How to Personalize the Dashboard View
If you have many events defined in the X-CD system, define different conference types to categorize the events and set filters to display on the dashboard.
Some examples of conference types are: Webinar, Annual Meeting, Chapter Conference
Conference types are defined when a NEW conference is created on the Add Conference screen:
If you have an existing Conference defined, associate it to an existing type / create a new conference type
- Click Dashboard
- Click Conference Home button
- In the Conference Home screen
- if you have already defined conference types, click the Select Existing Type box and select from the list of options
- If you want to create a new type, enter the name of the new type in the text field to the right
- Scroll down, click
Update Conference button to save changes.
- Note: If you added a new type, this will automatically set the conference type to the new type.
On the Admin Dashboard, there are three fields available
- Search box– Allows users to search and display matching records based on the entered keyword, such as conference name, module name, module ID, etc.
- Type filter > will filter and display in the admin dashboard, the selected Conference Type
- Year filter > will filter and display events in the admin dashboard for the selected year
- Click the
Flag icon to favourite a conference/module so it creates a quick link at the My X-CD tab.
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