PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Activate the Events Feature

Activate the Events Feature

 

  1. Read the chapter titled “Events Feature in Detail” in the Administration Manual.

 

  1. Create an Events Auto Broadcast Template. See the tutorial titled, “Create an Events Auto Broadcast Template.

 

  1. Create an Even Response Notification Template. See the tutorial titled, “Create an Even Response Notification Template”

 

  1. Click on the features edit icon on the Site Administration Menu.

 

  1. Check the Events box on the Features Management page

 

  1. Click on Events Link on Features Management page.

 

  1.  Select “Manually” radio button for fulfill orders. It is suggested that event orders are manually fulfilled after the close of the event to avoid constant accounting adjustments due to registrants changing registration. However you may choose differently based on the following:

 

    1. Post Orders Immediately Radio Button – Event registrations will be posted to the general ledger immediately and visitors nor administration will not be able to update or delete their orders. This is NOT a recommended setting.
    2. Post Orders on the Date of Event Radio Button – Event registrations will be posted to the general ledger on the day of the event and visitors nor administration will not be able to update or delete their orders after the date. This is NOT a recommended setting.
    3. Post Orders on the Manually Radio Button – Event registrations will be posted to the general ledger on the when administration clicks the button located on the Events Management page. This is the recommended setting.
    4. Select the appropriate Allow Customer to Edit Submitted Orders radio button.

 

  1. Set the Allow Customer to Edit Submitted Orders field to Yes or No.  

 

    1. YES - Selecting Yes allows visitors to update their registration order up until the date limited by the setting in the field of the specific Event’s Event Management page.
    2. NO - Selecting No prevents visitors from updating their registration order once it is submitted

 

  1. Select the Auto Broadcast template you created in the earlier steps.

 

  1. Select the Response Notification template you created in the earlier steps.

 

  1. Enter the appropriate GL Accounts if you will be using the accounting export feature to update your internal offline accounting systems with web based transaction data.

 

  1. Click on Save button.