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| | Posted On: 01/13/2012 | Last Updated On: 01/13/2012 | Size: | 910 K |  | | | This guide explains PortalProdigy’s SEO settings options including how to replace PortalProdigy’s ASP scripted URLs with human readable URLs. | |
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| | Posted On: 03/31/2007 | Last Updated On: 11/08/2008 | Size: | 554 K | | | | Chapter from User and Administration Guide for Site Settings Feature Management. | |
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| | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 114 K | | | | This chapter describes the Statements Features in Detail. The Statements Feature is used to print statements of financial transaction activity for a specified period including previous balance, new invoices, payments received, and current balance owed. It provides the option to print statements to a printer or to create in HTML format for electronic delivery by email.
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| | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 376 K | | | | This chapter describes the Surveys Feature in Detail. Conduct surveys and interviews online. Create surveys with an unlimited number of questions using multiple choice, true or false, rating or text answer formats. Survey notices can be automatically broadcast to specified individuals, contact types or interest groups via email. Message recipients click on a link bringing them to the corresponding website survey page where they answer questions and submit their results. Survey results are stored by PortalProdigy and reported when needed. | |
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| | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 318 K | | | | This chapter describes the Tickler & Notes - Task, Action and Prospect Organizer. Provides for the attachment of notes and event triggers to records within many of the features of PortalProdigy. Special fields are provided within each note allowing for categorization by status, type, follow-up date, and delegation contacts so that they may become part of any assortment of planning, reminding, delegating and task organizing systems that can be easily customized to each organization’s private PortalProdigy installation. | |
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| | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 249 K | | | | This chapter describes how PORTALPRODIGY security works. Contacts are assigned to Security Groups which grant permissions to the various feature components and resources. Security Groups are used to control visitor access to the website and its features. Special Interest Groups are used to isolate specific contact records for the purpose of inclusion in certain features. For example, inclusion in a directory, exchange or a specific email broadcast.
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| | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 381 K | | | | This chapter describes the Utilities Features in Detail. A set of specialized tools generally used for data and website maintenance, data import, and configuration. Items covered include: Importing Contact Data; Importing Product Data; Query Management; Export to QuickBooks; Report Registration; Removing Expired Records; Configuration Wizards;
Importing Contacts Including Media and LRCA Types, Advanced Import of Documents; Advanced Import of Products; Archiving and Purging data; creating Queries to View data; exporting Transaction Data to QuickBooks; exporting Transaction Data to CSV Files for Import into 3rd Party Accounting Systems; and removing Expired Records. | |
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