Navica Streamline AMS User Training

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O.Henry Hotel

624 Green Valley Road

Greensboro, NC 27408

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Join us to learn the Core & Advanced Features of STREAMLINE AMS!

** LIMITED SEATING, PLEASE RSVP **

A discounted rate room block at O. Henry Hotel has been reserved for attendees.

Please call to make your reservations and use the company name Systems Engineering for reference booking. 1-800-965-8259.

For online booking, http://bit.ly/HotelReservations2019.

    • A full, hot, Southern-style breakfast buffet is included in your guest room rate each morning. Breakfast is served in the Pavilion & Cloister Garden.


Greensboro Training Agenda - DAY ONE

8:00 AM Welcome and Introductions

8:15 AM Ice Breaker Activity

9:00 AM NRDS and Ecommerce

  • National REALTOR Database System (NRDS): NRDS Point of Entry(POE):Adds: Changes: Primary Members: Secondary Members: Affiliate Members: MLS Only Members: Non Members: Board Transfers/Office Transfers

  • REALTORS Ecommerce Network (RECN): Ecommerce Settings : Electronic Point of Entry (EPOE): Credit Cards: Electronic Checks: Vendor Error Messages: Dues Distributions

9:45 AM BREAK (15 minutes, catered)

10:00 AM Groups and Campaigns

  • Groups: Natural Groups: Custom Groups:

  • Campaigns: Email Notifications, Text Messaging: New Just for You: Export to Microsoft Excel ®

LUNCH (12:00 PM until 1:00 PM, catered)

1:00 PM – Polling

  • Elections of Officers and Directors

  • Membership Surveys

2:00 PM - New and Future Enhancements: Tips and Short-cuts

2:45 PM BREAK (15 minutes, catered)

3:00 PM Events

  • Membership Events/Introduction to *NEW* Flex Pricing Schedules for events

  • Educational Events/Attendance Recording/Education Reporting

  • Special Events/Multi-select Options/Single-select Options

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Greensboro Training Agenda - DAY TWO

8:00 AM REALTOR Dues Billing

  • Annual REALTOR Dues: Invoice Campaigns: Groups: Items: Payments: Credit Memos: Late Fees (Sales Receipts):Financial Reporting

  • Prorated REALTOR Dues: Groups: Items: Flex Pricing Schedules for prorated dues

  • Non Dues Billing

9:45 AM BREAK (15 minutes, catered)

10:00 AM Financial Software Integration

  • QuickBooks Web Connector (QBWC): QuickBooks Pro: QuickBooks Premier: QuickBooks Enterprise: Uploads to Streamline AMS (Payment Methods, Payment Terms, Items): Downloads from Streamline AMS (Event Registrations, Invoices, Payments (Credit Cards, Electronic Checks, Checks and Cash): Credit Memos: Sales Receipts.

  • Streamline Connect® for QuickBooks Online: Uploads to Streamline AMS (Payment Methods, Payment Terms, Items): Downloads from Streamline AMS (Event Registrations, Invoices, Payments (Credit Cards, Electronic Checks, Checks and Cash): Credit Memos: Sales Receipts. Linking Customers

  • Streamline AMS without a QuickBooks Interface: REALTORS Ecommerce Network, Posting entries manually into financial application.

  • Reconciling AMS to QuickBooks to REALTORS Ecommerce Network

LUNCH (12:00 PM until 1:00 PM, catered)

1:00 PM AMS Super User Panel

1:45 PM Round Table Discussions

2:45 PM BREAK (15 minutes, catered)

3:00 PM More About Software and Software as a Service Training

3:30 PM to 5:00 PM Customer Meetings

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O.Henry Hotel

624 Green Valley Road

Greensboro, NC 27408

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