Aptify How To: Navigate the Persons Record

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...
Aptify How To: Navigate the Persons Record

Aptify How To: Navigate the Aptify Hierarchy

Welcome back to the Aptify How To Video Series. This week: how to navigate the Aptify hierarchy.In this video, we cover how to navigate the Aptify system to get your job done quicker and easier. With a greater understanding of all the tricks and shortcuts on your...
Aptify How To: Navigate the Persons Record

Aptify How To: Apply a Payment to an Order

Welcome back to the Aptify How To Video Series. This week: how to apply a payment to an order.We have improved the way you can apply payments using Aptify. You can now look up an order from a payment record, streamlining the process. Let me show you how.0:050:05...
Aptify How To: Navigate the Persons Record

Aptify How To: Use the Between Operator in Views

Welcome back to the Aptify How To Video Series. This week: how to use the between operator in views.Between operators are most commonly used for date ranges, but you can also use them in combination with other view filters to create prompted views. Let’s get...