May 27, 2014
Aptify
Aptify End User Orientation Guide
Table of Contents
End User Orientation Guide Overview
Aptify Framework
General System Functionality
Adding and Removing Applications and Services
Using Attachments in Aptify
Comments
Wizards
Viewing System
List Views
Chart Views
Calendar Views
Map Views
Shared View Folders
Advanced Filtering Logic
View Types and Functions Not Supported
Dashboards
Messaging
Messaging Items Not Supported and Limitation
Forms and Records
Supported Command Buttons and Form Features
Command Buttons and Form Features Not Supported
Contact Logs and Tasks
Additional Forms and Records Functionality
Conflict Detection
Supported Aptify Business Applications
Customer Management
Additional Notes for Customer Management Functionality
New Membership Wizard
Creating Persons Records
Order Entry
Implemented Order Entry Services and Features
Other Order Related Functionality and Limitations
Order Functionality Limitations
Auto-ship Fulfillment Support
Order Cancellation Wizard
Order Entry Services and Features Not Supported
Shipping and Handling
Sales Tax
Product Maintenance
Other Items of Note
Accounting and Financial Systems
Organization Management
Meeting Management
Campaign Management
Committee Management
Subscriptions and Membership Management
New Membership Wizard
Subscription Renewal Wizard
Business Applications with Limited or No Support
Known Issues