Home icon button is used to return you back to your home page.

Main Menu button is used to take you to the sites Administrators Main Menu.

Dashboard button is used to take you to your personalized dashboard.

Portal Prodigy button is used to take you to Portal Prodigy website.

Help icon button is how you got here. This button is on every page of the administration.

This is where we mark what version of Portal Prodigy you are running. Please note that this is also the version used to create this help page. If the version you are running is newer or older there maybe differences in layout and options.

You can setup here to display your company name. To do this, go to Site Settings Defaults and fill out Admin Page Title.

This pulldown menu displays the currently selected side bar menu. There are four default side bar menus in Portal Prodigy. They are:

Main Administration Menu
Configuration Menu
Import / Export Menu
Utilities Menu

Contacts side bar menu allows you to quickly administrate functions that has to do with Contacts such as view edit contact information, view contact requests, or send them an email. When you click on Contacts it will expand to show you all the submenus.

Companies' side bar menu allows you to quickly administrate functions that have to do with Companies such as add new company, or edit company feature settings. When you click on Companies it will expand to show you all the submenus.

Orders side bar menu allows you to quickly administrate functions that have to do with Orders such as view edit orders, fulfill orders, or add a new work order. When you click on Orders it will expand to show you all the submenus.

Billing side bar menu allows you to quickly administrate functions that have to do with Billing such as view invoices, or print statements. When you click on Billing it will expand to show you all the submenus.

Payments side bar menu allows you to quickly administrate functions that have to do with Payments such as enter a new payment, or review en existing one. When you click on Payments it will expand to show you all the submenus.

Products side bar menu allows you to quickly administrate functions that have to do with Products such as add a new product, adjust the inventory, or build a product catalog. When you click on Products it will expand to show you all the submenus.

Marketing side bar menu allows you to quickly administrate functions that have to do with Marketing such as build an ad, a newsletter, or send out a press release. When you click on Marketing it will expand to show you all the submenus.

Documents side bar menu allows you to quickly administrate functions that have to do with Documents such as enter a new document, view edit existing one, or categorize them into custom categories. When you click on documents it will expand to show you all the submenus.

Reports side bar menu allows you to quickly administrate functions that have to do with Reports such as view and print reports, or add a new type report. When you click on reports it will expand to show you all the submenus.

Dashboard side bar menu allows you to quickly administrate functions that have to do with Dashboard such as view or customize it. When you click on dashboard it will expand to show you all the submenus.

Other Features is packed up with all the features that we couldn't categorize. If you are looking for something that doesn't meet the criteria this is a good place to check. When you click on other features it will expand to show you all the submenus.

The Directories Feature provides the ability to create contact directories which are presented on the Visitor pages of the website. Directories may be Member Type, Special Interest Group or Security Type specific, displaying only contact records designated within the indicated group. Individual directory access may be constricted to visitors with specified security permissions. Directories display only information specified in their administrative setup. When a visitor clicks on a specific directory listing he is presented with a detailed profile assembled from the corresponding contact record.

The Discussions Feature provides the ability to create Discussion Forums which are presented on the Visitor pages of the website. Discussion Forums provide visitors the ability to interact with each other by submitting typed commentary which is displayed on the website and to also respond to comments already displayed on the website whether put there by Administration or a Visitor. Discussion Forums may be Member Type, Special Interest Group or Security Type specific allowing only those visitors with appropriate security permission to reply and/or create new discussion topics.

Using Donations Feature permutes Administrators to configure the Portal Prodigy Donations feature component. When a donation is submitted, an Order record and a Payment record are created. Permitted Administrator use Order Management to manage and process Donation Orders. Depending on the payment options configured in Payment Features Management, permitted users use Payments and Payments Authorization pages to process donation payments.

The Events Feature provides the ability to furnish visitors with an event calendar. Event brochures, registration forms, maps, etc. can be imported from any Administrator's computer into the Events Feature of the organization's website. Event details, contact information, registration limits, seating inventory, pricing and payment options can all be added, 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 on the Administrator's remote computer, related email broadcasts can be scheduled and sent and, if desirable, a view current registrant's link can be available to visitors.

The Exchanges Feature provides the ability to create administration and/or visitor operated exchanges. Ideal for creating member, staff or constituent operated resume and job posting boards, auctions, barter markets, vendor sponsor catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets. Administrators can define an unlimited number of exchanges which can be public or private. Visitors can be provided access to the exchanges 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 Items/Products Feature in that it fosters commerce or exchange between a defined group of visitors such as members and does not provide for order placement, invoicing or payment between those parties.

The Legislative and Regulatory Calls to Action Feature provides the ability to rapidly mobilize constituents into a focused force. The organization can use LRCA to broadcast Calls to Action messages via email to specified individuals, contact types or interest groups stored in the Contact Database. The messages include a hyperlink which message recipients can click, bringing them to the website's issue position and education page. From there, respondents can learn more about the issue and choose to respond to their legislative, regulatory, judicial or executive branch representative as predetermined 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 as well as their postal zip code. Portal Prodigy uses their zip code entry to determine the respondent's correct legislative, regulatory, judicial or executive branch representative and sends their message.

The Membership Types Feature provides a highly flexible system for offering, promoting, signingup and managing members online. Be careful not to confine your interpretation of this feature only to "memberships" as in a club or association. Instead, think of members as a specifically privileged group. Membership Types can be assigned to all kinds of groups such as employees, specific department staff, managers, contributors, parishioners, reporters and journalists, constituents, vendors, customers, prospects, etc. Using Membership Types your organization can automate the process of granting access to various site features and content. The Membership Feature is highly flexible. It allows you to create customized signup forms and application forms; memberships can be offered for free or they can require fees including signup fees, recurring dues, and other charges; you can require approval; you can require contractual acceptance by member applicant; and you can completely control the access privileges. The Memberships Feature also automates all aspects of membership billing and payment processing.

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. News items can be configured to expire on a specific date or displayed indefinitely.

The Request Types 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.

The Surveys Feature provides a facility for conducting surveys online. Administrative Visitors can create an unlimited number of surveys with an unlimited number of questions with 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 can click on a link bringing them to the corresponding website survey page where they answer questions and submit their results.

Site Settings side bar menu allows you to quickly administrate functions that have to do with the entire Site. You can setup the site's defaults and security settings here. When you click on the site settings it will expand to show you all the submenus.

Web Pages side bar menu allows you to quickly administrate sites dedicated pages such as home page, about us, and contact is page. You can also view and manage every other type of web page you have added to the site here. When you click on other web pages it will expand to show you all the submenus.

Tools site bar menu gives you quick access to every builder type tools. You will find here your menu builder, table builder, play list builder, picture gallery builder, etc. When you click on the tools it will expand to show you all the submenus.

Utilities side bar menu allows you to quickly administrate functions that have to do with database utilities such as archive, reindex, import, and export. When you click on utilities it will expand to show you all the submenus.

This is a shortcut box for the side bar menu. Each section on the side bar is numbered and each item is lettered. Entering a number with a letter corresponding to the item you want followed by enter will take you directly there. This section is really for someone who is very familiar with Portal Prodigy and has memorized the interface.

This is the name that will be displayed for the Request Type. It is displayed as a link on the Request Selections page which lists all the Request Types offered by your organization.

Each record has a unique ID number within each feature. When a new Request Type is saved Portal Prodigy will assign it ID number. This ID is listed here.

This description is displayed on the Request Selection page underneath the Request Type. It is used to describe the purpose of the Request Type along with selection instructions. This box is HTML friendly; you can create your description in your favorite HTML editor and paste the raw code in this box.

Portal Prodigy has a built in HTML Editor. Click on this icon to edit description in the editor.

Feature Component is used to link a Request Type to a specific Portal Prodigy feature component including "Events", "Memberships", "Opportunity", "Products", "Return", "RFQ", and "RFQ from Cart". Note that only one "RFQ from Cart" Request Type can be created. Leave Feature Component blank if you are not linking the Request Type to a specific feature component.

Portal Prodigy can generate Requests Type Selection Page. When you add Request Type to your menu in the builder, the link will list all Request Types in the system. Set it to "Yes" to display on Requests Selection page. By default this option is set to "No", for the request types not to be listed.

Request Form is used to create a customized Request Entry form. Click on the Request Form Builder icon to open the Request Form Builder.

When set to "Yes" the Request form is encrypted using SSL 128 bit encryption. Only set to "Yes" if the form will contain sensitive data because encrypting the Request form will cause the page to download slower and places a greater burden on the web server.

Require Login is used to require the user to login before they can access the Request form. When set to "Yes" you should set Create Contact Record to "No".

Signup Form is used to specify the user registration form to use when requestors are required to login to enter request. When payment is required, requestors are required to login or register as new user during the Request Entry process.

When Auto Create Contact Record is set to "Yes", Portal Prodigy creates the contact record based on information collected on the Request form. When set to "Yes" it is necessary to include Contact fields on the Request form, such as name and email address; and you set Require Login to "No".

Inherit Contact Rights from Membership Type allows you to automatically assign security rights to this request type based on the membership type. In this list box listed all the membership types in the system.

Set Allow Document Attachments to "Yes" to allow documents to be attached to Requests. Set to "No" to disable the ability to attach documents to Requests.

Default Priority provides default Priority value when new requests are added. Use the list box to choose from the predefined priorities.

Click on this icon to open Request Priority Management to add and edit Request Priorities.

Default Status provides Default Status value when new requests are added. Use the list box to choose from the predefined statuses.

Click on this icon to open Request Status Management to add and edit Request Statuses.

Operator Script is the script that's displayed on the Administrative Request Entry page when adding new Requests. It is used to display a script for help desk operators answering the phones in your call center.

Click on this icon to open Operator Script in the Portal Prodigy HTML Document Editor.

Schema Option is used to specify how Default Schema is used. Schemas are used to describe projects. Select one of the following choices from list box:

No Schema - select when Schema is not used.
Copy (template) - select to use copy of specified Schema. This option is used when it is desired for each Request to have its own Schema.
Link (reusable) - select to link to an existing Schema. This is option is selected when it is desired to have all Requests share the same Schema.

This feature is no longer supported.

Assignment Method is used to specify how new Requests are assigned to people. The following choices are available:

Manual - use when you do not want the system to automatically assign the Request. This option allows you to manually assign the Request using Request Management.
Assign to Individual and/or Assign to Group - use when you want the system to automatically assign the Request to the person specified as the Assigned to Individual and/or everyone belonging to the selected Assign to Group.

Assigned To Individual is used to specify the Contact ID of a staff member to automatically assign the Request to.

Click on this icon to lookup a Contact. The specified person will be assigned the Assigned Task Type.

Assigned To Group is used to specify a Group. Everyone in the group will be assigned the Assigned Task Type.

Assignment Notification Template is used to specify the broadcast template to use for sending automated notification of Request Assignment.

Assigned Task Type is the selected Task Type will be used to assign the Request. The Assigned To Individual and everyone belonging to the Assigned To Group will be assigned a Task of this Task Type. You will need to define Task Types using Task Type Management. E.g. you may want to create a Task Type named "Investigate Service Request".

Task Scheduled Start Date is use to select a method for setting the Scheduled Start Date for the Assigned Task. The following choices are available:

Manual - use when you do not want the system to automatically set the Start Date. This option allows you to manually set the Start Date using Task Management.
Assignment Date - use to set the Start Date to the date the Request is assigned.

Task Scheduled End Date is use to select a method for setting the Scheduled End Date for the Assigned Task. The following choices are available:

Manual - use when you do not want the system to automatically set the End Date. This option allows you to manually set the End Date for the Task using Task Management.
Assignment Date - use to set the Task's End Date to the date the Request is assigned. This is usually the date the Request record was fulfilled; unless the Assignment Method is set to Manual, and then it's the date the Request is manually assigned.
Requested Response or Completion Date - use to set the Task's End Date to the Request's Requested Response/Completion Date. This date is usually entered at the time the request record is fulfilled.

Requestor Notes Task Type is used to specify the Task Type to automatically assign to notes added by the requestor. Notes are linked to Tasks and each Task must have a Task Type.

Admin Entry Task Type is used to assign a Task Type for logging administrator (call center staff) time while entering Requests and working with the requestors on the phone.

Task Template is used to specify a Task Template used to copy a set of predefined standard tasks including milestones and deliverables to a Request. Task Templates are a special type of Request flagged as a Task Template. They are created as a Request. You must create the Request Type first and then using Administrator Request Entry, create the Task Template, and then return to the Request Type to assign the Task Template.

When checked, the Milestones from the Task Template are copied to the Request.

When checked, the Deliverables from the Task Template are copied to the Request.

New Request Notification Template is used to specify the broadcast template to use for sending automated notification for each new Request.

New Request Send To Group allows you to select a security group. An automated email notification will be sent to all members of the specified Security Group for each new Request. The Group is typically one or more persons that are responsible for reviewing and assigning Requests.

New Request Send To Individual allows you to enter the ID for the specific individual. An automated email notification will be sent to the specified individual for each new Request. The individual is typically a person that is responsible for reviewing and assigning Requests.

Click on this icon to lookup a Contact. The specified individual will be assigned the New Request Notification.

Closed Notification Template is used to specify the broadcast template to use for sending automated notification when a Request is closed.

Closed Notification Group allows you to select a security group. An automated email notification will be sent to all members of the specified Security Group when Request is closed.

Closed Send To Individual allows you to enter ID for the specific individual. An automated email notification will be sent to the specified individual when a Request is closed.

Click on this icon to lookup a Contact. The specified individual will be assigned the Closed Request Notification.

Confirmation Template is used to specify the email template to use when sending the requestor an email confirming submission of their request and provide the assigned Ticket #.

Solution Template is used to specify the email template to use when sending the requestor an email notifying them of the solution of their request.

Work Order Approval Template is used to specify the email template to use when sending requestor an approval (authorization) of a Work Order.

Work Order Type is used to select a predefined Work Order Type. Work Orders are required if you are going to bill the customer. If you will not use Work Orders set to "No Work Order". If you plan to use Work Orders select one of the types that you defined using Work Order Management.

Default Fee Item ID is used when Billing Type is set to "Fixed" Fee" or "Fixed Rate". The Item specified here is the default item on the Work Order that defines the fee or rate for billing purposes. Click on the icon to open Search for Product Items. Use search to select an Item or use Add New to create a new Item. When the item has been added to the request form the item name will be displayed before the search icon.

Work Order Approval Title is used to specify a title to be displayed on the Work Order Approval page.

Work Order Approval Instructions is used to specify instructions that are displayed on the Work Order Approval page. This box is HTML friendly; you can create your instructions in your favorite HTML editor and paste the raw code in this box.

Portal Prodigy has a built in HTML Editor. Click on this icon to edit instructions in the editor.

Payment Instructions is used to specify instructions that are displayed on the Payment Type Selection page as part of Payment Entry. This box is HTML friendly; you can create your instructions in your favorite HTML editor and paste the raw code in this box.

Portal Prodigy has a built in HTML Editor. Click on this icon to edit instructions in the editor.

Non Billable is used to select when the Request Types is not billable, such as for an information request. Payment entry and Work Order approval will be deactivated.

Internal is used to select when the Request Type is not billable but you want to track the time spent on the request. You may want to do this for the purpose of tracking cost. This will cause a Work Order to be created which will be used to track time but Payment entry and Work Order approval will be deactivated.

Estimate is used to select when the Request Type is billable and you need to provide the customer with an estimate of the billable amount based on the specific requirements of their request. Payment entry and work order approval will be deactivated during initial Request entry. I.e. they are deferred until an estimated amount can be manually entered for the Work Order.

Billable is used to select when the Request Type is billable and the billable amount is known up front such as when you charge a fixed dollar amount for a service request. Payment entry and Work Order approval will be activated.

Free is only applicable when Billing Status is not "Non-Billable". Free is used to select to not set a default fee option. This allows the Request to be submitted without requiring a Work Order. A Work Order can be created later.

Fixed Fee is only applicable when Billing Status is not "Non-Billable". Fixed Fee is used to select a fixed fee option per Request. This fee is determined by the Item selected for Item ID field.

Fixed Rate is only applicable when Billing Status is not "Non-Billable". Fixed Rate is used to select a fixed rate option for all billable time logged for the Request. This causes all time regardless of Task Type to be billed at the same rate. This rate is determined by the Item selected for Item ID field.

Itemized Pricing is only applicable when Billing Status is not "Non-Billable". Itemized Pricing is used to select a unique pricing option for each billable task based on the task's task type.

None is used to select no Billing Method.

Pre-Payment is used to select to require pre-payment at time request is submitted. This activates the secure online payment entry process as part of the Request entry and submittal process.

Pre-Authorized is used to select to require the customer's pre-authorization to be billed for work performed on the Request.

Retainer is used to select to require the customer to pre-pay a set dollar amount or some percentage of the total estimated amount before work will commence. As work is performed it will be paid by deducting from the retainer. It will allow billing of additional retainer amounts. The system also support a scheduling of retainer payments based on fixed dates or completion of milestones.

Invoice is used to select to invoice the customer for billable work.

The Approval Amount Label allows an administrator to define the label seen by the customer, e.g. "I authorize the following amount".

This field is for a future feature and currently not supported.

Cancellation Fee Item ID is used if you desire to charge a fee when a customer cancels an approved Work Order. Use the use search tool to select an existing Item or use Add New to create a new Item.

Require approval before billable time may be entered? Select "Yes" to prevent staff from entering billable time prior to Work Order approval.

Request Confirmation Instructions is used to specify instructions that are displayed on the Request Confirmation page. This page is displayed after entering a Request. The page also displays the Ticket # assigned to the Request. This box is HTML friendly; you can create your instructions in your favorite HTML editor and paste the raw code in this box.

Portal Prodigy has a built in HTML Editor. Click on this icon to open instructions in the editor.

Set "Yes" to display confirmation page. The default is "No".

This box will display the currently selected URL for the After Confirmation Go To. This box will be blank if no URL was selected.

"Upon Completion GoTo" is used to select the URL of the page to go to after the user clicks Ok on the Request or Survey Submittal Confirmation page. If left blank, the Request or Survey Selection page is displayed. This link will take you to the Link Management page where you can type in the URL or select from variety of Portal Prodigy Options.

Lists user's first name followed by last name, who created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Lists the date and time when the user created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Lists user's first name followed by last name, who last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Lists the date and time when the user last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.

Active, by default this value is set to "Yes", which means the record is active and available for use. To deactivate a record, set it to "No". Deactivating a record is a logical form of deletion. It is used to remove the record from future use, yet maintain the relationship with existing data. Reports by default only include active records; however, there is a reporting option that allows inclusion of deactivated records.

ChapterID, this value is only applicable if you are using the Portal Prodigy Site Synchronization feature. It is used to specify the Chapter that has primary ownership of the record.

Private, by default this value is set to "No", which means the record is publicly available to all visitors of your site. To limit access to authorized users only, set to "Yes" then check which Security Group to grant access.

Saves the data and continue working on the page. Save is a hotkey that can be accessed by "Ctrl+Alt+S".

Clone Button will make a copy of this Request Type with the same name. When the copy is created you will automatically be in it.

Delete button deletes this Request Type. Portal Prodigy will prompt if you want to delete this page. OK response deletes the page, closes page, and returns to previous page. CANCEL response discards delete and returns you back to editing this page.

Print button will bring up browser print dialog to print the page to the user's local printer. Print is a hotkey that can be accessed by "Ctrl+Alt+P".

Close the page and discard all entries and edits. Cancel is a hotkey that can be accessed by "Ctrl+Alt+N".

Close button is used to close the page and save changes. Portal Prodigy will prompts to save changes. OK response saves changes, closes page, and returns to previous page. CANCEL response discards all entries and edits (same as Cancel button). Close is a hotkey that can be accessed by "Ctrl+Alt+C".

Security Groups are only listed when Private is set to "Yes".

Enter the company ID you want to grant access to.

If you want to enter your own company ID but can't remember what it is click this icon. Portal Prodigy will enter company ID into the box of the currently logged in user.

Use this search tool to lookup a company in the database.

View grant a user belonging to the selected company viewing right.

Edit grant a user belonging to the selected company editing right.

Add grant a user belonging to the selected company to add new right.

Use this checkbox to add view rights to a Security Group. All active security groups currently in the system will be listed here and each individual one can be selected. New Portal Prodigy comes with 3 predefined Security Groups; Admin, Users, and Visitors.

Opens up a new window to Portal Prodigy home page.

Takes you to your home page.

Takes you to your contacts page.

Takes you to your about us page.

Takes you to your sitemap page.