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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.

  • Synchronizing Persons with Outlook Contacts
  • Using the Mail Merge Wizard
  • Creating a Companies Record
  • Tracking Subsidiaries and Parent Companies
  • Updating the Preferred Currency for a Company
  • Updating Company Credit Status
  • Managing Account Managers
  • Adding Company Relationships
  • Managing Company Tax Exemptions
  • Assigning Product Codes to Companies
  • Adding a Saved Payment Method for a Company
  • Viewing Company Order Totals and Dollar Values
  • Adding Persons to Companies Records
  • Using the List View Preview Pane for the Companies Service
  • About the Wizards in the Companies Service
  • Adding the Picture Viewer to the Companies Form
  • Generating Email Addresses for Persons
  • About the Tasks Form
  • About the Persons Form
  • About the Task Types Form
  • About the Person Functions Form
  • About the Person Tax Exempt Codes Form
  • About the Persons Summary Form
  • About the Phone Numbers Form
  • About the Postal Codes Form
  • About the Preferred Communication Methods Form
  • About the Prefix Form
  • About the Product Codes Form
  • About the Relationships Form
  • About the Revenue Categories Form
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