Course curriculum

    1. Course Introduction: RAMCO Core Training

    2. Introduction

    3. Quiz - Introduction

    4. Record Structure

    5. Quiz - Record Structure

    6. Contacts and Membership

    7. Quiz - Contacts and Membership

    8. Accounts and Office Membership

    9. Quiz - Accounts and Office Membership

    1. Filtering and Working with Data

    2. Views, Search, and Navigating Results

    3. Quiz - Views, Search, and Navigating Results

    4. Filters, Saving New Views, Recent Records

    5. Quiz - Filters, Saving New Views, Recent Records

    6. Advanced Filtering Basics

    7. Quiz - Advanced Filtering Basics

    8. Advanced Filtering with Related Entities

    9. Quiz - Advanced Filtering with Related Entities

    10. Exporting to Excel

    11. Quiz - Exporting to Excel

    1. Notes and Task Tracking

    2. Notes, Activities, Task Tracking

    3. Quiz - Notes, Activities, Task Tracking

About this course

  • Free
  • 23 lessons
  • 2 hours of video content