Starting in Aptify 5.5.3, the Aptify web interface provides Summary forms for Person records. The Summary forms provide a single-page overview of the information contained in a Person record, and appear by default when a record is opened. The Summary forms provide a timeline of the association between the person and your organization.
The Summary forms include the following information for each Person record:
- A photo, if one is available
- Contact information
- Membership status
- Key demographics
- Notes and latest updates for the record, including:
Latest note
Latest record history change string
Latest timeline item
Latest space thread
- Membership timeline of activities
- Composite Engagement Score (CES) score
- Actions, including:
- Sending messages
- Creating orders
- Adding contact logs
- Adding memberships
- Viewing the full record, to edit the details
The Summary forms can be disabled by a system administrator setting the SupportsSummaryTemplate attribute to 0 in the Configuration > Attributes tab of the Persons entity. See Disabling the Summary Forms for Persons and Companies.