Using Aptify
Getting Started
- Launching Aptify
- Changing Your Password
- Getting Familiar with Aptify
- Closing Aptify
- Using Add-On Applications
- Using Business Applications
Using Customer and Member Management
- Getting Started with Using Customer and Member Management
- Using the Companies Service
- Using the Persons Service
- Managing Address Information
- Managing the Contact Log Service
- Managing Topic Codes
Using Order Entry
- Getting Started with Using Order Entry
- How to Create An Order
- Taking Orders
- Shipping Orders and Placing Back Orders
- Processing Payments
- Cancelling Orders
Using Product Setup and Maintenance
- Getting Started with Using Product Setup and Maintenance
- Managing the Product Categories Service
- Creating New Product Types
- Managing Basic Products
- Managing Publication Products
- Managing Product Inventory
Using Campaign Management
- Getting Started with Using Campaign Management
- How to Use Campaign Management
- Setting up a Campaign
- Managing Campaigns and Prospects
- Managing Campaigns and Orders
- About Campaign Management Services
Managing Subscriptions and Membership Dues
- Getting Started with Managing Subscriptions and Membership Dues
- Managing Subscriptions
- Managing Membership Dues
- Renewing a Subscription or a Membership
- Cancelling Subscriptions and Membership
- Understanding Subscription and Membership Dues
Using Meeting and Housing Management
- Getting Started with Using Meeting and Housing Management
- Managing Meeting Products
- Managing Meetings
- Managing Meeting Rooms
- Using Housing Management
- Managing Housing Reservations
Using Composite Engagement Score
- Getting Started with Using Composite Engagement Score
- Preparing for CES
- Configuring and Running CES
- Using CES Results
- Understanding the CES Views
- Understanding CES Forms
Managing Accounting and Financial Systems Integration
- Getting Started with Managing Accounting and Financial Systems Integration
- Managing the Sales Tax Infrastructure
- Managing Shipping Charges
- Processing Cash Receipts
- Integrating with an Accounts Payable System
- Integrating with ePayment Providers
Using the Viewing System
- Getting Started with Using the Viewing System
- Using Common Features of the Viewing System
- Using List Views
- Using Chart Views
- Using Calendar Views
- Using Pivot Table Views in the Desktop Client
Using Organization Management
- Getting Started with Using Organization Management
- Managing the Organizations Service
- Managing the Employees Service
- Understanding Organization Management
- About the Departments Form
- About the Employee Skills Form
Using Expo Management
- Getting Started with Using Expo Management
- How to Use Expo Management
- Managing the Floorplans and Venues
- Managing Expos
- Managing the Booths
- About the Expo Management Services
Using Education Management
- Getting Started with Using Education Management
- Installing the Education Management Module
- How to Use Education Management
- Creating a Course Category
- Managing the Courses Service
- Managing the Classes Service
Using and Managing Surveys
- About the Erase Message
- About the Answer Required Options
- About Survey Question Types
- Understanding Surveys
- About the Surveys Administration Dashboard
- About the Surveys Panel View
Using Sales Force Automation
- Getting Started with Using Sales Force Automation
- How to Use Sales Force Automation
- Defining Sales Targets
- Managing Opportunities
- Managing Referral Requests
- Understanding Sales Force Automation
Using Committee Management
- Getting Started with Using Committee Management
- About the Committee Roles Form
- About the Committee Term Meetings Form
- About the Committee Term Members Form
- About the Nominees Form
- About the Committee Terms Form
Using Case Management
- Getting Started with Using Case Management
- How to Use Case Management
- Managing Cases
- Managing Issues
- About the Case Management Forms
- About the Case Assignee Postal Codes Form
Using Award Management
- Getting Started with Using Award Management
- Nominating and Granting Awards
- Understanding Award Management
- About the Awards Granted Form
- About the Awards Nomination Form
- About the Award Types Form
Using Fundraising Management
- Getting Started with Using Fundraising Management
- Installing the Fundraising Management Module
- Managing Fundraising Campaigns
- Managing Donor Advised Funds
- Managing International Support Funds
- Managing Grants
Using Commission and Royalty Management
- Getting Started with Using Commission and Royalty Management
- Installing the Commission and Royalty Management Application
- Setting Up Commission and Royalty Management
- Managing Commissions and Royalties
- Understanding Commission and Royalty Management
- About the Commission and Royalty Management Services
Using Advertising Management
- Getting Started with Using Advertising Management
- Installing Advertising Management
- Setting Up Advertising Management
- Using Advertising Management Processes
- Understanding Advertising Management
- About the Advertising Management Forms
Using Aptify Learning Management System
- Getting Started with Using Aptify Learning Management System
- Changes in Aptify LMS 5.5.1
- Required Software for Aptify LMS
- Installing Aptify LMS
- Updating Aptify LMS
- How to Use Aptify LMS
About Aptify Machine Learning Engine
Using e-Business 6.x / 7.x
- Managing Company Administrator Role
- e-Business 6.x/7.x User Information Guide
- Login/Sign Up
- My Profile
- Donate Now
- Become a Member
- Understanding Products
Using Classic e-Business
Using the Aptify Web Interface
- Getting Started with Using the Aptify Web Interface
- Using the Application Toolbar
- Using the Web Interface Quick Search
- Using the Web Interface Universal Search
- Using Views in the Web Interface
- About Reporting Tools in the Web Interface
Using the Aptify Desktop Client
- Getting Started with Using the Aptify Desktop Client
- Changing the Color Scheme for the Desktop Client
- Using the Aptify Button in the Desktop Client
- Using the Desktop Client Help Menu
- Using the Desktop Client Ribbon
- Using the Desktop Client Navigation Bar
Using Forms and Records
- Getting Started with Using Forms and Records
- Opening a New Form
- Opening an Existing Record Form
- Using the Find Dialog
- Using the Form Command Buttons
- Understanding the Common Field Types
Using Applications and Services
Using Messaging Tools
Installing & Administering Aptify
Administering Aptify
- Getting Started
- GDPR
- Miscellaneous
- Understanding Aptify Administration
- Running Aptify from a Windows Terminal Server
- Administering Application Servers
- Managing Process Pipelines
- Managing Embedded Database Objects
- Performing Common Administrative Tasks
- Administering Form Templates
- Administering Messaging Attributes and Features
- Administering Search Attributes and Features
- Using Localization Administration
- Administering the Object Repository
- Administering Entities
- Administering Applications and Services
- Administering Users and Groups
- Aptify Web Login Page Enhancements
- Configuring Shortcut Keys (Hotkeys) for Aptify Web
- Global View Creation Support
- Context Help Support in Aptify Web
- Aptify Web: Adding more columns to the order lines ELV (Aptify 6.3 release onwards)
- Creating a Field of a Specific Type (Aptify 6.3 release onwards)
Installing Aptify
- Upgrading & Troubleshooting Upgrades
- Aptify 7.5
- Aptify 7.4
- Aptify 7.3
- Aptify 7.2
- Aptify 7.1
- Aptify 7.0
- Installing Classic e-Business (5.5.3)
- Comparing the Aptify Web Interface to the Desktop Client
- Aptify Azure Enablement
- Performing a New Aptify Installation
- Installing Application Server
- Installing e-Business 6.0
- Aptify 6.4
- Aptify 6.3
- Aptify 6.2
- Aptify 6.1
- Aptify 6.0
- Aptify General Data Protection Regulation (GDPR) Utility Guide
- Using the Credit Card Purge Utility Â
- PA-DSS Implementation Guide for Aptify 5.5.1 and higher
- Deploying the Aptify Site as a Publicly Accessible Website within a DMZ
- Deploying the Aptify Site as an Internal Website (Local Intranet)
- Enabling SQL Server Snapshot Isolation
Developing in Aptify
Application Security
Getting Started
Developing for & Configuring Aptify SOA
- Configuring Aptify SOA
- Developing for Aptify SOA
- Understanding Web API and SOA
- Authentication with Aptify Services API
- Retrieving Data from Aptify
- Modifying Data In Aptify
Developing for e-Business 6 / 7
- Building e-Business React Application
- SSO Support Between Classic and React e-Business Application
- Why to Separate your CMS and e-Business Sites
- Getting Started Developing for e-Business 6 / 7
- Creating Stored Procedure for Company Images Sync
- Building e-Business 7.0 Controls Using React
- SSO Documentation for Classic e-Business
Developing for Aptify Web
- Developing for Aptify Web
- Aptify JavaScript API: Required Rigging
- Working with GE Objects
- Get Data From a View (via JavaScript API)
- Get Entity-Level Metadata
- Client-Side Plugins
Developing for Entities & Field Level Validation
Developing Process Flows
- Developing Process Flows
- Creating the Service Ticket Generation Process Pipeline
- Designing the Process Pipeline
- Creating the Process Flows Record
- Creating Step 1: Check Rental Agreement Return Condition Rule
- Creating Step 2: Create Service Ticket for Damage Step
Developing Entity Plug-in Objects & Duplicate Check Objects
Developing Form Templates
- Developing Form Templates
- Best Practices for Modifying an Existing Form Template
- Modifying Tab Layout
- Using Visual Designer to Modify Field Layout
- Modifying the Vehicles Form Template Example
- Adding Tabs to the Vehicle Models Form Template Example
Promoting Business Intelligence - Views & Reporting
- Promoting Business Intelligence
- Understanding Views for Developers
- Understanding Digital Dashboards for Developers
- Creating Client-Specific Crystal Reports in Aptify
- Creating Client-Specific SSRS Reports in Aptify
- Installing Aptify SSRS Reports Setup
Using the Aptify Configuration Migration Tool
- Using the Aptify Configuration Migration Tool
- System Requirements for the Aptify CM Tool
- Installing the Aptify CM Tool
- Packing Configurations with the CM Tool
- Unpacking Configurations with the CM Tool
- Merging Configurations with the CM Tool
How to, Troubleshooting , Best Practices and FAQ
- Aptify Web - Solution Articles
- Developing for Aptify FAQs
- Best Practices When Developing for Aptify
- Best Practices When Designing Configurations
- Best Practices for Editing Aptify Data
- Best Practices When Modifying Entity Structure
- Best Practices When Configuring Database Objects
Developing Code-Based Wizards
Understanding the Motor Loaner Sample Application
- Sample Application Security Model
- About the Sample Application Validation Scripts
- About the Sample Application Duplicate Check Objects
- Review the Sample Application Wizards
- About the Sample Application Dashboards
- About the Sample Application Views
Integrating with Aptify
Integration Framework
PayPal Commerce
CardPointe
- Supporting Level 2 and Level 3 Transactions for Cardpointe Payments
- CardPointe Integration Phase 3: Apple Pay Implementation
- CardPointe Integration Phase 2: Google Pay Implementation
- Cardpointe Integration Phase 2: ACH Implementation
- Integrating CardPointe with Aptify
- Setting up CardPointe with Aptify
CardConnect BluePay
- BluePay - Country blocks and captcha challenges.
- Applying Bluepay HPP on classic e-Business 5.5.3
- Hosted Payment Framework Metadata Changes
- Setting up BluePay Hosted Payment Configurations
- Workflow of Blue-Pay Hosted Payment
- Working with Credit Card to Token Migration Tool
Informz
Expo Logic badge[on]demand
Eventpedia
YM Career Lead Integration
- YM Career Lead Integration
- YM Career Leads Configuration
- YM Career Activity Tracking Configuration
- What does this do?
- Post Installation Configuration
- Working with Career Activity Tracking
Other Integrations
- Integrating with Melissa Data
- Integrating with Twilio
- OneDrive Integration with Aptify Web
- Wootric Integration with Aptify 6.2
- Integrating with Logging Framework
- Working with Screenpop Feature in Aptify
Freestone and Crowd Wisdom
- Installing and Configuring Freestone in Aptify
- Configuring Freestone Integration on classic e-Business
- Using Freestone LMS with Aptify
- Configuring Crowd Wisdom Integration on classic e-Business
- Using Crowd Wisdom LMS with Aptify
- Crowd Wisdom Initial Setup Help
Announcements
Announcements
- Aptify Ticketing System Move
- đ Youâre Invited! đ
- Wednesday, September 24th - Momentive Happy Hour in D.C.
- Join us May 16, 2025 @ 3:30pm (EST) for National Customer Appreciation Day!
- PCI DSS 4.0 Updates
- Independence Day - Thursday, July 4, 2024 and Friday, July 5, 2024