|
Adding a Branch Office
|
|
Additional Licenses
|
|
Adjusting Posted Payments
|
|
Aged Accounts Receivable Report for Credit Balances
|
|
Assigning Staff Rights in Magic 10
|
|
Assigning User Rights
|
|
Attaching Member Photos
|
|
Auto Apply Credits
|
|
Auto-numbering Member Records
|
|
Billing Messages – Where they display in Cloud and Member Portal
|
|
Billing Messages – Where they display in Magic and IMS
|
|
Billing Preparation Tools
|
|
Canceling Member Registration in a Class/Event
|
|
Changing the Default Year in Cloud AMS
|
|
Common Central Database (CDB) Issues
|
|
Common Code of Ethics Education Tracking Errors - Not Updating from Pending
|
|
Common IC Verify Issues
|
|
Common Prebilling Issues
|
|
Common Print Statement/Invoices Problems
|
|
Contacting Cloud AMS Support
|
|
Contacting Rapattoni Magic Support
|
|
Contribution Charge Codes
|
|
Contribution History
|
|
Contribution Reports and Exports
|
|
Converting a Roster to a PDF
|
|
Correcting "Out of Balance" Errors
|
|
Creating an Email Alias Account
|
|
Creating and Modifying Laser Rosters
|
|
Creating Invoices for New Members
|
|
Creating Late Fees
|
|
Credit Card Payment Processing
|
|
Cross Referencing Member Portal Transactions in Cloud AMS to the E-commerce Group Summary Report
|
|
Cross Referencing Member/Office Records
|
|
Data Review and Cleanup - Part 1
|
|
Data Review and Cleanup - Part 2
|
|
Default Year Update
|
|
Deleting and Archiving Invoices and Receipts
|
|
Dues History Form by Code
|
|
Education Tracking Setup
|
|
Education Tracking Update
|
|
Education Transmittal Setup
|
|
Email Merge
|
|
Emailing Contacts Directly from the Office Query Form
|
|
Exporting Rapattoni Magic Data Into Microsoft Excel
|
|
Find and Correct Illegal Data
|
|
Generating Item Labels with UPC Codes
|
|
How to add your CAR Dues\Realtor Assessment charge code to your CASTFIN setup
|
|
How to Check Data Exchange (NRDS) Transmittal Logs
|
|
How to Merge Duplicate Member Records and Transfer History
|
|
How to Modify Messages that Display on Invoices/Receipts
|
|
How to Run Print Preview Before Printing in Rapattoni Magic
|
|
How to Transfer a Member
|
|
How to Use Range Search
|
|
Identifying and Correcting "Undeliverable" or Non-Existent E-mail Addresses
|
|
Importing member records from Rapattoni Magic to your Microsoft Outlook Contacts
|
|
IMS Accounts Receivable Batch Prefixes
|
|
IMS Dues Payment Instructions for Agents
|
|
IMS Event and Education Comment Field Expanded!
|
|
IMS Supplement Documentation
|
|
IMS Web Descriptions for Classes, Events and Committees!
|
|
Include Contributions in Member Portal (IMS)
|
|
Incomplete IMS Transactions
|
|
Installing the Bar Code Font
|
|
Installment Billing
|
|
Inventory Adjustments
|
|
Inventory Bar Code Labels
|
|
Inventory Minimum Stock Requirements
|
|
Inventory Setup/Reset
|
|
Issuing a refund on a credit card processed through ICVerify
|
|
Issuing a Refund on a Credit Card Processed through NAR E-Commerce
|
|
Issuing a refund on a credit card processed through VeriSign
|
|
Loading Your Agent Photo From IMS
|
|
Local Board Designation Transmittals to NRDS
|
|
Locating Your Merge Data Files
|
|
Mail List Certification
|
|
Member Preferences
|
|
Member/Office List Maker
|
|
Member/Office Lookup from your Association's Web Site
|
|
Membership Counts Report
|
|
Membership Tracking System
|
|
Merge Field Names Printout
|
|
Missing Internet Information Report
|
|
Monitoring the CDB Forms
|
|
Multiple Selector Fields
|
|
NAR's Central Database (CDB)
|
|
New Call Center Management System Improves Service
|
|
New FCC Regulations Affecting Communications in Rapattoni Magic
|
|
NRDS Education and Financial Reporting via CDB
|
|
NRDS Reconciliation Report
|
|
NRDS to Cloud AMS Verification and Comparison Report
|
|
NRDS to Magic Verification and Comparison Report
|
|
Offering Discounts to Members Paying Through the Member Portal
|
|
Office Sort Sequence
|
|
Open/Close Cash Drawer
|
|
Overpayment Without an Open Invoice
|
|
Payments Reconciliation using NRDS Settlement Import and Reconciliation Report
|
|
Print Statements/Invoices - Ignore Billing Preference
|
|
Print the Association Address on Statements and Invoices
|
|
Printing a Member Profile Report
|
|
Printing Billing Messages on Statements
|
|
Printing Help Documentation with Rapattoni Magic
|
|
Printing Membership Cards
|
|
Printing Statements – Minimum Balance
|
|
Prorating Charge Codes and Automating New Member Billing in Magic
|
|
Purge Classes and/or Class Registration Records
|
|
Purging Journal Entries
|
|
Purging NRDS Transmittals
|
|
Rapattoni Magic 8 Workstation Setup
|
|
Rapattoni Magic Webinars
|
|
Reconciling Batches with Bank Deposits
|
|
Refunding Overpayments
|
|
Release Highlights
|
|
Reporting Code of Ethics Education Information to NRDS
|
|
Reversing a Misapplied Dues Payment that has been Updated to History
|
|
Run Recovery Error
|
|
Scheduler Basics
|
|
Setting up a Class or Event for Registration on IMS
|
|
Setting up a No-Fee Class or Event
|
|
Setting up an E-mail Alias (Distribution List)
|
|
Setup Options for Manual Invoices and Receipts
|
|
Storing Credit Card Information
|
|
Supervisor Login - Adding User Rights
|
|
Suspend or Terminate Members
|
|
The Differences in Range, Locate, and Query Search
|
|
The Importance of Database Backups
|
|
Tips, Tricks and Shortcuts
|
|
Training Opportunities
|
|
Turning Off the Print Address Feature on Pre-Printed Forms for Statements and Invoices
|
|
Using Special Billing Codes
|
|
Verify Data Exchange Dues Setup
|
|
Voluntary Contributions Do Not Display in IMS
|
|
Waiving Dues for Qualifying Members
|
|
What to do if your credit card processor (such as NAR’s E-commerce Site) is down?
|
|
Year End Procedures
|
