Aptify How To: Add a Campaign Code to an Order

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...
Aptify How To: Search

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...
Aptify How To: Create a Basic View

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...
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 Aptify Hierarchy

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: Apply a Payment to an Order

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. 0:05 0:05...