Using Aptify
Aptify provides a powerful, yet easy‐to‐use, interface that lets users quickly retrieve information related to an organization’s day‐to‐day operations.
Getting Started
- Launching Aptify
- Changing Your Password
- Getting Familiar with Aptify
- Closing Aptify
- Using Add-On Applications
- Using Business Applications
Using Customer and Member Management
- 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
Using Order Entry
- Getting Started with Using Order Entry
- How to Create An Order
- Taking Orders
- Shipping Orders and Placing Back Orders
- Processing Payments
- Cancelling Orders
Using Product Setup and Maintenance
- Getting Started with Using Product Setup and Maintenance
- Managing the Product Categories Service
- Creating New Product Types
- Managing Basic Products
- Managing Publication Products
- Managing Product Inventory
Using Campaign Management
- Getting Started with Using Campaign Management
- How to Use Campaign Management
- Setting up a Campaign
- Managing Campaigns and Prospects
- Managing Campaigns and Orders
- About Campaign Management Services
Managing Subscriptions and Membership Dues
- Getting Started with Managing Subscriptions and Membership Dues
- Managing Subscriptions
- Managing Membership Dues
- Renewing a Subscription or a Membership
- Cancelling Subscriptions and Membership
- Understanding Subscription and Membership Dues
Using Meeting and Housing Management
- Getting Started with Using Meeting and Housing Management
- Managing Meeting Products
- Managing Meetings
- Managing Meeting Rooms
- Using Housing Management
- Managing Housing Reservations
Using Composite Engagement Score
- Getting Started with Using Composite Engagement Score
- Preparing for CES
- Configuring and Running CES
- Using CES Results
- Understanding the CES Views
- Understanding CES Forms
Managing Accounting and Financial Systems Integration
- Getting Started with Managing Accounting and Financial Systems Integration
- Managing the Sales Tax Infrastructure
- Managing Shipping Charges
- Processing Cash Receipts
- Integrating with an Accounts Payable System
- Integrating with ePayment Providers
Using the Viewing System
- Getting Started with Using the Viewing System
- Using Common Features of the Viewing System
- Using List Views
- Using Chart Views
- Using Calendar Views
- Using Pivot Table Views in the Desktop Client
Using Organization Management
- Getting Started with Using Organization Management
- Managing the Organizations Service
- Managing the Employees Service
- Understanding Organization Management
- About the Departments Form
- About the Employee Skills Form
Using Expo Management
- Getting Started with Using Expo Management
- How to Use Expo Management
- Managing the Floorplans and Venues
- Managing Expos
- Managing the Booths
- About the Expo Management Services
Using Education Management
- Getting Started with Using Education Management
- Installing the Education Management Module
- How to Use Education Management
- Creating a Course Category
- Managing the Courses Service
- Managing the Classes Service
Using and Managing Surveys
- About the Erase Message
- About the Answer Required Options
- About Survey Question Types
- Understanding Surveys
- About the Surveys Administration Dashboard
- About the Surveys Panel View
Using Sales Force Automation
- Getting Started with Using Sales Force Automation
- How to Use Sales Force Automation
- Defining Sales Targets
- Managing Opportunities
- Managing Referral Requests
- Understanding Sales Force Automation
Using Committee Management
- Getting Started with Using Committee Management
- About the Committee Roles Form
- About the Committee Term Meetings Form
- About the Committee Term Members Form
- About the Nominees Form
- About the Committee Terms Form
Using Case Management
- Getting Started with Using Case Management
- How to Use Case Management
- Managing Cases
- Managing Issues
- About the Case Management Forms
- About the Case Assignee Postal Codes Form
Using Award Management
- Getting Started with Using Award Management
- Nominating and Granting Awards
- Understanding Award Management
- About the Awards Granted Form
- About the Awards Nomination Form
- About the Award Types Form
Using Fundraising Management
- Getting Started with Using Fundraising Management
- Installing the Fundraising Management Module
- Managing Fundraising Campaigns
- Managing Donor Advised Funds
- Managing International Support Funds
- Managing Grants
Using Commission and Royalty Management
- Getting Started with Using Commission and Royalty Management
- Installing the Commission and Royalty Management Application
- Setting Up Commission and Royalty Management
- Managing Commissions and Royalties
- Understanding Commission and Royalty Management
- About the Commission and Royalty Management Services
Using Advertising Management
- Getting Started with Using Advertising Management
- Installing Advertising Management
- Setting Up Advertising Management
- Using Advertising Management Processes
- Understanding Advertising Management
- About the Advertising Management Forms
Using Aptify Learning Management System
- Getting Started with Using Aptify Learning Management System
- Changes in Aptify LMS 5.5.1
- Required Software for Aptify LMS
- Installing Aptify LMS
- Updating Aptify LMS
- How to Use Aptify LMS
About Aptify Machine Learning Engine
Using e-Business 6.x / 7.x
- Managing Company Administrator Role
- e-Business 6.x/7.x User Information Guide
- Login/Sign Up
- My Profile
- Donate Now
- Become a Member
- Understanding Products
Using Classic e-Business
Using the Aptify Web Interface
- Getting Started with Using the Aptify Web Interface
- Using the Application Toolbar
- Using the Web Interface Quick Search
- Using the Web Interface Universal Search
- Using Views in the Web Interface
- About Reporting Tools in the Web Interface
Using the Aptify Desktop Client
- Getting Started with Using the Aptify Desktop Client
- Changing the Color Scheme for the Desktop Client
- Using the Aptify Button in the Desktop Client
- Using the Desktop Client Help Menu
- Using the Desktop Client Ribbon
- Using the Desktop Client Navigation Bar
Using Forms and Records
- Getting Started with Using Forms and Records
- Opening a New Form
- Opening an Existing Record Form
- Using the Find Dialog
- Using the Form Command Buttons
- Understanding the Common Field Types
Using Applications and Services
Using Messaging Tools
Aptify Mobile (Staff App)
Using Aptify Mobile POS
- Getting Started with Using Aptify Mobile Point of Sale
- Implementing Aptify Mobile Point of Sale
- Using the Aptify POS App
- Using the Aptify POS App Interface
- Using the Socket CHS 7Xi Barcode Scanner with Aptify POS
- Step One: System Requirements for Mobile Point of Sale
Using Reporting Tools
- Getting Started with Using Reporting Tools
- Using the Report Wizard
- Creating Lists
- Using the Excel Integration Wizard
- Creating List Types
- Creating a List
Using Digital Dashboards
- Getting Started with Using Digital Dashboards
- Opening a Dashboard
- Resizing a Dashboard Area
- Resizing a Dashboard Part
- Switching Dashboards
- Specifying a Default Dashboard
Understanding Aptify
- Understanding Aptify
- About the Aptify Product
- Understanding the Aptify Terminology
- Understanding Aptify Tray Icon
- Understanding the Applications and Services
- About the Aptify Messaging Form