Email Address and Password are automatically included on the
registration form and the Email Address provided is used as the contacts
Login Email Address as well as copied to their Home and Office Email Address
fields.
Name –
used to specify a textual title for the page.The title is placed on the top of the
page and displayed using the standard page title format.The name is also displayed within menu
drop down list boxes within the Administrative portion of the site when
selecting the menu.
Instructions –
used to specify instructions to be displayed below the Page
Title.Instructions may be entered
as plain text or HTML.The HTML
Editor feature may be used to create and edit
the Instructions as HTML.
Use Template
List box – defaults to Yes,
which displays the Quick Registration form within your Organization’s
Website’s branded template.When
set to No, the Quick
Registration form is displayed in a separate pop-up window without your
Organization’s Website’s branded template.
Field
Selection Checkboxes – place a check in the first checkbox to include
the field on the registration form.Place a check in the second checkbox to require the registrant to
enter a value.A red asterisk is
displayed on the registration from next to all required fields.
Address - When
Address is checked the choices Home,
Office, and Both are displayed on the
registration form as shown in the picture below.
Prefix – check
to include a Prefix list box on the registration form with choices Dr., Mr., Mrs., Ms., Miss.
First Name –
check to include first name on the registration form.
Middle Name
– check to include middle name on the registration form.
Last Name – check
to include last name on the registration form.
Phone – check
to include phone number on the registration form. Note that 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 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 discarded.
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 - PORTALPRODIGY will store the
collected numbers in the Office set.
When Address otherwise PORTALPRODIGY will copy the
phone number to both the Home and Office Phone number fields.
Phone Ext. –
check to include text box for entry of phone extension on the registration
form.Phone extension does not
have a required checkbox because not all office numbers have extensions.
Cell Phone
– check to include the cell phone number on the registration form.Applies same rules as Phone for
determining which field(s) to store the value in.
Fax –
check to include the fax number on the registration form.Applies same rules as Phone for
determining which field(s) to store the value in.
Company Name
– check to include the Company Name on the registration form.
Position
Title – check to include the Position (Job) Title on the registration
form
.
Comments
– check to include a comments memo field on the registration form that
allows Registrants to enter questions, make requests or provide
additional information.
Special
Interests – check to include a list of Special Interest Groups on the
registration form.Special
Interest Groups are created in Security Group Management.Registrants check each group that they
are interested in.Special
Interests Groups can be used as criteria for email broadcasts, creation
of mail merge lists, querying and reporting.
Second
Address Line – check to include a second address line on the
registration form.A second
address line provides additional space for entering the street number and
name.
Home –
select this radio button option to collect the user’s Home Address on the
registration form.
Office –
select this radio button option to collect the user’s Office Address on
the registration form.
Both –
select this radio button option to display an option on the registration
form for the user to enter either their Home Address or their Office
Address.
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 PORTALPRODIGY Site
Synchronization feature.It is used
to specify the Chapter that has primary ownership of the record.For further information see the chapter
on Site Synchronization.
Intelligent
Entry feature – 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.
