Before you start working with Aptify, you should be familiar with following terminology that is specific to the product.
- Aptify Terminology
- Record
- View
- Application
- Digital Dashboard
- Service: A database table and its related objects that store and manage your -organization's data. Each service corresponds to one collection of data. For example, the Groups service maintains information about the user groups that are available for your organization's Aptify installation. A service is also known as an entity. For example, the Persons service maintains information about your organization's customers or members, such as the customer/member's name and contact information.
- Refer to Applications and Services on page 81 for more information on Applications and Services.
- Record: An entry in a service, such as John Doe's entry in the Persons service. Each record has a unique ID within its particular service.
- Refer to Forms and Records on page 91 for information on and Records.
- View: A display of data that shows information from a subset of the records contained within a particular service. Aptify supports six types of views: list views, calendar views, chart views, pivot table views, map views, and gantt views. A user or administrator can specify the type or amount of data that the view displays. For example, a user could create a list view that displays a list of the Persons records with a primary address in California. Once created, views are saved within each user's profile for future use.Refer to Viewing System on page 191 for more information on Views.
- Application: A heading that groups together related services to identify a -functional area of the system. For example, the Object Repository Administration application deals with all aspects of system's object repository functionality. For example, the -Customer Management application deals with all aspects of maintaining customer information and contains services such as Persons, -Companies, Contact Log, and Notes.
- Digital Dashboard: A gateway for accessing information related to a particular -application. Users and administrators can customize dashboards to provide a single -interface for commonly used tasks. For example, a Customer -Management dashboard could include a targeted views of the Persons and Companies services, a button that opens a new Contact Log forms, and a button that opens a Find dialog for the Persons service.
- Refer to Digital Dashboards on page 428 for more information on Digital Dashboards.