this demo examines various features of
the rams account management
form the menu on the left
shows a variety of options at this
particular point options down to ub04
forms
have been selected there is also an
option for 1500 forms it is very similar
again it has the options to view a form
print a form or duplicate the form
again we can view the form the form when
viewed like in ub04
appears just like the printed form the
user can fill in information just as
they would
if they were typing into a actual form
some options are optionally hidden or
shown depending on various options
selected
for example if they were to select
additional
benefit program this particular case
some options are not available
if it's clicked yes they can type into
these fields
once all the data has been typed in and
they can save it
once again it can be printed in this
particular case like a ub04 form
it prints without any formatting as it
is intended to be printed on a
pre-printed form
of the proper structure
you can also duplicate the form and
create another form with all the same
information
it will ask if you wish to include the
line items in the duplicate
if the answer is no it will create a
duplicate with no line items
so additional line items can be filled
in
another option of the account management
screen is the ability to create letters
and memos
this opens up a list of predefined
letters and memo forms
already in the ram system some are blank
letters that can be filled in some are
already have
content predefined
if we open this up we can see the
predefined body content this can be
edited at this particular point
to change the information for example it
shows
currently the phone number that will be
put in here automatically
is the office phone number however the
user may decide
that they wish to put in their own phone
number their primary phone numbers they
can come over here and they can click on
this
it will change the value shown here to
the
and we can put some information here
will fill in the information of the user
phone
instead of the office phone they can
then select to print the letter
again it will create a pdf letter
it fills in the header information
automatically the
addressee automatically various
information and
a signature line are automatically
filled in it has now filled in
the various data that is available to
this in this particular case
this particular user does not have a
phone number one
so nothing is filled in
if they select a blank letter the
guarantor will
have the address information of the
guarantor and they can fill in whatever
content they wish
and print that particular letter
there is also an option for various
users depending on the user security
role
to delete an account only special users
have the ability to delete an existing
account
and it brings up a warning to indicate
that all data would be removed from the
system
and it could not be recovered
another feature the account management
system is the linked accounts
for looking at linked accounts we may
wish to open up one of the other
accounts that is linked to it
by clicking on this particular account
it immediately opens up the account
record for that particular account
with all the relevant information
another feature of
the ram system is the fact that there
may be occasions when
a user is working on a particular record
for instance this particular record here
and they have a need to look for another
record
in that particular case they can open up
what's called a search window
the search window is exactly the same as
the original account
search screen same list same information
same search capabilities they can look
up a separate account
look at that data without disturbing the
original account shown below
this search can also be hidden and put
up the top of the screen so it does not
interfere
with work on the current account which
then can be moved
back in position for work
Customer Support