Data Uploads
Uploading a Single Record
To upload a single record (as opposed to uploading via the templates), please follow the below steps. Click into the module Click on the “Action” button in the upper right hand corner of the screen From the drop-down list, please select “Add Record” ...
Size Limit for PDF Files Uploaded
Throughout the CMS there are different areas in which PDF files can be uploaded (schedule handouts, custom modules, exhibitors, etc.). The size of an individual PDF cannot exceed 10 MB. If you have a PDF larger than 10MB we recommend linking to the ...
Primary Phone Number Format in Template
The Primary telephone number needs to be entered in a specific format on the templates in order for the devices to dial that number correctly directly from the app. This primary telephone number field is found in the following templates: Attendees, ...
General Template Uploading
When uploading the templates to the CMS modules you will get 2 options – Overwrite & Append. Overwrite: This will completely wipe out any data in the module and replace it with the data on the template you are uploading. Append: This will either add ...
Editing Sort Order via Drag & Drop
Many of our modules that are in list type formats have the functionality to change the sort order of the list by dragging and dropping the entry to a new location in the list. Below are the modules that contain the “drag & drop” functionality: Client ...
Editing a Single Record
If you want to edit a single record that you have already uploaded, please follow the below steps: Click into the module In the “Action” column, there will be an “Edit” button (this will be a paper & pencil icon) You will then be able to edit any of ...
Accepted Formatting in Apps
The app accepts plain text formatting which includes line breaks and bullet points. The sections in which these are most typically used are session descriptions, speaker bios, or attendee bios.
Active/Inactive Buttons
Throughout the CMS in the majority of the modules there will be the Status column that displays a green Active button. There is not a technical delete button so these buttons dictate whether or not the entry displays in the app. To change the status ...