Aptify 7.4 Winter Release

Aptify’s Summer release includes the following:

• Order Performance Improvements – Optimize the order management process with our Order Performance Improvements. Staff can streamline pricing logic and handle multiple order lines effortlessly, reducing delays in saving orders on the web.
• ApplePay with CardPointe – The next phase of the CardPointe integration will delight members with the ability to pay with ApplePay in e-Business 7.3. Digital wallet is the way of the future, and your organization will benefit from auto-renewals and account updater to avoid lapsed memberships and save your staff significant time. 
• By your request! Logout Notification Messages in Aptify Web – Staff will appreciate clearer messaging when a user session has expired, with new user-friendly, pop-up windows. This enhancement specifies session timeouts or network connection issues and allows staff to be directed to the main login page or refresh their session.  
• Web Job Enhancements

The 7.2 Release has great new enhancements to the 7 Platform with more user efficiencies, improved process workflows, and important parity items. In 7.0, we brought you the powerful Azure serverless architecture with seamless updates, more data security, more governance enhancements, and more scalability. Just imagine your member-based organization operating at its peak performance level.

Enjoy the release announcement video for an overview of some of these new items and read through the full release notes to see everything that is included in the new Aptify 7.2 release!

The Aptify 6.4 release contains great new features, including ebusiness company admin event registration management and membership management. We also fully documented Azure/AWS Load Balancing for Aptify Web and e-Business. We also updated our new logging framework to incorporate feedback from our developer roundtable community.

Enjoy the release announcement video for an overview of some of these new items and read through the full release notes to see everything that is included in the new Aptify 6.4 release!

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 Momentive Software 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 Momentive Software. 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.   

Aptify 6.2 full release notes.

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!