Run your entire organization from the Internet
 
1
Features Management Menu in Detail
previousTable of ContentsSearchKeywords Indexnext

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.

 

Using the Quick Registration Builder you can also create specialized registration forms to suite specific purposes.  E.g. when new users add the first item to their shopping cart they are required to register (signup) on the site.  You can create a simplified registration form specifically for these users who need to register during the Shopping process.  You can also create separate registration forms for Membership Types, Contacts, and Event Registrants.  E.g. you can create one registration form for Company Memberships and another for Individual Memberships.

 

A Quick Registration form can be included on a personal menu or substituted for the standard long form and made accessible to users to view and edit their contact profile.

 

When a user edits their contact profile Login Email Address, PORTALPRODIGY prompt the user with - "Copy the new Login Email Address to:" with the following options:

  • "Home Email Address"

 

  • "Office Email Address"

 

  • "Neither (only use for Login purposes)"

 

When either Home of Office Email Addresses are changed in the standard long form PORTALPRODIGY prompts the user with: "Replace the Login Email Address with this new email address?" with the following options:

 

  • "Yes"

 

  • "No"

 


previousTable of ContentsSearchKeywords Indexnext

© PortalProdigy, Inc. 2000-2007
 
©2000-2024 Portal Prodigy, Inc.©1994-2024 Brolin Corporation