Instant Internet functionality is what you get. Your installation is fully equipped with all the functionality we’ve developed. It’s simply a matter of choosing configurations and loading your content.

 

 

• Secure Online Administration Menu – When PortalProdigy activates your Web Interaction Management Website, you’ll be provided an administrator login and password. Using your Microsoft Internet Explorer browser, you’ll login to the Administration menu which provides access to configuration and control of the entire system. The features you’ll be able to control immediately are described in the following paragraphs.

 

• Contacts Feature - 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.

 

• Contact Management & Tickler/Notes Feature - Task, Action and Prospect Organizer - Provides for the attachment of notes and event triggers to records within many of the features of PortalProdigy. Special fields are provided within each note allowing for categorization by status, type, follow-up 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 PortalProdigy installation.

 

• Companies Feature - Maintain records on individual companies, including their relationship to individual contacts when applicable. 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 companies.

 

• Credit Apps Feature - Add, view, report, approve and decline credit applications.  Provides online application process for customers.  Includes and administrative approval process which assigns terms to customer accounts and processes pending orders.

 

• Memberships – The Memberships Feature is used to add, view, report, approve, and decline membership applications.  Automates assignment of website privileges. Automates billing of recurring membership dues and renewals. 

 

• Requests and Help Desk 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.

 

• 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.

 

• Broadcasting Feature - Create email message templates which execute manually, upon schedule, or when triggered by a process event to broadcast email messages to specified individuals, contact types or interest groups. Includes the ability to insert variable data from an assortment of PortalProdigy features. Also can be used to export contact data into .CSV format files which may be used with any fax broadcasting or word-processing software with merge capabilities.

 

• Sales Management Feature – Provides 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. 

 

• Directories Feature – Create public contact directories for an unlimited number of categories such as Board of Directors, Members, Users, Experts, Media Contacts, Service Technicians, Sales Reps, etc.  Individual directory access may be constricted to visitors with specified security permissions and display only information specified in their administrative setup. Includes sophisticated directory record search interface.

 

• Discussions and Web Log (Blogging) Feature - Create public or private Discussion Forums. Provide visitors the ability to interact with each other or with specified groups. Includes searchable archives make this feature ideal for propagating user self-help groups. Powerful hyperlink insert tool makes this a serious community builder.

 

• Public Relations Feature – Provide permitted visitors an opportunity to create and update their own Press Release Template and Biographical Record and send press releases. Media contact records are stored in the contact database and classified by medium, news category and geography. Permitted visitors enter press release copy into the website form and indicate media contact preferences by medium, news category and geography and PortalProdigy delivers the press release in HTML format via email to the appropriate media contacts. Media Contacts can click on a link in the email press release they receive and are brought to the organization’s site where they can not only read detailed information on the sender of the press release but also search the biography database for other people and companies of interest. This feature is especially ideal for professional and trade associations, advocacy groups and sporting leagues.

 

• Ask the Expert Feature – Many experts will pay for the opportunity to be listed as an expert contact on your organization’s website because this feature provides them with a special one on one lead situation. Define your expert categories, enter expert member types into the contact database or let them signup online. Visitors link to the Ask the Expert page and post their question, select an appropriate expert category and submit. Each expert in the category receives a copy of the question via email and responds privately to the submitter. Unlike discussion forum, blogging and newsgroups, Ask the Expert conversations are private between the expert and the submitter.

 

• Document Library Feature - 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 the organizing store house for unlimited website pages. It’s easy for permitted users with no website or HTML programming experience to import documents directly from their computer or network into the organization’s website.  Documents created in MSWord, Publisher, and other desktop publishing software are quickly made part of the website with no programming required.

 

• Events Manager Feature – Schedule programs and events, enter details and import event brochures, registration forms, maps, etc from any computer into event records on the organization’s website in order to furnish visitors with an event calendar, program information and signup ability. Event details, contact information, registration limits, seating inventory, pricing and payment options can all be input, 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 from any printer connected browser. Event notice email broadcasts may be scheduled in advance and sent automatically when appropriate. If desirable, a view current registrants link can be available to visitors.

 

• Online Product Catalog & Shopping Cart Feature – Feature, display, demonstrate and sell your organization’s products online.  Define an unlimited number of product categories and hierarchy of sub categories. Enter detailed descriptions, categorize products, display pictures, setup inventory and selection by colors and sizes, enter initial inventory quantities, attach full featured multimedia product brochures, and track inventory manufacturer, purchasing and cost information. 

 

• Inventory Control Feature – Manage and maintain control of your inventory online in real time.  Portal Prodigy’s inventory control features make it easy to setup new product records, enter initial inventory quantities, update inventory when goods are received, relieve inventory as orders are fulfilled and make adjustments for breakage and other loss.  Order checkout process can be configured to notify customers when products are out of stock and provide option to place items on backorder.  Inventory tracking can be disabled for products not kept in inventory such as when using third party fulfillment.  Third parties can view and directly fulfill these ordered items online.  Portal Prodigy’s Inventory feature allows you at a glance to view current quantity on hand, quantity committed, and quantity committed on backorder.  You can also create sub-items to track quantities by colors and sizes.   Portal Prodigy also offers a variety of inventory reports including the ability to report on sales history by month and year.

 

• Exchange Engine Feature - Create public participation exchanges such as resume and job posting boards, vendor operated catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets.  Define a virtually unlimited number of exchanges which can be public or private, 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 Online Product Catalog Feature in that it fosters commerce or exchange between a defined group of external participants, such as members and service providers, which does not involve your organization directly.

 

• Legislative and Regulatory Calls to Action Feature - Rapidly mobilize constituents into a focused force. Broadcast Calls to Action messages via email to specified individuals, contact types or interest groups. The messages include a hyperlink recipients can click, bringing them to the website’s issue position and education page. Respondents can choose to respond online to their legislative, regulatory, judicial or executive branch representative as pre-determined 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. PortalProdigy uses their zip code entry to determine the respondent’s correct legislative, regulatory, judicial or executive branch representative and sends their message.   

 

• Memberships Feature – Provides a highly flexible system for offering, promoting, signing-up and managing members online.  Not to be only narrowed to “memberships” as in a club or association. Instead, think of members as a specifically privileged group such as employees, specific department staff, managers, contributors, parishioners, reporters and journalists, constituents, vendors, customers, prospects, etc. Classify groups of contacts in order to control access to specific website functionality and to trigger events specific to given membership types -- events such as billing, program notifications, surveys, news delivery, exchange announcements, press releases, etc. You can even use Membership Types to sell or control subscriptions to publications and other features.  Memberships can be free or fee based. Renewal invoices are generated automatically for the appropriate monthly, quarterly or yearly membership term and automatic privilege cancellation can be set for unpaid membership terms.

 

• News Feature - 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.  Maintain an online archive of news about or relative to your organization. 

 

• Publication Manager Feature - Provides a publishing facility which fosters the regular publication of newsletters, releases, briefs, reviews, etc. with consistent format from issue to issue. An unlimited number of custom Publication Templates may be created ahead of publication for printed format, HTML format and email text format publications. Multiple content and editorial contributors can participate simultaneously adding and updating 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. Past publications may be displayed online in public or private archives based on type and topic.

 

• Surveys Feature - Conduct surveys online. Create surveys with an unlimited number of questions using 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 click on a link bringing them to the corresponding website survey page where they answer questions and submit their results. Survey results are stored by PortalProdigy and reported when needed.

 

• Orders Feature – Create, manage and fulfill orders for products as well as events, exchanges, membership and Press Releases.  The Orders feature is fully integrated with online shopping features including a full featured product catalog, shopping cart, checkout processing, payment entry, payment authorization, order desk notification and electronic customer order confirmation.  Using the Orders features salespeople can centrally create and track price quotes and easily convert them to orders.  Includes automatic creation and processing of backorders.  Includes time saving features such as the ability to create and process recurring orders.  Third parties can be given secure access to directly fulfill ordered items online.  Orders Feature is also fully integrated with Portal Prodigy’s Inventory Control and Management.

 

• Promotions Feature - The Promotions Code feature combined with Email Broadcasting and Publication Manager provides powerful marketing and promotion capability.  Promotion Codes 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.

 

• Invoicing Feature – 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.

 

• Statements Feature – The Statements Feature is used to print statements of financial transaction activity for a specified 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.

 

• Membership Billing Feature – 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. 

 

• Work Order Billing Feature - The Work Order Billing feature is used create and post invoices for work orders.  It provides the option to print the work order invoices to a printer or to create in HTML format for electronic delivery by email.

 

• Payments Processing & Authorization Feature – The Payments Processing 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.  Integrated with online shopping and Order entry for quick capture of payment information and or credit terms.  Interfaces to credit card processors to automatically authorize payments.  Include ability to capture and require address and CSC verification for credit cards.  Also includes manual entry of payment of authorization.

 

• Chargeback Feature – The Chargeback Feature is used to enter bank charge-backs 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 charge-backs as a batch.

 

• Batch Fulfillment Feature – 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. 

 

• Inventory Entry Feature – The Inventory Entry Feature is used to enter new inventory.  It provides a quick and simple method of updating inventory.

 

• Inventory Adjustment Feature – 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.

 

• About Us Page Feature - The About Us Feature provides a boilerplate entry form for creating an About Us page in accordance with traditional website best practices. During site setup, Administration can use this feature to create the organization’s About Us page.

 

• Contact Us Page Feature - The Contact Us Feature provides a boilerplate entry form for creating a Contact Us page in accordance with traditional website best practices. During site setup, Administration can use this feature to create the organization’s Contact Us page.

 

• Color Scheme Management Feature - Mechanism for customizing the graphic look and feel of the website through the selection of color for specific objects, backgrounds and fonts used by the site’s templates.

 

• Menu Builder Feature – Provides an easy method of building menus for your website.  Quickly create links to your websites’ features and content, as well as other websites. 

 

• Mini Browser Builder Feature – Provides boiler plate entry form for creating formatted components that can be inserted into side bar sections and your home page main content section.

 

• Table Builder Feature - 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. 

 

• Quick Registration Builder Feature – The Quick Registration Builder provides and 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.

 

• Site Settings Management Feature - Provides for the selection, from a catalog of available templates, of a specific pre-designed 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.

 

• Home Page Manager Feature - 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.

 

• Universal Feature Settings – Provides a console for feature activation and configuration. Administration can turn features on and off from this console as well as set universal properties, limits, requirements, selection lists, and topic values for each feature.

 

• Security and Special Interest Groups Feature - Security Groups are used to control visitor access to the website and its features.  Special Interest Groups are used to isolate specific contact records for the purpose of inclusion in certain features. For example, inclusion in a directory, exchange or a specific email broadcast.

 

• Search Engine Optimization (SEO) Features – PortalProdigy includes a number of built-in search engine optimization features that make it easy to optimize your web pages for search engines and drive more traffic to your website.

 

• Utilities Features – A set of specialized tools used for data and website maintenance, data import, export of accounting data, report registration, etc.