PORTALPRODIGY contains sophisticated processing logic to
identify transactions with organizations versus individuals. This enables powerful marketing and reporting
capability including aggregate reporting of revenue by both organization and
individuals. The is supported by the
ability of PORTALPRODIGY to store both Office and Home contact
information. PORTALPRODIGY contains
separate sets of data fields for Office and for Home contact information, and
uses the following conditions to determine which set to store the Quick
Registration Address, Phone, Cell and Fax numbers in.
When Address is checked (included as field on form) and set
to Home, the registration data is
stored as Home Information.
When Address is checked (included as field on form) and set
to Office, the registration data is
stored as Office Information.
When Address is checked (included as field on form) and set
to Both and Company Name is entered
into the registration form, the registration data is stored as Office Information.
When Address is checked (included as field on form) and set
to Both and Company Name is left
blank on the registration form, the registration data is stored as Home Information
and any value entered in the Phone Extension is ignored. The Phone Extension is ignored because
PORTALPRODIGY does not have a Home Phone Extension field; it only has one for
Office Phone Extension.
When Address is left unchecked (not included as field on
form) and Company is checked (field on form) and the user provides the name of
their company, the registration data is stored as Office information.
When Address is left unchecked (not included as field on
form) and Company is checked (field on form) and the user leaves Company Name
blank, the registration data is stored as Home information.
When Address is left unchecked (not included as field on
form) and Company is left unchecked (not included as field on form), the
registration data is stored as Home information.
Using the Quick Registration Builder you can also create
specialized registration forms to suite specific purposes. E.g. when new users add the first item to
their shopping cart they are required to register (signup) on the site. You can create a simplified registration form
specifically for these users who need to register during the Shopping
process. You can also create separate
registration forms for Membership Types, Contacts, and Event Registrants. E.g. you can create one registration form for
Company Memberships and another for Individual Memberships.
A Quick Registration form can be included on a personal menu
or substituted for the standard long form and made accessible to users to view
and edit their contact profile.
When a user edits their contact
profile Login Email Address, PORTALPRODIGY prompt the user with - "Copy
the new Login Email Address to:" with the following options:
- "Neither (only use for Login purposes)"
When either Home of Office Email
Addresses are changed in the standard long form PORTALPRODIGY prompts the user
with: "Replace the Login Email Address with this new email address?"
with the following options:
