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Aptify
Aptify End User Orientation Guide Table of Contents
End User Orientation Guide Overview
Aptify Framework
General System Functionality
Adding and Removing Applications and Services
Using Attachments in Aptify
Comments
Wizards
Viewing System
List Views
Chart Views
Calendar Views
Map Views
Shared View Folders
Advanced Filtering Logic
View Types and Functions Not Supported
Dashboards
Messaging
Messaging Items Not Supported and Limitation
Forms and Records
Supported Command Buttons and Form Features
Command Buttons and Form Features Not Supported
Contact Logs and Tasks
Additional Forms and Records Functionality
Conflict Detection
Supported Aptify Business Applications
Customer Management
Additional Notes for Customer Management Functionality
New Membership Wizard
Creating Persons Records
Order Entry
Implemented Order Entry Services and Features
Other Order Related Functionality and Limitations
Order Functionality Limitations
Auto-ship Fulfillment Support
Order Cancellation Wizard
Order Entry Services and Features Not Supported
Shipping and Handling
Sales Tax
Product Maintenance
Other Items of Note
Accounting and Financial Systems
Organization Management
Meeting Management
Campaign Management
Committee Management
Subscriptions and Membership Management
New Membership Wizard
Subscription Renewal Wizard
Business Applications with Limited or No Support
Known Issues As of version 5.5.1, Aptify has a web browser interface for the Aptify platform designed using HTML5. With this interface, you can run Aptify using a web browser and perform many of the same tasks available with the Aptify Desktop client, including the ability to run views and work with records. The web browser interface is referred to as Aptify.
This topic provides information, from an end user's perspective, of the framework and business application functionality included in for each of the releases of Aptify. This topic includes an overview of both the differences in common operations between Aptify and the Aptify Desktop client as well as information on current limitations.
For details on the functionality included in each version of Aptify, refer to Using the Aptify Web Interface.
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The initial release of the Aptify Web interface focused on end-users who utilize Aptify to find, view, add and modify data across the main Aptify applications (for example, users who need to find and view person and company information). Future releases will continue to add functionality to enhance the end user experience and to support more power-user and administrator related tasks. |
This topic is comprised of the following sub-topics:
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