Aptify 5.5.1 introduced a web browser interface for the Aptify platform. See for more information on the features of the web interface.
Note
See for information about functional differences between Aptify's browser-based and desktop clients.
Once the web interface is open, use the Application Toolbar to navigate. The Application Toolbar is used to launch applications and services, search the database, and other features that are unique to the web interface, See for more information.
Auitabspage
id
windowsDesktop
title
Desktop Client
There may be a slight delay the first time you launch the Aptify Desktop client, since the system needs to download the startup items and related components. The response time improves for all subsequent logins.
Once Aptify has loaded all the required components and established a connection with the database, the Aptify Desktop client displayscan be seen. See The Aptify Desktop for information on the desktop's features.
To navigate within the Desktop client, you can use either the Ribbon, Navigation Bar, or both. See Aptify Button and Navigation Bar for information on these navigation options. In addition to the Folder List, which is familiar to users of Aptify 4.x and earlier, is still available to those users who prefer to use it even though it does not appear in a user profile by default. See Folder List for more information about accessing this feature.
Note
See for information about functional differences between Aptify's browser-based and desktop clients.
...
Add Applications to the Profile: The Ribbon Bar and Navigation Bar are used to display and navigate through your Applications and Services. When you log in to Aptify for the first time, you may have no applications in your profile (unless an administrator has previously configured this for you or you are using a copy of a role-based profile). In generally, each Application corresponds to a different business application, such as Customer Management or Order Entry, or administrative function. See Adding an Application for For instructions on how to add Applications to your Aptify profile,see Adding an Application.
Add Services to Applications: An Application contains one or more Services. You can configure an Application to display or hide the Services that you have access to. See Adding /and Removing Servicesfrom from an Application for instructions.
Open, Edit, and Create Records: The system provides a data form for each service so users can create, edit, and review record information. See For detailed information, see Opening a New Formand and Opening an Existing Record Formfor more information.
Work with Views: The Aptify viewing system provides a powerful interface for organizing and managing records. Of the seven view types, the list type is the most basic and fundamental. See For detailed inforamtion, see Using the Viewing System and Using List Views for more information.
Run a Report: Aptify includes a Report Wizard that automatically generates a report based on the records contained in a view. See For detailed information, see Using Reporting Tools for more information.