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  1. Aptify Support
  2. Using Aptify
  3. 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.

  • About the Contact Log Types Form
  • About the Credit Status Form
  • About the Education Fields Form
  • About the Education Levels Form
  • About the Functions Form
  • About the Person Companies Form
  • About the Person Education Form
  • About the Executive User Main Dashboard
  • About the Executive User Shortcuts
  • About the Executive User Subscribed Applications
  • Recommendations for Membership Renewal Workflow
  • Activating the Membership Renewal Workflows
  • Automating Creation of Membership Renewal Quotations
  • Sending Period Renewal Notices
  • Promoting Auto-Renewals
  • Expiring Memberships for Non-Payment
  • Creating Topic Codes
  • Selecting Topic Codes
  • Finding Records Based on Topic Codes
  • Filtering Based on Multiple Topic Codes
  • Creating Contact Log Records
  • Creating Reminders in Microsoft Outlook
  • Creating Follow-Up Contact Logs
  • Linking Records to a Contact Log
  • Changing a Log Record Status to Complete
  • Creating Contact Log Categories
  • Creating Contact Log Types
  • Creating Useful Contact Log Views
  • Displaying Contact Log Histories
  • Using the Desktop Version of the Aptify Outlook Add-In
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