Getting Started with Using Customer and Member Management

The purpose of this topic is to describe the Customer and Member Management functions in Aptify. This topic is primarily concerned with Persons, Companies, Contact Logs, and Topic Codes. All these services concern an organization’s customers or members, whether the customers are individuals or institutions.

In Aptify, internal information about an organization and its employees is gathered in Organizations and Employees records. By contrast, information about customer organizations and personnel is gathered in Companies and Persons records. Contact Logs gather information about customer contacts. Topic Codes associate a person or company with an area of interest that an organization can use to target marketing efforts or to track the characteristics of customers/members.

Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.

This topic the contains the following sub-topics:

• Using the Companies Service
  • Creating a Companies Record
  • Tracking Subsidiaries and Parent Companies
  • Updating the Preferred Currency for a Company
  • Updating Company Credit Status
  • Managing Account Managers
  • Adding Company Relationships
  • Managing Company Tax Exemptions
  • Assigning Product Codes to Companies
  • Adding a Saved Payment Method for a Company
  • Viewing Company Order Totals and Dollar Values
  • Adding Persons to Companies Records
  • Using the List View Preview Pane for the Companies Service
  • About the Wizards in the Companies Service
  • Adding the Picture Viewer to the Companies Form
  • Generating Email Addresses for Persons
  • Setting the Default Address as Preferred Billing Address
• Using the Persons Service
  • Creating a Persons Record
  • Indicating a Job Function for a Person
  • Adding Education to a Persons Record
  • Establishing Relationships Between Persons
  • Recording Relationships Between People and Additional Companies
  • Updating the Preferred Currency for a Person
  • Updating the Credit Status for a Person
  • Adding a Saved Payment Method for a Person
  • Managing Tax Exemptions for a Person
  • Viewing Person Order Totals and Dollar Values
  • Updating the Contact Log
  • Tracking Phone and Voicemail Contacts
  • Adding and Viewing Pictures Attached to a Persons Record
  • Adding a Picture to a Persons Record
  • Using the List View Preview Pane in Persons
  • About the Wizards for Persons
  • Synchronizing Persons with Outlook Contacts
  • Using the Mail Merge Wizard
• Managing Address Information
  • Entering an Address
  • Using the Address Management Toolbar
  • Using the Phone Number Toolbar
  • Understanding Address and Phone Number Sharing Within Aptify
  • Adding New Addresses and Phone Numbers
  • Deleting an Address or Phone Number
  • Understanding the Postal Code Look-up Functionality
  • About the Postal Code Look-Up Attributes
  • Using the Proximity Search Wizard
  • Filtering on Postal Code Ranges
  • Managing the Bad Address Option
  • Integrating With Third-Party Address Verification Systems
• Managing the Contact Log Service
  • Creating Contact Log Records
  • Creating Reminders in Microsoft Outlook
  • Creating Follow-Up Contact Logs
  • Linking Records to a Contact Log
  • Changing a Log Record Status to Complete
  • Creating Contact Log Categories
  • Creating Contact Log Types
  • Creating Useful Contact Log Views
  • Displaying Contact Log Histories
  • Using the Desktop Version of the Aptify Outlook Add-In
  • Importing Emails from Microsoft Outlook
  • Using the Web Version of the Aptify Outlook Add-In
• Managing Topic Codes
  • Creating Topic Codes
  • Selecting Topic Codes
  • Finding Records Based on Topic Codes
  • Filtering Based on Multiple Topic Codes
• Managing Tasks
• Using Membership Best Practices
• Understanding Customer and Member Management
  • 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