| | |  | | | | Welcome to our knowledgebase. You may access the categories below. However, you must be an authorized user to view a more complete listing of Resource Categories which will only display after you properly login. You may also search by keywords and phrases. Again, authorized users are advised to login first because displayed search results are filtered against users' permissions. Click here to search for resources by keywords. | | | | | | | | | Posted On: 01/13/2007 | Last Updated On: 11/09/2008 | Size: | 2,266 K |  | | | This chapter describes the Items and Product Catalog Feature in Detail.
Online Shopping - Feature, display, demonstrate and sell your organization’s products online. Define an unlimited number of product categories and hierarchy of sub categories. Enter detailed descriptions, categorize products, display pictures, setup inventory and selection by colors and sizes, enter initial inventory quantities, attach full featured multimedia product brochures, and track inventory manufacturer, purchasing and cost information. | |
| | | | Posted On: 01/13/2007 | Last Updated On: 11/09/2008 | Size: | 706 K | | | | This chapter describes the Legislative & Regulatory Calls to Action (LRCA) Feature in Detail.
Rapidly mobilize constituents into a focused force. Broadcast Calls to Action messages via email to specified individuals, contact types or interest groups. The messages include a hyperlink recipients can click, bringing them to the website’s issue position and education page. Respondents can choose to respond online to their legislative, regulatory, judicial or executive branch representative as predetermined by an Administration setup function. Each LRCA project can include suggested response messages to aid respondents in developing their own message. Respondents type their message into the website LRCA response form. PortalProdigy uses their zip code entry to determine the respondent’s correct legislative, regulatory, judicial or executive branch representative and sends their message. | |
| | | | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 332 K | | | | This chapter describes how to invoice and post orders for membership dues. This includes initiation fees, recurring dues, renewals, and other charges. Membership Billing provides the option of creating and sending electronic invoices by email or printing the invoices and sending by postal mail or some other method. When payment is required at the time of membership application, an invoice is automatically created by the system. The Membership Billing Feature tracks the periods that have been invoiced and will not create new invoices for previously billed periods. It will however, allow reprinting of previously printed invoices. See the chapter titled Membership Features in Detail for additional information. | |
| | | | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 730 K | | | | This chapter describes the Membership Features in Detail.
The Membership features of PortalProdigy provides a highly flexible system for offering, promoting, signing-up and managing members online. Not to be only narrowed to “memberships” as in a club or association. Instead, think of members as a specifically privileged group such as employees, specific department staff, managers, contributors, parishioners, reporters and journalists, constituents, vendors, customers, prospects, etc. Classify groups of contacts in order to control access to specific website functionality and to trigger events specific to given membership types -- events such as billing, program notifications, surveys, news delivery, exchange announcements, press releases, etc. You can even use Membership Types to sell or control subscriptions to publications and other features. Memberships can be free or fee based. Renewal invoices are generated automatically for the appropriate monthly, quarterly or yearly membership term and automatic privilege cancellation can be set for unpaid membership terms. | |
| | | | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 736 K | | | | This chapter describes the News Feature in Detail. Keep members, staff, customers, vendors and investors up to date on the latest news affecting your organization. The News Feature provides a rapid entry interface used by Administration to enter news and current event items. Headlines are displayed on the homepage where visitor can click on individual items of interest to view the detailed news record. | |
| | | | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 443 K | | | | This chapter describes the Orders Features in Detail. Manage and fulfill orders for products as well as events, exchanges, membership and Press Releases. The Order feature is used to create, collect, review, report and manually editing any orders and in-voices created by feature components, such as Event Registration, Product Purchasing, Press Releases, Exchange Fees and Membership Fees. The Order Management page allows administrators to manually modify order information for exception situations. Using Order Management permitted users can create new orders, add items to existing orders, create quotes, create recurring orders, and create returns. | |
| | | | Posted On: 01/13/2007 | Last Updated On: 11/08/2008 | Size: | 557 K | | | | This chapter describes the Payments Features in Detail. The Payments Feature is used to enter payments and apply payments, credit memos and debit memos to Orders. It is also used to create credit memos and issue refunds. | |
| | | | Posted On: 08/16/2007 | Last Updated On: 11/08/2008 | Size: | 31 K | | | | Form to be filled out by client before new website implementation. Helps begin the ebsite design process. | |
| | | | Posted On: 01/13/2012 | Last Updated On: 01/13/2012 | Size: | 273 K | | | | Describes each of PortalProdigy's primary features. | |
| | | | Posted On: 03/15/2007 | Last Updated On: 11/09/2008 | Size: | 16 K |  | | | Lists available hot keys (short cuts). | |
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