IT Starter Training

• 1. Overview
• 2. Topics
  • 2.1 Navigation & Record Management
  • 2.2 Viewing System
  • 2.3 Advanced View Management & Baseviews
  • 2.4 Products, Meetings, Orders, & Payments
  • 2.5 Bulk Messaging
  • 2.6 User Accounts
  • 2.6 User Accounts
  • 2.7 Creating Dashboards
  • 2.8 Entities & Security
  • 2.9 Data Operations

1. Overview

This is an accelerated class designed to get Administrators and IT professionals as the designated customer contacts up to speed so that they can immediately begin working on Aptify and be positioned to successfully partake in required Developer level classes. 

This course is 6.5 hours, and proficiency in dealing with software, systems, and databases is recommended due to the accelerated timeline. Familiarity with SQL is preferred but not required.

Course is intended for:

• Designated Super Users of Aptify
• Developers
• Database Administrators

2. Topics

2.1 Navigation & Record Management

• Navigating Aptify
• Applications and Favorites
• Managing Settings
• Quick & Global Search
• Most Recently Used Records and Views
• Records Overview
• Creating a New Record
• Record Landing Page
• Create a Persons Record
• Address Options
• Review Record History
• Adding a Record to Favorites
• Cloning Records
• Wizards
• Avoiding Duplication

2.2 Viewing System

• Understanding Views
• Creating List Views
• Using View Filters
• Display Fields
• Sorting Data in Views
• Advanced View Filters
• Additional Filter Options
• Using the Between Operator
• Creating a Multi-Prompt View
• Scheduling Views
• Creating a Bulk Message
• Base Views
• Creating a Chart View
• Creating a Card View
• Creating a Calendar View
• Pivot Grids
• Topic Codes
• Grouping Views
• Copying Views
• Managing and Sharing Views

2.3 Advanced View Management & Baseviews

• Overview
• Managing Views
• Creating and Copying Views
• Reassigning Views
• The Views Service
• Advanced SQL
• Utilizing Existing Base Views
• Creating New Base Views using the Base View Wizard
• Editing Existing Base Views
• Adding Virtual Fields to Entities

2.4 Products, Meetings, Orders, & Payments

• Understanding Products
• Creating a New Products Record
• Understanding Pricing
• Adding Prices to a Product
• Creating a Related Product Prompt
• Enabling Inventory Tracking
• Creating a Kit Product
• Using the New Meeting Wizard
• Creating Meeting Registrations
• Placing a Person on the Wait List
• Canceling a Meeting Registration
• Transferring a Meeting Registration
• Closing a Meeting
• Order Overview
• Ordering a Product
• Ordering a Multi-Line Order
• Creating a Quotation
• Company Only Orders
• Ordering a Kit Product
• Making a Partial Payment for an Order
• Applying a Discount
• Marking Orders as Shipped
• Creating a Bulk Order
• Canceling an Order with the Order Cancellation Wizard
• Making a Payment
• Multiple Payments to an Order
• A Single Payment to Multiple Orders and to Multiple Order Lines
• Processing Over Payments

2.5 Bulk Messaging

• Overview
• Message Sources
• Creating Message Parts and Templates
• Generating Message Schedules
• Message Runs
• External Mail Service Integration

2.6 User Accounts

• User and Group Administration Overview
• User Security Types
• Aptify Licenses
• Importing a License Pack
• Creating, Enabling, and Disabling Users
• Preferences and Profiles
• Group Security Model
• Linking Users to Other Records
• Create a Test User
• Create a Security Group

2.7 Creating Dashboards

• Overview
• Dashboard Structure (Areas, Parts, Components)
• Creating a Dashboard
• Building Button Bars
• Adding Views/Web Browsers
• Dashboard Display Logic
• Managing Dashboards for Users
• Assigning Dashboards
• Editing an Existing Dashboard
• Changing a Dashboard from Application to Global
• Simplifying the End User Experience

2.8 Entities & Security

• Introduction to Entities
• Assigning Entities to Applications
• Entities Service
• Types of Fields
• Creating and Modifying Fields
• Entity Field Options
• Extending Entity Functionality
• Creating Sub-Type Entities
• Creating Sub-Type Fields
• Adding Sub-Type Security
• Using the Virtual Field Wizard
• User/Group Security Mode
• Security Best Practices
• Security Levels
• Application Security - Entity Security
• Field Level Security
• Attachment Security
• Wizard & Entity Bulk Operation Security

2.9 Data Operations

• Overview
• Generic Import Wizard
• Entity Bulk Operations
• Process Pipeline
• Creating Process Flows
• Executing Process Flows
• Exporting Data
• Using the CM Tool
• Database Maintenance