Having trouble viewing this email? Click here.
To ensure you receive your Passageways Monthly Newsletter please add newsletters@passageways.com to your address book now.

 
Passageways May, 2007 e-Newsletter: In This Issue
Want to see something featured in Passageways Monthly? Let us know at: newsletters@passageways.com.



Passageways Reaches New Milestone with 100th Customer 100 Customers

We reached a new milestone this month as Eli Lilly Federal Credit Union ($747M, Indianapolis, IN), became our 100th customer. Our entire team has and continues to, put their heart and soul into developing our Portal Solutions and reaching this milestone has made us extremely proud.

We have seen a dramatic increase in the number of financial institutions embracing Portal Solutions this year alone, and we are excited about our growth and what we have accomplished thus far. We have some exciting new plans for this year and we are already looking forward to reaching our next milestone. Please join us in this celebration and welcoming Eli Lilly Federal Credit Union to our family of customers.

Million thanks to all our customers and well wishers!
  



Congratulations and Welcome New Customers

We are pleased to welcome the following organizations to Passageways and to congratulate them on their portal purchase:

  • Ocala National Bank, Ocala, FL
  • Eli Lilly FCU, Indianapolis, IN
  • Santa Clara County FCU, San Jose, CA
  • Xerox FCU, El Segundo, CA
  • Power Financial CU, Pembroke Pine, FL  


Product Updates: Products & Services v3.4

Introducing the New version of Products & Services Module!


This new version brings with it many important improvements like full-text search, create draft procedures, clone existing products, etc.

Module Highlights 

New Features
Feature How it helps you
Rearrange Product Categories Enabled Administrators may now rearrange the order of the product categories in the navigation tree.
Simplified Process for Configuring Product Comparison Island Simplified process to select a product, and view associated custom fields for use in configuring the Product Comparison Island.
Security Options for Product Snapshots Module Administrators and Product Managers may assign security to each of the product snapshot areas.
View Product Snapshot from Product Comparison Island Clicking on the product name from the Product Comparison Island will open the product snapshot in a new window.
Clone Existing Products From the Create New Product screen, Product Managers are able to duplicate ("clone") a similar product using the "New From Existing Product" command.
Procedure Step Number Alignment Procedure steps which contain lengthy information will display the step number at the beginning of the step.
Size Limitations Increased Products Description, Product Custom Field Value and Comments have been increased.
Track Change to Promotions Changes made to promotions can be tracked, and previous promotions may be restored.
Edit and Publish Procedures Product Procedures can now be in the form of a "published version" or a "draft version". Product Managers and Procedure Section Managers may update existing Procedures without making the changes available to all Portal Users. You can publish the "draft" version for review by all Portal Users. Upon Publishing a Procedure, an option to send an announcement with comments to selected Roles/Users/Workgroups is given.
Simplified Procedure Step Creation Creating a procedure step is more simple and efficient.
Search Procedure Steps Within A Procedure Procedure Steps may be searched within an existing procedure.
Create Folders in the Product Documents Section Product Managers and Product Document Section Managers are able to create folders within the documents section of a product snapshot, and to group documents in these folders with a new drag-n-drop process.
View Description and Original Filename in Product Document Section Product Managers and Product Document Section Managers are able to assign descriptions to files in the Product Documents Sections. The descriptions are displayed, as well as the original filename.
Changes to Procedures Tracked Upon Publishing Changes made to procedures can be viewed.
Changes to Custom Fields Tracked Changes made to custom fields can be viewed.
Improved Product Procedure Search Searching product procedures will now display results for different tenses of search terms (i.e. open, opened, opening, opens).
Improved Product Search Searching products will now display results for different tenses of search terms (i.e. open, opened, opening, opens).

 

 

 

Products & Services Module Icon    Products & Services Module Icon
Click to View
 


Products & Services v3.4 requires Portal v3.3 in order to run. When upgrading to Products & Services v3.4, a migration script is included which will migrate all existing data from Products & Services v3.3 to v3.4 automatically.

Official Release Date: June 11th, 2007


e-Forms Module Promotion  (Only one month left!)
Introducing the New e-Forms Builder Module!

Special Introductory rate of only $3,999 until June 30th, 2007.

Business users can effortlessly create rich online forms without any technical skill set. e-Forms can easily be created, distributed and collected all within the Passageways Portal.

Module Highlights

Create
Business users can easily create a form utilizing the familiar Rich Text Editor with the added functionality of simply inserting fields such as dates, text boxes and drop down boxes.

Distribute
Once a form is created, end users can retrieve forms in the Passageways Portal or sent in an email. Forms can be distributed on the basis of role, workgroup, or individually.

Approvals
Forms can also be routed for approval by an employee’s supervisor. Supervisors can “digitally approve” forms using their unique ID within the Portal.

Collect
Information and data from each form can be collected through the Portal or in an email.

eForms Builder Module Icon
Click to View 


The e-Form Builder Module is regularly priced at $5500.

You can have this module for only $3,999 until June 30th, 2007.

 


Professional Services 2nd Quarter Promotions 

Buy any professional services solution (listed below) or service for $1800 or more and receive one for the following solutions for FREE!!

Act Now, Only One Month Left!

Promotion Ends on June 30th, 2007.

Contact Manan Relia at 765.497.8808 or mrelia@passageways.com to schedule a demo now!


Tech Corner: Customizing Your Navigation Tree

Portal Framework v3.3 allows you customize your navigation tree by creating custom links, also known as nodes. You can create links to just about any website and anyplace within the portal itself. You can even create nodes that will only be viewable by individuals assigned to a specific role!

Let’s take a look at a few examples. If you would like to add a link to Products & Services to the Navigation Tree, for example, you can simply add the following code. You can customize the Text (or name that will appear on the link), the order index, and the icon path according to your specifications.

<CustomNavigationNodes>

<CustomNode Text="Products and Services" Url="http://localhost/passageways/Modules/Products/BrowseProducts.aspx" OrderIndex="11" IconPath="back_arrow.gif" Target="portalnavigation" />

</
CustomNavigationNodes>

To create a custom node that will be viewable by a specific role:

<CustomNavigationNodes>

<
CustomNode Text="Passageways Website by Role" Url="http://www.passageways.com" OrderIndex="10" IconPath="back_arrow.gif" Scope="ByRole" RoleIDs="Custom" />

</
CustomNavigationNodes>

In addition to creating custom nodes, you can customize the styles of fonts and font colors of the nodes on the navigation tree. The styles (such as HRInformation in this example) are called from the class sheets used in your portal.

<CustomNavigationNodes>

<
CustomNode Text="Help Desks" OrderIndex="13" IconPath="folder.gif" Expanded="True" CssClass="HRInformation" />

</
CustomNavigationNodes>

For more information on creating custom nodes in your portal, please refer to the Knowledgebase article (310151) located on our Support Center.

-- 
To unsubscribe to Passageways Monthly, please respond with "Unsubscribe" in the subject line. Or contact
newsletters@passageways.com

Dates to Know  

eTrainings: 

Products & Services
Friday, June 01, 2007
2:00 PM - 3:00 PM (ET)


Help Desk
Monday, June 04, 2007
2:00 PM - 3:00 PM (ET)

New Product  e-Form Builder
Friday, June 08, 2007
2:00 PM - 3:00 PM (ET)

Expense Report Tracking
Monday, June 11, 2007
2:00 PM - 3:00 PM (ET)


Portal Framework
Friday, June 15, 2007
2:00 PM - 3:00 PM (ET)


Group Collaboration
Monday, June 18, 2007
2:00 PM - 3:00 PM (ET)


Assinged Tasks
Friday, June 22, 2007
2:00 PM - 3:00 PM (ET)

Timesheets
Monday, June 25, 2007
2:00 PM - 3:00 PM (ET)






Quick Links
Passageways Support

Contact Us
http://www.passageways.com

Sales
sales@passageways.com
Telephone: (765) 497-8832
Fax: (765) 497-8804

Professional Services 
mrelia@passageways.com
Telephone: (765) 497-8808

Customer Support
support@passageways.com
Telephone: (765) 497-8815