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Additional membership management best practices can be found in Best Practices for Membership Dues. |
Generating Renewal Quotation Orders
In 5.5.1, Aptify provides improved productivity via an automated monthly process that generates quotations orders for all subscriptions with an expiration month/year, three months from "Today" (the day the process runs). Aptify 5.5.1 includes a pre-built view pulling in the appropriate subscription records that will then be passed to the Aptify Subscription Renewal Wizard thus generating the quotation orders.
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