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Resources For Category "Contact Management"

 
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Administration Search for Contact Records
 Posted On: 06/15/2004Last Updated On: 11/09/2008Size: 1 K  
 Tutorial on searching for contact records on Administration portion of website
Administrative Setup of Contact Management Feature.htm
 Posted On: 06/07/2004Last Updated On: 06/02/2009Size: 3 K  
 The Portal Prodigy system provides for two different approaches to new visitor signup and contact management: a single step rapid signup method, called Quick Registration, which requests a limited amount of information or a two step process, called Default Registration, which obtains a small amount of personal information in the first step then significant amounts in the second step.
Create a Member Directory Yellow Pages or White Pages
 Posted On: 06/07/2004Last Updated On: 05/29/2011Size: 4 K  
 Learn how to add public contact directories for an unlimited number of categories such as Board of Directors, Members, Users, Experts, Media Contacts, Service Technicians, Sales Reps, etc.
Create Security Groups
 Posted On: 08/26/2004Last Updated On: 05/30/2009Size: 5 K  
 Quick Tutorial describes the steps to setting up Security Groups which are used to control access to features and content on the website.
Create Special Interest Groups
 Posted On: 08/26/2004Last Updated On: 01/03/2010Size: 4 K  
 Quick Tutorial describes the steps to setting up Special Interest Groups which are used to trigger events and sort contacts.
Enter Media Types in Feature Management
 Posted On: 06/07/2004Last Updated On: 11/09/2008Size: 1 K  
 Each organization can customize PR Media Types as it sees fit for its purposes. The Press Release input form presents all the organizationís PR Media Types to a visitor entering a press release for selection. Media Contact Records are designated to specific Media Types on from the Contact Management page. Hence, a visitor can choose to have a press release sent to only Business Editors, or only Talk Show Hosts, or Newspapers, etc. or an combination.
Enter Member Biography and Press Release Closing Statement
 Posted On: 06/07/2004Last Updated On: 11/08/2008Size: 4 K  
 Sample Biography and Sample Closing Statements can be viewed by visitors when they create their own Biography and Closing Statement records. Administration inputs the samples at the User-SignUp features management page.
Import Media Contacts
 Posted On: 06/07/2004Last Updated On: 06/14/2011Size: 14 K  
 Tutorial describing the use of Utility to import media contact data from csv files.
Individually Enter Contacts Records
 Posted On: 06/08/2004Last Updated On: 11/09/2008Size: 3 K  
 Tutorial for entering Contact Records
Individually Enter Employee Contacts
 Posted On: 06/08/2004Last Updated On: 11/09/2008Size: 4 K  
 Turorial for entering employee records.
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