About the Executive User Shortcuts

The Executive User profile includes a set of shortcuts that provide instant access to information in Aptify that is of interest to members of an organization's executive staff. The shortcuts appear in the General Group:

  • Find Company By Name: A prompt view to locate a company based on its name.
  • Find Person By Name: A prompt view to locate a person based on his or her last name.
  • Find Person By Company: A prompt view to locate a persons affiliated with a particular company. This view includes a hierarchy that displays any additional companies relationships associated with a particular person.
  • Find Organization By Name: A prompt view to locate an organization based on its name.

Executive User's -Shortcuts


Related Topics

Understanding Customer and Member Management

Understanding the Executive User Role-based Profile

About the Executive User Main Dashboard

About the Executive User Subscribed Applications


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