This release of Aptify 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 this version of Aptify. All other services related to this application have limited support.
- Persons
- Companies
- Contact Logs
- Tasks
- Address flowdown when linking a Person to a Company
This release of Aptify 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 will not be supported in this release.
- Postal Code Lookup: In this release, the postal code look-up functionality is not supported.
- Most Recently Used: In this release, 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: In this release, a user can check or uncheck individual topic codes, but the ability to select all or unselect all is not supported.