URI 9999 Main Menu Help Page
Home Icon
Home icon button is used to return you back to your home page.
Main Menu
Main Menu button is used to take you to the sites Administrators Main Menu.
Dashboard
Dashboard button is used to take you to your personalized dashboard.
PortalProdigy
Portal Prodigy button is used to take you to Portal Prodigy website.
Help Icon
Help icon button is how you got here. This button is on every page of the administration.
Version
This is where we mark what version of Portal Prodigy you are running. Please note that this is also the version used to create this help page. If the version you are running is newer or older there maybe differences in layout and options.
Your Organization
You can setup here to display your company name. To do this, go to Site Settings Defaults and fill out Admin Page Title.
Main Administration Menu
This pulldown menu displays the currently selected side bar menu. There are four default side bar menus in Portal Prodigy. They are:

Main Administration Menu
Configuration Menu
Import / Export Menu
Utilities Menu
1.Contacts
Contacts side bar menu allows you to quickly administrate functions that has to do with Contacts such as view edit contact information, view contact requests, or send them an email. When you click on Contacts it will expand to show you all the submenus.
2.Companies
Companies' side bar menu allows you to quickly administrate functions that have to do with Companies such as add new company, or edit company feature settings. When you click on Companies it will expand to show you all the submenus.
3.Orders
Orders side bar menu allows you to quickly administrate functions that have to do with Orders such as view edit orders, fulfill orders, or add a new work order. When you click on Orders it will expand to show you all the submenus.
4.Billing
Billing side bar menu allows you to quickly administrate functions that have to do with Billing such as view invoices, or print statements. When you click on Billing it will expand to show you all the submenus.
5.Payaments
Payments side bar menu allows you to quickly administrate functions that have to do with Payments such as enter a new payment, or review en existing one. When you click on Payments it will expand to show you all the submenus.
6.Products
Products side bar menu allows you to quickly administrate functions that have to do with Products such as add a new product, adjust the inventory, or build a product catalog. When you click on Products it will expand to show you all the submenus.
7.Marketing
Marketing side bar menu allows you to quickly administrate functions that have to do with Marketing such as build an ad, a newsletter, or send out a press release. When you click on Marketing it will expand to show you all the submenus.
8.Documents
Documents side bar menu allows you to quickly administrate functions that have to do with Documents such as enter a new document, view edit existing one, or categorize them into custom categories. When you click on documents it will expand to show you all the submenus.
9.Reports
Reports side bar menu allows you to quickly administrate functions that have to do with Reports such as view and print reports, or add a new type report. When you click on reports it will expand to show you all the submenus.
10.Dashboard
Dashboard side bar menu allows you to quickly administrate functions that have to do with Dashboard such as view or customize it. When you click on dashboard it will expand to show you all the submenus.
11.Other features
Other Features is packed up with all the features that we couldn't categorize. If you are looking for something that doesn't meet the criteria this is a good place to check. When you click on other features it will expand to show you all the submenus.
12.Site Settings
Site Settings side bar menu allows you to quickly administrate functions that have to do with the entire Site. You can setup the site's defaults and security settings here. When you click on the site settings it will expand to show you all the submenus.
13.Web Pages
Web Pages side bar menu allows you to quickly administrate sites dedicated pages such as home page, about us, and contact is page. You can also view and manage every other type of web page you have added to the site here. When you click on other web pages it will expand to show you all the submenus.
14.Tools
Tools site bar menu gives you quick access to every builder type tools. You will find here your menu builder, table builder, play list builder, picture gallery builder, etc. When you click on the tools it will expand to show you all the submenus.
15.Utilities
Utilities side bar menu allows you to quickly administrate functions that have to do with database utilities such as archive, reindex, import, and export. When you click on utilities it will expand to show you all the submenus.
Shortcut Box 1
This is a shortcut box for the side bar menu. Each section on the side bar is numbered and each item is lettered. Entering a number with a letter corresponding to the item you want followed by enter will take you directly there. This section is really for someone who is very familiar with Portal Prodigy and has memorized the interface.
a.Contacts Add New
The Contacts Feature is used to maintain detailed records on individual contacts such as prospects, customers, members, employees, etc. The individual Contact Records serve not only as a place to record and lookup contact information such as addresses and phone numbers but also a link into other features related to individual contacts including event registration records, contact management, advocacy participation, contributions, purchases, exchanges and more. The Contact database further serves as a data merge source for message broadcasting via email, fax or printed communication features. This plus sign will take you to the Add New Contact page.
a.Contacts Browse
The magnifying glass will take you to Search for Contact page. Click here if you need to browse contacts database.
a.Contacts Reports
The Reports icon will take you to a page where you can generate reports that are associated with contact management system.
a.Orders Add New
The Orders Feature can be used to manage and fulfill orders for all Order Types including Events, Exchanges, Membership, Products, & Press Releases. It can also be used by Administrators to create Product Orders when placed by phone or any method other than via your online store. This plus sign will take you to the Add New Order page.
a.Orders Browse
The magnifying glass will take you to the Search for Orders page. Click here if you need to browse orders database.
a.Orders Reports
The Reports icon will take you to a page where you can generate reports that are associated with the orders management system.
a.Directories Add New
The Directories Feature provides the ability to create contact directories which are presented on the Visitor pages of the website. Directories may be Member Type, Special Interest Group or Security Type specific, displaying only contact records designated within the indicated group. Individual directory access may be constricted to visitors with specified security permissions. Directories display only information specified in their administrative setup. When a visitor clicks on a specific directory listing he is presented with a detailed profile assembled from the corresponding contact record. This plus sign will take you to add new Member Directory Management page.
a.Directories Browse
The magnifying glass will take you to the Membership Directories page. This is the place where you would manage your existing member directories.
a.Directories Reports
The Reports icon will take you to a page where you can generate reports.
a.Site Settings
Site Settings provides a selection, from a catalog of available templates, of a specific predesigned style which is the basis of visitors' visual experience of your website. The selected template can be customized using a variety of menu driven options including customizing your Header, Footer, Side Bars, Color Scheme and more. Import your graphics to customize your website's appearance to project the organizations brand and image in accordance to its standard motif. Also provides the option to design and load your own templates. Site settings provide default settings for your website that may be overridden on a page by page basis. Site Settings are stored as collections. These collections can be inherited by other pages within your website. Configuring Site Settings is the first step when setting up a new website.
b.Tasks Add New
The Tasks Feature provides the attachment of notes, much like realworld stickynotes, to records within many of the features of Portal Prodigy. Special fields are provide within each note allowing for categorization by status, type, followup date, and delegation contacts so that they may become part of any assortment of planning, reminding, delegating and task organizing systems that can be easily customized to each organization's private Portal Prodigy installation. This plus sign will take you to Browse Tickler Notes page where you can choose what type of note you would like to add. This feature is currently not functional.
b.Tasks Browse
The magnifying glass will take you to the Browse Tickler Notes page. This is the place where you would manage your existing task notes.
b.Tasks Reports
The Reports icon will take you to a page where you can generate reports.
b.Invoicing Browse
The Invoicing Feature is used to print and post invoices. It provides the option to print invoices to a printer or to create in HTML format for electronic delivery by email. Posting updates the GL Transaction Journal and Orders. The magnifying glass will take you to the Search for Orders / Invoices page. This is the place where you would manage Invoices currently in the system.
b.Invoicing Reports
The Reports icon will take you to a page where you can generate reports.
b.Discussions Add New
The Discussions Feature provides the ability to create Discussion Forums which are presented on the Visitor pages of the website. Discussion Forums provide visitors the ability to interact with each other by submitting typed commentary which is displayed on the website and to also respond to comments already displayed on the website whether put there by Administration or a Visitor. Discussion Forums may be Member Type, Special Interest Group or Security Type specific allowing only those visitors with appropriate security permission to reply and/or create new discussion topics. This plus sign will take you to Discussions Management page where you can start a new discussion thread.
b.Discussions Browse
The magnifying glass will take you to the Search for Discussion Topics page. Here you can search for all the open threads, manage them and their replies.
b.Discussions Reports
The Reports icon will take you to a page where you can generate reports that are associated with the discussions. There are currently no default reports based on discussions management system.
b.Home Page
Home Page provides ability to create and maintain your organization's Home page in accordance with traditional website best practices. Using Home Page Manager you can easily add, update and rearrange the content displayed on your home page. This link will take you to the Home Page Manager where you can customize your home page.
c.Requests Add New
Requests Feature provides a complete request management system for capturing, processing and managing a variety of interactions including general information requests, warranty claims, maintenance service requests, maintenance and support contracts, product information requests, project requests, requests for quotes, consulting requests, training requests, resource requests, research requests, event planning, questions and assistance with problems and more. Seamlessly integrates with Work Orders, Service Contracts, and Tasks Management features. This plus sign will take you to Request Entry page where you can submit a new request form.
c.Requests Browse
The magnifying glass will take you to the Search for Requests page. From here you can search and administer all the submitted requests in the system.
c.Requests Reports
The Reports icon will take you to a page where you can generate reports.
c.Statements Browse
The Statements Feature is used to print statements of Customer / Member financial transaction activity for a specified statement period including previous balance, new invoices, payments received, and current balance owed. It provides the option to print statements to a printer or to create in HTML format for electronic delivery by email. The magnifying glass will take you to the Customer Statements where you can generate statements.
c.Statements Reports
The Reports icon will take you to a page where you can generate Account Activity Report by Contact or Company ID.
c.Documents Add New
The Documents Feature provides the ability to maintain a visitor friendly cataloged, searchable and browsable document library that includes documents stored in their original file formats such as HTML, PDF and TXT. A database record with descriptive information and administrative controls is created for each document imported into the website. Documents can be assigned viewing security levels, expiration dates, catalog locations, topics, and index keywords and phrases. The Document Library can serve as a knowledgebase for visitors and or the organizing store house for unlimited website pages. Using the Documents Feature, Administrators with no website or HTML programming experience can import documents from their computer remotely into the organization's website. This plus sign will take you to the Document Management page where you can add a new document to the site.
c.Documents Browse
The magnifying glass will take you to Search for Documents page where you can view, edit, or delete existing documents.
c.Documents Reports
The Reports icon will take you to a page where you can generate reports that are associated with the documents management system. There are currently no default reports based on the documents management system.
c.About Us Page
The About Us Feature provides a boilerplate entry form for creating an About Us page in accordance with traditional website best practices. This link will take you to About Us Page Manager where you can customize your about us page.
d.Work Orders Add New
Work Orders Feature provides a complete work order system to estimate, approve, track and bill for parts and labor and other expenses. Seamlessly integrates with Requests, Service Contracts, Task Management, and Inventory Control features. Work Order system is currently not working.
d.Work Orders Browse
The magnifying glass will take you to Search for Work Orders page where you can administer existing work orders.
d.Work Orders Reports
The Reports icon will take you to a page where you can generate reports.
d.Membership Billing Browse
The Membership Billing feature is used create and post invoices for membership fees. It provides the option to print the membership invoices to a printer or to create in HTML format for electronic delivery by email. Posting updates the GL Transaction Journal and Orders. The magnifying glass will take you to the Membership Billing options page.
b.Membership Billing Reports
The Reports icon will take you to a page where you can generate reports.
d.Events Add New
The Events Feature provides the ability to furnish visitors with an event calendar. Event brochures, registration forms, maps, etc. can be imported from any Administrator's computer into the Events Feature of the organization's website. Event details, contact information, registration limits, seating inventory, pricing and payment options can all be added, updated, tracked and reported. Visitors can register and pay online using credit cards or other payment options. Attendance lists and badges can be printed locally on the Administrator's remote computer, related email broadcasts can be scheduled and sent and, if desirable, a view current registrant's link can be available to visitors. This plus sign will take you to the Event Management where administrator adds a new event to the database.
d.Events Browse
The magnifying glass will take you to the Search for Events page. Here you can search for existing events and administer them.
d.Events Reports
The Reports icon will take you to a page where you can generate reports that are associated with the events management system.
d.Contact Us Page
The Contact Us Feature provides a boilerplate entry form for creating a Contact Us page in accordance with traditional website best practices. This link will take you to Contact Us Page Manager where you can customize your contact us page.
e.Service Contracts Add New
This plus sign will take you to the Screen where you have to select the type of contract you would like to add. Service Contracts provides the ability to create and manage service and maintenance contracts. Seamlessly integrates with Requests, Work Orders, and Billing features. This feature is still under development.
e.Service Contracts Browse
The magnifying glass will take you to the Search for Service Contract page where you can search existing ones and then administer them.
e.Service Contracts Reports
The Reports icon will take you to a page where you can generate reports that are associated with the service contracts management system.
e.Help Desk Billing Browse
The magnifying glass will take you to the HelpDesk Billing options page where you can create, print, and email helpdesk invoices.
e.Help Desk Billing Reports
The Reports icon will take you to a page where you can generate reports.
e.Exchanges Add New
The Exchanges Feature provides the ability to create administration and/or visitor operated exchanges. Ideal for creating member, staff or constituent operated resume and job posting boards, auctions, barter markets, vendor sponsor catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets. Administrators can define an unlimited number of exchanges which can be public or private. Visitors can be provided access to the exchanges free of charge or on a fee paid basis. Payment for participation can be accepted online using credit cards or other payment options. The Exchanges Feature differs from the Items/Products Feature in that it fosters commerce or exchange between a defined group of visitors such as members and does not provide for order placement, invoicing or payment between those parties. This plus sign will take you to the Exchange Management page to start the setup of a new exchange.
e.Exchanges Browse
The magnifying glass will browse existing Exchanges in the system. Click here to administer them.
e.Exchanges Reports
The Reports icon will take you to a page where you can generate reports.
e.Menu Builder
Menu Builder provides an easy method of building menus for your website. Quickly create links to your websites' features and or content, as well as other websites. Click here to search for existing menus or Add New ones.
f.Vendors Add New
The Vendors Feature is actually part of the Contacts feature and operates in exactly the same way except that data for individual records entered under this function automatically defaults to Vendor status values which are relevant to certain reporting and signup features. Individual record entered under the Vendor feature can be amended to eliminate such default values. Vendors Add New is no longer used. Just assign to a Company Vendor type.
f.Vendors Browse
Vendors Browse is no longer used. Just browse Companies by Vendor type.
f.Vendors Reports
The Reports icon will take you to a page where you can generate reports.
f.Payments Add New
The Payments Feature is used to enter payments and apply payments, credit memos and debit memos to Orders. It is also used to create credit memos and issue refunds. Applying payments to orders is the method of distributing a payment to specific orders. The Payments Distribution Features provides the ability to automatically distribute a payment to the oldest orders first or to manually distribute a payment to specific orders. The Payment Feature also includes Payment Posting, which updates the GL Transaction Journal and Orders. This plus sign will take you to the Payment Entry Step 1 page. There you can begin to administer a new payment to an order or an invoice.
f.Payments Browse
The magnifying glass will take you to the Search for Payments page where you can search and then administer existing payments.
f.Payments Reports
The Reports icon will take you to a page where you can generate reports.
f.Item/Products Add New
The Items/Products Feature is used to create and maintain products sold by your organization. The Items/Products Feature provides the ability to enter detailed Product descriptions, categorize products, attach product pictures, setup inventory and selection by colors and sizes, enter initial inventory quantities, attach full featured multimedia product brochures, and track manufacturer, purchasing and cost information. It is also used to define Items used by other feature components such as Events, Exchanges, Membership, & Press Releases. This plus sign will take you to the Item Management where you can add a new Item (Product).
f.Item/Products Browse
The magnifying glass will take you to the Search for Product Items page where you search the database and then administer existing items.
f.Item/Products Reports
The Reports icon will take you to a page where you can generate reports that are associated with the product items management system.
f.Mini Browser Builder
Mini Browser Builder link will take to the list of your mini browsers. A mini browser is a boiler plate entry form for creating formatted components that can be inserted into side bar sections and your home page main content section. There you can either build a new one or administer an existing one.
g.Companies Add New
The Companies Feature is used to maintain records on individual companies, including their relationship to individual contacts when applicable. The individual Company Records serve not only as a place to record and lookup contact information such as addresses and phone numbers but also a link into other features which relate to individual companies such as orders and contacts. This plus sign will take you to the Add New Company page.
g.Companies Browse
The magnifying glass will take you to the Search for Companies page where you can search for existing companies and then administer them.
g.Companies Reports
The Reports icon will take you to a page where you can generate reports.
g.Payment Auth. Browse
The Payment Authorization Feature is used to manually authorize payments and access the Credit Application Feature to approve applications for credit. Portal Prodigy provides the ability to independently require payment authorization for each payment type. Thus Credit Cards may be set to require authorization, but checks and cash to not require authorization. When authorization is required the Payment Authorization Features is used to perform this process. Payment Authorization allows Orders to be fulfilled and processed. The magnifying glass will take you to the Search for Payments to Authorize.
g.Payament Auth. Reports
The Reports icon will take you to a page where you can generate reports.
g.LRCA Add New
The Legislative and Regulatory Calls to Action Feature provides the ability to rapidly mobilize constituents into a focused force. The organization can use LRCA to broadcast Calls to Action messages via email to specified individuals, contact types or interest groups stored in the Contact Database. The messages include a hyperlink which message recipients can click, bringing them to the website's issue position and education page. From there, respondents can learn more about the issue and choose to respond to their legislative, regulatory, judicial or executive branch representative as predetermined by an Administration setup function. Each LRCA project can include suggested response messages to aid respondents in developing their own message. Respondents type their message into the website LRCA response form as well as their postal zip code. Portal Prodigy uses their zip code entry to determine the respondent's correct legislative, regulatory, judicial or executive branch representative and sends their message. This plus sign will take you to the Add New Legislative & Regulatory Calls to Action page.
g.LRCA Browse
The magnifying glass will take you to the Search for Legislative & Regulatory Calls to Action page. There you can search for previously setup LRCA's and then administer them.
g.LRCA Reports
The Reports icon will take you to a page where you can generate reports.
g.Table Builder
A boilerplate entry form for creating formatted information pages such as an Our Experience page. Includes ability to upload images and insert links to other resources. Additional boilerplate templates can be purchased from Portal Prodigy. Click here to go to the Table Builder Search page where you can add a new table or search and then administer an existing one.
h.Credit Apps Add New
Credit Apps provides online application process for customers. Includes and administrative approval process which assigns terms to customer accounts and processes pending orders. This plus sign will take you to the Search for Contacts page where you are going to search for the contact that you'll use to add the new Credit Application too.
h.Credit Apps Browse
The magnifying glass will take you to the Search for Credit Apps page. There you can search for previously added applications and then administer them.
h.Credit Apps Reports
The Reports icon will take you to a page where you can generate reports.
h.Chargebacks Browse
The Chargeback Feature is used to enter bank chargebacks for unpaid deposits such as NSF checks, credit card charge denial, or protested credit card charges. It provides a convenient method of entering and posting chargebacks as a batch. Click on this browse button to search for payments to chargeback.
h.Chargebacks Reports
The Reports icon will take you to a page where you can generate reports.
h.Membership Types Add New
The Membership Types Feature provides a highly flexible system for offering, promoting, signing up and managing members online. Be careful not to confine your interpretation of this feature only to "memberships" as in a club or association. Instead, think of members as a specifically privileged group. Membership Types can be assigned to all kinds of groups such as employees, specific department staff, managers, contributors, parishioners, reporters and journalists, constituents, vendors, customers, prospects, etc. Using Membership Types your organization can automate the process of granting access to various site features and content. The Membership Feature is highly flexible. It allows you to create customized signup forms and application forms; memberships can be offered for free or they can require fees including signup fees, recurring dues, and other charges; you can require approval; you can require contractual acceptance by member applicant; and you can completely control the access privileges. The Memberships Feature also automates all aspects of membership billing and payment processing. Selecting Add New will take you to the Membership Types Management tool to setup new membership type.
h.Membership Types Browse
The magnifying glass will take you to the Search for Membership Types page. There you can search for previously added membership types and then administer them.
h.Membership Types Reports
The Reports icon will take you to a page where you can generate reports that are associated with the membership type's management system.
h.Quick Reg Builder
The Quick Registration Builder provides an easy method to build user registration forms for signing up new users on your website. You may create different registration forms for use by various features such membership registration, event registration, online shopping, etc. Click here to go to the Quick Registration Builder list where you can add a new or administer an existing one.
i.Memberships Browse
The Memberships Feature is used to add, view, report, approve, and decline membership applications. It has automates assignment of website privileges and billing of recurring membership dues and renewals. The magnifying glass will take you to the Search for Memberships page.
i.Memberships Reports
The Reports icon will take you to a page where you can generate reports.
i.Batch Fulfillment Add New
The Batch Fulfillment Features provides an automated process for fulfilling Product Orders. It provides the ability to select Order Items for fulfillment based on specified criteria, assigns the selected Order Items to a batch, produces a picking list for the batch, provides the ability to adjust the fulfillment and processes the results, updating the Orders. Clicking on the plus sign will take you to Add New.
i.Batch Fulfillment Browse
The magnifying glass will take you to the Search for Order Items page. There you can search for previously added order items and then administer them.
i.Batch Fulfillment Reports
The Reports icon will take you to a page where you can generate reports that are associated with the batch fulfillment management system.
i.News Add New
The News Feature provides a rapid entry interface used by Administration to enter news items. Headlines are displayed on the homepage where visitor can click on individual items of interest to view the detailed news record. News items can be configured to expire on a specific date or displayed indefinitely. This plus sign will take you to the News Management page where you can add a new news item.
i.News Browse
The magnifying glass will take you to the Search for News page. There you can search for previously added news items and then administer them.
i.News Reports
The Reports icon will take you to a page where you can generate reports that are associated with the news management system. There are currently no default reports for this item.
i.Security
The Security Feature provides for the creation and maintenance of Security Groups and Special Interest Groups. Security Groups are used to control visitor access to the website and its features. For example, logged in visitors with the Admin Security Group variable checked in their Contact Record may access the Administration Menu. Special Interest Groups are used to isolate specific contact records for the purpose of inclusion in certain features. For example, inclusion in the member directory or a specific email broadcast. Click here to customize your security settings.
j.Broadcasting Add New
The Broadcast Feature provides for the creation of message templates which can be called upon manually or automatically to broadcast email messages to specified individuals, contact types or interest groups. The Broadcast Feature also provides for the creation of templates that organize variable field data from an assortment of Portal Prodigy feature records and export into .CSV format files which may be used with any fax broadcasting and word processing software with merge capabilities for the purpose of mass mailing and fax broadcasting. This plus sign will take you to the Broadcasting Add New page.
j.Broadcasting Browse
The magnifying glass will take you to the Broadcast Templates page. There you can search for previously added broadcasts and then administer them.
j.Broadcasting Reports
The Reports icon will take you to a page where you can generate reports.
j.Promotion Codes Add New
The Promotions Code feature is used to setup and manage promotions via the use of coupons to automatically apply discounts, free items, and giveaways to product, event, membership and exchange transactions. This plus sign will take you to the Add New Promotion Codes Management page.
j.Promotion Codes Browse
The magnifying glass will take you to the Search for Promotion Codes page. There you can search for previously added ones and then administer them.
j.Promotion Codes Reports
The Reports icon will take you to a page where you can generate reports.
j.Publisher Add New
The Publisher Feature provides a publishing facility which fosters the regular publication of newsletters and other publications with consistent format from issue to issue. An unlimited number of custom Publisher Templates may be created ahead of publication for printed format, HTML format and email text format newsletters. Multiple content and editorial contributors can participate simultaneously since permitted Administrative Visitors such as the Newsletter Committee or editorial staff can add and update publications content at their convenience until date of publication. Publications can be automatically broadcast to specified individuals, contact types or interest groups via email. Print format publications can be merged with name and address data from the Contact Database for specified individuals, contact types or interest groups and printed on any remote users printer or saved to a digital file and brought to a digital printing service such as Staples, Sir Speedy, Kinkos, etc. for printing. Click here to add new.
j.Publisher Browse
The magnifying glass will take you to the Publisher Types browser page. There you can see all the previously added ones and then administer them.
j.Publisher Reports
The Reports icon will take you to a page where you can generate reports.
j.Features Menu
The Features Menu provides a console for feature activation and configuration. Administration can turn features on and off from this console as well as set certain universal properties, limits, requirements, selection list, and topic values for each feature. This link will take you the main menu for all the sites features.
k.Sales Browse
Sales provide a complete sales prospecting and sales opportunity management system. Use to identify sales leads, assist in prospecting, capture information valuable to the sales process, coordinate prospecting and sales activities, create quotes, convert quotes to sales orders, and manage the entire process. The magnifying glass will take you to the Sales Management page where you can add new or administer existing sales.
k.Sales Reports
The Reports icon will take you to a page where you can generate reports.
k.Inventory Entry Add New
The Inventory Entry Feature is used to enter new inventory. It provides a quick and simple method of updating inventory. This plus sign will take you to the Inventory Entry page where you can search for inventory items by various codes and IDs.
k.Inventory Entry Reports
The Reports icon will take you to a page where you can generate reports.
k.Product Catalog Browse
The Product Catalog Features is used to configure your online store. It provides the tools to publish a professional and convenient online Product Catalog for showcasing your Products and Services and allowing customers to conveniently place their orders online. The Product Catalog Feature provides the ability to define an unlimited number of Product Categories including Sub Categories with an unlimited hierarchy of Sub Categories. It provides the ability to easily assign Products to Categories and to define how Products are displayed within each Category. Products can be assigned to multiple Categories and displayed differently in each Category. The Product Catalog Feature is only displayed on the Administration Content Menu when the Advanced Catalog option is enabled in Features Management. When not enabled, Portal Prodigy automatically defines a simple catalog with a single level of Product Categories for your organization. The magnifying glass will take you to the Products Catalog Management page where you can add new or administer existing catalogs.
k.Product Catalog Reports
The Reports icon will take you to a page where you can generate reports.
k.Utilities Menu
The Utilities Menu provides access to a set of specialized tools used for data and website maintenance, data import, export of accounting data, report registration, etc. This link will take you to the utilities main menu.
l.Inventory Adj. Add New
The Inventory Adjustment Feature is used to enter manual adjustments to inventory. This is used to adjust inventory quantities up or down based on a physical count or for damaged goods. This plus sign will take you to the Inventory Adjustment page where you can search for inventory items by various codes and IDs and then adjust it.
l.Inventory Adj. Reports
The Reports icon will take you to a page where you can generate reports.
l.Surveys Add New
The Surveys Feature provides a facility for conducting surveys online. Administrative Visitors can create an unlimited number of surveys with an unlimited number of questions with multiple choice, true/false, rating or text answer formats. Survey notices can be automatically broadcast to specified individuals, contact types or interest groups via email. Message recipients can click on a link bringing them to the corresponding website survey page where they answer questions and submit their results. This plus sign will take you to the Survey Management page where you can add a new survey.
l.Surveys Browse
The magnifying glass will take you to the Search for Survey Topics page. There you can see all the previously added surveys and then administer them.
l.Surveys Reports
Survey results are stored in Portal Prodigy and can be reported when needed. The Reports icon will take you to a page where you can generate reports that are associated with the surveys management system.
l.Ad Builder
The Ad Builder Feature provides the ability to insert Advertisement on a page. The ad is stored in the collections and can be run and stopped on specific dates. To display it on the home page use Home Page Collection Manager to select an Ad Banner component and record set. The record set is the Ad Collection. For all other pages such as the Artist Media page you must modify the page's feature content style to insert the Ad Banner in the Style. This requires a basic understanding of HTML. The Ad Banner is inserted using a THTML Tag. This link will take you to the Ad Builder page where you can start a new collection or administer an existing one.
m.Request Types Add New
The Request Types Feature provides a complete request management system for capturing, processing and managing a variety of interactions including general information requests, warranty claims, maintenance service requests, maintenance and support contracts, product information requests, project requests, requests for quotes, consulting requests, training requests, resource requests, research requests, event planning, questions and assistance with problems and more. Seamlessly integrates with Work Orders, Service Contracts, and Tasks Management features. This plus sign will take you to the Request Type Management page where you can add a new request type.
m.Request Types Browse
The magnifying glass will take you to the Search for Request Types page where you can add new or administer existing request type.
m.Request Types Reports
The Reports icon will take you to a page where you can generate reports that are associated with the requests management system.
m.Play List Builder
Administrative Play Lists provides the ability to add a customized play list to any page. You may create an unlimited number of play lists. To play a play list on a page use the right or left side bar Collection Manager to select the MP3 Player component and a record set. The record set is the Play List. This link will take you to the Administrator Play List Builder where you can create a new play list or administer an existing one.
Shortcut Box 2
This is a shortcut box for the main menu. Each section on the main menu is numbered and each item is lettered. Entering a number with a letter corresponding to the item you want followed by enter will take you directly there. This section is really for someone who is very familiar with Portal Prodigy and has memorized the interface.
2000-2006 Portal Prodigy Inc
Opens up a new window to Portal Prodigy home page.
Home
Takes you to your home page.
Contact
Takes you to your contacts page.
About
Takes you to your about us page.
SiteMap
Takes you to your sitemap page.
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