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The Ribbon is designed to help an Aptify user quickly and easily access Aptify features and functionality. The Aptify Ribbon replaces many of the menus and toolbars that were part of previous versions of Aptify.

The Ribbon is made up of tabs that correspond to a user's subscribed applications. Each tab includes tasks grouped together by the services in that application to which the user has subscribed.

Ribbon Bar
As with the Folder List and Shortcut Bar, a user can choose to minimize the ribbon to provide more available space on the Aptify desktop. This is done by selecting the Minimize the Ribbon option from the Quick Access Toolbar. Aptify respects the user's preference and the ribbon remains minimized across future sessions.

 

Note Concerning Default Ribbon State: By default the ribbon bar for all users is at full size. However, an administrator can define the default state of a ribbon so it is minimized. See Defining the Default State of Ribbon Bar in the Aptify Application Administration topic of the Aptify Administration Guide for more details


Minimize the Ribbon Option

The Ribbon includes the following features:

  • Home Tab
  • Application Tab
  • Service Groups

This section describes the default appearance of the Aptify Ribbon. However, an administrator can design new ribbon groups for Home or a particular application so the ribbon on your system may look different than what is shown in this section. See the Defining Application Ribbons section in the Aptify Application Administration chapter of the Aptify Administration Guide for more information.

Home Tab

When a user selects the Home tab, the main dashboard appears in the Display Window. In a default Aptify installation, the Home tab includes four services with corresponding tasks: Persons, Companies, Contact Logs and Tasks. See Service Groups for more information about available action items. Note that an administrator can modify the Home tab so what you see within the Home tab may differ from what is described in this document.

Application Tab

The Ribbon is organized by application, each application having its own tab with associated items. When a user selects an application's tab, the default dashboard associated with that application appears in the main display area. A user can change the order in which the tabs appear through the Aptify Application dialog. See Adding an Application for information.

  • Note that only those applications to which the user is subscribed will have a tab in the ribbon.

Ribbon Bar - Application Tabs

 

 

 


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