We are excited to announce the latest release of Aptify. Watch our video below to see what’s inside and don’t forget to check out the individual videos below highlighting our newest features and functionality.
For a complete picture of everything that’s included inside 6.3, read the full release notes.
There are two planned releases in 2021: Aptify 6.3 (May) and Aptify 6.4 (November). The 2022 release schedule is coming soon!
Click the buttons below to jump to each release’s section on this page. Watch helpful videos and learn what’s new inside Aptify.
The Aptify 6.3 release contains great new features, including context-based help, global views, a brand-new login experience as well as complete functionality for our fundraising module in Aptify web. The 6.3 release also has over 35 bug fixes and enhancements including performance improvements when saving records and when using the bulk order wizard.
Aptify Web Hotkeys enable the use of simple keyboard shortcuts to generate new records, engage wizards, start repeated processes, and more. The deployment of Aptify hotkeys can be hugely impactful for staff and can greatly improve productivity and efficiency. Staff users will be able to quickly pull up new Companies, Orders, Payments, Contact Logs etc, With simple keystrokes instead of multiple clicks.
This release includes a new integration between Aptify and Freestone, a popular Community Brands Learning Management System. Freestone helps Aptify customers take their events from in-person to online. It also drives traffic to your website, convering visitors to members. In this integration, we enables users to effectively schedule a meeting in Aptify for registration in e-Business and have that record duplicated in Freestone for further processing and tracking. This creates a huge increase in efficiency by eliminating the need to duplicate effort in multiple systems, ensuring more accurate data entry by copying data from one system to another.
Provide a personalized, social, and engaging online learning experience with Crowd Wisdom, a powerful learning management system by Community Brands. Similar to the Freestone integration, Aptify’s integration with Crowd Wisdom creates efficiencies for users, allowing them to effectively schedule a meeting in Aptify for registration in e-Business and duplicate the record in the LMS for further processing and tracking. This creates a huge increase in efficiency by eliminating the need to duplicate effort in multiple systems and ensuring more accurate data entry by copying data from one system to another
Aptify One Drive Integration enables users to download files from One Drive to any Aptify Web record that has attachments. This effectively enables users to pull data from a cloud-based solution and link it to Aptify web, thus saving storage and eliminating confusing linkage. Users can also “attach” a one drive document to an outgoing Aptify message. This substantially expands a user’s available resources to link to a message rather than relying on a physical copy from their computer or stored on Aptify.
The new Quick Base view generator is a wizard that enables admin users to quickly create new base views with only a few clicks. You can choose the top-level entity you want to start with and then select from any subtype for that entity or any related entities from specific fields on the top-level entity. You can choose between the default in view fields or all fields from both entities. You can also create multiple base views at the same time with the new wizard.
With our new integration with CardConnect’s hosted payment pages, Aptify now enables our customers to shrink their PCI footprint and offload payments activity directly to their payment providers infrastructure. In addition, the new IP Address Tracking and Fraud tools enable the ability to pass the customers IP address to CardConnect. With this feature enabled you can then use CardConnect’s IP based Fraud Tools when processing payments.
This release includes some great user interface updates. Enhancements include new pagination controls for list views, enabling faster navigation between pages and between first and last pages. In addition, we have also added additional information when viewing attachments in Aptify, including the author and last modified date.
Using customer feedback we continue to make improvements to our Aptify Web product. This release includes improvements to how topic codes can be displayed so customers can easily understand the structure and selected items, we also added the ability to update kit product order lines in an order. Finally, we added summary views to our chart views so customers can easily see a spreadsheet breakdown of the individual segments of the chart.
The Aptify viewing system is one of the most powerful aspects of the software, and in 6.1, we have added some exciting features to that experience. With the addition of view statistics, we now give valuable insight into who and how often views are run, as well as the ability to change ownership. Prompt views have been optimized to enable staff to get to data much faster. Views now also retain their state when you navigate back to them! In addition, you now have the ability to link from fields in a view to records in other entities!