This page contains links to topics that address usage of particular business applications that are available in Aptify version 56.5 0 and subsequent point releases.
- Managing Accounting and Financial Systems Integration - Integrates accounting concepts from order processing, payment processing, general ledger batching, and several other areas of the Aptify application suite into a single process-oriented section, specific to Aptify version 56.50.
- Using Award Management - Describes how to use the Award Management application found in Aptify version 56.5 0 to manage the process of tracking different types of awards, the award nomination process, and the awards actually granted by an organization.
- Using Campaign Management - Describes how to use the Campaign Management application found in Aptify version 56.5 0 to create and track marketing campaigns that offer product discounts to customer or members who order specific products during a promotional period.
- Using Case Management - Describes how to use the Case Management application found in Aptify version 56.5 0 to manage the process of interacting with customers or members by leveraging other areas of the Aptify infrastructure, including Contact Logs, Tasks, and the Process Pipeline to provide an organization-specific case resolution process.
- Using Committee Management - Describes how to use the Committee Management application found in Aptify version 56.5 0 to manage the data about committee structures within organizations, including roles, membership, terms, types, and tasks.
- Using Composite Engagement Score - Describes how to configure, run, and use the Composite Engagement Score application introduced in Aptify 5.5.2.
- Using Customer and Member Management - Describes how to use the Customer and Member Management application found in Aptify version 56.5 0 to manage the data found in the Persons, Companies, Contact Logs, and Topic Codes services that pertain to the customers or members of an organization.
- Using Expo Management - Describes how to use the Expo Management application found in Aptify version 56.5 0 to set up expositions, floorplans, and booths. An explanation of how customers can order booths is provided, as well as how to associate meetings with expositions.
- Using Meeting and Housing Management - Describes how to use the Meeting and Housing Management application found in Aptify version 56.50, detailing the services, processes, and forms associated with creating meetings, registering for a meeting, associating meeting resources (such as speakers and equipment), and closing a meeting after its conclusion. In addition, this topic describes how to track housing requests from meeting attendees, customers, and/or members.
- Using Order Entry - Describes how to use the Order Entry system found in Aptify version 56.5 0 to manage the order entry process for all product types to meet an organization’s customer or member service requirements.
- Using Organization Management - Describes how to use the Organization Management application found in Aptify version 56.50, detailing the services, processes, and forms associated with managing data for organizations and their employees.
- Using Product Setup and Maintenance - Describes how to use the Products service found in Aptify version 56.5 0 to manage the various product types that can be used to meet an organization’s customer or member service requirements.
- Using Sales Force Automation - Describes how to use the Sales Force Automation application found in Aptify version 56.50, to increase an organization’s efficiency when communicating with prospects and customers.
- Managing Subscriptions and Membership Dues - Describes how to create and order subscription and membership dues products using the Aptify version 56.50.