URI 2006 Event Management 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.
NOTE Click Here To See Help Page on This Topic
This paper clip note icon will take to the Task Management page where you can start to assign tasks to this Event.
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.
a.Directories Click Here To See Help Page on This Topic
The Directories Feature provides the ability to create contact directories which are presented on the Visitor pages of the website. Directories may be Member Type, Special Interest Group or Security Type specific, displaying only contact records designated within the indicated group. Individual directory access may be constricted to visitors with specified security permissions. Directories display only information specified in their administrative setup. When a visitor clicks on a specific directory listing he is presented with a detailed profile assembled from the corresponding contact record.
b.Discussions Click Here To See Help Page on This Topic
The Discussions Feature provides the ability to create Discussion Forums which are presented on the Visitor pages of the website. Discussion Forums provide visitors the ability to interact with each other by submitting typed commentary which is displayed on the website and to also respond to comments already displayed on the website whether put there by Administration or a Visitor. Discussion Forums may be Member Type, Special Interest Group or Security Type specific allowing only those visitors with appropriate security permission to reply and/or create new discussion topics.
c.Donations Click Here To See Help Page on This Topic
Using Donations Feature permutes Administrators to configure the Portal Prodigy Donations feature component. When a donation is submitted, an Order record and a Payment record are created. Permitted Administrator use Order Management to manage and process Donation Orders. Depending on the payment options configured in Payment Features Management, permitted users use Payments and Payments Authorization pages to process donation payments.
d.Events Click Here To See Help Page on This Topic
The Events Feature provides the ability to furnish visitors with an event calendar. Event brochures, registration forms, maps, etc. can be imported from any Administrator's computer into the Events Feature of the organization's website. Event details, contact information, registration limits, seating inventory, pricing and payment options can all be added, updated, tracked and reported. Visitors can register and pay online using credit cards or other payment options. Attendance lists and badges can be printed locally on the Administrator's remote computer, related email broadcasts can be scheduled and sent and, if desirable, a view current registrant's link can be available to visitors.
e.Exchanges Click Here To See Help Page on This Topic
The Exchanges Feature provides the ability to create administration and/or visitor operated exchanges. Ideal for creating member, staff or constituent operated resume and job posting boards, auctions, barter markets, vendor sponsor catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets. Administrators can define an unlimited number of exchanges which can be public or private. Visitors can be provided access to the exchanges free of charge or on a fee paid basis. Payment for participation can be accepted online using credit cards or other payment options. The Exchanges Feature differs from the Items/Products Feature in that it fosters commerce or exchange between a defined group of visitors such as members and does not provide for order placement, invoicing or payment between those parties.
f.LRCA Click Here To See Help Page on This Topic
The Legislative and Regulatory Calls to Action Feature provides the ability to rapidly mobilize constituents into a focused force. The organization can use LRCA to broadcast Calls to Action messages via email to specified individuals, contact types or interest groups stored in the Contact Database. The messages include a hyperlink which message recipients can click, bringing them to the website's issue position and education page. From there, respondents can learn more about the issue and choose to respond 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 as well as their postal zip code. Portal Prodigy uses their zip code entry to determine the respondent's correct legislative, regulatory, judicial or executive branch representative and sends their message.
g.Membership Types Click Here To See Help Page on This Topic
The Membership Types Feature provides a highly flexible system for offering, promoting, signingup and managing members online. Be careful not to confine your interpretation of this feature only to "memberships" as in a club or association. Instead, think of members as a specifically privileged group. Membership Types can be assigned to all kinds of groups such as employees, specific department staff, managers, contributors, parishioners, reporters and journalists, constituents, vendors, customers, prospects, etc. Using Membership Types your organization can automate the process of granting access to various site features and content. The Membership Feature is highly flexible. It allows you to create customized signup forms and application forms; memberships can be offered for free or they can require fees including signup fees, recurring dues, and other charges; you can require approval; you can require contractual acceptance by member applicant; and you can completely control the access privileges. The Memberships Feature also automates all aspects of membership billing and payment processing.
h.News Click Here To See Help Page on This Topic
The News Feature provides a rapid entry interface used by Administration to enter news items. Headlines are displayed on the homepage where visitor can click on individual items of interest to view the detailed news record. News items can be configured to expire on a specific date or displayed indefinitely.
i.Request Types Click Here To See Help Page on This Topic
The Request Types Feature provides a complete request management system for capturing, processing and managing a variety of interactions including general information requests, warranty claims, maintenance service requests, maintenance and support contracts, product information requests, project requests, requests for quotes, consulting requests, training requests, resource requests, research requests, event planning, questions and assistance with problems and more. Seamlessly integrates with Work Orders, Service Contracts, and Tasks Management features.
j.Survey Types Click Here To See Help Page on This Topic
The Surveys Feature provides a facility for conducting surveys online. Administrative Visitors can create an unlimited number of surveys with an unlimited number of questions with multiple choice, true/false, rating or text answer formats. Survey notices can be automatically broadcast to specified individuals, contact types or interest groups via email. Message recipients can click on a link bringing them to the corresponding website survey page where they answer questions and submit their results.
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.
Page Settings
During the creation of a new Event this section is not present. Once an Event is saved Page Settings will appear.
Global Content Page
This list box displays currently selected page style. Global Content Page means its set to inherit the settings from Default Site Settings. Use this list box to select a specific Page Settings Collection. All the default and custom collections you create will be listed here.
SEO
SEO in red will be displayed here if this page has any kind of search engine optimizations turned on in the page manager, otherwise this spot is blank. SEO stands for Search Engine Optimization. Portal Prodigy includes a number of builtin search engine optimization features that make it easy to optimize your web pages for search engines and drive more traffic to your website.
Add New Click Here To See Help Page on This Topic
Use to create a new Page Settings Collection. Currently when you click add new Portal Prodigy without prompting creates a duplicate collection with the same name. We recommend clicking on Page Manager and using Save As feature where Portal Prodigy will prompt you to specify a name for your new collection. Add New is a hotkey that can be accessed by "Ctrl+Alt+A".
Page Manager Click Here To See Help Page on This Topic
This button is used to open Page Manager to view and edit the selected Page Settings Collection.
Relationships
Relationships, there are 3 types of relationships you can select. Only one relationship can be selected for an Event. I have all 3 radio buttons selected because I'm displaying functions on this page for all 3 types of relationships.
Independent Relationship
Independent radio button is the default selection. Use when this is a onetime event.
Parent Relationship
Parent radio button is used when this event will be used as the master event. A "Parent" event can be cloned to create "Child" events.
Child Relationship
Child radio button is used when this event is a clone of a parent event. The Clone event feature will automatically select this value for the cloned event. All of the fields will be grayed out and override options will be available for some of the functions. I have placed all the override boxes as they would have appeared on the cloned Event to demonstrate what functions you can override on the Clone.
Parent Event ID Click Here To See Help Page on This Topic
When an Event Relationship is set to Child you may assign Parent ID to it which will be listed here. When you Clone a relationship the Parent ID is automatically assigned to the Child and will appear here automatically. The ID number is a hyperlink that you can click on to open Event Management page for the Parent.
Parent Event Search Click Here To See Help Page on This Topic
Use this search tool to lookup an Event and assign it as a parent. This link will bring up Search for Events page. When you click on Event ID or Title it will automatically assign it to this Event.
View List of Related Events
If this Event is a Parent, you can use the "View List of Related Events" button to see the list of Child events that are related to this Parent.
Event Name
Event Name text box is a requested field when creating a new Event. It is also used as a Title for the Event and it gets displayed to visitors viewing the Events List on the public portion of the website.
Event ID
Event ID is automatically generated by Portal Prodigy when you create a new Event. The ID will appear when you click save button.
Event Date
Date is used to enter the starting date of the event. It will be displayed to visitors viewing the Events List on the public portion of the website. It will also be used by the system to determine the event's placement on the event calendar. Our date entering format is "MM/DD/YYYY". Events Date field is requested when creating a new Event.
Event Date 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.

Event Date Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Date. Otherwise it will automatically be set to run on the same date as the Parent.
Event Time
Time is used to enter the starting time of the event. It will be displayed to visitors viewing the Events List on the public portion of the website. It will also be used by the system to determine the event's placement on the event calendar. Our time entering format is "HH:MM AM/PM". Military time is also supported using the same format.
Event Time Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Time. Otherwise it will automatically be set to run at the same time as the Parent.
Schedule Click Here To See Help Page on This Topic
Schedule button is used to open the Event Schedule page. Use the Events Schedule to enter a detailed listing of the Event's schedule of dates and times.
Description
Description large text box is used to enter the descriptive details of the event. It will be displayed to visitors viewing the Events Details after they click on the corresponding Event Title in the Event List on the public portion of the website. This field is HTML friendly; you can create your description in your favorite HTML editor and paste the raw code in this field.
Description Editor Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit description in the editor.
Description Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Description. Otherwise it will automatically be set to display the same Description as the Parent.
Enable Registration Yes
Enable Registration, set the radio button to "Yes" to allow online registration.
Enable Registration No
"No" is the default value. Set to "No" will disallow online registration.
Registration Note
Registration Note is used for entering a note regarding registration for the event. It will be displayed next to the registration link to visitors viewing the Events Details.
Registration Note Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Registration Note. Otherwise it will automatically be set to display the same Registration Note as the Parent.
Instructor
Instructor list box is used to specify a person's name. List box is populated with all contacts that have Contact Type set to Instructor.
Instructor Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events defined Instructor. Otherwise it will automatically be set to use the same Instructor as the Parent.
Instructor Schedule Validation
Instructor Schedule Validation button is used to open the Schedule Conflict checker page. PortalProdigy will check the instructor's event schedule and display any overlapping dates and times.
Sponsor Name
Sponsor Name text box is used to enter the name(s) of any event sponsors for the event. It will be displayed to visitors viewing the Events Details.
Brochure File Name
When a Brochure is uploaded this field will display the name of the file that was uploaded.
Upload Brochure
Upload Brochure button is used to open Event Brochure upload page. The upload applet will allow you to upload any type of file. Point your mouse at the upload button to see this section when Brochure has already been uploaded.
Edit Brochure Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to create a Brochure in the editor.
Brochure Document ID
The Document ID text box is used to display the ID of the Brochure. Every file that is uploaded to the Portal Prodigy gets assigned the Document ID. If you create Brochure in the Portal Prodigy HTML editor the system will create a file for it and assign it the Document ID. You could also use an existing Document that's in the system. If you know the ID of that document, you may enter it in this box.
Brochure Document Search Click Here To See Help Page on This Topic
This search tool is used to lookup an existing Document. The search icon will bring up Search for Documents page where you can bring up all your Documents. When you click on the name or the id of the document in the search page, Portal Prodigy will automatically assign this document as Brochure for this event and, bring you back to this page.
Upon Completion Link Address
When Upon Completion Go To is configured this field will show the address of that link or feature. Currently this feature is not working.
Upon Completion GoTo Icon Click Here To See Help Page on This Topic
"Upon Completion GoTo" is used to select the URL of the page to go to after the user completes Event Registration. If left blank, the Event Details page is displayed. This link will take you to the Link Management page where you can type in the URL or select from variety of Portal Prodigy Options. This feature currently doesn't work.
Upload Brochure
Brochure File Name
This field displays the name of the file what was uploaded or selected for the Events Brochure.
View Brochure
View Brochure button allows you to preview your Brochure in a new window. It's useful to check it out what will it look like to an end user.
Edit Brochure Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit this Brochure in the editor.
Update Brochure Click Here To See Help Page on This Topic
Update Brochure button is used to open Event Brochure upload page. The upload applet will allow you to upload any type of file. This will replace the old Brochure with a new one.
Check-out Brochure
Checkout Brochure button will bring up browsers Save As windows and give you the option to save this file to your hard drive. Once the Checkout process is complete, Portal Prodigy will save the information of the user that completed the Checkout and display addition fields. Point your mouse on the Checkout button to see the addition fields.
Delete Brochure
Delete Brochure button is used to remove brochure from the Event. This will also delete the Document that Brochure is assigned to. Be careful, even if you selected an existing Document from the system for a brochure, this button will delete it. One way to unlink a Brochure file from the Event is erase the Document ID from the text box and click save. This will unlink the document from the Event but keep the Brochure Document you created or uploaded for future use. Once a Brochure been removed from the Event this section will display the buttons to add new Brochure. Point your mouse on the Delete Brochure button to go back to the Add New Brochure section.
Brochure Document ID
The Document ID text box is used to display the ID of the Brochure. Every file that is uploaded to the Portal Prodigy gets assigned the Document ID. If you created Brochure in the Portal Prodigy HTML editor the system has already created a file for it and assigned the Document ID.
Brochure Document Search Click Here To See Help Page on This Topic
This search tool is used to lookup an existing Document. The search icon will bring up Search for Documents page where you can bring up all your Documents. When you click on the name or the id of the document in the search page, Portal Prodigy will automatically assign this document as Brochure for this event and, bring you back to this page.
Upon Completion Link Address
When Upon Completion Go To is configured this field will show the address of that link or feature. Currently this feature is not working.
Upon Completion GoTo Icon Click Here To See Help Page on This Topic
"Upon Completion GoTo" is used to select the URL of the page to go to after the user completes Event Registration. If left blank, the Event Details page is displayed. This link will take you to the Link Management page where you can type in the URL or select from variety of Portal Prodigy Options. This feature currently doesn't work.
Check-out Brochure Delete Brochure
Brochure File Name
This field displays the name of the file what was uploaded or selected for the Events Brochure.
View Brochure
View Brochure button allows you to preview your Brochure in a new window. It's useful to check it out what will it look like to an end user.
Edit Brochure Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit this Brochure in the editor.
Update Brochure Click Here To See Help Page on This Topic
Update Brochure button is used to open Event Brochure upload page. The upload applet will allow you to upload any type of file. This will replace the old Brochure with a new one.
Check-out Brochure
Checkout Brochure button will bring up browsers Save As windows and give you the option to save this file to your hard drive. Portal Prodigy keeps track of the last person completed the Checkout and displays their information below.
Delete Brochure
Delete Brochure button is used to remove brochure from the Event. This will also delete the Document that Brochure is assigned to. Be careful, even if you selected an existing Document from the system for a brochure, this button will delete it. One way to unlink a Brochure file from the Event is erase the Document ID from the text box and click save. This will unlink the document from the Event but keep the Brochure Document you created or uploaded for future use. Once a Brochure been removed from the Event this section will display the buttons to add new Brochure. Point your mouse on the Delete Brochure button to go back to the Add New Brochure section.
Brochure Document ID
The Document ID text box is used to display the ID of the Brochure. Every file that is uploaded to the Portal Prodigy gets assigned the Document ID. If you created Brochure in the Portal Prodigy HTML editor the system has already created a file for it and assigned the Document ID.
Brochure Document Search Click Here To See Help Page on This Topic
This search tool is used to lookup an existing Document. The search icon will bring up Search for Documents page where you can bring up all your Documents. When you click on the name or the id of the document in the search page, Portal Prodigy will automatically assign this document as Brochure for this event and, bring you back to this page.
Checked Out Name
This field displays the first and last name of the user who last completed the Checkout of the Brochure.
Checked Out Date Time
This field displays the date and time when the Checkout was completed.
Checked Out User's Email
This field displays only the label for the email.
Checked Out Email Address
This field displays the email of the user who last completed the checkout of the Brochure. This field currently doesn't work.
Upon Completion Link Address
When Upon Completion Go To is configured this field will show the address of that link or feature. Currently this feature is not working.
Upon Completion GoTo Icon Click Here To See Help Page on This Topic
"Upon Completion GoTo" is used to select the URL of the page to go to after the user completes Event Registration. If left blank, the Event Details page is displayed. This link will take you to the Link Management page where you can type in the URL or select from variety of Portal Prodigy Options. This feature currently doesn't work.
Delete Brochure
Custom Fields Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Custom Fields. Otherwise it will automatically be set to use the same Custom Fields as the Parent.
Custom Field List
This list displays all the custom fields available for use. These fields will display as labels on the Event Details page. Custom fields are created in the Custom Fields Manager. To select a field click on it to highlight it.
Custom Field Value
This Value text box allows defining what will be written for the Custom Field selected. For example, if the Custom Field is "Skype:" you may enter your Skype name to provide this type of contact information on the Event details page. The Value for the Custom Field allows of maximum of 40 characters (that's including spaces).
Right Arrow
The Right Arrow is used to add your Custom Field to the Event page. You must select a field, then enter value for the field, and then use the arrow to add it to the Event page.
Left Arrow
The Left Arrow is used to remove a Custom Field from the Event page. Highlight a field in the "Selected Field/Value" section and then click the Left Arrow to remove it.
Selected Field/Values
Selected Field/Values displays the currently used field/values and their sort order. You can click on then to highlight one.
Up Arrow
Use the Up Arrow to move the selected Field/Value up one space at a time.
Down Arrow
Use the Down Arrow to move the selected Field/Value down one space at a time.
Event Location Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Location Fields. Otherwise it will automatically be set to use the same Location Fields as the Parent.
Event Location
Location is used to enter the name of the Event Location for the Event (For example, Hilton Hotel at Paramus). It will be displayed to visitors viewing the Events Details.
Event Room
Room is used to enter the name or number of the room where the event will take place. It will be displayed to visitors viewing the Events Details.
Event Address 1
Address 1 is used to enter the street address of the Event Location for the Event. It will be displayed to visitors viewing the Events Details.
Event Address 2
Address 2 is used to enter additional address info if it doesn't fit in first line. It will be displayed to visitors viewing the Events Details.
Event City
City is used to enter the City of the Event Location for the Event. It will be displayed to visitors viewing the Events Details.
Event Country
Country is used to select a Country for the Event Location for the Event. It will be displayed to visitors viewing the Events Details. Only the Countries that are turned on in the Countries Management are listed in this list box.
Event State/Province
State/Province is used to select a state or a province of the Event Location for the Event. It will be displayed to visitors viewing the Events Details. Only the states and provinces for the Countries that are turned on in the Countries Management are listed in this list box.
Event Zip/Postal Code
Zip/Postal Code is used to enter the zip and postal code of the Event Location for the Event. It will be displayed to visitors viewing the Events Details.
Locate Zip Postal Code
Use this magnifying glass to open up MapQuest in a new window. It's useful to lookup the Zip or Postal Code you have entered.
Payable To Name
Name is used to enter the name (payee) that payment checks should be written to.
Payable To Address 1
Address 1 is used to enter the address of the payee that payment checks should be sent to.
Payable To Address 2
Address21 is used to enter the address of the payee that payment checks should be sent to, if applicable.
Payable To City
City is used to enter the City of payee that payment checks should be sent to.
Payable To Country
Country is used to select the Country of the payee that payment checks should be sent to. Only the Countries that are turned on in the Countries Management are listed in this list box.
Payable To State/Provice
State/Province is used to select the State or Province of the payee that payment checks should be sent to. Only the states and provinces for the Countries that are turned on in the Countries Management are listed in this list box.
Payable To Zip/Postal Code
Zip/Postal Code is used to enter the Zip or Postal Code of payee that payment checks should be sent to.
Locate Zip/Postal Code
Use this magnifying glass to open up MapQuest in a new window. It's useful to lookup the Zip or Postal Code you have entered.
Who to Contact for More Information Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Who to Contact For More Information Fields. Otherwise it will automatically be set to use the same information as the Parent.
Contact for More Information Name
Name, if there is a personal contact available to visitors who need additional information, you can enter his/her Name here.
Contact for More Information Phone
Phone, if there is a personal contact available to visitors who need additional information, you can enter his/her Phone number here.
Contact for More Information Email
Email, if there is a personal contact available to visitors who need additional information, you can enter his/her Email address here.
Contact for More Information Ext
Extension, if there is a personal contact available to visitors who need additional information, you can enter his/her Extension number here.
Pay Online Yes
Pay Online Radio Button, set it to "Yes" to allow registrants pay online using their credit card. This option will complete the registration process.
Pay Online No
"No" is the default value. Leaving it at "No" will disallow online payments.
Pay By Mail Yes
Pay By Mail Radio Button, set it to "Yes" to allow registrants pay by mail (check). This will put the registrants order in the pending list and until his or hers payment is not received they will not enter the list of Registrants.
Pay By Mail No
"No" is the default value. Leaving it at "No" will disallow payments by checks.
Pay At Event Yes
Pay At Event Radio Button, set it to "Yes" to allow registrants pay at the Event. This option will complete the registration process.
Pay At Event No
"No" is the default value. Leaving it at "No" will disallow payments at the Event.
Pay On Account Yes
Pay On Account Radio Button, set it to "Yes" to allow registrants pay on their account. The registration process will depend on how the account is setup for the client.
Pay On Account No
"No" is the default value. Leaving it at "No" will disallow payments on Account.
Allowable # of Days Prior to Event Date to Cancel or Change Registration
Allowable # of Days Prior to Event Date to Cancel or Change to Registration Field, many organizations allow cancellations up to a specific number of days before an event is scheduled to occur. If the Allow Customer to Edit Submitted Orders radio button is selected as Yes on the Event Features Management page, the Administrator may wish to set a number into this field in order to prevent last minute cancellations and updates for the specific event.
SignUp Form
SignUp Form is used to select a Quick Registration form that Event registrants will be taken to when they click the Signup As New User option.
Event Limit
Event Limit Field is used to enter the limit of attendees. If total registrants exceed this limit, new registrants will not be able to Signup. Instead they will receive a message indicating the event is sold out.
Event Limit Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events attendees Limit. Otherwise it will automatically be set to use the same setting as the Parent.
Require Entry of Registrant Names
Require Entry of Registrant Names Field, when selected as "Yes", the system displays fields to enter attendee names. The default value is "No".
Send Response Notification Email To
Send Response Notification Email To Field, If an email address is included in this field and a Broadcast Template and Recipients list was created using the Broadcast Feature, and then selected in the Response Notification Template field of the Events Features Management page, then the email address entered here will receive a notice each time a new registration is entered.
Send Response Notification Email To Override
The override checkbox is available when this Event is a Child. Use this checkbox to override Events Send Response Notification Email To Field. Otherwise it will automatically be sent to the same email as the Parent.
Reporting Class
Reporting Class Field, this field is used as a filter for reports based on reporting classes usually set up by committee or chair responsibility (For example, events, communications, membership, etc.). Provided Reporting Classes were entered in the Reporting Classes Management page, a selection list will be available here.
Universal Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Universal Description
There are five standard presets of registration types. The "Universal" is configured in a way that anyone can register for the Event. This description is displayed during the registration/checkout process. You can change it to match your needs.
Universal Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Universal Price
Price Field is used to enter the price of the Events Registration fee.
Universal Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Member Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Member Description
There are five standard presets of registration types and fees. The "Member" is configured in a way that only Member Type Contacts can register for the Event. This description is displayed during the registration/checkout process. You can change it to match your needs.
Member Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Member Price
Price Field is used to enter the price of the Events Registration fee.
Member Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Spouse Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Spouse Description
There are five standard presets of registration types and fees. The "Spouse" is configured in a way that only Member Type Contacts can co-sign them for the Event. This description is displayed during the registration/checkout process. You can change it to match your needs.
Spouse Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Spouse Price
Price Field is used to enter the price of the Events Registration fee.
Spouse Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Guest Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Guest Description
There are five standard presets of registration types and fees. The "Guest" is configured in a way that only Member Type Contacts can co-sign them for the Event. This description is displayed during the registration/checkout process. You can change it to match your needs.
Guest Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Guest Price
Price Field is used to enter the price of the Events Registration fee.
Guest Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Non-Member Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Non-Member Description
There are five standard presets of registration types and fees. The "Non-Members" is configured in a way that Member Type Contacts will be excluded from this Event. This description is displayed during the registration/checkout process. You can change it to match your needs.
Non-Member Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Non-Member Price
Price Field is used to enter the price of the Events Registration fee.
Non-Member Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Meal Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Meal Description
There are two standard presets of fees. The "Meal" is configured in a way that anyone can add this service during registration for the Event. This fee is optional. This description is displayed during the registration/checkout process. You can change it to match your needs.
Meal Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Meal Price
Price Field is used to enter the price of the Events Other Service fee.
Meal Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Parking Include
Use this checkbox to include or exclude registration type or fee from the Event. By default all the registration types and fees are turned on.
Parking Description
There are two standard presets of fees. The "Parking" is configured in a way that anyone can add this service during registration for the Event. This fee is optional. This description is displayed during the registration/checkout process. You can change it to match your needs.
Parking Cost
Cost Field will be for FUTURE IMPLEMENTATION.
Parking Price
Price Field is used to enter the price of the Events Other Service fee.
Parking Item Link Click Here To See Help Page on This Topic
Use the Edit Item link to enter Event Item Management page for this registration type or fee. Item Management will provide you with more advanced function to configure this registration type or fee.
Add New Click Here To See Help Page on This Topic
This Add New icon will appear when this Event is set to Parent. You can click it to open Event Item Management page in add new mode. When you save and close your item, Portal Prodigy will return you back to this Event with new line already added. Use this function to add more registration types or fees if needed. Remember when you add new line to the Parent, all the Child type Events will inherit it.
View Event Orders Click Here To See Help Page on This Topic
View Event Orders will take you to the Event Orders Page where you can see all the orders that were created for each registrant. Portal Prodigy will automatically create an order in the system during the Event Registration.
View Event Registrants
View Event Registrants link will show you everyone who has been approved as Registrant for the Event. Anyone who is got a pending order will not be in this list.
Created By Name
Lists user's first name followed by last name, who created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Created By Date
Lists the date and time when the user created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Modified By Name
Lists user's first name followed by last name, who last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Modified By Date
Lists the date and time when the user last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Active
Active, by default this value is set to "Yes", which means the record is active and available for use. To deactivate a record, set it to "No". Deactivating a record is a logical form of deletion. It is used to remove the record from future use, yet maintain the relationship with existing data. Reports by default only include active records; however, there is a reporting option that allows inclusion of deactivated records.

Expires Date
Expires Date Field provides for the input of a date, after which the event will no longer be displayed on the visitor (public) portion of the website. It does not delete the record but tags the record so it will be filtered from display.
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.

Chapter ID
ChapterID, this value is only applicable if you are using the Portal Prodigy Site Synchronization feature. It is used to specify the Chapter that has primary ownership of the record.
Topic
The Topics Field contains a selection list based on entries made on the Events Topics Management pages. Topics determine which events are grouped together in the Events List on the public portion of the website.
Level
The Level Field is applicable to multi-chapter synchronous installations of Portal Prodigy where levels, such as National, Regional, State and Local are used to filter the display of records.
Private
Private, by default this value is set to "No", which means the record is publicly available to all visitors of your site. To limit access to authorized users only, set to "Yes" then check which Security Group to grant access.
Save
Saves the data and continue working on the page. Save is a hotkey that can be accessed by "Ctrl+Alt+S".
Clone
Clone Button will make a copy of this Event with the same name. When the copy is created you will automatically be in it. The Clone will be automatically set to as Child of the original Event and will inherit everything. Most of the fields will be grayed out and override options will be available for some of the functions.
Delete This Will Take You To The Previous Page
Delete button deletes this Event. Portal Prodigy will prompt if you want to delete this page. OK response deletes the page, closes page, and returns to previous page. CANCEL response discards delete and returns you back to editing this page.

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".

Reports Click Here To See Help Page on This Topic
This button will take you to Reports generation page. There are customized reports for the Events feature. "Reports" is a hotkey that can be accessed by "Ctrl+Alt+R".
Broadcast Click Here To See Help Page on This Topic
Broadcast button will take you to Broadcast Templates page where you can send a mass broadcast to all your registrants.
Cancel This Will Take You To The Previous Page
Close the page and discard all entries and edits. Cancel is a hotkey that can be accessed by "Ctrl+Alt+N".
Close This Will Take You To The Previous Page
Close button is used to close the page and save changes. Portal Prodigy will prompts to save changes. OK response saves changes, closes page, and returns to previous page. CANCEL response discards all entries and edits (same as Cancel button). Close is a hotkey that can be accessed by "Ctrl+Alt+C".

Security Groups
Security Groups are only listed when Private is set to "Yes".
Company ID
Enter the company ID you want to grant access to.
Company ID Auto-assign
If you want to enter your own company ID but can't remember what it is click this icon. Portal Prodigy will enter company ID into the box of the currently logged in user.
Company ID Search Click Here To See Help Page on This Topic
Use this search tool to lookup a company in the database.
View
View grant a user belonging to the selected company viewing right.
Edit
Edit grant a user belonging to the selected company editing right.
Add
Add grant a user belonging to the selected company to add new right.
Admin
Use this checkbox to add view rights to a Security Group. All active security groups currently in the system will be listed here and each individual one can be selected. New Portal Prodigy comes with 3 predefined Security Groups; Admin, Users, and Visitors.
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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