Changes To This Wiki Space

The purpose of this topic is to track changes to the Aptify 5.5 Product Knowledge wiki space since the first version was published in December 2014.

This space was last published externally in March 2017. Any pages in the table below that are published after March 2017 have not been published externally.

Refer to the table below for a listing of the changes to this wiki space:

Revision Date	Changes to Content
March 2017	Added content for Aptify e-Business 5.5.5, which is the corresponding topic and all sub-pages: Using Aptify e-Business 5.5.5
January 2017	Added or updated the following topics and their child topics for the introduction of Aptify 5.5.5: Aptify 5.5.5 Release Notes Installing the Aptify 5.5.5 Update Installing Aptify Web for Aptify 5.5.5 Supported Platform Matrix Known Issues with the Web Interface Launching Aptify Creating a List About the Credit Card Types Form About the Search Configurations Form About Chart Views in the Web Interface About the Web Interface General System Functionality Aptify 5.5 Product Knowledge About Customer Management in the Web Interface Entering and Fulfilling Standing Orders About the Credit Card Reference Transaction Payment Type Using the Web Version of the Aptify Outlook Add-In Installing the Web Version of the Aptify Add-in for Microsoft Outlook Installing the Desktop Version of the Aptify Add-in for Microsoft Outlook Using the Desktop Version of the Aptify Outlook Add-In About the Payments Form About the Companies Summary Form About the Persons Summary Form About the Order Entry Area Addressing Potential Duplicate Records Using the Invoice Consolidation Wizard Updating the AptifyAsyncProcessor.exe File System Requirements for Application Servers Opening the Record History Processing a Non Sufficient Funds Check About the Visual Designer Active Button Recording a Payment in a Different Currency than the Order Enabling Flow Form Template Layout Mode for an Entity Form Template Running the Update Utility for U.S. ZIP Codes Business Applications with Limited or No Support in the Web Interface Copying a View Using Messaging in the Web Interface End User Browser Compatibility for the Aptify Web Interface About the Persons Form Configuring Reporting in the Aptify Web Interface About the Lists Form Running the AP Import Wizard About List Views in the Web Interface Recording Payments Using the Payments Service Using the Record History Button Defining the Database Connection Attributes for Aptify Web Defining the Wizard Scope Tab About Messaging in the Web Interface About the Subscription Fulfillments Form Scheduling ePayment Capturing Using the ePayment Capture Wizard About Accounting and Financial Systems in the Web Interface Creating General Ledger Batches in the Web Interface About Forms and Records in the Web Interface Automating Metadata Generation Using the Proximity Search Wizard Installing Aptify 5.5.5 Server Software Enabling Flow Form Template Layout Mode for All Form Templates Updating an Existing Aptify Website Switching Dashboards About Campaign Management in the Web Interface Fulfilling a Subscription About the Companies Form Opening a Dashboard About Spaces Configuring the Exception Manager About View Scheduling and Email Distribution About View Types and Functions Not Supported in the Web Interface About the Delivery Log Form Generating Subscription Fulfillment Output Defining the Products Attribute for Aptify Web Adding Records Individually from the Lists Form About Dashboards in the Web Interface About the Button Properties Form Configuring the Open URL Action Type Restoring Previous Versions of a Record About the Organizations Form Understanding the Postal Code Look-up Functionality Using the Bulk Write-Off Wizard About the Bulk Orders Form Using the Bulk Order Wizard About the Person Companies Form Adding Prospects Using a Wizard About Product Maintenance in the Web Interface Defining the Views Attribute for Aptify Web About the Web Interface Exception Viewer Performing a New Aptify Installation Running the AP Export Wizard Using Process Flows to Add Functionality and Conditional Paging Logic Deleting a View Scheduling Recurring Messages About the ACH Payment Type Using the Automated Clearinghouse Payment Type Configuring the List View Paging Options Navigating List View Pages With the Paging Option Enabled About Forms and Records in the Web Interface About Order Entry in the Web Interface About the Postal Code Look-Up Attributes About the Cash Detail Form Resolving Cash Detail Record Exceptions Configuring to Support DMY and YMD Date Formats Updated the following pages with corrections or additions: Contacting Aptify Aptify 5.5.1 Release Notes Aptify e-Business 5.5.3 Release Notes Keeping the Bin Folder Small Troubleshooting the Aptify Mobile Point of Sale Installation About the Employees Form
September 2016	Updated the content of the Aptify 5.5 Product Knowledge page, taking information from the deleted PK space and adding a cloud of popular labels. Deleted the Additional Documents page and moved child topics into the Installing Aptify page. Updated the child topics for the Using Virtual Entity Wizard topics for the creating of new child topics that contain procedures required to support the retrieval of data from external databases. Added the following pages: About this Wiki (moved Content about this Wiki into this page, moved in topics from the deleted PK space) Configuring to Support DMY and YMD Date Formats Deleting a View Inherit From Stock JavaScript Modifying the Display Settings for a Hierarchy Browser Updated the following pages with additions or corrections: About List Views in the Web Interface About the Bulk Orders Form About the Delivery Log Form About the Entities Form About the Entity Bulk Operation Entity Attributes About the Form Template Parts Form About the Orders Form About the Process Untargeted Runs Setting About the Product Categories Form About Reporting Tools in the Web Interface About the Subscription Delivery Schedule Form About the Subscriptions Form About the Visual Designer Active Button About the Visual Designer Combo Box About the Visual Designer Entity List View About the Visual Designer Link Box About the Visual Designer Text Field About the Visual Designer Time Control About the Web Interface General System Functionality Adding Invoice Messages Adding Records in Bulk from a View Adding Records Individually from the Lists Form Adding Records Individually from a Service Form Administering Entity Bulk Operations Aptify 5.5.1 Release Notes Aptify 5.5.2 Release Notes Aptify 5.5.3 Release Notes Configuring the List View Paging Options Configuring Multiple Instances of the Aptify Asynchronous Processor Configuring Reporting in the Aptify Web Interface Contacting Aptify Creating a Fundraising Product Category Creating a List Creating a View From a List Creating a New Product Category Creating Funds Creating General Ledger Batches in the Web Interface Creating List Types Defining the Wizard Scope Tab Enabling and Disabling Record History Executing the Entity Bulk Operation Wizard Exporting the GL File Using the Batches Service Modifying AptifyAsyncProcessor.exe.config Navigating List View Pages With the Paging Option Enabled Opening a Dashboard Opening the Record History Processing Replacement Issue Requests Removing Duplicate Windows Tasks for Scheduled Views Removing Records from a List Restoring Previous Versions of a Record Setting Up a Subscription Delivery Schedule Show or Hide a Form Template Part Switching Dashboards Transferring a Subscription Using the Bulk Order Wizard Using the New Order Wizard Using the Order Cancellation Wizard Using the Record History Button Using the Subscription Renewal Wizard
August 2016	Added the following pages: Administering Query Timeout Values Updated the following pages with additions or corrections: Important Note Regarding View Timeouts
June 2016	Split up the sections in Using Membership Best Practices into smaller child topics and moved these topics under the Using Customer and Member Management parent topic. Updated the following parent page and all child pages for Aptify web interface updates: About the Customer and Member Management Forms About the Financial Systems Forms Using the Aptify Configuration Migration Tool Split up the content in Using Multiple Base Views into smaller, more usable child topics. Added the Managing the Bad Address Option topic. Updated the following pages with additions or corrections: About the Advertising Blind Boxes Form About Assemblies, Kitting, and Inventory About Order Entry in the Web Interface About Permanent and Temporary Client Access Keys About Spaces About the Aptify Address Management Logic About the Aptify Order Confirmation Message Template for Outlook About the Companies Form About the Contact Log Form About the Employees Form About the Entities Form About the Field-Level Encryption Process About the Order Confirmation Message Template for Dot Net Mail About the Order Lines Form About the Orders Form About the Order Shipments Form About the Organizations Form About the Person Companies Form About the Persons Form About the Pledges Form About the Products Form About the Products Form Meetings Tab About the Schedules Form About the Venues Form About the Web Interface Exception Viewer Additional Documents (deleted August 2016) Aptify 5.5.1 Release Notes Aptify Web JavaScript Templates Creating a New Entity Creating a New Role-based Profile Creating a Persons Record Creating a Refund Creating Contact Log Records Creating User Accounts Deleting User Accounts Disabling User Accounts Editing User Accounts Get Data From a View (via JavaScript API) Integration with Microsoft Excel Licensing Aptify Products Linking a New User to a Role-based Profile Linking Users to Cultures Performing the Initial Aptify Server Setup Processing a Shipping Refund after Original Cancellation Recording Cash Pledges Recording Gifts In Kind Pledges Recording Payment of Unpledged Contributions Recording Volunteer Time Pledges Step 3 - Adding a Local Database User to Aptify Understanding Aptify User Account Processes Updating SSRS Reports Already Present in Aptify Using the Applications and Favorites Menu Deleted the following page: About Favorites in the Web Interface
May 2016	Updated the hardware requirements section in e-Business Server Requirements. Updated the Aptify installation information by revising Performing a New Aptify Installation and adding Performing Aptify 5.0 Server Software Initial Install. Updated the following pages to indicate that the Aptify web interface does not currently support the authentication of users from multiple domains: Deploying the Aptify Site as an Internal Website (Local Intranet) Deploying the Aptify Site as a Publicly Accessible Website within a DMZ Installing Aptify Web for Aptify 5.5.4 Installing Aptify Web for Aptify 5.5.3 Installing Aptify Web for Aptify 5.5.2 Installing Aptify Web for Aptify 5.5.1
April 2016	Updated the following topics to reflect the ability to apply campaign product discounts to a set of sub-members in a member type: (this set of changes has been published externally) About the Campaign Product Categories Form About the Campaign Products Form Aptify 5.5.1 Release Notes Specifying Product Category Discounts for a Campaign Specifying Product Discounts for a Campaign
March 2016	Added the following topics: Defining the Wizard UI Platforms Tab Get the GE behind a Form Component Get the GE Object Behind a Form Template Layout Control Register for GE Field Value Change Notifications Added information on deploying the Aptify web server in a DMZ to the following topic: Deploying the Aptify Site as a Publicly Accessible Website within a DMZ Updated the following topics with steps to perform the procedure in the Aptify web interface: Copying a View Editing a View Opening a View Opening Multiple Views Printing a View Updated the following topics with additional information and corrections: About the Address Verification Systems Form About Calendar Views in the Web Interface About the Companies Form About the Companies Summary Form About the Employees Form About the Form Components Form About the Form Template Parts Form About the Person Companies Form About the Persons Form About the Persons Summary Form About the Postal Code Look-Up Attributes About the Restricted Countries Form About the Service Data Objects Form About the Web Interface General System Functionality About the Wizard Pages Form About the Wizards Form About Subscription Entity Attributes Aptify e-Business 5.5.2 Release Notes Aptify 5.5.4 Release Notes Aptify 5.5.3 Release Notes Aptify 5.5.2 Release Notes Back-ordering Partial Shipments Configuring the Export Attribute Values Configuring the GLExportDriver Plug In Type Configuring Wizards in the Aptify Web Interface Creating a Service Data Object Creating Form Components Creating Form Template Parts Creating the Wizards Record Defining Process Flow Output Properties Defining When Process Flows are Run for a Wizard e-Business Server Requirements End User Browser Compatibility for Aptify e-Business Finding Values in a List View Get Data From a View (via JavaScript API) Integrating with Melissa Data Integrating With Third-Party Address Verification Systems Marking a Pledge As Written Modifying AptifyAsyncProcessor.exe.config Note Concerning Company Subscriptions and Dues Recording Cash Pledges Recording Prepaid Deposits Server Requirements for the Aptify Web Interface Setting Up Aptify to Use SQL Server Reporting Services System Requirements for the Aptify CM Tool Understanding the Postal Code Look-up Functionality Updating the AptifyAsyncProcessor.exe File Moved the following documents into the wiki: Aptify 5.5 Accounting and Financial Systems Integration Guide now available as Managing Accounting and Financial Systems Integration Aptify 5.5 Administration Guide now available as topics in Administering Aptify. Aptify 5.5 Commission and Royalty Management Guide now available as Using Commission and Royalty Management. Aptify 5.5 Developer Guide now available as topics in Developing for Aptify. Aptify 5.5 Fundraising Management Guide now available as Using Fundraising Management. Aptify 5.5 Process Pipeline Guide now available as Managing Process Pipelines. Aptify 5.5 Sales Force Automation Guide now available as Using Sales Force Automation. Aptify 5.5 Subscription and Dues Management Guide now available as Managing Subscriptions and Membership Dues. Aptify 5.5 User Guide now available as topics in Using Aptify. Split up the child topics in Using Advertising Management into smaller, more usable child topics.
February 2016	Updated Using the Desktop Version of the Aptify Outlook Add-In and System Requirements for Aptify 5.5.4 topics for support of Microsoft Outlook 2016.
January 2016	Updated the Aptify 5.5.4 Release Notes to remove Issue 17947 (Aptify Web Bulk Messaging: Implement Support for Message Actions), which was not added in Aptify 5.5.4. Also updated About Messaging in the Web Interface to remove support for message actions from the list of Aptify 5.5.4 supported functions. Updated the following topics with additional information and corrections: Configuring a Windows Terminal Server for Aptify Enabling SQL Server Snapshot Isolation Installing Aptify Web for Aptify 5.5.4 Install Methods for e-Business Keeping the Object Repository Synchronized
November 2015	Added or updated the following topics and their child topics for the introduction of Aptify 5.5.4: Aptify 5.5.4 Release Notes Supported Platform Matrix Installing the Aptify 5.5.4 Update Running the Update Utility for U.S. ZIP Codes Server Requirements for the Aptify Web Interface Installing Aptify Web for Aptify 5.5.4 Defining the Products Attribute for Aptify Web Moving an Aptify Website Configuring Reporting in the Aptify Web Interface Using the Aptify Web Interface Comparing the Aptify Web Interface to the Desktop Client Using Pivot Grid Views in the Web Interface Using Reporting Tools About the Sample Views Configuring the Exception Manager Adding Reports to an Entity Generating a List of Existing Reports Creating a View Prompt Query Setting Up Aptify to Use SQL Server Reporting Services About the Companies Summary Form About the Persons Summary Form Creating General Ledger Batches in the Web Interface Transferring Meetings Between Attendees Creating Surveys Using the New Survey Wizard About the Aptify SOA Web.config Settings Resetting Passwords with Aptify Services API Password Reset FAQs Promoting Business Intelligence Developing for the Generic GL Export Drivers Plug-In Moved the following documents into the wiki: Aptify 5.5. Product Setup and Maintenance Guide now available as Using Product Setup and Maintenance. Viewing System: Pivot Tables chapter of the Aptify 5.5 User Guide now available as Using Pivot Tables in the Desktop Client. Updated the Aptify 5.5.3 Release Notes topic to change the references to the Relevance for Form Tabs feature to Suggested Tabs feature for the sake of clarity. Updated the Creating New Product Types topic to include information about the fields in the Order Lines tab. Updated the About the Aptify-Eventpedia Integration Points topic to include sample SQL for each integration point.
September 2015	Added or updated the following topics and their child topics for the introduction of e-Business 5.5.3: Aptify e-Business 5.5.3 Release Notes (new) Installing Aptify e-Business Managing Orders in Aptify e-Business Updated the following topics and their child topics for the introduction of Aptify Learning Management System (LMS) 5.5.1 for Aptify 5.5.3: Changes in Aptify LMS 5.5.1 Installing Aptify LMS Updating Aptify LMS Moved the following documents into the wiki: Aptify 5.5 Application Server Guide: Now available as the Installing Application Servers and Administering Application Servers topics. Aptify 5.5 Award Management Guide: Now available as the Using Award Management topic. Aptify 5.5 Campaign Management Guide: Now available as the Using Campaign Management topic. Aptify 5.5 Case Management Guide: Now available as the Using Case Management topic. Aptify 5.5 Committee Management Guide: Now available as the Using Committee Management topic. Aptify 5.5 Customer and Member Management Guide: Now available as the Using Customer and Member Management topic. Aptify 5.5 Education Management Guide: Now available as the Using Education Management topic. Aptify 5.5 Expo Management Guide: Now available as the Using Expo Management topic. Aptify e-Business Installation Guides (5.5, 5.5.1, and 5.5.2 versions): Now available as the Installing Aptify e-Business topic. Aptify 5.5.1 Learning Management System Guide: Now available as the Using Aptify Learning Management System topic. Aptify 5.5 Meeting and Housing Management Guide: Now available as the Using Meeting and Housing Management topic. Aptify 5.5 Organization Management Guide: Now available as the Using Organization Management topic. PCI DSS Versus PA-DSS FAQs: Now available as the PCI DSS Versus PA-DSS FAQs topic.
July 2015	Added the following topics: Integrating with Informz Integrating with Eventpedia Using the Aptify Configuration Migration Tool
June 2015	Added the following topics: Administering the Object Repository Using the Viewing System Creating a View Prompt Query Administering the Object Repository Running Aptify from a Windows Terminal Server
May 2015	Moved the following documents into the wiki: Aptify 5.0 Installation Guide: Now available as the Performing a New Aptify Installation topic. Aptify Web Implementation Guides: Now available as the Implementing the Aptify Web Interface topic. Aptify 5.5 Order Entry Guide: Now available as the Using Order Entry topic. Aptify e-Business 5.0 Survey Module Guide: Now available as the Managing Surveys topic Modified the presentation style for release-specific information that describes the implementation of Aptify functions in the web interface, using tabs for each release. For an example, see About Product Maintenance in the Web Interface. Added the following topics: Administering Aptify (moved PDFs for existing administrative guides into this topic and added new administrative topics) Developing for Aptify SOA Tracking Education Units Changes To This Wiki Space Using the Aptify Product Knowledge Wikis Installing the Aptify 5.5.3 Update Enabling SQL Server Snapshot Isolation About the Messenger button Using the Aptify Messenger Administering the Aptify Web Interface Optimizing the Performance of Aptify e-Business Administering the Object Repository Using the Viewing System Creating a View Prompt Query Administering the Object Repository Running Aptify from a Windows Terminal Server Integrating with Informz Integrating with Eventpedia Using the Aptify Configuration Migration Tool Combined the multiple ZIP code update topics into a single topic: Running the Update Utility for U.S. ZIP Codes
January 2015	Updated space to include the Supported Platform Matrix topic.
December 2014	First publication of the space. The following topics were converted from .PDF to Confluence: Aptify 5.5.2 Release Notes Aptify 5.5.1 Release Notes Aptify 5.5.1 Web Interface Hotfix Release Notes Aptify 5.5 Release Notes Installing the Aptify 5.5.2 Update Installing the Aptify 5.5.1 Update Installing the Aptify 5.5 Update Aptify e-Business 5.5.2 Release Notes Aptify e-Business 5.5.1 Release Notes Aptify e-Business 5.5 Release Notes Using Advertising Management Using the Aptify Web Interface Comparing the Aptify Web Interface to the Desktop Client

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Changes To This Wiki Space