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.
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.
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