URI 2017 Search For Contacts Employee Type Only Help Page
Home Icon
Home icon button is used to return you back to your home page.
Main Menu Click Here To See Help Page on This Topic
Main Menu button is used to take you to the sites Administrators Main Menu.
Dashboard Click Here To See Help Page on This Topic
Dashboard button is used to take you to your personalized dashboard.
PortalProdigy Click Here To Go To The Portal Prodigy Website
Portal Prodigy button is used to take you to Portal Prodigy website.
Help Icon
Help icon button is how you got here. This button is on every page of the administration.
Version
This is where we mark what version of Portal Prodigy you are running. Please note that this is also the version used to create this help page. If the version you are running is newer or older there maybe differences in layout and options.
Your Organization
You can setup here to display your company name. To do this, go to Site Settings Defaults and fill out Admin Page Title.
Main Administration Menu
This pulldown menu displays the currently selected side bar menu. There are four default side bar menus in Portal Prodigy. They are:

Main Administration Menu
Configuration Menu
Import / Export Menu
Utilities Menu
1.Contacts
Contacts side bar menu allows you to quickly administrate functions that has to do with Contacts such as view edit contact information, view contact requests, or send them an email. When you click on Contacts it will expand to show you all the submenus.
2.Companies
Companies' side bar menu allows you to quickly administrate functions that have to do with Companies such as add new company, or edit company feature settings. When you click on Companies it will expand to show you all the submenus.
3.Orders
Orders side bar menu allows you to quickly administrate functions that have to do with Orders such as view edit orders, fulfill orders, or add a new work order. When you click on Orders it will expand to show you all the submenus.
4.Billing
Billing side bar menu allows you to quickly administrate functions that have to do with Billing such as view invoices, or print statements. When you click on Billing it will expand to show you all the submenus.
5.Payaments
Payments side bar menu allows you to quickly administrate functions that have to do with Payments such as enter a new payment, or review en existing one. When you click on Payments it will expand to show you all the submenus.
6.Products
Products side bar menu allows you to quickly administrate functions that have to do with Products such as add a new product, adjust the inventory, or build a product catalog. When you click on Products it will expand to show you all the submenus.
7.Marketing
Marketing side bar menu allows you to quickly administrate functions that have to do with Marketing such as build an ad, a newsletter, or send out a press release. When you click on Marketing it will expand to show you all the submenus.
8.Documents
Documents side bar menu allows you to quickly administrate functions that have to do with Documents such as enter a new document, view edit existing one, or categorize them into custom categories. When you click on documents it will expand to show you all the submenus.
9.Reports
Reports side bar menu allows you to quickly administrate functions that have to do with Reports such as view and print reports, or add a new type report. When you click on reports it will expand to show you all the submenus.
10.Dashboard
Dashboard side bar menu allows you to quickly administrate functions that have to do with Dashboard such as view or customize it. When you click on dashboard it will expand to show you all the submenus.
11.Other features
Other Features is packed up with all the features that we couldn't categorize. If you are looking for something that doesn't meet the criteria this is a good place to check. When you click on other features it will expand to show you all the submenus.
12.Site Settings
Site Settings side bar menu allows you to quickly administrate functions that have to do with the entire Site. You can setup the site's defaults and security settings here. When you click on the site settings it will expand to show you all the submenus.
13.Web Pages
Web Pages side bar menu allows you to quickly administrate sites dedicated pages such as home page, about us, and contact is page. You can also view and manage every other type of web page you have added to the site here. When you click on other web pages it will expand to show you all the submenus.
14.Tools
Tools site bar menu gives you quick access to every builder type tools. You will find here your menu builder, table builder, play list builder, picture gallery builder, etc. When you click on the tools it will expand to show you all the submenus.
15.Utilities
Utilities side bar menu allows you to quickly administrate functions that have to do with database utilities such as archive, reindex, import, and export. When you click on utilities it will expand to show you all the submenus.
Shortcut Box 1
This is a shortcut box for the side bar menu. Each section on the side bar is numbered and each item is lettered. Entering a number with a letter corresponding to the item you want followed by enter will take you directly there. This section is really for someone who is very familiar with Portal Prodigy and has memorized the interface.
Search Criteria
This Search Criteria allows you to search by none, one, by multiple or, by all filters to best filter you results.
Include listing of deactivated criteria
You may check this box to include listing of deactivated criteria. Note that the page will refresh when you click on the checkbox and all the date in the filters will be cleared.
Security Group
You may filter by Security Group you would like to search. All defined Security Groups are listed in the list box. The default search value for this box is All Security Groups.
Interest Group
You may filter by Interest Group you would like to search. All defined Special Interest Groups are listed in the list box. The default search value for this box is All Special Interest Groups.
Contact Type
As you can see you can't select a value here, it's grayed out. That's because this feature allows you to search for only Employee Contact Type.
Contact ID
Contact ID allows you to enter directly contact's ID you are looking for. If you know the contact ID enter it here. This ID search must be exact to get results. For example, entering 1 will find only record ID 1 and 11 or 111 will not be found.
Last Name
Last Name criteria allow you to search for contacts by their last name. You may also enter partial name to get larger results. For example, "Smith" you may enter "sm" and Portal Prodigy will display all contacts that have last names that start with "sm". You are not limited to how many letters you are going to use, the more letters you use the more refined results you will get. Portal Prodigy searches for the last names from begging of the word, so entering "th" will not bring up "Smith" result. This search criteria is not case sensitive.
First Name
First Name criteria allow you to search for contacts by their first name. You may also enter partial name to get larger results. For example, "Michael" you may enter "mi" and Portal Prodigy will display all the contacts that have first names that start with "mi". You are not limited to how many letters you are going to use, the more letters you use the more refined results you will get. Portal Prodigy searches for the first names from begging of the word, so entering "el" will not bring up "Michael" result. This search criteria is not case sensitive.
Company Name
Company Name criteria allow you to search for contacts by the company name. You may also enter partial name to get larger results. For example, "Brolin" you may enter "br" and Portal Prodigy will display all the contacts that have company name that start with "br". You are not limited to how many letters you are going to use, the more letters you use the more refined results you will get. Portal Prodigy searches for the company names from begging of the first word, so entering "lin" will not bring up "Brolin" result. This search criteria is not case sensitive.
Email
Email criteria allow you to search for contacts by their email address. You may also enter partial email to get larger results. For example, "mike@brolin.net" you may enter "mike" and Portal Prodigy will display all the contacts that have email address that start with "mike". You are not limited to how many letters you are going to use, the more letters you use the more refined results you will get. Portal Prodigy searches for the email addresses from begging of the word, so entering "brolin.net" will not bring up "mike@brolin.net" result. This search criteria is not case sensitive.
Created Date Range From
Created Date Range, here you can enter the date range for up to how new records you would like to see. For example if you were to enter todays date, only the records created today will be found and all the older records will be filtered out. The date range will include the date you specify. Our date entering format is "MM/DD/YYYY".
Created Date Range From Calender
This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

Created Date Range To
Created Date Range, here you can enter the date range for up to how old records you would like to see. For example if you were to enter yesterday's date, only the records created yesterday and older will be found and all the newer records will be filtered out. The date range will include the date you specify. Our date entering format is "MM/DD/YYYY".
Created Date Range To Calender
This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

Modified Date Range From
Modified Date Range, here you can enter the date range for up to how new records you would like to see. For example if you were to enter todays date, only the records last modified today will be found and all the older records will be filtered out. The date range will include the date you specify. Our date entering format is "MM/DD/YYYY".
Modified Date Range From Calender
This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

Modified Date Range To
Modified Date Range, here you can enter the date range for up to how old records you would like to see. For example if you were to enter yesterday's date, only the records last modified yesterday and older will be found and all the newer records will be filtered out. The date range will include the date you specify. Our date entering format is "MM/DD/YYYY".
Modified Date Range To Calender
This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

Items Per Page
Items per Page allow you to control how many contacts will be displayed on per page basis. The default value is 10 which will display up to 10 contacts per page. You may enter a greater value but, please note that entering a very big value will take a much longer time to display results and or, may cause your search request to crash if there is a lot of data to process.
Search
The Search button allows you to submit your search request. You may click it at any time with or without filtered criteria. Search is a hotkey that can be accessed by "Ctrl+Alt+S".
Advanced Search Click Here To See Help Page on This Topic
Advanced Search button will take you to the Contacts Advanced Search page where you can perform more advanced data filtering.
Quick Search on Contact Last Name
Quick Search on Contact Last Name allows you to simply click the first letter for the last name you are looking for and search result will appear automatically.
Found Contacts
Found Contacts is initially not displayed when you first come to this page. You have to click search for this dialog to appear.
Number of Pages
This section displays the number of pages found in your search request. When there are multiple pages and you are not on the first page you will see here navigation controls. The first button will take you back to the first page and the second button will take you back to the previous page.
Total Matches
This section displays the number of matches found in your search request. When there are multiple pages you will see here navigation controls. The first button will take you to the next page and the second button will take you to the last page.
ID This Will Take You To The Previous Page
ID column displays the contact ID. This number is a hyperlink that you can click on to select this contact. When you click on the hyperlink this page will close and Portal Prodigy will return you to your previous page with this contact already selected.
Contact Name This Will Take You To The Previous Page
Contact Name column displays the last and the first name. This is also the primary column for sorting results. Results will be sorted alphabetically by the last name of the contact. The name is a hyperlink that you can click on to select this contact. When you click on the hyperlink this page will close and Portal Prodigy will return you to your previous page with this contact already selected.
Company ID
CompanyID displays the ID number a contact belonging to. Some contacts may belong to a company that is not registered in the system and will not display an ID. In that case this field will be blank.
Company Name
Company Name displays the name of the company a contact belonging to. Some contact may not belong to any company and will not display company name. In that case this field will be blank.
Back Click Here To Go To The Previous Page
The Back button will take you back to the previous page without making any changes. It's the same like the Back button in your internet browser.
Add New Click Here To See Help Page on This Topic
Add New will take you to the Add New Contact page where you can create a new contact. Add New is a hotkey that can be accessed by "Ctrl+Alt+A".
Clear
Clear button will clear all the search results and set all the criteria filters back to default to perform and brand new search. Clear is a hotkey that can be accessed by "Ctrl+Alt+C".
Print
Print button will bring up browser print dialog to print the page to the user's local printer. Print is a hotkey that can be accessed by "Ctrl+Alt+P".

Main Menu Click Here To See Help Page on This Topic
Main Menu button is used to take you to the sites Administrators Main Menu.
2000-2006 Portal Prodigy Inc Click Here To Go To The Portal Prodigy Website
Opens up a new window to Portal Prodigy home page.
Home
Takes you to your home page.
Contact
Takes you to your contacts page.
About
Takes you to your about us page.
SiteMap
Takes you to your sitemap page.
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