The Subscription and Dues Management Forms appendix provides field-by-field information on every form used in Subscription Management. The appendix is intended for use as a reference guide for the various fields on any subscription related form. It documents the forms in alphabetical order. Within each form, tabs are also addressed in alphabetical order.
Note that the fields marked as 'required' in this topic are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open an appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and click the Fields tab.
The following forms are documented in this appendix:
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The following services appear in the Subscription Management application but are described in another user guide. Refer to the locations specified below for information on the following services:
- Contact Log: See the Contact Log Form section in About the Customer Management Forms appendix of the Aptify Customer/Member Management Guide.