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
