Understanding the Aptify Terminology

Before you start working with Aptify, you should be familiar with following terminology that is specific to the product.

• Service
• Record
• View
• Application
• Digital Dashboard
  
  

• Service: A database table and its related objects that store and manage your organization's data. Each service corresponds to one collection of data. For example, the Groups service maintains information about the user groups that are available for your organization's Aptify installation. A service is also known as an entity. For example, the Persons service maintains information about your organization's customers or members, such as the customer/member's name and contact information. Refer to Applications and Services for more information on Applications and Services.

• Record: An entry in a service, such as John Doe's entry in the Persons service. Each record has a unique ID within its particular service. Refer to Forms and Records for information on and Records.

•  View: A display of data that shows information from a subset of the records contained within a particular service. Aptify supports seven types of views: list views, calendar views, chart views, pivot table views, pivot grid views, map views, and gantt views. A user or administrator can specify the type or amount of data that the view displays. For example, a user could create a list view that displays a list of the Persons records with a primary address in California. Once created, views are saved within each user's profile for future use. See Using the Viewing System for more information on views.

• Application: A heading that groups together related services to identify a functional area of the system. For example, the Object Repository Administration application deals with all aspects of system's object repository functionality. For example, the Customer Management application deals with all aspects of maintaining customer information and contains services such as Persons, Companies, Contact Log, and Notes.
  
  
• Digital Dashboard: A gateway for accessing information related to a particular -application. Users and administrators can customize dashboards to provide a single -interface for commonly used tasks. For example, a Customer Management dashboard could include a targeted views of the Persons and Companies services, a button that opens a new Contact Log forms, and a button that opens a Find dialog for the Persons service. Refer to Digital Dashboards for more information on Digital Dashboards.