• Contacts - The Contacts Feature is used to maintain records on individual contacts, including their website login information when applicable. Member data, Vendor data and Contact data actually store in the same tables but we have separated the features to simplify certain administrative procedures specific to membership type organizations such as trade and professional organizations. The individual Contact Records serve not only as a place to record and lookup contact information such as addresses and phone numbers but also a link into other features related to individual contacts such as event registration records, advocacy participation, contributions, purchases and more. The Contact database further serves as a data merge source for message broadcasting via email, fax or printed communication features.

 

• Tasks – Tickler Notes, Task, Action and Prospect Organizer - The Tasks Feature provides for the attachment of notes, much like real-world sticky-notes, to records within many of the features of PORTALPRODIGY. Special fields are provide within each note allowing for categorization by status, type, follow-up date, and delegation contacts so that they may become part of any assortment of planning, reminding, delegating and task organizing systems that can be easily customized to each organization’s private PORTALPRODIGY installation.

 

• Public Relations Feature – (Not listed on Administration Menu – Controlled via Features Sub-menu) - The Public Relations Feature allows administration to provide visitors with appropriate security privileges an opportunity to create and update their own Press Release Template and Biography Record and send press releases. Media contact records are stored in the contact database and classified by medium, news category and geography. Permitted visitors enter press release copy into the website form and indicate media contact preferences by medium, news category and geography and PORTALPRODIGY delivers the press release in HTML format via email to the appropriate media contacts. Media Contacts can click on a link in the email press release they receive and are brought to the organization’s site where they can not only read detailed information on the sender of the press release but also search the biography database for other people and companies of interest. This feature is especially ideal for professional and trade associations as well as advocacy groups and sporting leagues.

 

• Requests – Requests and Help Desk 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.

 

• Work Orders Feature – Provides a complete work order system to estimate, approve, track and bill for parts and labor and other expenses.  Seamlessly integrates with Requests, Service Contracts, Task Management, and Inventory Control features.

 

• Service Contracts – (As of the writing of this version of the User Manual, the page to support this feature being developed and will be released soon. In the interim, Service Contracts are managed using Membership Management.) – Provides the ability to create and manage service and maintenance contracts.  Seamlessly integrates with Requests, Work Orders, and Billing features.

 

• Vendors - The Vendors Feature is actually part of the Contacts feature and operates in exactly the same way except that data for individual records entered under this function automatically defaults to Vendor status values which are relevant to certain reporting and signup features. Individual record entered under the Vendor feature can be amended to eliminate such default values.

 

• Companies - The Companies Feature is used to maintain records on individual companies, including their relationship to individual contacts when applicable. The individual Company Records serve not only as a place to record and lookup contact information such as addresses and phone numbers but also a link into other features which relate to individual companies such as orders and contacts.

 

• Credit Apps - Add, view, report, approve and decline credit applications.  Provides online application process for customers.  Includes and administrative approval process which assigns terms to customer accounts and processes pending orders.

 

• Memberships – The Memberships Feature is used to add, view, report, approve, and decline membership applications.  Automates assignment of website privileges. Automates billing of recurring membership dues and renewals. 

 

• Broadcasting - The Broadcast Feature provides for the creation of message templates which can be called upon manually or automatically to broadcast email messages to specified individuals, contact types or interest groups. The Broadcast Feature also provides for the creation of templates that organize variable field data from an assortment of PORTALPRODIGY feature records and export into .CSV format files which may be used with any fax broadcasting and word-processing software with merge capabilities for the purpose of mass mailing and fax broadcasting.

 

• Sales – Provides a complete sales prospecting and sales opportunity management system.  Use to identify sales leads, assist in prospecting, capture information valuable to the sales process, coordinate prospecting and sales activities, create quotes, convert quotes to sales orders, and manage the entire process.