Contact Profile
Batch Duplicate Contact Merge
Duplicate contacts do occur when a user create multiple accounts using different emails, as the system recognizes a user via their email. If your system has many duplicates, there is a batch merge function. Video tutorial: STEPS: From the dashboard, ...
How to Upload a Photo for a User
Click Dashboard Click Contacts Module In the Search field, enter the first few letters of the first or last name to display a list of matches. Find the name of the person to update Click the Manage button for the person to update Click Login As Click ...
How to Download a Contact's Photo?
Click Dashboard Click Contacts Module Search for the Contact by entering the first few letters of the first or last name in the Search Field Once you locate the individual, click on the Manage button for the individual You may right-click on the ...
How does a user reset their own password?
Reset Password Link From the profile home login screen, the end user will click the Reset Password link located under the Login button After clicking the Reset Password link, a screen will open asking for user's Firstname, Lastname and Email address ...
What is the Contact UUID?
Contact UUID (universal unique identifier) is an identifier for contacts in your system. X-CD uses this field internally for tracking and matching purposes. You will see this field displayed near the top of a contact profile. In addition, this field ...
Why did my contact import fail?
The import will fail if any of the following circumstances are encountered Column heading name(s) in the template were changed Columns in the template were deleted Columns in the template were moved Upload file contains more than 250 rows File format ...
Where to find the Contact Import Template?
Click Dashboard Click Contacts Module Click Contact Import (bottom left side menu) IMPORTANT: Ensure to read through the notes for the import file on the page. If applicable, select one or more groups Click Generate Template button This will save a ...
How to Import Contacts?
View the purpose of the Contact UUID when updating existing contacts article - click here. Click Dashboard Click Contacts Module Click Contact Import (bottom left side menu) If importing members or individuals into specific group(s), select ...
How to Unlink or Edit a Person's Company?
Click Dashboard Click Contacts Module In the Search field, enter the first few letters of the first or last name to display a list of matches. Click Manage button for the name of the person to update Scroll down and locate on the far right side of ...
How to Send a User a Login Link?
Click Dashboard Click Contacts Module In the Search field, enter the first few letters of the first or last name to display a list of matches. Click the Manage button for the individual On the far right-side of the screen, locate and click ...
How to set display preferences in the View Contacts screen?
Click Dashboard Click Contacts module To set how may rows are shown on the screen by setting the 'Show X Entries' setting Click the number drop down list, to set the default number of rows to display e.g. Show '50' Entries will always display 50 rows ...
How to delete a contact profile picture?
The contact profile picture can be replaced with any other image. To revert back to the default image, right-click this image and download it and then upload it as the contact profile picture. The easiest way to upload the photo is to perform a ...
Can a person delete their own contact profile?
An end-user cannot delete their own contact profile. Only an admin is able to delete an individual's contact profile.
How to Delete a Contact?
Click Dashboard Click Contacts Module Search for the individual's name in the grid Click on the Manage button for the individual Click Delete from top menu The next screen will display all of the modules that contain information linked to this ...
How to login as a user?
Click Dashboard Click the Contacts Module Search for the individual you want to login as Click the Manage button Click Login As button in the horizontal menu You will be presented with several areas to login as the person depending on the role a ...
How to look up an individual's submission(s) and registration information?
The best place to find information relevant to an individual is to view the Contact History. Click Dashboard Click Contacts Module in left side menu Search for the individual, then click on the Manage button for the individual Click Contact History ...
I have duplicate contacts. How do I Merge Contacts?
NOTE: This will move all items (e.g. author, abstract, review, registrations, member dues, groups, etc.) over to the master contact profile and then delete the duplicate contact profile in the Contacts Module. The information in the Master Contact ...
How to Find Duplicate Contacts?
The Duplicate Contact Search feature will search the contact module and flag any contacts that need to be reviewed as potential duplicates. The search will first match on where the combination of the first and last name are the same and then secondly ...
How to Edit Contact Profile Information?
Quick Batch Updates: Click Dashboard Click Contacts Module in left-side menu Click Display Columns button to select fields to appear in the grid. For each field, click inside the cell to open an editable text box, then click your Return/Enter button ...
How to Change a Password?
NOTE: End users may click the Reset Password link on the login page which will email them instructions to reset their password. If they did not receive an email, the email may have been filtered into the junk folder or blocked by the mail server. A ...
How to Grant or Revoke Administrator Access Permissions?
Types of Admin levels of Access Admin access to your entire X-CD system by assigning the person "Super Admin Access" Admin access to a specific module(s) or form(s). NOTE: When new conferences and modules are added to your X-CD system, if an ...
How to Search for a Contact?
Click Dashboard Above the Dashboard menu option, in the Search Contact field, enter part of a contact's Lastname Any matching lastname will display in a pop-up window, select the matching name OR Click Contacts Module Search for the Contact by ...
Contacts Module Overview
The contact module is accessed directly from the admin dashboard at any time by clicking the Contacts Module button on the left panel. This is where you can view, sort, and manage all the contacts who have profiles in your system. This includes all ...
How to Add a Contact to my Conference System?
The email field is the only required field, but the more information - the better! Once the individual is added as a contact to your system, the user profile will be shared across all of your conference modules. If you have a large list of ...