Popular Articles
Merging Duplicate Accounts
From the admin dashboard, Click on 'People' and select “Merge Duplicates” From the Merge Duplicates filter screen, select the filtering options to find the contact to be merged. Examples of filtering options include - First Name, Last Name, Company, ...
How to cancel a Session or RSS Lecture
Search for the Activity Click on drop down and select 'Select Activity' Go to Activity Options > Sessions From the list of Sessions select the Session you wish to cancel Update the "Public" field on the session to "No, Private." What this allows you ...
Mapping CLE
By default, application mapping add the two data tags shown below on the activity when the CLE option is selected on the application. CLE Credit Hours CLE Ethics Credit Hours However, the value isn't added because there is not enough info on the ...
How to show an Activity under Featured Activities on the Home Page and add Registration Links
To display an Activity Select the Activity Go to - Manage Data Tags Click - Add New Data Tag Select Tag= Featured Activity; Value = Yes Save the page To display a Session Go to the desired session Click on 'Manage Data tags' Click on 'Add New data ...
Custom Emails on the CE Portal
Please see below for information on the auto emails sent in the application submission and review flow. Email titles are underlined. These emails can be accessed via the Ce portal Admin menu under Settings > Emails. Initial Request Submission ...