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  1. Aptify Support
  2. Installing & Administering Aptify
  3. Administering Aptify
  4. Performing Common Administrative Tasks

Performing Common Administrative Tasks

Contains frequently used administrative tasks for Aptify.

  • Performing Common Administrative Tasks
  • Creating Alert Types
  • Administering Query Timeout Values
  • Archiving Transactional Data
  • Administering Base Fields
  • Administering Dashboards
  • Using the Data Packing and Unpacking Wizards
  • Creating Database Objects
  • Administering Entity Bulk Operations
  • Administering Filter Relationships
  • Using the Filter Rules Service
  • Administering the Generic Import Wizard
  • Administering Metadata Wizards
  • Administering Microsoft Word Templates
  • Using the Object Viewer
  • Administering Pending Changes
  • Administering Record Templates
  • Administering Scripts
  • Administering the Viewing System
  • Installing the Desktop Version of the Aptify Add-in for Microsoft Outlook
  • Installing the Web Version of the Aptify Add-in for Microsoft Outlook
  • Using the Views Service
  • About the View Types
  • Enabling View Scheduling
  • About View Scheduling and Email Distribution
  • Disabling Access to View Scheduling
  • Creating a View Prompt Query
  • Creating Record Template Categories
  • Administering Record Template Security Settings
  • Editing a Record Template Using the Save Template Dialog
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