Using Business Applications

This page contains links to topics that address usage of particular business applications that are available in Aptify version 5.5 and subsequent point releases.

• Managing Accounting and Financial Systems Integration - Integrates accounting concepts from order processing, payment processing, general ledger batching, and several other areas of the Aptify application suite into a single process-oriented section, specific to Aptify version 5.5.
• Using Award Management - Describes how to use the Award Management application found in Aptify version 5.5 to manage the process of tracking different types of awards, the award nomination process, and the awards actually granted by an organization. 
• Using Campaign Management - Describes how to use the Campaign Management application found in Aptify version 5.5 to create and track marketing campaigns that offer product discounts to customer or members who order specific products during a promotional period. 
• Using Case Management - Describes how to use the Case Management application found in Aptify version 5.5 to manage the process of interacting with customers or members by leveraging other areas of the Aptify infrastructure, including Contact Logs, Tasks, and the Process Pipeline to provide an organization-specific case resolution process. 
• Using Committee Management  - Describes how to use the Committee Management application found in Aptify version 5.5 to manage the data about committee structures within organizations, including roles, membership, terms, types, and tasks. 
• Using Composite Engagement Score - Describes how to configure, run, and use the Composite Engagement Score application introduced in Aptify 5.5.2. 
• Using Customer and Member Management - Describes how to use the Customer and Member Management application found in Aptify version 5.5 to manage the data found in the Persons, Companies, Contact Logs, and Topic Codes services that pertain to the customers or members of an organization. 
• Using Expo Management - Describes how to use the Expo Management application found in Aptify version 5.5 to set up expositions, floorplans, and booths. An explanation of how customers can order booths is provided, as well as how to associate meetings with expositions.
• Using Meeting and Housing Management  - Describes how to use the Meeting and Housing Management application found in Aptify version 5.5, detailing the services, processes, and forms associated with creating meetings, registering for a meeting, associating meeting resources (such as speakers and equipment), and closing a meeting after its conclusion. In addition, this topic describes how to track housing requests from meeting attendees, customers, and/or members.
• Using Order Entry - Describes how to use the Order Entry system found in Aptify version 5.5 to manage the order entry process for all product types to meet an organization’s customer or member service requirements. 
• Using Organization Management - Describes how to use the Organization Management application found in Aptify version 5.5, detailing the services, processes, and forms associated with managing data for organizations and their employees.
• Using Product Setup and Maintenance - Describes how to use the Products service found in Aptify version 5.5 to manage the various product types that can be used to meet an organization’s customer or member service requirements. 
• Using Sales Force Automation - Describes how to use the Sales Force Automation application found in Aptify version 5.5, to increase an organization’s efficiency when communicating with prospects and customers.
• Managing Subscriptions and Membership Dues - Describes how to create and order subscription and membership dues products using Aptify version 5.5.