Disabling the Summary Forms for Persons and Companies

Aptify includes Summary forms for Person and Company records in the Aptify web interface. The Summary forms are activated by default. This topic describes how a system administrator can disable the Summary forms for Person or Company records.

1. Log into Aptify with the Desktop client using an account that has system administration privileges.
2. Navigate to the Entities service in the Framework application, and find the Persons entity.
3. Open the Persons entity and click the Configuration > Attributes tab.
4. Find the SupportsSummaryTemplate attribute and open it for editing.
5. In the Attributes record window, change the setting in the Value field to 0.
6. Click OK.
7. Repeat steps 2 through 6 for the Companies entity.