CRM - Aptify¶
Aptify administration, eBusiness, orders, and legacy integrations.
Articles¶
SBON Import Process Change Proposal¶
Recorded: 2025-10-31
Proposal to change State Board of Nursing and NPI data imports from Aptify to external analytical database to reduce duplicates, plus walkthrough of...
Report Comparison Aptify vs Salesforce¶
Recorded: 2025-10-09
Status update on Aptify to Salesforce report comparison, covering gateway date field implementation for finance reports, record count validation...
Salesforce to Aptify Sync Process¶
Recorded: 2025-09-10
Technical discussion on coordinating Salesforce to Aptify sync processes during data imports, covering throttling mechanisms, bidirectional updates...
Aptify Server Consolidation¶
Recorded: 2025-03-18
Team discussion on reducing Aptify cloud hosting costs before April contract renewal by consolidating servers across QA, UAT, and production...
Aptify Order Processing Workflow¶
Recorded: 2025-01-22
Complete walkthrough of Aptify order processing from order creation through GL entry generation, batch processing, and manual export to Sage for...
Auto-Renewals and Standing Orders¶
Recorded: 2024-09-28
Overview of Aptify standing orders and auto-renewal system, explaining how subscriptions link to standing orders, schedule generation, and the failed...
Creating Orders in Aptify¶
Recorded: 2024-08-15
Quick walkthrough of creating an order in Aptify Web, demonstrating product search, payment method selection, price editing capabilities, and...
Creating Accounts in Aptify eBusiness¶
Recorded: 2024-05-30
Brief walkthrough of creating an I2C partner account in QA eBusiness environment, including discussion of address validation challenges when multiple...
Fellows Metadata in Aptify¶
Recorded: 2024-04-25
Demonstration of Fellows metadata structure in Aptify including fellow types, expertise areas, fellow notes, and automatic addition of fellows dues...
State Liaison and BOD Title Updates¶
Recorded: 2022-09-08
Training for membership team on updating state liaison and BOD member titles in Aptify for conference badge printing, including title field changes...
Aptify eBusiness Architecture¶
Recorded: 2022-01-27
Comprehensive overview of AANP my.aanp.org eBusiness architecture including Sitefinity CMS, ASP.NET user controls, DLL dependency management, SAML...
Legacy Database Views and Sync¶
Recorded: 2022-01-27
Technical architecture explanation of how legacy AANP applications maintain compatibility with Aptify through database views and a sync process that...
Aptify Renewal Reminders Part 1¶
Recorded: 2017-04-27
Troubleshooting walkthrough of Aptify renewal reminder process failure, showing how to verify message delivery through contact logs and message...
Aptify Renewal Reminders Part 2¶
Recorded: 2017-04-27
Detailed walkthrough of fixing interrupted Aptify renewal reminder process by editing views to exclude already-sent IDs, inactivating completed...
Aptify Bulk Contact Log Creation¶
Recorded: 2017-04-13
Training on Aptify bulk contact log creation wizard for creating identical contact log entries across multiple person records using a template, with...
Aptify Email Message Templates¶
Recorded: 2017-02-09
Tutorial on configuring Aptify membership email renewal reminder system including views, message templates, and process flows for automated 60/90 day...