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Account (account)

Note: Account records are able to highly customizable, and your organization may have many additional fields. In this entity defintion, we will only go through the fields that are standard. Also these screenshots are from the RAMCO version of the record form. You may have a different version you use regularly and so the appearance may be very different.

SUMMARY TAB

ACCOUNT INFORMATION

  • Account Name - Name of the office.
  • Primary Contact - Lookup to an existing contact or where a new contact record can be created. This field is typically for the DR of the office. Has office management permissions on the portal.
  • Office Contact - This field is lookup to an existing contact record or where one can be created. Has office management permissions on the portal.
  • Manager Designee - This is a lookup to another contact record or where one can be created. Has some office management permissiosn on the portal.
  • Parent Account - Lookup to an existing account record or where a new account record can be made. Used to link offices together under a parent office.
  • NRDS ID - This field displays the NRDS ID of the office. This field is editable.
  • Relationship Type - Specifies relationship. Note: The Relationship Type field needs to be set to office for the office to appear in the Membership Application Wizard.
  • No. of Employees - This field auto-populates with the number of distinct contacts who have an active memberships tied to this account. Note: The No. of Employees field will update when a new membership is created, a membership becomes inactive or active or when a membership is deleted.
  • NRDS Insert Date - Date populated from NRDS database.

EMAIL AND WEBSITE

  • Email - This field specifies the primary email of the office.
  • Email Address 2 - This field specifies a secondary email for the office.
  • Email Address 3 - This field specifies a third email for the office.
  • Website - This field allows you to save a link to the office website.

PHONE AND FAX

  • Phone - This field specifies the phone number for the office.
  • Fax - This field specifies the fax number of the office.

SUBGRIDS - Subgrids allow you to quickly view related records. The RAMCO section of this form includes the following subgrids.

Office Memberships

Posts - Internal messages or actions on the record

Activities - Emails, phone calls, or other activites related to the record

Notes - Additional internal notes or attachments to the record

 

MEMBERSHIP AND CONTACT RECORDS/ACCOUNTING

SUBGRIDS - Subgrids allow you to quickly view related records. The RAMCO section of this form includes the following subgrids. You can switch to other views in the look up but the defaults are listed here.

Active Memberships

Active Contacts

Active Orders

Active Payments

ADRESSES

STREET ADDRESS

  • Street Address: Street 1 - The office's Street 1 Address.
  • Street Address: Street 2 - The office's Street 2 Address. An example would include an Apartment or Suite number.
  • Street Address: City - The office's city.
  • Street Address: State/Province - The office's Street Address. This field is a lookup to the available State or Province records. The Country field will determine whether State or Provinces records will be available to chose from.
  • Street Address: Zip/Postal Code - The office's Street Address.
  • Street Address: Country - The office's Street Address. This field is a lookup to the available Country records. This field can be set in the Settings Entity to auto-populate with a country.
  • Street Address: A text field with the street address in label form

MAILING ADDRESS

  • Mailing Address: Same As - Can be set to be the same as the street address or same as the related Account addresses.

All other address fields are the same as Street Address only for Mailing address data.

The image to the right is a bing map which will map to the location in the street address fields.

DETAILS

COMPANY PROFILE

  • Business Name - This field specifies the business name of the office.
  • Corporate Name - This field specifies the corporate name of the office.
  • Formal Name - This field specifies the formal name of the office.
  • Branch Type - This field specifies the type of branch the office is.
  • Office Type - This field specifies the type of office.
  • Billing Office - This field is lookup to an existing account record or where one can be created.

SUBGRID

Child Accounts - If the account is set as the parent account you can look up child accounts here

CONTACT PREFERENCES

  • Member Directory - This field specifies whether or not the office will allow people to be able to search the office in the member directory on the portal.
  • Contact Method - This field specifies the preferred contact method for the contact.
  • E-mail - This field specifies whether or not the office will allow emails to be sent to them. 
  • Bulk E-mail - This field specifies whether or not the office will allow bulk emails to be sent to them.
  • Phone - This field specifies whether or not the office will allow phone calls.
  • Fax - This field specifies whether or not the office will allow faxes to be sent to them.
  • Mail - This field specifies whether or not the office will allow mail to be sent to them. 

ADMINISTRATION

INTERNAL INFORMATION

  • Owner - This field will auto-populate with the value of the current user creating the record 

NRDS

  • Include on NAR Roster - A radio field Yes or No, default is set to Yes.

PHONE/FAX COUNTRIES

  • Main Phone - This field is a lookup to the available countries.
  • Fax - This field is a lookup to the available countries.
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