If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

About the Companies Summary Form

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

Companies Summary Form

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

  • A photo, if one is available
  • Starting with Aptify 5.5.5, an alerts icon that opens alert information for the Company 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 Companies entity. See Disabling the Summary Forms for Persons and Companies. 

Copyright © 2014-2019 Aptify - Confidential and Proprietary