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About Customer Management in the Web Interface

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About Customer Management in the Web Interface

Owned by admin (Deactivated)
Last updated: May 04, 2020 by Sagar Alat (Deactivated)

This topic lists the Customer Management application functions that are supported and unsupported in the Aptify web interface, broken down by release in the table given below:

ReleaseSupported FunctionsUnsupported Functions
Aptify 5.5.5
  • Create, open, and edit the following:

    • Persons

      When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically selected. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.

      The Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies. The summary forms are not available in the Aptify Desktop client.

      • Companies
      • Contact Logs
      • Tasks
    • Postal Code look-up
    • Address flowdown when linking a Person to a Company
    • Support for the web service version of Melissa Data address verification

    • Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

      Note

      Starting with 5.5.5, if you are automating metadata generation, you do not need to regenerate the entity metadata for the Membership Enrollment entity when new Dues Products are added, or existing products are modified. See Automating Metadata Generation for more details.
  • Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
  • Account Manager Transfer Wizard: This wizard is not currently supported.
  • Most Recently Used (MRU): When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.

  • Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.

    Note

    In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes.

Aptify 5.5.4
  • Create, open, and edit the following:

    • Persons

      When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically selected. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.

      The Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies. The summary forms are not available in the Aptify Desktop client.

      • Companies
      • Contact Logs
      • Tasks
    • Postal Code look-up
    • Address flowdown when linking a Person to a Company
    • Support for the web service version of Melissa Data address verification

    • Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

      Note

      When new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
  • Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
  • Account Manager Transfer Wizard: This wizard is not currently supported.
  • Postal Code Lookup: The postal code look-up functionality is not currently supported.
  • Most Recently Used (MRU): When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.

  • Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.

    Note

    In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes.

Aptify 5.5.3
  • Create, open, and edit the following:

    • Persons

      When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically selected. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.

      The Aptify web interface provides a summary form by default for Companies and Persons records. The summary forms provide an overview of the information in the full record, and give a timeline of the relationship of your organization and the person or company. See About the Persons Summary Form and About the Companies Summary Form for more information. The summary forms can be disabled by following the procedure in Disabling the Summary Forms for Persons and Companies. The summary forms are not available in the Aptify Desktop client.

      • Companies
      • Contact Logs
      • Tasks
    • Postal Code look-up
    • Address flowdown when linking a Person to a Company
    • Support for the web service version of Melissa Data address verification

    • Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

      Note

      When new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
  • Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
  • Account Manager Transfer Wizard: This wizard is not currently supported.
  • Postal Code Lookup: The postal code look-up functionality is not currently supported.
  • Most Recently Used (MRU): When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.

  • Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.

    Note

    In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes.

Aptify 5.5.2
  • Create, open, and edit the following:

    • Persons

      When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically selected. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.

      • Companies
      • Contact Logs
      • Tasks
    • Postal Code look-up
    • Address flowdown when linking a Person to a Company
    • Support for the web service version of Melissa Data address verification

    • Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

      Note

      When new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.
  • Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
  • Account Manager Transfer Wizard: This wizard is not currently supported.
  • Postal Code Lookup: The postal code look-up functionality is not currently supported.
  • Most Recently Used (MRU): When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.

  • Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.

    Note

    In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes.

Aptify 5.5.1
  • Create, open, and edit the following:

    • Persons

      When creating a new Persons record, if Primary Function is selected from the drop-down, the corresponding function in the multi-entity grid is not automatically selected. So, it is not saved as a function sub type record when Person record is saved. If you manually select the corresponding function in the multi-entity grid, it can be saved as a function sub type record.

      • Companies
      • Contact Logs
      • Tasks
    • Postal Code look-up
    • Address flowdown when linking a Person to a Company
    • Support for the web service version of Melissa Data address verification

    • Membership Enrollment wizard. See Using the Membership Enrollment Wizard for more details.

      Note

      When new Dues Products are added, or existing products are modified, regenerate the entity metadata for the Membership Enrollment entity to ensure that product drop-down in the Membership Enrollment wizard is up to date.

  • Contact Log/Outlook Integration: Outlook Appointments and/or Outlook Tasks are not generated for Contact Log entries added via Aptify.
  • Account Manager Transfer Wizard: This wizard is not currently supported.
  • Postal Code Lookup: The postal code look-up functionality is not currently supported.
  • Most Recently Used (MRU): When a user opens any Persons record, the MRU list displays the Persons record that was opened as well as any related link records, for example the associated Company record.

  • Topic Code Selection: A user can select or clear individual topic codes, but the ability to select all or clear all is not supported.

    Note

    In some instances when a Persons record is updated using the web interface, the user may need to save and reload the record to display the changes.

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