About the Persons Summary Form

Starting in Aptify 5.5.3, the Aptify web interface provides Summary forms for Person records. The Summary forms provide a single-page overview of the information contained in a Person record, and appear by default when a record is opened. The Summary forms provide a timeline of the association between the person and your organization. 

 

The Summary forms include the following information for each Person record:

• A photo, if one is available
• In Aptify 5.5.5, an alerts icon near the photo that opens alert information for the Person record
• Contact information
• Membership status
• Key demographics
• Notes and latest updates for the record, including:

  • Latest note

  • Latest record history change string

  • Latest timeline item

  • Latest space thread
     

• Membership timeline of activities
• Composite Engagement Score (CES) score 
• Actions, including:
  • Sending messages
  • Creating orders
  • Adding contact logs
  • Adding memberships
  • Viewing the full record, to edit the details
     

The Summary forms can be disabled by a system administrator setting the SupportsSummaryTemplate attribute to 0 in the Configuration > Attributes tab of the Persons entity. See Disabling the Summary Forms for Persons and Companies.