership Record
- D.
Details Record
- 11.On what record type will you find someone's subclass?
- A.
Member Type Record
- B.
Contact Record
- C.
Membership Record
- D.
Member Application Record
- 12.Different types of REALTOR members, such as appraisers vs salespeople vs brokers, can be distinguished using what field?
- A.
Classification field
- B.
Member signal
- C.
Member subclass
- D.
Member type
- 13.What membership records will you typically see in RAMCO system?
- A.
Only active primary membership records with your association
- B.
Only active primary and secondary membership records with your association
- C.
Only active and inactive primary and secondary membership records with your association
- D.
Active and Inactive membership records with any association for any person who has ever been a member of your association
- 14.Which of the following records is created first during the sales transaction process?
- A.
Invoice
- B.
Payment
- C.
Order
- D.
Receipt
- 15.What should you do if you need to reverse or write-off a particular Invoice?
- A.
Delete the Invoice
- B.
Cancel the Invoice
- C.
Suspend the Invoice
- D.
Repeal the Invoice
- 16.To issue a refund for a credit card you must do what?
- A.
Create a refund record and set the refund type to Credit Card
- B.
Use the Unapply Payment tool and issue a Credit Card Chargeback
- C.
Use the Unapply Payment tool and issue a Refund
- D.
Use the Unapply Payment tool and cancel the payment
- 17.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?
- A.
Use the Unapply Payment tool, issue a refund, then apply the payment again
- B.
Use the Unapply Payment tool, cancel the payment, then apply the payment again
- C.
Use the Unapply Payment tool , unapply the payment, then apply the payment again
- D.
Use the Unapply Payment tool , deactivate the payment, then apply the payment again
- 18.When an Invoice is created, the system will also create what?
- A.
A Batch item
- B.
A General Ledger entry
- C.
All of the above
- D.
None of the above
- 19.To see the activity of a General Ledger account you should run which report?
- A.
Account Distribution (GL) report
- B.
Payment Report
- C.
Balance Report
- D.
Receipts Report
- 20.What determines the price of a product in RAMCO?
- A.
The List Price on the Product
- B.
The Cost on the Price List
- C.
The Amount Due on the Payment
- D.
The Amount on the Price List Item
- 21.Prices for meetings and classes are typically created using what?
- A.
Products
- B.
Registration fees and products
- C.
Meeting registrations
- D.
Class configurations
- 22.To determine member vs non-member pricing on a registration fee you need to configure what?
- A.
A member type
- B.
A contact record
- C.
A query
- D.
A class registration
- 23.Classes are the individual dates and times that what occurs?
- A.
Meetings
- B.
Courses
- C.
Events
- D.
Committees
- 24.Where do you mark someone as having attended a class?
- A.
The class registration record
- B.
The contact record
- C.
The meeting registration record
- D.
The advanced find record
- 25.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?
- A.
Run the Class Education wizard
- B.
Mark the person as having attended a meeting
- C.
Mark the person as having attended a class
- D.
Enter the amount of CE hours on their contact record
Questions: 10 | Attempts: 524 | Last updated: Feb 24, 2012
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