About the Companies Summary Form

Starting in Aptify 5.5.3, the Aptify web interface provides Summary forms for Company records. The Summary forms provide a single-page overview of the information contained in a Company record and appear by default when a record is opened. The Summary forms provides a timeline of the association between the company and your organization. 

The Summary forms include the following information for each Company record:

  • A photo, if one is available
  • Starting with Aptify 5.5.5, an alerts icon that opens alert information for the Company record
  • Contact information
  • Membership status
  • Key demographics
  • Notes and latest updates for the record, including:
    • Latest note

    • Latest record history change string

    • Latest timeline item

    • Latest space thread 

  • Membership timeline of activities
  • Composite Engagement Score (CES) score 
  • Actions, including:
    • Sending messages
    • Creating orders
    • Adding contact logs
    • Adding memberships
    • Viewing the full record, to edit the details 

The Summary forms can be disabled by a system administrator setting the SupportsSummaryTemplate attribute to 0 in the Configuration > Attributes tab of the Companies entity. 

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