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Home Tab Home Tab

Home Tab

When a user selects the Home tab, the main dashboard appears in the Display Window. In a default Aptify installation, the Home tab includes four services with corresponding tasks: Persons, Companies, Contact Logs and Tasks. See Service Groups for more information about available action items. Note that an administrator can modify the Home tab so what you see within the Home tab may differ from what is described in this document.

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Application Tab Application Tab

Application Tab

The Ribbon ribbon is organized by application, each application having its own tab with associated items. When a user selects an application's tab, the default dashboard associated with that application appears in the main display area. A user can change the order in which the tabs appear through the Aptify Application dialog. See Adding an Application for information.

• Note that only those applications to which the user is subscribed will have a tab in the ribbon.

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The ribbon displays a group for each service within a particular application. Note that only those services in the application to which the user is subscribed appear in the ribbon. Services are listed from left to right in the order in which the services were added to the application. A user can change the order in which the services appear through the Aptify Services dialog. See Adding /and Removing Services from an Application for  for more information.

Depending on the subscribed service, the following action items are available:

• New: This option opens a new record in the service.
• Find: Opens the Find dialog for the service.
  

• Wizards: The ribbon displays any wizards for that service which do not require a view to function (assuming that the user has permissions to run that wizard). Examples of wizards that do not require views include the Order Cancellation

  Wizard

  wizard and Committee Term Renewal

  Wizard

  wizard. A wizard that operates on records in a view are not available, such as the Order Batch wizard.

  Note
  title Note to Administrator

  : The

  The ribbon displays a service's Entity Actions that have the Run From Entity Browser option selected. See the "Adding Wizards to an Entity" section in the Entities Administration

  topic

  chapter of the Aptify 5.5.1 Administration Guide for more information.  Image Modified

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