Aptify 5.5.1 introduced a web browser interface for the Aptify platform. Built on HTML5 Aptify utilizes JavaScript libraries including: JQUERY, Kendo, and CSS. With this interface, a user can connect to Aptify using a web browser to perform many of the same tasks available with the Aptify Desktop client, including the ability to run views and work with records. This topic provides context and guidance in the areas of functionality that are unique to this Aptify interface.

Topics covered include:

• Using the Application Toolbar
• Using the Web Interface Quick Search
• Using the Web Interface Universal Search
• Using Views in the Web Interface
• About Reporting Tools in the Web Interface
• Using Messaging in the Web Interface
• Using the Orders Form in the Web Interface
• Using Navigation Path (Breadcrumbs) in the Web Interface
• Using Pin Board in the Web Interface

Requirements and Support

Basic end-user requirements to use the Aptify web interface include:

• A trusted user account with a valid license to connect to the Aptify database (Aptify 5.5.1 and up):

  • Each Aptify user should be linked to an 'Employees' and 'Persons' record as certain features in Aptify will not work properly without this relationship. For information on how to link users to entity records, see Creating User Accounts for new users and Editing User Accounts for existing users.

• An untrusted user account (Aptify 5.5.2 and up)
• Web Browser
  
  • See End User Browser Compatibility for the Aptify Web Interface for information on supported browser types and best practices.
    
    

For any questions or concerns regarding this release please contact Aptify Support for assistance.