About the Applications and their Services

The chart below lists the Applications that contain the various services in Aptify. This list identifies the Application and then lists the Services currently in the Applications.

Applications	Services
Accounting	Accounting Periods AP Export Runs AP Import Runs AP Systems AP Transaction Sources Batch Export Types Batches Cancellation Reasons Cash Control Batches Commission Type Credit Card Types Credit Status Currency Spot Rates Currency Types Dues Categories Freight Methods Frequency Agreements GL Account Period Details GL Accounts GL Order Levels GL Payment Levels Payment Information Payments Payment Status Types Payment Types Product Categories Products Restricted Countries Revenue Categories Revenue Recognition Types Sales Tax Rate Scheduled Transaction Groups Scheduled Transactions Shipment Types Tasks Tax Jurisdictions
Administration - CRM	Address Types Attendee Status Batch Export Types Campaign Types Cancellation Reasons Commission Type Company Relationship Types Company Types Contact Log Categories Contact Log Types Restricted Countries Topic Code Links Topic Codes Task Definitions Task Types
Advertising Management (Note that this is an add-on module so this application may not necessarily be available on your system)	Advertising Blind Boxes Advertising Color Codes Advertising Contracts Advertising File Types Advertising Frequency Codes Advertising Insertion Orders Advertising Options Advertising Position Codes Advertising Price Override Reasons Advertising Product Sections Advertising Rate Cards Advertising Size Codes Advertising Unit Definitions
Aptify Framework Administration	Address Types Address Verifications Run Details Address Verification Runs Address Verification Systems Addresses Alert Types Application Entities Application User Entities Application Users Applications Applications Ribbons Archive Runs Archive Types Attachment Categories Attachments Auto Link Configurations Auto Links Base Fields Calendar Views Calendar View Test Card Views Chart View Axis Scaling Options Chart View Types Chart Views Config Packages Continents Countries Dashboard Areas Dashboard Button Bars Dashboard Buttons Dashboard Component Categories Dashboard Components Dashboard Parts Dashboards Database Objects Entities Entity Bulk Operations Entity Cards Entity Most Recently Used List Entity Record History Entity Record Ranks Entity Record Template Categories Entity Record Template User Preferences Entity Record Templates Entity View Types Entity Plug In Types Error Log Event Categories Event Definitions Event Handlers Filter Rule Operators Filter Rule Types Filter Rules Form Component Categories Form Components Form Template Part Categories Form Template Parts Form Templates Full Text Catalogs Full Text Indexes Gantt Views Import Run Details Import Runs Import Source Types Import Sources Licenses List Types Lists Map Views Message Actions Message Part Categories Message Parts Message Run Overrides Message Runs Message Schedule Categories Message Schedule Logs Message Schedules Message Sources Message Systems Message Template Categories Message Templates Message User Profile Modules Pending Changes Phone Numbers Pivot Grid Views Pivot Table Views Postal Codes Prefix Process Component Categories Process Components Process Flow Categories Process Flow Runs Process Flow Steps Process Flows Record Changes Record Soft Links Record Soft Links Queue Report Categories Script Languages Script Types Scripts Security Keys Spelling Systems States and Provinces Suffix Timeline Activities Topic Code Links Topic Codes User License Assignment View Categories View Filter Operators View Prompt Query View Types Views Wizard Message Box Buttons Wizards Word Template Categories Word Templates
Authorizations (Added in Aptify 5.5.1 to support the Aptify web interface)	Access Control Lists Authorization Attempts Authorization Cache Authorization Categories Authorization Role Members Authorization Roles Authorizations
Awards	Awards Granted Awards Nomination Award Types
Campaign Management	Campaign Cost Types Campaign Document Status Types Campaign Document Types Campaign Documents Campaign Import File Types Campaign Import Run Details Campaign Import Runs Campaign List Detail Campaign Prospect Status Types Campaign Segments Campaign Status Types Campaign Types Campaigns Contact Log Task Types Tasks
Case Management	Case Assignee Postal Codes Case Assignee Rules Case Categories Case Cost Types Case Priorities Case Reasons Case Report Methods Case Reporters Case Results Case Roles Case Satisfaction Levels Case Statuses Case Survey Methods Case Types Cases Companies Contact Log Issue Categories Issues Lists Persons Product Versions Tasks
Chapter Management (Note that this is an add-on module so this application may not necessarily be available on your system)	Chapter Assignment Rules Chapter Authorizations Chapter Meetings Chapter Membership Products Chapter Report Categories Chapter Reports Chapter Role Types Chapter Roles
Commission and Royalty Management (Note that this is an add-on module so this application may not necessarily be available on your system)	Commission Agreements Commission Base Formulas Commission Payments Commission Plan Items Commission Plans Commission Rate Scales Commission Sources Commission Territories Commission Type
Committee Management	Committee Roles Committee Terms Committee Types Committees Contact Log Tasks
Composite Engagement Score (Added in Aptify 5.5.2)	CES Plans CES Points CES Scores Companies External Systems Key Performance Indicators KPI Formulas KPI Metrics KPI Results KPI Unit Types Person External Accounts Persons Social Stream Web Groups Web Modules Web Users
Content Management	CMS Topic Code Relations CMS User Relations Content Management Systems
Customer Management	Account Manager Functions Companies Contact Log Education Fields Education Levels Functions Member Status Types Membership Enrollment Member Types Person Company Change Analysis Person Relationship Analysis Person Relationship Degrees Person Relationship Types Person Relationship Views Persons Preferred Communication Methods Proximity Search Tasks
Development	Applications Attachments Dashboards Database Objects Entities Entity Bulk Operations Form Templates Lists Message Actions Message Schedules Message Systems Message Templates Process Flows Topic Codes Views Wizards
Discussion Forums (Note that this is an add-on module so this application may not necessarily be available on your system)	Discussion Forum Messages Discussion Forum Moderators Discussion Form Subscriptions Discussion Forum Users Discussion Forums
EBusiness (Note that this is an add-on module so this application may not necessarily be available on your system)	Abstract Categories Abstracts External Systems MarketPlace Categories MarketPlace Information Requests MarketPlace Listing Types MarketPlace Listings Person External Accounts Person Social Network Mismatches RSS Channels Web Applications Web Article Categories Web Articles Web Groups Web Menus Web Modules Web Shopping Carts Web User Activity Web Users
Education Management (Note that this is an add-on module so this application may not necessarily be available on your system)	Answer Sheets Certifications Class Certificate Print Runs Class Registrations Classes Course Categories Course Part Categories Course Parts Courses Curriculum Applications Curriculum Definition Categories Curriculum Definitions Education Categories Education Statuses Education Units Enrollment Types Exams Instructor Designations Learning Management Systems Tasks
Expo Management	Booths Expo Booth Configuration Expo Priority Point Types Expo Priority Points Expos Floorplan Status Floorplan Systems Floorplans Venues
Fundraising Management (Note that this is an add-on module so this application may not necessarily be available on your system)	Donor Advised Fund Allocations Donor Advised Funds Fundraising Campaign Match Rules Fundraising Campaign Solicitors Fundraising Campaigns Gifts In Kind Gifts In Kind Categories Grant Disbursements Grant Due Diligence Steps Grant Reports Grants International Support Fund Categories International Support Funds Pledge Contact Types Pledge Stages Pledges
Housing Management	Housing Housing Block Rooms Housing Blocks Housing Reservation Details Housing Reservation Guests Housing Room Types Housing Transfer Details Housing Transfer Types Housing Transfers
Inventory Management	Inventory Locations Inventory Transfers Product Inventory Ledger Product Inventory Ledger Entries Products
Localization Administration	Command Categories Commands Countries Culture String Categories Culture Strings Cultures
Machine Learning (Added in Aptify 5.5.3)	Label Caches Machine Learning Entity Relations Machine Learning Models Machine Learning Service Model Type Machine Learning Services Multi-ML Model Caches Record Relation Caches Relevancy Context Categories Relevancy Contexts Weight Caches
Meeting Management	Attendee Status Education Units Food Preferences Meeting Attendee Groups (reserved for future use) Meeting Attendee Types (reserved for future use) Meeting Class Field Mappings Meeting Registrations Meeting Room Types Meeting Rooms Meeting Status Meeting Time Slots (reserved for future use) Meeting Tracks (reserved for future use) Meeting Types Meetings Resource Types Resources Tasks Travel Preference Venues
Membership	Companies Contact Log Persons Tasks
Messaging Administration	Meeting Transfer Emails Message Actions Message Part Categories Message Parts Message Run Overrides Message Runs Message Schedule Categories Message Schedule Logs Message Schedules Message Sources Message Systems Message Template Categories Message Templates Message User Profile
Object Repository Administration	Object Access Methods Object Contexts Object Packages Object Repository Classes Object Repository Objects Object Types Sync Repository Objects
Order Entry	Bulk Orders Campaigns Contact Log Membership Email Schedules Orders Payments Products Standing Orders Subscriptions Tasks
Order Entry Administration	Bulk Orders Commission Type Credit Card Types Freight Methods Invoice Messages Merchant Accounts Order Balances Order Sources Order Status Types Order Types Payment Status Types Payment Types
Organization Management	Departments Employee Position Codes Employees Organization Order Permissions Organizations Skill Levels Skills
Process Pipeline Administration	Application Servers Event Categories Event Definitions Event Handlers Process Component Categories Process Components Process Flow Categories Process Flow Runs Process Flow Steps Process Flows Scheduled Task Categories Scheduled Task Services Scheduled Tasks
Product Setup and Maintenance	Download Items Featured Products Inventory Locations Pricing Rules Product Categories Product Codes Product Cost Details Product Cost Types Product Distribution Types Product Downloads Product Inventory Ledger Product Inventory Ledger Entries Product Issues Product Kit Types Product Relationship Types Product Types Products Tasks
Publication Management	Publication Roles Publications Tasks
Ratings Management	Rated Item Types Rated Items Rating Entries Ratings Rating Type Definitions Rating Types
Replication Administration	This application has been deprecated in Aptify 5.5. It is included here for backwards compatibility purposes.
Sales Force Automation	Call Lists Call Script Categories Call Script Runs Call Script Steps Call Scripts Companies Contact Log Contact Role Types Opportunities Partner Role Types Persons Reference Types Referral Requests Referral Types Referrals Roles Sales Target Types Sales Targets Selling Role Types Sources Stages Status Reports Task Definitions Task Types Tasks Types
Search (Added in Aptify 5.5.1 to support the Aptify web interface)	Search Configurations Search Providers Search Provider User Profiles Search Selection History Search Term History
Shipping	Orders Shipment Types
Social Framework (Added in Aptify 5.5.1 to support the Aptify web interface)	Favorite Types Favorites Favorites Groups Space Actions Space Notifications Space Subscriptions Spaces Space Thread Types Space Threads Timeline Activities
Social Network Integration (Added in Aptify 5.5.1 to support the Aptify web interface)	Companies External Systems Person External Accounts Person Social Network Mismatches Persons Web User Password Reset Stagings Web Users
Subscription Management	Contact Log Membership Email Schedules Subscription Cancellation Reasons Subscription Fulfillments Subscription Purchase Types Subscription Status Subscription Succession Product Rules Subscription Succession Trigger Rules Subscription Types Subscriptions
Surveys	Answers Question Types Questions Survey Capture Modes Survey Categories Survey Delivery Types Survey Participants Survey Questions (Question Branches) Survey Results Survey Results Report Survey Status Survey Style Sheets Survey Tracking Types Surveys (Question Trees) Surveys List Style Sheets
Twilio Integration Added in Aptify 5.5.3	Twilio Accounts Twilio Numbers Twilio SMS Log
UI (User Interface) Added in Aptify 5.5.1	Auto Link Configurations Auto Links Card Views Dashboard Components Dashboards Entity Cards Form Components Form Templates My Wizards Search Configurations UI Part Metadata Items UI Parts UI Part Types UI Platforms
Upgrade Configurations Administration	Configuration Base Versions Configuration Data Transfer Mappings Configuration Manifest Runs Configuration Manifests Configuration Runs Configuration Sections Configuration Types Configurations Pack Loaders
Users Administration	Groups Licenses Shortcut Sections Shortcuts User Values Users
Web Services	Authentication Providers Authorization Plugins Caching Policies Controller Configuration Collect Controller Configurations Controllers Http Methods Modules Password Requirement Providers Password Reset Notifiers Password Reset Requests Password Reset Token Managers Remember Me Token Search Configurations Service Application Entities Service Application UI Parts Service Application Views Service Applications Service Data Objects Service Process Flows Token Providers User Tokens View Prompt Query

6.0 Product Knowledge

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About the Applications and their Services