Knowledge Base

Contacts Overview

Overview

Contacts Module Menu Item

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 speakers, presenters, co-authors, admins, reviewers, track chairs, registrants, exhibitors etc.

The contacts module is the highest level of contact management - as opposed to more specific or filtered contact management such as attendee management, speaker management, or exhibitor management.

Functions:

  • View the master grid of all your contacts
  • Quickly search for a contact using Quick Find search bar on the lower left panel
  • By clicking or entering into a contacts profile, manage an update an individual's contact record


You can also email and download reports from the Email/Download area on the left panel. These emails/downloads will be relevant to all of the contacts in your system.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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