This set of training classes is required for all new RAMCO users. After completing this course you will understand how to navigate RAMCO, create and update records, and search your system for just the data you need. Classes contained within this course are:
- Introduction, User Settings, Terminology, and Navigation
- Forms and Entity Navigation
- Data Structure and Relationships – Contacts and Accounts
- Data Structure and Relationships – Memberships and Office Memberships
- Finding Records – Quick Search and Universal Search
- Filters in RAMCO – Simple Methods to Filter Your Data
- Advanced Find – Basic – Single Entity Searches
- Advanced Find – Intermediate – Editing Columns and Sorting
- Advanced Find – Advanced – Multi-entity Searches and Sharing Views
- Exporting to Excel
- Notes, Activities and Task Tracking
