This guide provides an overview of Aptify Customer/Member Management.This guide The purpose of this topic is to describe the Aptify Customer and Member Management application.This topic is primarily concerned with Persons, Companies, Contact Logs, and Topic Codes. All these services concern an - organization’s customers or members, whether the customers are individuals or institutions.
In Aptify, internal information about an organization and its employees is gathered in - Organizations and Employees records. By contrast, information about customer organizations and personnel is gathered in Companies and Persons records. Contact Logs gather information about customer contacts. Topic Codes associate a person or company with an area of interest that an organization can use to target marketing efforts or to track the characteristics of customers/members.
This introduction topic the contains the following sectionssub-topics:
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