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 selected. 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.
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 and for more information. The summary forms can be disabled by following the procedure in . The summary forms are not available in the Aptify Desktop client.
Companies
Contact Logs
Tasks
Postal Code look-up
Address flowdown when linking a Person to a Company
Support for the web service version of Melissa Data address verification
Membership Enrollment wizard. See for more details.
NoteStarting with 5.5.5, if you are automating metadata generation, you do not need to regenerate the entity metadata for the Membership Enrollment entity when new Dues Products are added, or existing products are modified. See for more details.
Auitabspage
id
554campsupp
title
Aptify 5.5.4
Create, open, and edit the following:
Persons
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 selected. 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.
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 and for more information. The summary forms can be disabled by following the procedure in . The summary forms are not available in the Aptify Desktop client.
Companies
Contact Logs
Tasks
Postal Code look-up
Address flowdown when linking a Person to a Company
Support for the web service version of Melissa Data address verification
Membership Enrollment wizard. See for more details.
NoteWhen new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
Auitabspage
id
553campsupp
title
Aptify 5.5.3
Create, open, and edit the following:
Persons
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 selected. 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.
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 and for more information. The summary forms can be disabled by following the procedure in . The summary forms are not available in the Aptify Desktop client.
Companies
Contact Logs
Tasks
Postal Code look-up
Address flowdown when linking a Person to a Company
Support for the web service version of Melissa Data address verification
Membership Enrollment wizard. See for more details.
NoteWhen new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
Auitabspage
id
552campsup
title
Aptify 5.5.2
Create, open, and edit the following:
Persons
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 selected. 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
Contact Logs
Tasks
Postal Code look-up
Address flowdown when linking a Person to a Company
Support for the web service version of Melissa Data address verification
Membership Enrollment wizard. See for more details.
NoteWhen new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
Auitabspage
id
551campsup
title
Aptify 5.5.1
Create, open, and edit the following:
Persons
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 selected. 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
Contact Logs
Tasks
Postal Code look-up
Address flowdown when linking a Person to a Company
Support for the web service version of Melissa Data address verification
Membership Enrollment wizard. See for more details.
Note
When new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.