PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Administrative Setup of Contact Management Feature

Administrative Setup of Contact Management Feature

 

 

  1. Read chapter in Administration manual titled “Contacts, Members, Vendors & Companies Feature in Detail”

 

  1. The Contact Feature is setup and configured from the User Sign Up Feature Management page which is accessed from the Administration Menu by clicking on Features and then clicking on UserSignUp on the Feature Management page.

 

  1. Configure the Registration Form Selection Field which allows Administration to select the Signup pages that will be used for the site.

 

  1. Configure Default Registration and/or Quick Registration.

 

  1. Enter required password length.

 

  1. Enter Blank Name, Blank Address, Blank Email, and Blank Phone field allowance choices.

 

  1. If desired enter a default State value

 

  1. Create a Contact auto broadcast template.

 

  1. Select desired Contact auto broadcast template

 

  1. Enter an email address for response (signup) notification.

 

  1. Create a response notification broadcast template.

 

  1. Select desired Contact response notification template

 

  1. Enter a sample biography

 

  1. Enter a sample closing statement.