Tag: People

Actions related to the People Dashboard tab and functions related to search, invitation and assignment for meeting people

People Import for non-AMS clients

• New Import feature allows users to do a bulk import of new meeting people. The import tool includes a “Conflict Check” to ensure duplicate accounts aren’t created.

On the People Dashboard, this new Import feature allows clients (who are not using an AMS to manage their data) to do a bulk import of new people accounts. The import can be done using your existing Excel or CSV file that contains the information for the people to be imported. Or, you can download our CSV template to paste your data in (and then import). This import feature will do a “Conflict Check” of the CTI database to ensure that duplicate accounts are not created during the import. You will have the option of downloading the list of “Conflicts” after the import.

Change Order of Session Roles

Click on the session title. Scroll down to “Session Roles” section. To change the order, click on the 3 dots (to the left of the title associated with the role to be moved) and drag and drop role into new slot. The new order is automatically saved after the role is dropped in new slot.

Invite to Session Role

Click checkbox to select reviewer(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Click checkbox to select reviewer(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Invite as Reviewer

Click on an individual. In person details page, click on “Invite” icon and select “Reviewer.” Select applicable role, topic and notification campaign to send, then click “Preview.” Any potential conflicts will be displayed. Click “Continue” to complete assignment (or “go back” if conflict exempts this person).

Invite Reviewers

Click checkbox next to name of individual(s). Click “Invite” icon and select “Reviewer.” Select role and campaign (if necessary) and click “Preview.” Any potential conflicts will appear. If OK to assign, click “Continue” to complete (or “Go Back” to select another reviewer).

Invite Roles for Sessions

Use search box to find individuals, if necessary. Click to select name(s) then click “Invite” icon and select “Session Role.” Choose a Session Role and assign.

Invite Session Organizers

Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” Choose a role or activity and assign the session organizer.

Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” Choose a role or activity and assign the session organizer.

Search: Simple, Advanced

Use Search Box to search for an individual, email address or country. Input keywords and click magnifying glass. Toggle the “Advance Search” button to “On” for an advanced search to refine search criteria using specific criteria. Type in search terms and hit “Enter.”

The simple search box for the People dashboard will return results for:
– Salutation
– FirstName
– MiddleName
– ThirdName
– FourthName
– LastName
– Degree
– Institution
– Phone
– Email
– City
– Country
– Gender
– CareerStage
– MemberType
– SSOID
– AccountKey
For example, “Smith” results in any field containing Smith, like FirstName, Email, LastName, City, Institution, etc.

To narrow the simple search above, toggle the “Advance Search” button to “ON” to refine the search criteria. Use the “target” icon shown below for tips on how to type in the search criteria for each text field:

For example, use quotes around “Smith” for the last name to match exactly (instead of results like Adam-Smith). Click the Filter set “x” to clear results.