Creating New Persons Record through the Membership Enrollment Wizard

A Persons record is required in order to place orders within the Aptify system. The Membership Enrollment wizard provides the ability to create a new record for a person that does not pre-exist in the system prior to ordering a membership product.

If the membership order is being placed for a new person (New Person is selected as Person Mode), the Person Information page will display. Enter the following information:

1. In the New Person Name field, enter the first and last name of the person.
2. In the Person's Address field, enter an address for the person.
   • If you have specified a company for this person, the address that is entered here will correspond to the person's Home Address.
   • If you have not specified a company for this person, the address that is entered here will correspond to the person's Business Address.
   • You can only specify one address for the person through the wizard. You can specify other addresses for the individual once the Persons record is created. See Creating a Persons Record for details.
     
     
3. In the Person's Phone field, enter the phone number for the company.
   • If you have specified a company for this person, the phone number that is entered here will correspond to the person's Home Phone.
   • If you have not specified a company for this person, the phone number that is entered here will correspond to the person's Main Phone.
      
4. After entering the appropriate information, click Next to continue the Wizard. 
   • If you selected the No Company option in the Company Selection step, the Person Credit Information will display. Enter the following information:

• 1. 1. Specify the Currency Type for new orders placed on behalf of this person.
     2. Specify the currency in which credit is expressed in the Credit Currency Type field.
     3. Specify the person's Credit Status with the organization and the person's Credit Limit (expressed in the Credit Currency), if it has approved credit.
     4. Specify a set of GL accounts to use for orders (GL Order Level) and payments (GL Payment Level) involving this person.