800.268.6649Portal Prodigy User Guide v3.81
 | previous |  | Table of Contents | | Search | | Keywords Index | | next |  |
 | ||||||||||
Software User & Administration Guide
Scroll down list below and click on
desired subject
An Overview of PortalProdigy’s Internet Interaction Management System SM
1.2 Why not build from scratch?
1.3 What do you get with PortalProdigy?
1.5 Why are organizations using PortalProdigy more appreciated?
1.7 When can the public start using our website and all that amazing functionality?
CHAPTER 2:System Setup and Configuration
2.1 Application Server and Domain Setup
CHAPTER 3:System Administration Menu
3.1 Visitor Experience versus Administration Experience
3.3 Contact Management Features Group
3.4 Financial Transactions Management Features Group
3.5 Content Management Features Group
3.6 Site Management Features Group
3.8 Administration Menu Feature Icons
CHAPTER 4:Contacts, Vendors & Companies Features in Detail
4.2.3 Batch Import Utility for Contact Records
4.2.4 Administration Company Record Fields
4.3.1 User Signup Feature Setup and Configuration
4.3.2 Quick Registration Builder
4.4.1 How to Add a New Contact
4.4.2 How to Add a New Company
4.4.3 How to Link a Contact to a Company Record
4.4.4 How to Create Contact Types
4.4.5 How to Perform an Advanced Search
CHAPTER 5:Tickler/Notes - Task, Action and Prospect Organizer
5.2.1 Tickler/Notes Search Page
5.2.2 Tickler/Notes Entry and Update page
5.3.1 Tickler/Notes Directory Setup
5.4.1 How to Schedule Tasks and Tickler Items
5.4.2 How to Create Task Types
CHAPTER 6:Work Order and Time Billing Features in Detail
CHAPTER 7:Service Contracts Features in Detail
CHAPTER 8:Membership Features in Detail
8.2.1 Membership Fees Feature Management page
8.2.2 Search For Membership Types page:
8.2.3 Membership Types Management page:
8.2.4 Items Management page for Membership Fees:
8.2.5 Search for Applications page:
8.2.6 Application Management page:
8.2.7 Membership Management page:
8.2.9 Membership Email Broadcast Templates:
8.4.2 Add a New Membership Type:
8.4.4 Search For Membership Types
8.4.5 View a Contact’s Membership:
CHAPTER 9:Press Release Feature in Detail
9.2.1 Member Bio Management Page
9.2.3 Media Contact Biography Search Function
9.3.1 Activating the Press Release Feature
9.3.2 Press Release Notification Email
9.3.4 Loading Sample Biography Sample Closing Statement
9.3.5 Sample Closing Statement
CHAPTER 10:Credit Application Features in Detail
10.2.1 Search for Credit Apps:
10.2.2 Credit Application Management
10.4.1 Configure Credit Application Feature
10.4.3 Process Credit Application (Approve/Deny)
10.4.4 Search for Credit Apps:
10.4.5 Add New Credit Application from Administration
CHAPTER 11:Broadcasting Features in Detail
11.4.1 Create Mailing Labels and Mail Merge Files
11.4.2 Create Bulk Mail Letters Using Microsoft Word
CHAPTER 12:Sales Management Features in Detail
12.2.2 Opportunity Management Page
12.3.2 Set-Up Sales and Opportunity Features
12.3.3 Setup Request Features and Create Opportunity Form(s)
12.3.4 Set Up Sales Contacts Records
12.3.5 Set Up Items, Product & Inventory
CHAPTER 13:Orders Features in Detail
13.2.1 Order Features Management page:
13.2.2 Search for Orders page:
13.2.4 Add Item in Order Management page:
13.3.1 Order Types supported by PORTALPRODIGY
13.3.3 Transaction Processing Overview:
13.4.2 Update an Existing Order
CHAPTER 14:Invoicing Features in Detail
14.2.1 Search for Orders/Invoices
14.4.2 How to Email Invoices to Customers
14.4.4 How to Reprint Previously Posted Invoices
CHAPTER 15:Statements Features in Detail
15.4.1 How to Print Statements
15.4.2 How to Email Statements to Customers
CHAPTER 16:Membership Billing Features in Detail
16.2.2 Create Membership Invoices:
16.4.1 How to Create Membership Invoices
16.4.2 How to Print Membership Invoices
16.4.3 How to Email Membership Invoices
CHAPTER 17:Help Desk Billing Features in Detail
CHAPTER 18:Payments Features in Detail
18.2.1 Payment Features Management:
18.4.1 Enter a Credit Card Payment
18.4.2 Enter a Check or Cash Payment
18.4.3 Apply a Payment to Orders (Payment Distribution)
18.4.4 Apply a Credit Memo to Orders
18.4.7 Print a Chargeback Report
18.4.9 Configure Versign’s PayFlowPro
CHAPTER 19:Fulfillment Features in Detail
19.4.1 Fulfill a Batch of Product Orders
CHAPTER 20:Promotion Codes Features in Detail
20.2.1 Search for Promotion Codes
20.2.2 Promotion Codes Management
20.2.3 Promotion Code Items to Include - Product Search
20.4.1 Create Product Promotion Codes That Apply to the Customer’s Entire Order
20.4.2 Create Product Promotion Codes That Apply to Specific Products
20.4.3 How to Create a New Campaign
CHAPTER 21:Inventory Feature in Detail
21.2.1 Inventory Entry – Step 1
21.2.2 Inventory Entry – Step 2
21.4.1 Adding Received Goods into Inventory:
CHAPTER 22:Ask the Expert Feature in Detail
22.2.1 Ask the Expert Features Management page:
22.2.2 Expertise Topics Management page:
22.4.1 Configure Ask the Expert Feature
22.4.2 Submitting Questions to Experts
CHAPTER 23:Directories Features in Detail
23.2.1 Directory Management Page
CHAPTER 24:Discussions Feature in Detail
24.2.2 Discussion Management Pages
24.4.1 Setup Discussions Parameters in Security Groups
24.4.2 Activate Discussions Feature and Add Topics
CHAPTER 25:Document Resource Library Feature in Detail
25.2.1 Documents Features Management:
25.2.2 Document Categories Management page:
25.2.3 Document Category Management page:
25.2.4 Search For Documents page:
25.2.5 Document Management page:
25.4.1 Add a New Document Category:
25.4.2 Edit a Document Category:
25.4.3 Delete a Document Category
25.4.4 Add a New Document from Visitor Portion of the Site:
25.4.5 Checkout a Document from the Visitor Portion of the Site for Editing:
25.4.6 Update Document from the Visitor Portion of the Site:
25.4.7 Add Document from Administration Portion of the Site:
25.4.8 Using the Document Editor:
25.4.9 Search for Documents from Administration Portion of Site:
25.4.10 Update Document from Administration of the Site:
25.4.11 How to Promote a Resource on the Home page:
25.4.12 Adding Documents to Menus:
25.4.13 How to Make a Document Private:
25.4.14 How to Make a Document Category Private:
25.5.2 Downloading HTML Pages:
25.5.3 How to Use Document Editor to create new Documents.
25.5.4 Linking Multi-Page Resource Documents
CHAPTER 26:Donations Feature in Detail
26.2.1 Donations Features Management page:
26.4.1 Configure the Donations Feature
26.4.2 Create Automatic Thank You Email for Donors
26.4.3 Print a Donations Report
CHAPTER 27:Events Feature in Detail
27.1.2 Registering for an Event
27.2.1 Events Features Management Page
27.2.2 Custom Fields Manager Page
27.2.5 Event Items Management Page
27.4.1 Preparing Auto Broadcast Template
27.4.2 Preparing Response Notification Template
27.4.3 New Event Announcement Template
27.4.4 Activating the Events Feature
27.4.5 Adding Link to Side Menu
27.4.6 Adding Events Mini Browser
27.4.7 Creating Topic Categories
CHAPTER 28:Exchanges Feature in Detail
28.2.1 Exchange Management Page
28.2.4 Matches grid on Search Listings
28.4.1 Activating the Exchange Feature
28.4.2 Creating Topic Categories
28.4.4 Prepare a Exchanges Notification Template
28.5 Confidential Listing Reply
CHAPTER 29:Items/Product Catalog Feature in Detail
29.1.1 Viewing Product Details and Adding Items to Cart:
29.1.6 Saving Items in Shopping Cart for Future Use:
29.1.7 Request for Quote for Product Catalog Items:
29.1.8 Place a Bid for Product Catalog Items:
29.2.1 Product & Inventory Feature Management page:
29.2.2 Product Classifications Management page:
29.2.3 Product Types Management page
29.2.4 Unit Types Management page
29.2.6 Product Brands Management page
29.2.9 Product Details Category Management page
29.2.10 Search for Product Items page:
29.2.13 Products Catalog Management page
29.4.1 How to Purchase Products from the Product Catalog:
29.4.2 How to Use Shopping Catalog Product Search:
29.4.3 How to Add a New Product:
29.4.4 How to Delete an Existing Product:
29.4.5 How to Edit an Existing Product:
29.4.6 How to Setup Customer Price Groups and Volume Pricing:
29.4.7 How to Setup Product Downloads
29.4.8 How to Add Comparable Products:
29.4.9 How to Add Related Products:
29.4.10 How to Import Products:
29.4.11 How to Receive Goods into Inventory:
29.4.12 How to Adjust Inventory:
29.4.13 How to Create New Shopping Catalog Categories:
29.4.14 How to Edit Shopping Catalog Categories:
29.4.15 How to Delete Shopping Catalog Categories:
29.4.16 How to Assign Products to Shopping Catalog Categories:
29.4.17 How to Copy a Shopping Catalog Category:
29.4.18 How to Move a Shopping Catalog Category:
29.4.19 How to Setup the Request a Quote feature:
29.4.20 How to Setup the Place a Bid feature:
CHAPTER 30:Legislative & Regulatory Calls to Action (LRCA) Feature in Detail
30.4.1 Prepare an LRCA Response Notification Template
30.4.2 Activate the LRCA Feature
30.4.3 Identifying LRCA Contacts
30.4.4 Loading bulk lists of LRCA Contacts
30.4.5 Create and Launch a Call to Action
CHAPTER 31:News Feature in Detail
31.4.1 Activating the News Feature
31.4.3 Adding News Items to one or more menus
31.4.4 Adding Events Mini Browser
CHAPTER 32:Publications Manager Feature in Detail
32.1.2 Sample Email Text Newsletter
32.1.3 Sample Email HTML Newsletter
32.1.4 Sample 8.5” X 11” or 11” X 17” Paper Sheet Printed Newsletter
32.2.2 Newsletter Type Management
32.2.3 Text-Only Electronic Delivery Template
32.2.4 HTML Electronic Delivery Template
32.2.6 Newsletter Issue Selection
32.2.7 Newsletter Issue Components
32.2.8 Issue Components Management
32.2.9 Newsletter Issue Management
32.2.10 Newsletter Color Scheme
CHAPTER 33:Surveys Feature in Detail
33.4.1 Create a Surveys Auto Broadcast Template
33.4.2 Prepare a Surveys Response Notification Template
33.4.3 Prepare a New Survey Announcement Template
33.4.4 Activate the Events Feature
33.4.5 Add Survey Link to Side Menu
33.4.6 Create Survey Topic Categories
CHAPTER 34:Requests and Help Desk Features in Detail
34.1.2 Optional Work Order Approval
34.1.4 Confirmation of Submittal
34.1.5 Automated Email Notification of Submittal
34.1.6 Check Status of Request
34.1.7 Search Request Knowledgebase
34.1.8 Optional Work Order Approval for Change Orders
34.1.9 Invoice for Billable Time
34.2.1 Request Features Management page
34.2.2 Request Priorities Management page:
34.2.3 Request Status Management page:
34.2.4 Work Order Types Management page:
34.2.5 Task Types Management page:
34.2.6 Search For Request Types page:
34.2.7 Request Type Management page:
34.2.8 Request Form Management page:
34.2.9 Question Sort Order Management page:
34.2.10 Search for Requests page:
34.2.11 Request Management page:
34.2.12 Work Order Management page:
34.3.1 The Request Process Explained:
34.3.2 Request Types Explained:
34.3.3 Configuring Requests and Help Desk
34.3.4 Automated Notifications Explained:
34.3.5 Request Payment Processing:
34.3.6 Items as Billing Types Explained:
34.3.7 Attach Documents to Requests:
34.3.10 Search Help Desk Knowledgebase:
34.3.11 Customer View Request Status & Attach Notes:
34.3.12 Work Orders Explained:
34.4.1 How to Enable and Configure the Requests and Help Desk Feature:
34.4.2 How to Add a New Request Type
34.4.3 How to Add a New Request:
34.4.4 How to Search and Browse Requests:
34.4.6 How to Delete a Request:
34.4.7 How to Create and Assign Tasks to Requests:
34.4.8 How to Log Time to Requests and Work Orders:
34.4.9 How to Invoice Customers for Work Orders:
34.4.10 How to Create Work Orders for Requests:
34.4.11 How to Print a Work Order:
34.4.12 How to Attach Documents to Requests:
34.4.13 How to Create Milestones for Requests:
34.4.14 How to Define Deliverables for Requests:
34.4.15 How to Search and Manage Requests:
34.4.16 How to Search Help Desk Knowledgebase:
34.4.17 How Customers View Request Status & Attach Notes:
34.5.1 Creating Opportunity Types using Request Types Management.
34.5.2 Configuring RFQ from Cart using Request Types Management.
34.5.3 Configuring RFQ from Cart using Request Types Management.
34.5.4 Configuring and Processing Service Contracts:
CHAPTER 35:Site Settings Management Feature in Detail
35.2.1 Site Settings Management page:
35.2.4 Collection Manager page:
35.2.5 Component Style Verification page:
35.4.1 How to Configure Site Settings:
35.4.2 How to Create a New Collection:
35.4.3 How to Change the Active Collection:
CHAPTER 36:Home Page Manager Feature in Detail
36.2.1 Home Page Manager page:
36.2.4 Collection Manager page:
36.2.5 Component Style Verification page:
36.4.1 How to Configure Home Page:
36.4.2 How to Create a New Collection:
36.4.3 How to Change the Active Collection:
36.4.4 How to manage the main content section of the Home Page:
CHAPTER 37:About Us & Contact Us Features in Detail
37.2.2 Contact Us Page Manager
CHAPTER 38:Color Manager Feature in Detail
CHAPTER 39:Table Builder Feature in Detail
39.2.2 Table Builder Management:
39.4.1 How to Create a Formatted Information Page
39.4.2 How to Add a Link to your Information Page:
CHAPTER 40:User Groups and Security in Detail
40.2.2 Security Group Management page:
40.4.1 Add a new Security Group
40.4.2 Make a Resource Private:
40.4.3 Assign a Contact to Security Groups:
CHAPTER 41:Features Management Menu in Detail
41.2.1 Companies Feature Management page:
41.2.2 Contacts Features Management page
41.2.3 Countries & Exchange Rates Management:
41.2.4 Help Features Management page
41.2.5 GL Features Management page
41.2.6 GL Accounts Management page:
41.2.8 Orders Features Management page
41.2.9 Order Policies Document Management page:
41.2.10 Credit App Account Types page:
41.2.12 Shipping Carriers page:
41.2.14 Payment Features Management:
41.2.15 Reporting Classes Features Management
41.2.16 User Signup Features Management:
41.2.19 Menu Topic Management page
41.2.20 Menu Item Management page
41.2.21 Quick Registration/Signup Builder
41.3.1 Quick Registration Builder
41.3.2 Intelligent Entry Feature
41.4.1 Modify Site Template Menus
41.4.2 Create a Standalone Menu:
41.4.4 Create a Menu for an Exchange:
41.4.5 Create a New Quick Registration form
CHAPTER 42:Utilities Menu in Detail
42.1.2 Import Contact Data (Simple)
42.1.4 Re-index Product Keywords
42.1.12 Global Custom Values Management
42.3.1 How to Import Contacts Excluding Media and LRCA Types
42.3.2 How to Import Media Contacts
42.3.3 How to use Advanced Import Documents
42.3.4 How to use Advanced Import Products
42.3.6 How to Archive and Purge data.
42.3.7 How to Create a Query to View data.
42.3.8 How to Create an Update Query.
42.3.9 How to Export Transaction Data to QuickBooks.
42.3.10 How to Export Transaction Data to CSV Files for Import into 3rd Party Accounting Systems.
42.3.11 How to Remove Expired Records
CHAPTER 43:Reporting Features in Detail
43.3.1 Configuring Crystal Reports
CHAPTER 44:Page Manager Feature in Detail
44.2.4 Collection Manager page:
44.2.5 Component Style Verification page:
44.4.1 How to Configure Page Settings:
44.4.2 How to Create a New Collection:
44.4.3 How to Change the Active Collection:
CHAPTER 45:Appendix A: PortalProdigy Architecture
CHAPTER 46:Appendix B: Available Components in Collection Manager
| previous | | Table of Contents | | Search | | Keywords Index | | next | |
| ||||||||||
Top of Page
Print