Ramco Training Assessment - Non Poe

25 Questions | Total Attempts: 114

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Ramco Training Assessment - Non Poe

Questions and Answers
  • 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

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