PortalProdigy News
April 12, 2010
We are excited
to release PortalProdigy Version 4.42 which includes a number of enhancements
to improve your online experience and productivity. Your website will be
updated to the new version sometime this week. We thank you for choosing PortalProdigy
and look forward to serving your online needs. Please feel free to contact us
to discuss your ideas and issues. We are constantly striving to improve the
PortalProdigy product and appreciate your feedback.
Enhancements in Version 4.42
Admin Menus
Admin Menus provide permitted users with
menus to access administrative features of your website. This feature replaces
the static Main Administration Menu. It allows customized menus to be created
for specific users groups. Members of the “Admin” Security Group are
automatically assigned a default Administration menu. For all other Security
Groups, Admin Menus must be assigned using Security Group Management. The old
style Main Administration Menu is still available by clicking the Main Menu
option located in the header of all Administrative pages.
One of the benefits of the new Admin
Menus is that they are visible on almost all Administrative pages, thus
allowing you to quickly jump to another management page. Using right click on a
menu item you can easily open another management page in a new tab or window.
Administrative users that are not
assigned to the “Admin” Security Group will need to be assigned Admin Menus. See
http://www.portalprodigy.com/main.asp?uri=1003&di=617
for instructions.
Dashboard:
Your website now includes a variety of
graphs to give you a quick overview of your website’s performance. The
dashboard is viewable by administrative users that are members of the “Admin”
Security Group. It is displayed as the default administration page.
Click the update button to refresh the
graphs with the latest data.
Quick Registration:
A new Membership assignment feature
makes it easy to assign registrants to contact types and security groups that
can be used for categorization, retrieval, reporting, email broadcasting, etc.
We have added an option to Quick
Registration Builder to specify a Membership Type. This allows you to automatically
assign Contact Types, Security Groups, Contact Menu, and Price Group when someone
submits a registration form. To configure this new feature:
1) You must first
use Membership Type Management to create a membership. You must specify a name
in the Title field. Set Sub-Type = “Registration Only”. In the Membership
Groups section specify the Security Groups (Pre-Approved, Approved, and
Expired), Contact Types, Price Group and Contact Menu that you want assigned.
In the Calculate Expiration Date As section set to “No Expiration”. Leave all
other fields set to their default values. Save and exit.
2) Using Quick
Registration Builder to edit each of your registration forms. Set Membership
Type to the applicable type. Save and exit.
Menu Builder:
We have made the following enhancements
to Menu Builder:
1) We added an “Open
in new window” option. This opens the menu item in a new browser window. This
should be used when providing links to other websites. This will leave your
website open in the user’s browser so when they close the other website they can
return to your website.
2) Menu Item
Options – the option labels were given more appropriate names. We also
expanded the Feature option choices. They include administrative features as
well public features. Note that even though you include an administrative link
in a menu, the system will still require the user to have access rights before
allowing them to access the feature.
Collection Manager:
We have made Collection Manager easier
to use. It includes the following enhancements:
1) Improved design
that separates Components from Styles. Components are Mini Browser types such
as Greeting, Events, News, Products, Shopping Cart, etc. Styles are the
templates that determine the appearance (style) of each Mini Browser. A single
component such as an Events Mini Browser may have several style choices available.
You can edit the styles as well as to create your own.
2) Add and Edit
buttons are intuitively placed below the applicable item. This applies to
Styles and Record Sets. Record Sets are groups of data. Some components such
as the Events Mini Browser have automated record sets. E.g. the Events Mini
Browser always displays the five most current Events. Other components such as
Menus allow you to build your own record sets. You can have many menus each
with a different record set (menu topics and items).
3) The “Unstructured
MB” has been renamed to “Custom”. This component is used to create custom Mini
Browsers. E.g. an advertisement as a picture that hyperlinks to something, an
embedded flash, or and embedded You-Tube video.
4) The “Structured
MB” has been renamed to “List”. This component is used to create Mini Browsers
that contain a list of items. List Builder is used to input a list of items
including headings, descriptive text, images, and hyperlinks.
Request Mini Browser:
You can now insert a Request Form within
a side bar, the main content section of your home page, or within a document
page. E.g. include a request for assistance form directly on your home page or
a request for more information form directly on a document page.
Email Notifications for new Requests:
We added tags to the Request object in
Broadcaster for the form fields so the complete form contents can be included in
an email notification; eliminating the need to go to the website to view the
information. Request forms are a great way of building a “Contact Us” form.
The new tags use the sort order number (this is the Order # in the Form Builder
Management form). See the Email Template example below.
1) Email Template:
Dear
<%CONTACT:FirstName%>,
The following
person has submitted a contact request on your website:
Name:
<%REQUEST:FormAnswerID1%>
Company:
<%REQUEST:FormAnswerID2%>
Title:
<%REQUEST:FormAnswerID3%>
Email:
<%REQUEST:FormAnswerID4%>
Phone:
<%REQUEST:FormAnswerID5%>
<%REQUEST:FormAnswerID6%>
Click on this link to view:
<%REQUEST:AdminRequestLink%>
2) Form Builder:
The Order # field is highlighted in the
screen picture below.
Form Builder:
Form Builder is used to build Survey
Forms and Request Forms. We made the following enhancements to Form Builder:
1) Question List –
this is displayed on the right hand side so you can see all of your form’s
questions and quickly jump to any one of them.
2) Label/Question –
this is now a memo field so you can enter longer text. On screen forms will
display the full value and reports will automatically truncate the value, using
the first sentence only. This preserves the readability of reports.
3) Choice Response
Type – we have enabled it as a memo field so you can easily paste a list of
values into it rather than having to enter them one at a time. Insert one
value per row. We also added an enumeration option for the response choices.
Use the Reorder Responses button to easily change the sort order of the
responses. Note that the Scoring & Branching button is part of a future
enhancement and currently not functional.
4) Text Response
Type – select data format option “Text” for text box and “Large Text” for memo
field.
5) None Response
Type – use this to display text on the form. The text will be displayed
without an input (response) field/control. This provides and easy method of
inserting headings and providing instructions that apply to multiple questions.
6) Instructions – use
to you attach a short instruction or explanation to an individual question.
When an instruction is entered, an information icon is displayed next to the
question.
Document Collections:
Allows the insertion of components into
document pages the same way you insert components into the main content section
of your Home Page. Have a standard blurb that you want inserted at the bottom
of multiple pages? Use the new Document Collections feature to automatically insert
it into the applicable documents. Want to change the blurb? Change it in once
place and it is automatically updated in all documents.
At the present time the following
components can be inserted into documents (we will be adding more in the
future):
1) Custom Mini
Browser – create custom Mini Browsers and insert them into documents. This
makes it easy to insert a Flash or You-Tube Video in one or more documents.
2) Document Mini
Browser – insert another document into a document. This is great for inserting
standard blurbs, footers, etc
3) Products Mini
Browser – find the product catalog limiting? Now you can provide and format
product information as documents and insert tables with automatically updated
product information included pricing. Include add to cart, request quote, and
place a bid options. This is great way to advertise a group of products where
the information on the page applies to all products in the group. You can
define your own product groups with no limit on the number of groups or the
number of products in each group.
4) Request Mini
Browser - now you can add a form to a document page. E.g. include a request
more information form.
Contact Import:
You can now create Company records when
importing Contacts. You can also include both a Company Code and Contact Code
in your imports to link both contacts and companies to your other systems such
as your accounting system. This makes cross referencing and repetitive updates
easy.
Exchanges:
This feature has become more powerful
and flexible with:
1) Additional
Fields – we have added a number of new fields.
2) Applications –
setup a job board and accept applications automatically linked to the job
listing applied for.
3) File Attachments
– allow users to attach files to their listings or applications. Easily define
the allowable file types.
4) Profiles – allow
users to create and save profiles that can be used to fill out applications.
Great for job boards.
5) Fees – are now
fully integrated with the shopping cart feature. This allows users to submit
multiple listings with single checkout and payment.
Exchanges are a versatile feature that
can be used for a variety of applications including document submission, connecting
people and resources, classified ads, employment opportunities, etc. Contact
your PortalProdigy representative to learn more about the Exchanges feature and
how you can take advantage of it.
New Products & Services
Search Engine
Optimization (SEO):
Having a great
website is of no value if people are not coming to it. We can help you drive
more quality traffic to your website. PortalProdigy includes a number of SEO
features and no one is better qualified to assist you in their implementation.
Our expert staff
is available to help you promote your website and organization’s mission. We
will tailor a promotional campaign to fit your budget and objectives. Contact
us for details.
Job Board
Builder:
Job Board
Builder is a turnkey solution for building and operating a website to advertise
jobs and automate the process of accepting online applications. For more
information see www.jobboardbuilder.com
Referral Program
Earn Service
Credits:
Do you know of someone
that wants to build a website or to improve their existing website?
Do your friends
and associates a favor by referring them to PortalProdigy and earn service
credits that can be redeemed for PortalProdigy services including hosting,
development work, and SEO services. Contact us for details.
About Us
PortalProdigy is
dedicated to helping organizations take advantage of the web. Our flagship
product the PortalProdigy Internet Interaction Manager permits organizations to
build and manage a highly functional website/web portal and to run their entire
organization from the Internet. PortalProdigy includes a comprehensive content
management system that allows non-technical users to manage web content and
provide a number of online services. The PortalProdigy product is backed by a
highly skilled team of experts to insure your success on the web.
Our services
include:
·
Website
design including logos and branding
·
Website
promotion and marketing
·
Search
Engine Optimization
·
Content
creation and formatting
·
Data
conversion and data importation
·
Integration
with other systems
·
Custom
programming
·
Business
and technical consulting
·
Support
and training
For additional
information you may contact us by phone, email, or online.
Phone: (609)
584-7747 ext 202 assistance@portalprodigy.com http://www.portalprodigy.com/main.asp?uri=1083&rid=4