Contact Forms
Managing Auto-Suggest Lists
An auto-suggest list is used in order to standardize information entered by users. An example of when an auto-suggest list is used is for an Academic Institution listing on the contact profile form. The academic institution list is a compilation of ...
About the Contact Form
There is one default Contact Form defined in your X-CD site. This Contact Form contains all of the fields you want to be associated with a contact profile and the fields are shared across all modules. Within each module, you will be able to control ...
Hiding Flags within Contact Form Fields
How to hide country flags for fields in the Contact Form Within the contact form in the contacts module, when users select their country and phone numbers, by default, the country flags will appear on the front end. To remove the flags from ...
How to add a contact to the Do Not Contact Me (unsubscribe) list?
The Do Not Contact Me list will remove an individual from receiving general broadcast type emails sent through the X-CD system by an administrator. If enabled, it gives the user a quick way to 'unsubscribe from all emails' -- as it relates to ...
Adding Related Tags (Society Themes/Analytic Tags) to Contact Field Values
Adding Society Theme Tags allow for further analytics and using the match-making functionality in the virtual conference. You can only Add Related Tags if they have been previously created. Please see this article on how to add tags. Click Dashboard ...
How to Manage the Country list?
Click Dashboard Click Contacts Module in the left-side menu Click Contact Forms button Click Manage Countries button If you wish to use a different label for a specific country Enter a new label under the Alternate Label column Press Enter key If you ...
How to Enable / Disable Users from Editing their Profile Information?
Click Dashboard Click Contacts Module in left side menu Click Manage Contact Forms in left side menu Click System Contact Form Settings Set Block Contacts From Edit Profile Yes = disable editing No = allows editing If you are using X-CD to manage ...
How to Add a Field for a Speaker/Author to Upload their Photo?
The photo for a Speaker should be uploaded in the individual's contact profile. To do so you will need to add a field on the contact profile. NOTE: The photo uploaded will resize the submitted photo to 200 pixels wide x relative height. Acceptable ...
How to Preview my Contact Form?
This will allow you to preview the form to review the aesthetics of the current version of the form. The required functionality will not work as desired in this screen and should not be used to test the functionality of the form and field settings. ...
How to Delete a Field?
Click Dashboard Click Contacts Module Click Contact Forms button Be sure to select the appropriate contact form before you edit any details If there is no dropdown list for contact form, proceed to the next step Click the red Remove button on the ...
How to Manage the Options or Choices Under a Field?
In the individual field option value screen, you may change the field option label, and choose whether the value should display. There are 2 more advanced features used with field values in our system. You may choose groups to add the user to if they ...
How to Add a New Field to the Contact Form?
Click Dashboard Click Contacts Module in the left side menu Click Contact Forms button Click + Add New Field button near the top of the screen Select the Field Type In the Existing Field, from the dropdown, select New Custom In field label, enter a ...
How to Access the Default Contact Profile Form and How to Edit Contact Form Fields?
About the Default Contact Profile Form The default contact profile form will contain the standard X-CD fields. You will be able to identify these types of fields as there will be a specific label underneath the field in the field grid view. Refer to ...