Core Training
This training 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 the data you need.
Course Introduction: RAMCO Core Training
Core 1 - Introduction
Quiz 1 - Introduction
Core 2 - Record Structure
Quiz 2 - Record Structure
Core 3 - Contacts and Membership
Quiz 3 - Contacts and Membership
Core 4 - Accounts and Office Membership
Quiz 4 - Accounts and Office Membership
Filtering and Working with Data
Core 5 - Views, Search, and Navigating Results
Quiz 5 - Views, Search, and Navigating Results
Core 6 - Filters, Saving New Views, Recent Records
Quiz 6 - Filters, Saving New Views, Recent Records
Core 7 - Advanced Filtering Basics
Quiz 7 - Advanced Filtering Basics
Core 8 - Advanced Filtering with Related Entities
Quiz 8 - Advanced Filtering with Related Entities
Core 9 - Exporting to Excel
Quiz 9 - Exporting to Excel
Notes and Task Tracking
Core 10 - Notes, Activities, Task Tracking
Quiz 10 - Notes, Activities, Task Tracking