• Create, open, and edit the following:

  • Persons

    
    

    Note
    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 selected. 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.

    
    

    Info

    The Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies. The summary forms are not available in the Aptify Desktop client.

    
    

    • Companies
    • Contact Logs
    • Tasks
       
• Postal Code look-up
• Address flowdown when linking a Person to a Company
• Support for the web service version of Melissa Data address verification

• Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

• Create, open, and edit the following:

  • Persons

    
    

    Note
    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 selected. 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.

    
    

    Info

    The Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies. The summary forms are not available in the Aptify Desktop client.

    
    

    • Companies
    • Contact Logs
    • Tasks
       

• Postal Code look-up
• Address flowdown when linking a Person to a Company
• Support for the web service version of Melissa Data address verification

• Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

• 
  

  Note
  title Note
  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 Membership Enrollment wizard is up to date.

  
  

• Create, open, and edit the following:

  • Persons

    
    

    Note
    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 selected. 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.

    
    

    Info

    The Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies. The summary forms are not available in the Aptify Desktop client.

    
    

    • • Companies
      • Contact Logs
      • Tasks
         
• Postal Code look-up
• Address flowdown when linking a Person to a Company
• Support for the web service version of Melissa Data address verification

• Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

  Note
  title Note
  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 Membership Enrollment wizard is up to date.

  
  

• Create, open, and edit the following:

  • Persons

    
    

    Note
    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 selected. 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.

    
    

    • • Companies
      • Contact Logs
      • Tasks
         
• Postal Code look-up
• Address flowdown when linking a Person to a Company

• Support for the web service version of Melissa Data address verification

• Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

  Note
  title Note
  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 Membership Enrollment wizard is up to date.

  
  

• 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.
• Most Recently Used (MRU): 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.

Aptify 5.5.4/

Aptify 5.5.3/

Aptify 5.5.2/

Aptify 5.5.1

• 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

• (MRU): 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.