This topic provides field-by-field information on every form used in the Aptify Order Entry application. The topic included here are intended for use as a reference guide for the various fields on any Orders or Payments form. The forms are in alphabetical order. Within each form, tabs are also addressed in alphabetical order.
Note that the fields marked as "required" in this chapter topic are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. You can review the list of fields required at the entity level through the Desktop client by opening the appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and clicking the Fields tab.
...
The following services appear in the Order Entry application but are described in other topics. Refer to the locations specified below for information on the following services:
- Contact Log Form: See About the " Contact Log Form" section in the Customer Management Forms appendix of the Aptify 5.5 Customer Management Guide.
- Subscriptions Form: See About the " Subscriptions Form" section in the Subscription and Dues Forms appendix of the Aptify 5.5 Subscription and Dues Management Guide.
- Tasks Form: See About the " Tasks Form" section in the Customer Management Forms appendix of the Aptify 5.5 Customer Management Guide.