Run your entire organization from the Internet
 
Software User & Administration Guide
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Software User & Administration Guide

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An Overview of PortalProdigy’s Internet Interaction Management System SM

1.1        What is PortalProdigy?

1.2        Why not build from scratch?

1.3        What do you get with PortalProdigy?

1.4        Why use the Internet?

1.5        Why are organizations using PortalProdigy more appreciated?

1.6        How do we get started?

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

2.2        Prerequisites

CHAPTER 3:System Administration Menu

3.1        Visitor Experience versus Administration Experience

3.2        Administration Menu

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

3.7        Portal Prodigy Hot Keys

3.8        Administration Menu Feature Icons

CHAPTER 4:Contacts, Vendors & Companies Features in Detail

4.1        The Visitor Experience

4.1.1    Signup and login

4.1.2    Contact Record Update

4.2        Components

4.2.1    User Signup

4.2.2    Contact Management

4.2.3    Batch Import Utility for Contact Records

4.2.4    Administration Company Record Fields

4.3        Feature Administration

4.3.1    User Signup Feature Setup and Configuration

4.3.2    Quick Registration Builder

4.4        Tutorials

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

4.5        Special Situations

4.6        Troubleshooting

CHAPTER 5:Tickler/Notes - Task, Action and Prospect Organizer

5.1        The Visitor Experience

5.2        Components

5.2.1    Tickler/Notes Search Page

5.2.2    Tickler/Notes Entry and Update page

5.3        Feature Administration

5.3.1    Tickler/Notes Directory Setup

5.4        Tutorials

5.4.1    How to Schedule Tasks and Tickler Items

5.4.2    How to Create Task Types

5.5        Special Situations

5.6        Troubleshooting

CHAPTER 6:Work Order and Time Billing Features in Detail

CHAPTER 7:Service Contracts Features in Detail

CHAPTER 8:Membership Features in Detail

8.1        The Visitor Experience

8.2        Components

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:

8.2.8    Search for Memberships:

8.2.9    Membership Email Broadcast Templates:

8.3        Feature Administration

8.4        Tutorials

8.4.1    Configuring Membership:

8.4.2    Add a New Membership Type:

8.4.3    New Member Signup:

8.4.4    Search For Membership Types

8.4.5    View a Contact’s Membership:

8.5        Special Situations

8.6        Troubleshooting

CHAPTER 9:Press Release Feature in Detail

9.1        The Visitor Experience

9.2        Components

9.2.1    Member Bio Management Page

9.2.2    Media Contacts

9.2.3    Media Contact Biography Search Function

9.3        Feature Administration

9.3.1    Activating the Press Release Feature

9.3.2    Press Release Notification Email

9.3.3    Press Release Template

9.3.4    Loading Sample Biography Sample Closing Statement

9.3.5    Sample Closing Statement

9.4        Special Situations

9.5        Troubleshooting

CHAPTER 10:Credit Application Features in Detail

10.1      The Visitor Experience

10.2      Components

10.2.1    Search for Credit Apps:

10.2.2    Credit Application Management

10.2.3    Credit Application

10.3      Feature Administration

10.4      Tutorials

10.4.1    Configure Credit Application Feature

10.4.2    Apply for Credit

10.4.3    Process Credit Application (Approve/Deny)

10.4.4    Search for Credit Apps:

10.4.5    Add New Credit Application from Administration

10.5      Special Situations

10.6      Troubleshooting

CHAPTER 11:Broadcasting Features in Detail

11.1      The Visitor Experience

11.2      Components

11.2.1    Broadcast Templates

11.3      Feature Administration

11.4      Tutorials

11.4.1    Create Mailing Labels and Mail Merge Files

11.4.2    Create Bulk Mail Letters Using Microsoft Word

11.5      Special Situations

11.6      Troubleshooting

CHAPTER 12:Sales Management Features in Detail

12.1      The Visitor Experience

12.2      Components

12.2.1    Sales Management page

12.2.2    Opportunity Management Page

12.2.3    Campaign Management

12.3      Feature Administration

12.3.1    Set-Up Roles

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

12.3.6    Task Features

12.4      Special Situations

CHAPTER 13:Orders Features in Detail

13.1      The Visitor Experience

13.2      Components

13.2.1    Order Features Management page:

13.2.2    Search for Orders page:

13.2.3    Order Management page:

13.2.4    Add Item in Order Management page:

13.2.5    Payment Options page:

13.3      Feature Administration

13.3.1    Order Types supported by PORTALPRODIGY

13.3.2    Order Statuses:

13.3.3    Transaction Processing Overview:

13.4      Tutorials

13.4.1    Create a New Order

13.4.2    Update an Existing Order

13.4.3    Print an Order

13.4.4    Cancel an Order

13.4.5    Create a Return

13.5      Special Situations

13.5.1    Submitted Status:

13.6      Troubleshooting

CHAPTER 14:Invoicing Features in Detail

14.1      The Visitor Experience

14.2      Components

14.2.1    Search for Orders/Invoices

14.3      Feature Administration

14.4      Tutorials

14.4.1    How to Print Invoices

14.4.2    How to Email Invoices to Customers

14.4.3    How to Post Invoices

14.4.4    How to Reprint Previously Posted Invoices

14.5      Special Situations

14.6      Troubleshooting

CHAPTER 15:Statements Features in Detail

15.1      The Visitor Experience

15.2      Components

15.3      Feature Administration

15.4      Tutorials

15.4.1    How to Print Statements

15.4.2    How to Email Statements to Customers

15.5      Special Situations

15.6      Troubleshooting

CHAPTER 16:Membership Billing Features in Detail

16.1      The Visitor Experience

16.2      Components

16.2.1    Membership Billing:

16.2.2    Create Membership Invoices:

16.3      Feature Administration

16.4      Tutorials

16.4.1    How to Create Membership Invoices

16.4.2    How to Print Membership Invoices

16.4.3    How to Email Membership Invoices

16.5      Special Situations

16.6      Troubleshooting

CHAPTER 17:Help Desk Billing Features in Detail

CHAPTER 18:Payments Features in Detail

18.1      The Visitor Experience

18.2      Components

18.2.1    Payment Features Management:

18.2.2    Payment Entry:

18.2.3    Payment Authorization:

18.3      Feature Administration

18.4      Tutorials

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

18.4.5    Issue a Refund

18.4.6    Approve a Payment

18.4.7    Print a Chargeback Report

18.4.8    Print a Deposit Slip

18.4.9    Configure Versign’s PayFlowPro

18.4.10    Configure PayPal

18.5      Special Situations

18.6      Troubleshooting

CHAPTER 19:Fulfillment Features in Detail

19.1      The Visitor Experience

19.2      Components

19.2.1    Search for Order Items

19.2.2    Fulfillment Batch

19.3      Feature Administration

19.4      Tutorials

19.4.1    Fulfill a Batch of Product Orders

19.5      Special Situations

19.6      Troubleshooting

CHAPTER 20:Promotion Codes Features in Detail

20.1      The Visitor Experience

20.2      Components

20.2.1    Search for Promotion Codes

20.2.2    Promotion Codes Management

20.2.3    Promotion Code Items to Include - Product Search

20.2.4    Campaign Management

20.3      Feature Administration

20.4      Tutorials

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

20.5      Special Situations

20.6      Troubleshooting

CHAPTER 21:Inventory Feature in Detail

21.1      The Visitor Experience

21.2      Components

21.2.1    Inventory Entry – Step 1

21.2.2    Inventory Entry – Step 2

21.3      Feature Administration

21.4      Tutorials

21.4.1    Adding Received Goods into Inventory:

21.4.2    Adjusting Inventory:

21.5      Special Situations

21.6      Troubleshooting

CHAPTER 22:Ask the Expert Feature in Detail

22.1      The Visitor Experience

22.2      Components

22.2.1    Ask the Expert Features Management page:

22.2.2    Expertise Topics Management page:

22.3      Feature Administration

22.4      Tutorials

22.4.1    Configure Ask the Expert Feature

22.4.2    Submitting Questions to Experts

22.5      Special Situations

22.6      Troubleshooting

CHAPTER 23:Directories Features in Detail

23.1      The Visitor Experience

23.2      Components

23.2.1    Directory Management Page

23.2.2    Edit Profile Page

23.3      Special Situations

23.4      Troubleshooting

CHAPTER 24:Discussions Feature in Detail

24.1      The Visitor Experience

24.2      Components

24.2.1    Discussion Topics

24.2.2    Discussion Management Pages

24.3      Feature Administration

24.4      Tutorials

24.4.1    Setup Discussions Parameters in Security Groups

24.4.2    Activate Discussions Feature and Add Topics

24.4.3    Moderate Discussions

24.5      Special Situations

24.6      Troubleshooting

CHAPTER 25:Document Resource Library Feature in Detail

25.1      The Visitor Experience

25.2      Components

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:

25.2.6    Document Editor:

25.3      Feature Administration

25.4      Tutorials

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      Special Situations

25.5.1    Large document files:

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

25.6      Troubleshooting

CHAPTER 26:Donations Feature in Detail

26.1      The Visitor Experience

26.2      Components

26.2.1    Donations Features Management page:

26.2.2    Order Management page:

26.3      Feature Administration

26.4      Tutorials

26.4.1    Configure the Donations Feature

26.4.2    Create Automatic Thank You Email for Donors

26.4.3    Print a Donations Report

26.5      Special Situations

26.6      Troubleshooting

CHAPTER 27:Events Feature in Detail

27.1      The Visitor Experience

27.1.1    Viewing Events

27.1.2    Registering for an Event

27.2      Components

27.2.1    Events Features Management Page

27.2.2    Custom Fields Manager Page

27.2.3    Search for Events Page

27.2.4    Event Management Page

27.2.5    Event Items Management Page

27.3      Feature Administration

27.4      Tutorials

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

27.4.8    Entering Events

27.4.9    Clone an Event

27.5      Special Situations

27.6      Troubleshooting

CHAPTER 28:Exchanges Feature in Detail

28.1      The Visitor Experience

28.2      Components

28.2.1    Exchange Management Page

28.2.2    Add New Listings

28.2.3    Search Listings

28.2.4    Matches grid on Search Listings

28.2.5    View Listings

28.2.6    Update Listings

28.3      Feature Administration

28.4      Tutorials

28.4.1    Activating the Exchange Feature

28.4.2    Creating Topic Categories

28.4.3    Create an Exchange

28.4.4    Prepare a Exchanges Notification Template

28.4.5    Add Links to Side Menu

28.5      Confidential Listing Reply

28.6      Special Situations

28.7      Troubleshooting

CHAPTER 29:Items/Product Catalog Feature in Detail

29.1      The Customer Experience

29.1.1    Viewing Product Details and Adding Items to Cart:

29.1.2    Checkout Process:

29.1.3    Product Mini Browser:

29.1.4    Product Search:

29.1.5    Product Detail page:

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      Components

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

29.2.5    Price Groups

29.2.6    Product Brands Management page

29.2.7    Related Document Types

29.2.8    Related Item Types

29.2.9    Product Details Category Management page

29.2.10    Search for Product Items page:

29.2.11    Item Management page

29.2.12    Terms Management page

29.2.13    Products Catalog Management page

29.3      Feature Administration

29.4      Tutorials

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:

29.5      Special Situations

29.6      Troubleshooting

CHAPTER 30:Legislative & Regulatory Calls to Action (LRCA) Feature in Detail

30.1      The Visitor Experience

30.2      Components

30.2.1    LRCA Management Page

30.2.2    The LRCA Recipients

30.3      Feature Administration

30.4      Tutorials

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

30.5      Special Situations

30.6      Troubleshooting

CHAPTER 31:News Feature in Detail

31.1      The Visitor Experience

31.2      Components

31.2.1    News Management Page

31.3      Feature Administration

31.4      Tutorials

31.4.1    Activating the News Feature

31.4.2    News Topics

31.4.3    Adding News Items to one or more menus

31.4.4    Adding Events Mini Browser

31.4.5    Adding News Items

31.5      Special Situations

31.6      Troubleshooting

CHAPTER 32:Publications Manager Feature in Detail

32.1      The Visitor Experience

32.1.1    Overview

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      Components

32.2.1    Newsletter Types

32.2.2    Newsletter Type Management

32.2.3    Text-Only Electronic Delivery Template

32.2.4    HTML Electronic Delivery Template

32.2.5    HTML Printed 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

32.3      Special Situations

32.4      Troubleshooting

CHAPTER 33:Surveys Feature in Detail

33.1      The Visitor Experience

33.2      Components

33.2.1    Survey Management Page

33.3      Feature Administration

33.4      Tutorials

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

33.4.7    Enter Surveys

33.5      Special Situations

33.6      Troubleshooting

CHAPTER 34:Requests and Help Desk Features in Detail

34.1      The Visitor Experience

34.1.1    Request Entry Form

34.1.2    Optional Work Order Approval

34.1.3    Optional Payment Entry

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      Components

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      Feature Administration

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:

34.3.8    Create Milestones:

34.3.9    Define Deliverables:

34.3.10    Search Help Desk Knowledgebase:

34.3.11    Customer View Request Status & Attach Notes:

34.3.12    Work Orders Explained:

34.4      Tutorials

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:

34.4.5    How to Edit a Request:

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      Special Situations

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:

34.6      Troubleshooting

CHAPTER 35:Site Settings Management Feature in Detail

35.1      The Visitor Experience

35.2      Components

35.2.1    Site Settings Management page:

35.2.2    Style Selection page:

35.2.3    Style Manager page:

35.2.4    Collection Manager page:

35.2.5    Component Style Verification page:

35.3      Feature Administration

35.4      Tutorials

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:

35.5      Special Situations

35.6      Troubleshooting

CHAPTER 36:Home Page Manager Feature in Detail

36.1      The Visitor Experience

36.2      Components

36.2.1    Home Page Manager page:

36.2.2    Style Selection page:

36.2.3    Style Manager page:

36.2.4    Collection Manager page:

36.2.5    Component Style Verification page:

36.3      Feature Administration

36.4      Tutorials

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:

36.5      Special Situations

36.6      Troubleshooting

CHAPTER 37:About Us & Contact Us Features in Detail

37.1      The Visitor Experience

37.2      Components

37.2.1    About Us Page Manager

37.2.2    Contact Us Page Manager

37.3      Feature Administration

37.4      Tutorials

37.5      Special Situations

37.6      Troubleshooting

CHAPTER 38:Color Manager Feature in Detail

38.1      The Visitor Experience

38.2      Components

38.3      Feature Administration

38.4      Tutorials

38.5      Special Situations

38.6      Troubleshooting

CHAPTER 39:Table Builder Feature in Detail

39.1      The Visitor Experience

39.2      Components

39.2.1    Table Builder Search:

39.2.2    Table Builder Management:

39.2.3    Topic Management:

39.2.4    Table Item Management

39.3      Feature Administration

39.4      Tutorials

39.4.1    How to Create a Formatted Information Page

39.4.2    How to Add a Link to your Information Page:

39.5      Special Situations

39.6      Troubleshooting

CHAPTER 40:User Groups and Security in Detail

40.1      The Visitor Experience

40.2      Components

40.2.1    Groups page:

40.2.2    Security Group Management page:

40.3      Feature Administration

40.4      Tutorials

40.4.1    Add a new Security Group

40.4.2    Make a Resource Private:

40.4.3    Assign a Contact to Security Groups:

40.5      Special Situations

40.6      Troubleshooting

CHAPTER 41:Features Management Menu in Detail

41.1      The Visitor Experience

41.2      Components

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:

41.2.7    GL Account Types page:

41.2.8    Orders Features Management page

41.2.9    Order Policies Document Management page:

41.2.10    Credit App Account Types page:

41.2.11    Credit Ratings page:

41.2.12    Shipping Carriers page:

41.2.13    Taxes page:

41.2.14    Payment Features Management:

41.2.15    Reporting Classes Features Management

41.2.16    User Signup Features Management:

41.2.17    Mini Browser Builder

41.2.18    Menu Builder

41.2.19    Menu Topic Management page

41.2.20    Menu Item Management page

41.2.21    Quick Registration/Signup Builder

41.3      Feature Administration

41.3.1    Quick Registration Builder

41.3.2    Intelligent Entry Feature

41.4      Tutorials

41.4.1    Modify Site Template Menus

41.4.2    Create a Standalone Menu:

41.4.3    Create a User Menu:

41.4.4    Create a Menu for an Exchange:

41.4.5    Create a New Quick Registration form

41.4.6    Create a Mini Browser:

41.5      Special Situations

41.6      Troubleshooting

CHAPTER 42:Utilities Menu in Detail

42.1      Components

42.1.1    Archive Data

42.1.2    Import Contact Data (Simple)

42.1.3    Advanced Import

42.1.4    Re-index Product Keywords

42.1.5    Export Product Data

42.1.6    Query Management

42.1.7    Export to QuickBooks

42.1.8    Report Registration

42.1.9    Remove Expired Records

42.1.10    Repair Database

42.1.11    Page Type Manager

42.1.12    Global Custom Values Management

42.1.13    Images Directory

42.1.14    Log Files

42.1.15    Configuration Wizard

42.2      Feature Administration

42.3      Tutorials

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

42.3.5    How to Export 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

42.4      Special Situations

42.5      Troubleshooting

CHAPTER 43:Reporting Features in Detail

43.1      The Visitor Experience

43.2      Components

43.2.1    Report Selection

43.2.2    Report Criteria

43.2.3    Reports Management

43.3      Feature Administration

43.3.1    Configuring Crystal Reports

43.4      Special Situations

43.5      Troubleshooting

CHAPTER 44:Page Manager Feature in Detail

44.1      The Visitor Experience

44.2      Components

44.2.1    Page Manager:

44.2.2    Style Selection page:

44.2.3    Style Manager page:

44.2.4    Collection Manager page:

44.2.5    Component Style Verification page:

44.3      Feature Administration

44.4      Tutorials

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:

44.5      Special Situations

44.6      Troubleshooting

CHAPTER 45:Appendix A: PortalProdigy Architecture

CHAPTER 46:Appendix B: Available Components in Collection Manager

 

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