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Creating an Account

The first step to adding a new office to RAMCO is to create a new account record. The account record is the primary record for organizations. RAMCO can effectively track offices, vendors, partners, etc. using the account entity.  For more details on the Account entity including field descriptions, click here.

New Account

  1. Navigate to Workplace > Accounts
  2. Click the New button in the ribbon bar. A blank account form will open. 
  3. Enter the required fields. These fields are marked with a red asterisk (*). 
  4. Click the Save or Save & Close button.  

Conditional Validation

It is important to note that the account record contains extensive conditional validation for phone, fax and address fields. These fields are marked with a blue plus (+). 

The conditional address validation is based on the Country selected for the address. The country field includes the ability to require Street 1, City, State/Province and Zip/Postal Code. 

Note - Street 1, City, State/Province and Zip/Postal Code are required by default for the United States.

The country entry also contains formatting for phone/fax numbers and zip/postal codes. The system uses regular expression (regex) to determine the formatting. For more information on regular expression, refer to Wikipedia.

Note - The default for phone/fax for the United States is ^\d{3}-\d{3}-\d{4}$ (e.g. 703-555-1234). The default zip/postal code is ^[0-9]{5}(-[0-9]{4})?$ (allows for 5 digit zip codes or zip+4).

Finally, the country entity also allows you to customize the error messages displayed to staff users and portal visitors. 

Prefilling the Price List

The system prefills the price list on the contact form when the contact is created (or when it's updated and left NULL/blank) based on the Default Price List on the Settings entity.

Prefilling the Country

The system also allows you to prefill the country fields on the contact and account forms in CRM as well as the corresponding portal forms. These fields are located on the settings entity and are defaulted to Yes. Also not that the default country is United States. Setting the prefill fields to Yes will fill the country field(s) with the default country.

 

Note - If you set CRM prefill fields to Yes, the system will require the conditionally required elements detailed above. For example, if you set Mailing Address to Yes for CRM account form you will either need to enter Street 1, City, State/Province ans Zip/Postal Code OR remove United States from Country before saving the record.

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