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Aptify User Community Blog

Aptify How To: Add Grouping and Aggregate Functions to a List View

Welcome back to the Aptify How To Video series. This week: how to add grouping and aggregate functions to a list view. You can enhance your everyday garden variety list view by utilizing grouping and aggregate functions. This functionality is particularly impressive for orders and accounting based views, as you can use Aptify's in-build Excel engine to solve complex calculations. Find out how. Read More

Aptify How To: Create Company Orders

Welcome to the first Aptify How To Video of 2017! This week: how to create company only orders. Company only orders create an order record that is for the company and not tied to a specific person. This functionality is useful for business subscriptions and memberships, as well as properly tracking outstanding order totals for organizations. Find out how it's done. Read More

Aptify How To: Create a Prompted View - Bonus Round

Welcome back to the Aptify How To Video Series. In this series, I am going to take you through Aptify Tips and Tricks you can use to leverage your use of Aptify Web. This week: how to create a prompted view - extended version - which covers SQL and how to use multiple prompts.  Read More

Aptify How To: Manage Records

Welcome back to the Aptify How To Video Series. This week: how manage records in Aptify. This how-to video covers: viewing record history cloning records creating new records from a template adding records to favourites preventing duplication Read More

2016's Best Aptify User Community Webinars

Whether you're into the How-To series, School-House Rock or product releases, Aptify has offered a plethora of quality webinars in 2016. With so many great webinars presented throughout the year this was a tough list to curate, but I've managed to cull it down to three. Here are the three best Aptify webinars of 2016 - happy watching! Read More

Aptify How To: Create Bulk Messages

Welcome back to the Aptify How To Video Series. This week: how create bulk messages to communicate with your members. Aptify's messaging functionality allows you to create and configure bulk messages for initial and repeated use to communicate with your members. You can access Aptify Messaging from any view from the Persons or Companies services. Let's see how it works.  Read More

Aptify How To: Add a Campaign Code to an Order

Welcome back to the Aptify How To Video Series. This week: how add a campaign code to an order. Aptify's Campaign Management application allows you to create and track marketing campaigns that offer product discounts to members. When an order is associated with an active campaign, Aptify automatically applies the discount to the product without having to modify the prices on the Products record. This video explains how to apply this discount and track the success of your campaign. Read More

Aptify How To: Search

Welcome back to the Aptify How To Video Series. This week: how to search. Searching Aptify can be done in many different ways. The method that should be used depends on what data the user is seeking and what they intend to do with that data. In this video we explore three ways to search for data in Aptify: Quick Search Global Search and Searching via a Prompted View Read More

Aptify How To: Create a Basic View

Welcome back to the Aptify How To Video Series. This week: how to create a view. Views are used not only to find data, but also to analyze, communicate and even populate data. Views are the core of how Aptify functions. In this video users will learn how to create a basic view in the persons service.  Read More

Aptify How To: Navigate the Persons Record

Welcome back to the Aptify How To Video Series. This week: how to navigate a persons record. In this video, we cover one of the most important records in Aptify, a persons record. As one of the most used and integrated record types in Aptify, it is important to understand it's fields and how to search and report on this data. Read More

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