Exchange Management Page

The Exchange Management page is divided into the following sections: Page Settings, Exchange Details; Exchange Fields; Contact Fields; Listing Information; Add Listing Page Options; Update Listing Page Options: Search Listing Page Options; View Listing Page Options; Record details; and Security Permissions.

 

Page Settings section:

 

 

• Use - select one of the following:

o     Page Type Default Settings – use to select the default Page Settings Collection for this feature.  The Default Settings for each feature are set from Page Type Manager which is listed on the Utilities Menu.  When PortalProdigy is first installed, each feature is set to inherit the Site Settings Collection.

o     Other – use to select a specific Page Settings Collection from the list box.

• Add New button  use to create a new Page Settings Collection.
• Page Manager button  use to open Page Manager to view and edit the selected Page Settings Collection.

Exchange Details section:

 

 

 

• Exchange Name Field – The name entered into this field will appear on lists and reports. Consequently it should describe the exchange as succinctly as possible.

 

• Maximum Free Listings Field – Lists the maximum number of free listings a single user may have active at one time in the exchange. If an amount greater than zero is entered in the New Listing Fee field then visitors will be presented with a payment form when they exceed the maximum free listing quantity. If the amount in the New Listing Fee is zero, then the visitor will not be allowed to enter more listings than the Maximum Free Listings quantity.

 

• Expire Days – Listings will expire within the number of days entered in this field. Expired items no longer appear on Exchange items lists.

 

• New Listing Fee – The price to be charged per listing should be entered here if there is a charge.

 

• Renewal Listing Fee – The price to be charged for a renewal of a listing should be entered here if there is a charge.

 

• Pay Online – If selected as Yes, visitors will be able to pay using there credit card online.

 

• Pay By Mail – If selected as Yes, visitors will be able to select pay buy check and will be provided an address to send payment.

 

• Taxable – the Taxable Field defaults to No. If selected as Yes, the visitor will be charged sales tax on the Exchange Fee. The applicable tax rate is based on the customer’s ship to address.

 

• Menu – used to specify a menu to be displayed as part of the Exchange pages in the visitor portion of the site.  Menus are defined using Menu Builder.  The Menu Type must be set to Exchange Listing Menu.  Note that the menu’s location on the page and its style may vary for each template.  Typically the menu is displayed on the left side of the page.

 

• Notification Email Template Selection Field – The template selected in this field will be broadcast each time an item is added to the exchange. A new template can be created by clicking on the  button. More details regarding broadcast template can be read in the chapter titled Broadcasting Feature in Detail.

 

• Email Reply Subject – use to specify the Subject in the email that is created as a result of a visitor clicking the Reply option for an Exchange Listing.

 

• Exchange Fields Section Label – used to specify the Exchange content section tab label displayed on visitor pages.    

 

• Browse Listings button  - used to view the Exchange’s listings.

 

Sample Notification Template for Resume Exchange

 

 

 

 

Exchange Fields section:

 

This section is used to build the exchange forms that visitors will be presented with. They include a form for adding new listings, a form for searching listings, a form for displaying matches to search criteria, and a form for viewing listings. 

 

 

Columns Descriptions:

 

• Add column – used to enter a number corresponding to the field’s order on the Exchange’s Add New Listing form.  Entry of a number activates the field, displaying it on the Add New Listing and form.  No entry (leaving the text box blank) deactivates the field causing it to not be displayed on the Add New Listing form.

 

• Require column – checking this causes the Add New Listing form and the Update Listing form to require the user to supply a value in this field.

 

• Search column – used to enter a number corresponding to the field’s order on the Search Listing form.  Entry of a number activates the field and displays it on the Search Listing form.  No entry (leaving the text box blank) deactivates the field causing it to not be displayed on the Search Listing form.

 

• Matches column – used to enter a number corresponding to the field’s order inn the Matches grid.  Entry of a number activates the field and displays it on the Matches grid.  No entry (leaving the text box blank) deactivates the field causing it to not be displayed in the Matches grid.

 

• View column - used to enter a number corresponding to the field’s order on the Exchange’s View Listing form.  Entry of a number activates the field, displaying it on the View Listing form.  No entry (leaving the text box blank) deactivates the field causing it to not be displayed on the View listing form.

 

• Label column – Used to specify the field label displayed on the form.

 

• Data Type column – Determines the type of data that will be enterable into the field.

 

o       100 Character Text – This field will allow up to 100 alpha and numeric characters.

 

o       $ Amount – Numbers entered into this field will be converted to currency format such as 40000 converting to $40,000.

 

o       List box of States – Provides a selection that includes the 50 US States plus US Territories and Districts.

 

o       Number – Numbers entered into this field will be converted to a format such as 40000 converted to 40,000

 

o       Date – Converts entries into MM/DD/YYYY format

 

o       Memo – Is a scrollable textbox field.

 

o       List Box – Provides a selection of values that you define.

 

o       Image – this field allows an image to be uploaded and displayed.

 

Contact Fields section:

 

This section is used to build the contact information portion of the Exchange forms.

 

 

Column Descriptions:

• Add column – Check to activate the field and displays it on the Exchange’s Add New Listing form. 

 

• Require column – checking this causes the Exchange’s Add New Listing form and the Update Listing form to require the user to supply a value in this field.

 

• Search column – Check to activate the field and displays it on the Exchange’s Search Listing form. 

 

• Matches column – Check to activate the field and displays it on the Exchange’s Matches grid. 

 

• View column – Check to activate the field and displays it on the Exchange’s View Listing form. 

 

• Label column – Used to specify the field label displayed on the forms.

 

• Data Type column – Specifies the type of data that is enterable into each field.  The Contact Information field types are preset and cannot be changed.  This allows PORTALPRODIGY to store the contact information in normalized form.

 

o       Contact Person

 

o       Company Name

 

o       Phone Number

 

o       Fax Number

 

o       Email Address

 

o       Mailing Address, Address2, City, State, Zip

 

• Enable Confidential Option? – Defaults to No.  Set to Yes to enable the Confidential option for the Exchange.  The Confidential option is presented as a choice on the Exchange’s Add New Listings and Update Listings pages.  The user who is adding a listing then has the choice to have their identity remain confidential.  When an individual listing is set to Confidential, the listing’s contact information is hidden from other users.  When a visitor replies to a confidential listing, the Reply is sent via PORTALPRODIGY rather than via the visitor’s email browser, thus hiding the contacts email address, maintaining confidentiality.  When the Confidential option is set to No, replies are sent via the visitor’s email browser, thus making the contact’s email address visible.

 

Listing Information Fields section:

 

This section is used to build the contact information portion of the Exchange forms.

 

 

Column Descriptions:

• Add column – Check to activate the field and displays it on the Exchange’s Add New Listing form. 

 

•  Search column – Check to activate the field and displays it on the Exchange’s Search Listing form. 

 

• Matches column – Check to activate the field and displays it on the Exchange’s Matches grid. 

 

• View column – Check to activate the field and displays it on the Exchange’s View Listing forms.

 

• Label column – displays the label that will be displayed on the form when this option is selected.  Includes the following:

 

• Limit To Members Only – includes list box to select whether the listing should be accessible for all visitors or Members Only.

 

• Reference ID – displays the record ID assigned by PORTALPRODIGY.

 

• Posted Date – displays the date the listing was added.

 

• Last Update Date – displays the date the listing was last modified.

 

• Expires Date – displays the date the listing expires.

 

• Data Type column – Specifies the type of data that is displayed for each field.  The Contact Information field types are preset and cannot be changed.  This allows PORTALPRODIGY to store the contact information in normalized form.

 

o       Yes/No List box

 

o       Number

 

o       Posted Date

 

o       Date

 

o       Date

 

 

Add Listing Page Options section:

 

 

• Page Title – used to specify a textual title for the page.  The title is placed on the top of the page and displayed using the standard page title format.

 

• Instructions – used to specify instructions to be displayed below the Page Title.  Instructions may be entered as plain text or HTML.  The HTML Editor  feature may be used to create and edit the Instructions as HTML.

 

• Verification Title – used to specify a main content section title for the verification page displayed after the visitor submits their new listing.

 

• Verification Instructions – used to specify instructions displayed on the verification page.  The HTML Editor  feature may be used to create and edit the Instructions as HTML.

 

• Return to Page – used to specify which page or URL to display when the Add Listing Page is closed.  Click on the  to display the Link Management feature.

 

Link Management feature:

 

This feature works the same as the Menu Builder link feature.  For more information see the Chapter on Menu Builder Feature Component.

 

 

•  - click on the Close button to save the link and return to the Exchange Management page.  PORTALPRODIGY will prompt to save your changes, be sure to select Ok.  The Return to Page option will display the link.

 

Update Listing Page Options section:

 

 

• Page Title – used to specify a textual title for the page.  The title is placed on the top of the page and displayed using the standard page title format.

 

• Instructions – used to specify instructions to be displayed below the Page Title.  Instructions may be entered as plain text or HTML.  The HTML Editor  feature may be used to create and edit the Instructions as HTML.

 

• Verification Title – used to specify a main content section title for the verification page displayed after the visitor submits their new listing.

 

• Verification Instructions – used to specify instructions displayed on the verification page.  The HTML Editor  feature may be used to create and edit the Instructions as HTML.

 

• Return to Page – used to specify which page or URL to display when the Update Listing Page is closed.  Click on the  to display the Link Management feature.

 

 

Search Listing Page Options section:

 

 

• Page Title – used to specify a textual title for the page.  The title is placed on the top of the page and displayed using the standard page title format.

 

• Instructions – used to specify instructions to be displayed below the Page Title.  Instructions may be entered as plain text or HTML.  The HTML Editor  feature may be used to create and edit the Instructions as HTML.

 

• Return to Page – used to specify which page or URL to display when the Search Listing Page is closed.  Click on the  to display the Link Management feature.

 

 

View Listing Page Options section:

 

 

• Page Title – used to specify a textual title for the page.  The title is placed on the top of the page and displayed using the standard page title format.

 

• Instructions – used to specify instructions to be displayed below the Page Title.  Instructions may be entered as plain text or HTML.  The HTML Editor  feature may be used to create and edit the Instructions as HTML.

 

Note the View Listing page returns to the Search Listings page when closed.

 

Record section:

 

 

• Created By Field – Indicates who created the Exchange.

 

• Modified By Field – Indicates who last modified the Exchange.

 

• Active Field – The Active Field can be set to Yes or No. When set to No, the exchange will no longer be displayed on the visitor (public) portion of the website. It also will be excluded from search results on administrative pages unless the Include deactivated records in search results box is checked.  It does not delete the record but tags the record so it will be filtered from display.

 

• Chapter ID – Indicates the chapter of the user who created the exchange. This field is applicable on multi-chapter versions of PORTALPRODIGY.

 

• Topic Selection Field – The Topics Field contains a selection list based on entries made on the Exchanges Topics Management pages. Topics determines which exchanges are grouped together when displayed to visitors.

 

• Private Selection Field - The Private Field can be set to Yes or No. Selecting No indicates that the exchange items may be displayed to all visitors and updated by all visitors. It is UNLIKELY that you will ever want this to be selected as NO. Selecting YES indicates that only visitors with appropriate privileges may view the exchange listings and causes the Security Groups selection boxes to be displayed at the bottom of the Exchange Management page. Clicking to check the corresponding check box(es) permits specified group members to view the exchange listings on the public portion of the website and to add & update on the public portion of the website..

 

Security Permissions:

 

• View Listing – Members of the security groups checked here will be able to view listings but not necessarily update and delete listings.

 

• Add & Update Listing – Members of the security groups checked here will be able to view their listings and update and delete their listings.