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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. |
New Membership Wizard
The New Membership 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 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 wizard is up to date. |
Creating Persons Records
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.
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