The Aptify Web interface includes support for the Customer Management application, such as the ability to create, open, and edit Persons, Companies, Contact Logs, and Tasks.
Note
The following Customer Management services have been implemented for the Aptify Web interface in Aptify 5.5.1 and up. All other services related to this application have limited support.
- Persons
- Companies
- Contact Logs
- Tasks
- Address flowdown when linking a Person to a Company
- Support for the web service version of Melissa Data address verification
Aptify 5.5.1 and up does not support the following Customer Management features found in the Aptify Desktop client:
- Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
- Account Manager Transfer Wizard: This wizard is not currently supported.
- Postal Code Lookup: The postal code look-up functionality is not currently supported.
- Most Recently Used: When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.
- Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.
Note
In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes.
Membership Enrollment Wizard
The Membership Enrollment wizard, which is used to facilitate the process of enrolling companies and individual members, is available in Aptify. See Using the Membership Enrollment Wizard for more details.
Note
When new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
Creating Persons Records
Primary Function: When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically checked. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.
Companies and Persons Summary Forms
Starting in Aptify 5.5.3, the Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies.