Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Starting in Aptify 5.5.3, the Aptify web interface provides Summary forms for Person records. The Summary forms provide a single-page overview of the information contained in a Person record, and appear by default when a record is opened. The Summary forms provide a timeline of the association between the person and your organization. 
Aptify 5.5.4 Sample Persons Summary RecordImage Removed
Persons Summary FormImage Added 

The Summary forms include the following information for each Person record:

  • A photo, if one is available
  • In Aptify 5.5.5, an alerts icon near the photo that opens alert information for the Person record
  • Contact information
  • Membership status
  • Key demographics
  • Notes and latest updates for the record, including:
    • Latest note

    • Latest record history change string

    • Latest timeline item

    • Latest space thread
       

  • Membership timeline of activities
  • Composite Engagement Score (CES) score 
  • Actions, including:
    • Sending messages
    • Creating orders
    • Adding contact logs
    • Adding memberships
    • Viewing the full record, to edit the details
       

...