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Aptify released the first version of Aptify Mobile App in January 2017. The Aptify Mobile App (Staff App) is designed to provide a quick and easy way for association staff members to access key CRM and member data held in Aptify. This is a “mobile-first” design for smartphones running as a native application. It is an app which is available on the Apple App Store for iPhone and iPad as well as the Google Play Store for Android Phone.

Pre-Requisites

  • Support iPhone with iOS 8 or higher
  • Organization must be running a minimum of Aptify 5.5.4 version with SOA web services

Quick Start Guide

The process is listed here to request, install and start using the Aptify Mobile App for an organization:

  1. Request comes (either a ticket gets created directly by the client, or we create one of their behalf).
  2. Support team contacts them and verify if they meet the requirements (5.5.4 or higher with SOA services running). Also get the required information needed for app registration.
  3. Support team provides the client with the installation package and a 'Registration Code' (5 character code - One code per customer).
  4. Customers download the app from App Store, and enter the registration code once so that we can identify which organization do they belong to and what authentication method do they want to use (Domain or SQL).
  5. Customers can login using their Aptify Username and Password.

Installation package is not required if client is on 5.5.5 (skip first part of step 3).

We can support the client who is having mixed users with SQL and Domain users.

High level feature list


FeatureDescription
1Quick Search
  • An omnipresent search which is available on home screen and everywhere else in the app that lets you search for Persons, Companies, Opportunities, Meetings and Contact Logs.
  • It is context aware so it will search the type of records based on which area of the app are you in.
2Live Home Page
  •  A home page that has a live snapshot of information to give you high level information of different aspects of your business.
  • Currently it provides quick snapshot information on Opportunities, CRM and Events. The order of importance and the displayed information can be configured based on the organizational needs.
3Landing Pages
  • You can navigate to the landing pages of Opportunities, CRM or Events from the home page.
  • Landing Pages display graphs and charts that allow you to dissect and analyze the information.
  • It also allows you to further drill down to an individual record level to take your analysis deeper.
4Summary Forms
5Add/Edit Person's contact Information
6Add/Edit Contact Logs
7Favorites
8Views
9Community
10Login and Keep Me Logged In
11 Settings
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