Using the Companies Service

The Companies service stores information about the companies with which the organization does business or maintains contact. These may include member companies, client companies, prospective member companies, vendors, and strategic partners. The Companies service provides the ability to track information about each company and its entire hierarchy of subsidiaries or affiliates. It also displays a list of the people working for that particular company and provides a summary of the transactions for each of the individuals belonging to that company.

While tracking people within the database is required for many operations within Aptify, tracking company information is not required for organizations that deal with individuals only. Aptify allows organizations to keep track of company and individual membership information separately. There is a great deal of flexibility for accommodating benefits based on company membership, individual membership, or a combination of the two.

This topic contains the following sub-topics:

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.