Using Forms and Records

Aptify stores the organization's data as records within the Services. To add or edit a record within a Service, you use a data entry form. Each Service has its own form that displays the data fields that you can configure for that Service.

This section provides a basic overview of how data entry forms work within Aptify and describes the features that are common to all Aptify forms. Forms within Aptify provide the primary interface for manipulating records within a service. Users work with forms to view details of a record, to add a new record, and to edit an existing record.

This topic contains the following form-related sub-topics:

• Opening a New Form
• Opening an Existing Record Form
• Using the Find Dialog
• Using the Form Command Buttons
• Understanding the Common Field Types
• Working with Spell Check
• Working with Form Tabs
• Enabling the Duplicate Record Check for a Service
• Merging Records
• Using the Conflict Wizard
• Working with Record Attachments
• Adding Notes to a Record
• Working with Record Templates
• Editing Form Template Appearance