PortalProdigy allows you to 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.

 

When you manage interactions on the internet you are managing relationships and conversations with people. So it makes sense that practically every PortalProdigy feature works in conjunction with the Contacts database. Contact information may be imported from external data sources, input manually via an Internet browser or collected online from website visitors. You decide how much and what information to collect based on the needs of your organization.

 

An assortment of relationships are maintained between contact records and other data components of the system such as Companies, Special Interests, Sales Opportunities, Campaigns, Requests for Quotes, Help Desk, Orders, Biographies, Registrations, Notes and Ticklers, etc. For back office administration, jumping quickly from one related record to another and to related lists and archives is simple and quick either by clicking on a link or submitting search criteria into efficient search templates.

 

Contacts benefits include:

 

• Central database for creating, updating and reporting information on all sorts of contacts including visitors, users, members, employees, customers, vendors, prospects, regulators, constituents and staff.

 

• Create custom contact data collection forms for visitor signup.

 

• Organize contacts into Special Interest Groups, Roles, Security Groups and Types.

 

• Select and export data for use in external databases and mail-merge software.

 

• Create login and password entry into site features.

 

• Search and sort contacts on all data fields

 

• Integrates with PortalProdigy Sales Opportunity Management, Events Management, Help Desk, Catalog and Shopping Cart, Order Management, Billing and Payment, Tasks Ticklers & Notes, and other features for contact management purposes.

 

• Provides administrators with quick link access from individual contact records to accounts of contact’s action in other features.

 

• Used by broadcaster to merge data into copy and automatically deliver notifications to members of a specific security group, interest group or type.

 

• Import utility makes it quick and easy to add data from external sources and list companies.

 

 

Some of the components of the Contacts feature, discussed in detail in this chapter, are:

 

Login Name Field

Password Field

Confirm Password Field

Contact ID Field

Title Field

Profession Field

Company Name

Company ID Field with link to search interface -

Contact Preference By: Lookup Field

Send To Home Radio Button

Send To Office Radio Button

Remove from Mailing List Radio Button -

Source Field

Billable Radio Button

Active Field

Chapter ID

Contact Types Checkboxes

Contact Types Employee Checkbox

Contact Types LRCA Checkbox and Link

Contact Types Media Checkbox and Link 

Contact Records Tickler/Notes Link .

Contact Records Biography Link

Contact Records Orders Link

Contact Records Security Groups Link

Contact Records Company Link

Company ID Field

Company Name Field

Password Field

Confirm Password Field

Parent Company ID Field

Main Contact ID Field

Federal ID Field

Bill Name Field

Social Security # Field

Credit Status Field

Credit Limit Field

Terms Field

View Employees

Copy from Mailing

Comments Field

Created By

Modified By

Active

ChapterID

Company Types Checkboxes

• Client
• Contractor
• Contributor
• LRCA
• Manufacturer
• Media
• Member
• NonProfit
• Prospect
• Vendor

 

 

 

 

The Contacts Feature is used to maintain records on individual contacts, including their website login information when applicable. Member data, Customer data, Vendor data and Contact data actually store in the same tables but we have separated the features to simplify certain administrative procedures specific to membership type organizations such as trade and professional organizations. 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 such as event registration records, advocacy participation, contributions, purchases, help desk requests, quotes, billing, shipping, and more. The Contact database further serves as a data merge source for message broadcasting via email, fax or printed communication features.

 

The Companies Feature is used to maintain records on individual companies, including their relationship to individual contacts when applicable. The 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 individual companies such as orders and contacts.

 

This chapter presents a detailed explanation of the Contacts, Members, Vendors & Companies Feature including Signup and Login.