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Understanding Customer and Member Management

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Madhuri Dange
March 28, 2022 06:14

This topic provides a background information on the Customer and Member Management functions in Aptify. 

This topic contains the following sub-topics: 

  • About the Customer and Member Management Services
  • Understanding the Executive User Role-based Profile
    • About the Executive User Main Dashboard
    • About the Executive User Shortcuts
    • About the Executive User Subscribed Applications
  • About the Customer and Member Management Forms
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  • 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
  • Managing Tasks
  • Using Membership Best Practices
  • Understanding Customer and Member Management
  • About the Customer and Member Management Services
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