This release of the 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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This release of Aptify Aptify 5.5.1 and up does not support the following Customer Management features found in the Aptify Desktop client:
- 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 will is not be currently supported in this release.
- Postal Code Lookup: In this release, the The postal code look-up functionality is not currently supported.
- Most Recently Used: In this release, when 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: In this release, a A user can check select or uncheck clear individual topic codes, but the ability to select all or unselect 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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The New Membership wizard, which is used to facilitate the process of enrolling companies and individual members, is available in this release of Aptify. See "Using the New Membership Wizard" in the "Ordering Subscriptions and Dues Products" section of the Subscriptions & Dues Management Guide for more details.
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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 check select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.
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