How to Personalize the Dashboard View

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

  1. Click Dashboard
  2. Click Conference Home button
  3. 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
  4. 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 two new filter fields available

  1. Type filter > will filter and display in the admin dashboard, the selected Conference Type
  2. Year filter > will filter and display events in the admin dashboard for the selected year
  3. Click the Flag icon to favourite a conference/module so it creates a quick link at to the top of the dashboard
  4. Reset button > click the Reset button to return to the default Admin Dashboard view


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