General Shortcuts

Find Meeting by Name: A prompt view to locate a Meetings record based on meeting title. It includes view hierarchies for meeting sessions, resources, speakers, and sponsors.
Find Meeting by ID: A prompt view to locate a Meetings record based on MeetingID. It includes view hierarchies for meeting sessions, resources, speakers, and sponsors.
Registrations by Meeting: A prompt view to load a particular meeting’s registration information in an Aptify pivot table.
Resources by Meeting: A prompt view to display the resources assigned to a particular meeting.
Active Registrants by Meeting: A Persons service prompt view to display the list of people currently registered for a particular meeting.
Speaker by Meeting: A Persons service prompt view to display the list of people who are listed as speakers for a particular meeting.

Searches Shortcuts

Find Person by Name: A prompt view to locate a Persons record based on a person’s first and last name.
Find Person by Company: A prompt view to locate all people affiliated with a particular company.
Find Company by Name: A prompt view to locate a Companies record by company name.
Find Order by ID: A prompt view to locate an Orders record based on its ID.

Past Meetings: A list view of meetings that have occurred in the past with view hierarchies for meeting sessions, resources, speakers, and sponsors.
Resources by Type: A view of all resources tracked in Aptify sorted by Resource Type.