Aptify Support
Using Aptify
Using Customer and Member Management

Using Customer and Member Management

Describes how to use the Customer and Member Management application found in Aptify to manage the data found in the Persons, Companies, Contact Logs, and Topic Codes services that pertain to the customers or members of an organization.

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
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 Customer and Member Management Forms
About the Account Manager Functions Form
About the Account Managers Form
About the Address Types Form
About the Address Verification Run Details Form
About the Address Verification Runs Form
About the Address Verification System Attributes Form
About the Address Verification System Countries Form
About the Address Verification Systems Form
About the Addresses Form
About the Companies Form
About the Companies Summary Form
About the Company Product Codes Form
About the Company Relationship Types Form
About the Company Relationships Form
About the Company Tax Exempt Codes Form
About the Company Types Form
About the Contact Log Form
About the Contact Log Categories Form