The Aptify Web interface includes support for the Customer Management application, such as the ability to create, open, and edit Persons, Companies, Contact Logs, and Tasks.
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The following Customer Management services have been implemented for the Aptify Web interface in Aptify 5.5.1 and up. All other services related to this application have limited support.
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- Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
- Account Manager Transfer Wizard: This wizard is not currently supported.
- Postal Code Lookup: The postal code look-up functionality is not currently supported.
- Most Recently Used: When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.
- Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.
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In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes. |
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Membership Enrollment Wizard
The New Membership Enrollment wizard, which is used to facilitate the process of enrolling companies and individual members, is available in Aptify. See "Using the New Membership Wizard" in the "Ordering Subscriptions and Dues Products" section of the Aptify Subscriptions and Dues Management Guide for Enrollment Wizard for more details.
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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 New Membership Enrollment wizard is up to date. |
Creating Persons Records
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