Happy mid-December! We are hard at work on a few forthcoming features and enhancements. Here is one that has requested for a long time.
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✅ New Features
1) Determine what fields show when adding new contacts or exhibitors/sponsors
Previously, when adding a new Contact or Group, we would show every field that exists in the "Add" modal. This was overwhelming and made adding new records an inefficient process.
We now allow you (the Event Admin) to control what fields should show on an event basis when adding new Contacts or Exhibitors/Sponsors.
By default, when adding a new contact, the fields that show are now:
- Email (required)
- First Name (required)
- Last Name (required)
- Mobile Phone
- Headshot
- Biography
On the Layouts settings page, you can show/hide more fields and and the order of those fields that you would like to show.
Want to show more fields? Here's two ways to get there:
When viewing the Add modal, click on the settings icon and then "Edit Fields Layout"
Alternatively, you can get to the settings page via Settings -> Record Settings -> Layouts:
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2) Automatically give contacts access to the portal when you add them
Today, when you manually add or import contacts (e.g. Speakers) into your event, you need to then manually give them access to the Portal. We have introduced an option to automatically give contacts access to the portal when you add them. This is helpful for events that have a manual flow of adding new speakers, for example.
You can enable this on the Record Settings page: Settings -> Record Settings
The setting is: Automatically provision contact portal access
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Have a feature or enhancement you'd like to see on Sessionboard? Submit your feedback to us and help us continue to build the best speaker and content management solution for your team: https://feedback.sessionboard.com/