Quick Search App Demo
VIDEO TRANSCRIPT | Recorded: 2024-04-25 | Verify against current system state
Abstract¶
Demonstration of Quick Search, a custom lightweight application used by VPs, upper management, and reception staff who need member lookup without full Aptify access. The application provides auto-complete search with weighted results that prioritize members with more organizational engagement (membership, fellow status, SPG subscriptions, PAC donations). Includes direct linking to Aptify Web for full record access.
Key Procedures¶
- Search by name, partial name, person ID, or email address
- View weighted search results with most engaged members first
- Click person ID to open full record in Aptify Web
- Identify member attributes: NP member, Fellow, SPG subscriber, PAC donor
- Use for quick lookup without full Aptify license requirements
Notable Statements¶
- 0:00:08 "This is Quick Search"
- 0:00:10 "This is an application that is used by a lot of VPs and upper management and then a few employees that just don't really need full access to Aptify"
- 0:00:20 "This is a way that we don't have to purchase licenses for the staff that don't really use Aptify maybe once every month"
- 0:00:35 "It doesn't really give you a lot of functionality. You can't edit people or anything. But what you can do is look people up"
- 0:01:46 "It has pushed Stephen Ferrara, the board member, up to the top. Why? Because he has more points associated to his search record"
- 0:02:03 "He is an NP member. He's a fellow. He's an SPG subscriber and he donates to PAC"
- 0:02:07 "Each one of those is given a special weight and they appear closer to the top"
- 0:03:22 "You can click this person ID... and then it opens up Aptify Web directly to their account"
- 0:03:44 "I don't know what we expect with the move to Salesforce, but this is something that our staff currently relies on" ACTIONABLE
- 0:03:52 "I'm wondering if there's something similar that we can provide to our staff that don't need the full on experience of Salesforce"
Systems & Configurations¶
Systems Mentioned¶
- Quick Search (custom application)
- Aptify (source system)
- Aptify Web (linked detail view)
- Salesforce (future migration target)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Search fields | Name, person ID, email | 0:01:01 | Auto-complete enabled |
| Weight attributes | NP member, Fellow, SPG, PAC donor | 0:02:03 | Higher weight = higher ranking |
| Person ID link | Opens Aptify Web | 0:03:22 | Direct record access |
| Default sort | By weighted score | 0:01:27 | Not alphabetical |
Credentials/Access Mentioned¶
- No Aptify license required for Quick Search access
- Aptify Web login needed for full record access via person ID link
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
No errors or troubleshooting covered in this recording.
Transcript Gaps & Quality Notes¶
- Short demonstration recording (4 minutes)
- Screen sharing of Quick Search interface not captured
- Example searches for: Jeff Sikes, Stephen Ferrara (board member), Teresa Campos
- Recording cuts off after main demo complete
- Salesforce migration consideration flagged as action item for future planning