This guide provides an overview of Aptify Customer/Member Management. This guide is primarily concerned with Persons, Companies, Contact Logs, and Topic Codes. All these services concern an -organization's customers or members, whether the customers are individuals or institutions.
In Aptify, internal information about an organization and its employees is gathered in -Organizations and Employees records. By contrast, information about customer organizations and personnel is gathered in Companies and Persons records. Contact Logs gather information about customer contacts. Topic Codes associate a person or company with an area of interest that an organization can use to target marketing efforts or to track the characteristics of customers/members.
This introduction contains the following sections: