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