Getting Started with Using Organization Management

The Aptify Organization Management application is primarily concerned with organizations and employees. In Aptify, customer information is gathered in Companies and Persons records. Similarly, information about an organization and its employees is gathered in closely associated Organizations and Employees records. Organizations records track an internal organizational structure. Companies records track client or member companies of the organization.
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 provides information on working with organizations and employees in the Aptify and provides reference information about the Organization Management application. This topic contains the following sub-topics:

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