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Primary Function: When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically checked. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.  

Companies and Persons Summary Forms

Starting in Aptify 5.5.3, the Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies.