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Resources For Category "Administration & User Guides"

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Admin Menus Feature in Detail
 Posted On: 04/09/2010Last Updated On: 04/09/2010Size: 458 K  
 Admin Menus provide permitted users with menus to access administrative features of your website. This feature was added in version 4.40 to replace the static Main Administration Menu. It allows customized menus to be created for specific users groups. Members of the “Admin” Security Group are automatically assigned a default Administration menu. For all other Security Groups, Admin Menus must be assigned using Security Group Management. The old style Main Administration Menu is still available by clicking the Main Menu option located in the header of all Administrative pages.
Ask the Expert Feature in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 11/07/2008Size: 151 K  
 This chapter describes the Ask the Expert feature component in detail. Using this feature, permitted users can submit questions to experts in specific areas of Expertise (Expertise Topics). Upon submission of the user’s question, The Ask the Expert feature automatically emails the question along with contact information to each Expert matching the Expertise Topics that were selected by the user. Experts can then respond directly to the user.
Broadcasting Features in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 11/07/2008Size: 2,862 K  
 This chapter describes the Broadcasting Features in Detail. Broadcaster is a multi-purpose tool which merges message templates with contact data and then delivers them via email. Message templates execute manually, at a scheduled time or when triggered by a process event and broadcast email messages to specified individuals, contact types or interest groups. Variable data from an assortment of PortalProdigy features may be inserted into the text of messages providing extreme flexibility for creating mass customized mailings and automated no-tices. The feature can also be used to export contact data into .CSV format files which may be used with any fax broadcasting or word-processing software with merge capabilities.
Collection Manager
 Posted On: 05/31/2010Last Updated On: 05/31/2010Size: 658 K  
 Use to create a collection of components that are displayed either in the Header, Footer, Side Bar, or Main Content (Body) section of a page. You may think of components as “gadgets” or “widgets”.
Contacts, Members, Vendors & Companies Feature in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 11/07/2008Size: 1,281 K  
 This chapter describes the Contacts, Members, Vendors & Companies Feature in Detail. You can 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, sales management, advocacy participation, contributions, purchases, fulfillment, invoicing and payment, exchanges and more. The Contact database further serves as a data merge source for message broadcasting via email, fax or printed communication features.
Credit Applications Features in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 11/07/2008Size: 309 K  
 This chapter describes how to accept and process credit applications using PORTALPRODIGY. Portal Prodigy can be configured as part of the payment method selection process to provide the customers with the ability to apply for credit online. Portal Prodigy provides an application approval process that can be used to verify credit, rate credit history, enter administrative comments, set credit terms and set a credit limit. Thereafter the customer can place orders online using their approved credit terms. When the customer places an order, Portal Prodigy will verify that the ordered amount does not exceed the customer’s credit limit and provide proper notification when it does.
CSS Editor
 Posted On: 02/12/2012Last Updated On: 02/12/2012Size: 204 K  
Directories Features in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 02/14/2009Size: 382 K  
 This chapter describes the Directories Features in Detail.

Ideal for creating Yahoo like yellow pages and white pages. Create public contact directories for an unlimited number of categories such as Board of Directors, Members, Users, Experts, Media Contacts, Service Technicians, Sales Reps, etc. Individual directory access may be constricted to visitors with specified security permissions and display only in-formation specified in their administrative setup. Includes sophisticated directory record search interface.
Discussions and Web Log BLOG feature in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 11/07/2008Size: 427 K  
 This chapter describes the Discussions and Web Log BLOG feature in Detail. Create public or private Discussion Forums. Provide visitors the ability to interact with each other or with specified groups. Includes searchable archives make this feature ideal for propagating user self-help groups. Powerful hyperlink insert tool makes this a serious community builder.
Document Resource Library in Detail - Administration Manual Chapter
 Posted On: 01/13/2007Last Updated On: 11/07/2008Size: 1,534 K  
 This chapter describes the Document Resource Library in Detail. A fully enterprise ready online document management system with version control, security, public and private access, HTML conversion and more.

Maintain a visitor friendly cataloged, searchable and browsable document library that includes documents stored in their original file formats such as HTML, PDF and TXT. A database record with descriptive information and administrative controls is created for each document imported into the website. Documents can be assigned viewing security levels, expiration dates, catalog locations, topics, and index keywords and phrases. The Document Library can serve as a knowledgebase for visitors and the organizing store house for unlimited website pages. It’s easy for permitted users with no website or HTML programming experience to import documents directly from their computer or network into the organization’s website. Documents created in MSWord, Publisher, and other desktop publishing software as well as video and other multi-media are quickly made part of the website with no programming required.
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