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Using the Company Directory in Aptify e-Business

The Company Directory page in Aptify e-Business displays all of the Persons records for people linked to your Company. This page allows a Company Administrator to perform the following actions:

  • Search for and View all Persons records for people at their company
  • Filter and Sort Persons records by column
  • Remove Persons from the company
    • If a company administrator removes a person from a company, the system removes the Company field value from the corresponding Persons record (so that Person will have a blank Company on its record). Also, an email is sent to the Person whose company affiliation was removed (see the Remove Company Linkage starter template for the type of email that would be sent).
  • View and Modify individual Persons records


Company Directory

Editing a Member Profile (Persons Record)

Click on the Person's name from the Company Directory Page to edit their Member Profile. Actions available include:

  • Editing Personal Information (First Name, Last Name, Title)
  • Editing Contact Information (Address Type, Address, Phone)
  • Viewing Membership Information
  • Editing Topics of Interest
  • Sending an email Notification to the Member to inform them of changes
    • See the Admin Edit Profile starter template for a sample email.
       

Member Profile

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