User Signup

This is the default user signup page.  PortalProdigy also provides the option to direct new users to a Quick Registration form. 

 

 

 

• Prefix Selection Entry Field - Used to indicate the contact’s prefix such as Ms., Mr., Dr., etc.

 

• First Name Entry Field - Used to indicate the contact’s first name.

 

• Middle Entry Field - Used to indicate the contact’s middle name initial.

 

• Last Name Entry Field - Used to indicate the contact’s last name.

 

• Suffix Entry Field - Used to indicate the contact’s suffix such as M.D., Ph.D, etc.

 

• Company Name - Data can be entered into this field without linking it to a company record. However, it may be desirable to have a Contact Record related to a specific Company Record. In such a case, the search icon should be clicked to activate the company search interface. The Company Record should be located and selected. Once selected the visitor will be returned to the Contact Management page and the Company field and Company ID field will auto fill.

 

• Company ID Field with link to search interface – the ID of a Company record may be entered here.  The  option can be used to select a Company and the Company Name and Company ID field will auto fill.  See the Chapter on Companies Management for additional information about Company Search.

 

• Title Field – Used to indicate the contact’s professional title

 

• Profession Field – Used to indicate the contact’s profession.

 

• Email Address Field - Data entered into the Email Address field becomes the visitor’s login ID. Visitors are required to login if they wish to enter password protected pages and functions of the website.

 

• Website Entry Field – Used to indicate the contact’s website address.

 

• Office Phone Entry Field – Used to indicate the contact’s Office Phone Number

 

• Office Phone Extension Entry Field - Used to indicate the contact’s Office Phone Extension Number

 

• Office FAX Entry Field - Used to indicate the contact’s Office Fax Phone Number

 

• Cell Phone Entry Field - Used to indicate the contact’s Mobile Phone Number

 

• Pager Entry Field - Used to indicate the contact’s Pager Phone Number

 

• Home Phone Entry Field - Used to indicate the contact’s Home Phone Number

 

• Home FAX Entry Field - Used to indicate the contact’s Office Fax Phone Number

 

• Other Email Entry Field – Used to indicate secondary email address.

 

• Contact Preference By: Selection Field - The Contact Preference By: field is used to indicate a contacts preferred method of communication. Selections include Email, Fax, Postal Mail and Remove from Mailing List.

 

 

 

• Primary Address Radio Button – Allows visitor to identify Primary (contact) Address as Home or Office

 

• Address 1 Entry Field – Used to indicate the contact’s Street Address

 

• Address 2 Entry Field – Used to indicate the contact’s additional address information such as apartment or suite.

 

• City Entry Field – Used to indicate the contact’s City

 

• Country Entry Field – Used to indicate the contact’s Country. Note: The selections in this field are limited to the countries activated in Countries Management. To update the Country Selection List click on the features icon located on the Site Management menu column of the Main Administration Menu (Ctrl-Alt-m). Then click on the UserSignUp  button the click on the Countries link

 

• State or Province Entry Field – Used to indicate the contact’s State or Province. The State or Province selections available are based on the Country field selection.

 

• Zip / Postal Code Entry Field – Used to indicate the contact’s Postal Code

 

 

• Login Name Field - Data entered into the Email Address field defaults to this field to become their login. It may be edited and changed. Visitors are required to login if they wish to enter password protected pages and functions of the website.

 

• Password Entry Field - Data entered into the Password field becomes the visitor’s password. Visitors are required to input a password when they log into the site if they wish to enter password protected pages and functions of the website.

 

• Confirm Password Entry Field - The Password field is encrypted so it may not be reviewed visually to confirm accuracy. Therefore, a second field requires that the password be typed again for confirmation of accuracy.

 

• Secret Question Field – PortalProdigy provides an automated password retrieval for users who have lost their password. By answering the secret question provided by the user, with the exact answer also provided by the user, the system will provide the password via email.

 

• Answer Field – Enter answer to Secret Question.

 

• Confirm Answer Field - Enter answer to Secret Question.