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What can we help you with?
  1. Aptify Support
  2. Using Aptify
  3. Using Forms and Records

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
  • Working with Spell Check
  • Working with Form Tabs
  • Enabling the Duplicate Record Check for a Service
  • Merging Records
  • Using the Conflict Wizard
  • Working with Record Attachments
  • Adding Notes to a Record
  • Working with Record Templates
  • Editing Form Template Appearance
  • Rearranging Tab Order
  • Modifying a Form Layout
  • Using the Form Template Tab Wizard
  • Switching Between Form Templates
  • About the Required Field Type
  • About the Text Field Type
  • About the Check Box Field Type
  • About the Drop-down List Field Type
  • About the Link Box Field Type
  • About the Date Selection Field Type
  • About the Time Field Type
  • About the Email Field Type
  • About the Website Field Type
  • About the Location Link Field Type
  • About the HTML Field Type
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