...
- Add Applications to the Profile: The Ribbon Bar and Navigation Bar are used to display and navigate through your Applications and Services. When you log in to Aptify for the first time, you may have no applications in your profile (unless an administrator has previously configured this for you or you are using a copy of a role-based profile). In generallygeneral, each Application corresponds to a different business application, such as Customer Management or Order Entry, or administrative function. For instructions on how to add Applications to your Aptify profile, see Adding an Application.
- Add Services to Applications: An Application contains one or more Services. You can configure an Application to display or hide the Services that you have access to. For instructions on how to add or remove a service, see Adding and Removing Services.
- Open, Edit, and Create Records: The system provides a data form for each service so users can create, edit, and review record information. For detailed information, see Opening a New Form and Opening an Existing Record Form.
- Work with Views: The Aptify viewing system provides a powerful interface for organizing and managing records. Of the seven view types, the list type is the most basic and fundamental. For detailed information, see Using the Viewing System and Using List Views.
- Run a Report: Aptify includes a Report Wizard that automatically generates a report based on the records contained in a view. For detailed information, see Using Reporting Tools.