A Contact is an individual person who can have multiple roles in the system. This individual can be:
- Associated with Companies as one or more contact type
- Associated with Sessions as a speaker
- Associated with Proposal Tracks to act as a Grader on the Event Site for Call For Proposals
- An Attendee, either imported into the system for or added from the Event Site when they save their favorite exhibitors and/or sessions.
Search for Existing Contacts
To edit an existing contact, either click the Search button and get a list of all the contacts in the system, or enter some search information to narrow the results.
Last Name – Enter all or part of the contacts last name
Search For – Choose Company, City, State, or Country from the drop down and enter a keyword in the text box to search that field for the keyword
Sort By – Sort the search results by Last Name, Company, City, State, or Country.
Starting with Keyword – search for only results that start with the keyword by leaving the box checked, or uncheck and search for results that contain the keyword.
Add a New Contact
If the contact does not exist in the system already, a new contact record can be created.
Contact First Name – Enter the first name of the contact to be created.
Contact Last Name – Enter the last name of the contact to be created.
Contact E-Mail – Enter the email address of the contact to be created.
Note: Each unique combination of first, last, and email is considered a different contact; as such John Smith (email@example.com), John Smith (firstname.lastname@example.org), and John Smith (email@example.com) could each be their own record in the system. If duplicates are found, they can be merged.
Edit a Contact Record
Update a contact’s personal information: Name, Address, Phone Numbers, Biography, and Photo.
These fields are only applicable for contacts who are associated with a session (or sessions) as a Speaker.
Profile/Bio – the biography or profile of the speaker that will show in their public speaker profile, speakers can also update this on the event site if the show organizer allows.
Photo URL - Use the upload box to add a speaker image, speakers can also update this information on the event site if the show organizer allows. If an image is already uploaded the user can preview or remove it.
Publish my contact info - check box should be checked only if the contacts information should be able to be viewed on the event site.
Associate the contact with a company.
If this contact will be grading proposals on the event site, set up the tracks that they will grade here (Add article link when it is written)
If this contact is an attendee, any sessions that they have favorited on the event site will be listed here. (Add Article Link)
If this contact is a speaker any sessions that they are associated with will appear here. (Add Article Link)
If there are duplicate records for this contact, use this tab to merge them together. (Add Article link)
For Events using the Connect module this tab can be used to update a contacts settings. Please contact your Project Manager for more information on this tab.
For Events using the Connect module this tab can be used to update a contacts demographics. Please contact your Project Manager for more information on this tab.