Aptify Bulk Contact Log Creation
VIDEO TRANSCRIPT | Recorded: 2017-04-13 | Verify against current system state
Abstract¶
Training on the Aptify bulk contact log creation wizard. Demonstrates how to create identical contact log entries for all persons in a view using a template contact log. Covers template creation, checkbox options (reuse template, update date), topic codes, and the enhanced experience when running from Aptify Web vs Smart Client.
Key Procedures¶
- Create a persons view with target records
- Click "Bulk Contact Log Wizard" button
- Create template contact log with desired values
- Set topic codes, links, and other fields
- Choose checkbox options (reuse template, update date)
- Run wizard - contact logs created for all persons in view
- Review bulk contact log wizard record for errors
Notable Statements¶
- 0:00:14 "You have a view of persons or companies... and then you want to create the same contact log record for all the persons in the view in a bulk fashion"
- 0:01:40 "So you can think of this particular record, contact log record we've created as like a template"
- 0:02:37 "You need not put the person link here. The wizard will take care of putting in the person link"
- 0:04:15 "If you check this box, this contact log that we just created gets linked to one of the person's records... you can't sort of reuse them"
- 0:04:52 "If I check this box, what it does is when it creates the new contact log, it would not put the date as what's here in the template contact log, it would put the current date"
- 0:08:02 "The creator is marked here as essay because I'm logged in as essay"
- 0:09:32 "In the smart client, any wizard you run, you hit finish, it just sort of freezes up... Here, let's say you had 10,000 records here. As soon as you click finish, the wizard is sort of gone"
- 0:10:36 "Every time you run this wizard, it creates a new record in a bulk contact log wizard's entity"
- 0:13:15 "You can sort of... display all persons record which have a match record on import wizard ID 253" (for imports)
Systems & Configurations¶
Systems Mentioned¶
- Aptify Smart Client (bulk wizard)
- Aptify Web (enhanced wizard experience)
Wizard Options¶
| Checkbox | Effect When Checked |
|---|---|
| Link template to person | Template gets linked, can't reuse |
| Update date | Uses current date/time instead of template date |
Template Contact Log Fields¶
| Field | Notes |
|---|---|
| Name | E.g., "Template Smart Client" |
| Type | Outbound Communication, etc. |
| Status | Complete, etc. |
| Priority | Medium, etc. |
| Reason | Free text |
| Links | Optional - wizard adds person link |
| Topic Codes | Checked items apply to all |
Aptify Web Advantages¶
| Feature | Benefit |
|---|---|
| Non-blocking | Can do other work while running |
| Notification | Alert when complete |
| Click to view | Opens wizard record directly |
View ID Link Field¶
- Optional field
- Already populated when starting from a view
- Can link alternate view if needed
Bulk Contact Log Wizard Entity¶
- Records each wizard run
- Contains setup and error log
- Shows fail count if errors occurred
Credentials/Access Mentioned¶
- Essay (logged in user - appears as creator)
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
- Issue: Creator field shows app server or logged in user
- Cause: Wizard runs as current user
- Resolution: Run EVO to update creator field in second step
- Timestamp: 0:03:20
Transcript Gaps & Quality Notes¶
- Training session with Q&A (15 minutes)
- Historical documentation from 2017
- Discussion of import staging integration
- Advanced SQL option for import-based views
- Match record field can filter imported persons