About the Meetings User Main Dashboard

The main dashboard for the Meetings User profile includes the following elements from top to bottom:

• Actions Button Bar: The top of the Meetings User's main dashboard contains a button bar with the following buttons:
  
  
  • New Meeting: Click this button to open a new Meetings record, to add a new meeting to Aptify.
  • Roster Report for Active Meetings: Click this button to generate a report of the people who are registered for all current and upcoming meetings.
  • Meeting Details: Click this button to load the profile's Meeting Management application dashboard, which provides access to information about meeting resources, speakers, and sponsors. See Meeting User Meeting Management Application for more details.
  • New Resource: Click this button to open a new Resources record to add a new resource to Aptify.
  • Registrations: Click this button to load the profile's Order Entry application dashboard, which provides access to information about meeting registrations, available meeting space, and registrants whose records you have recently accessed. See Meetings User Order Entry Application for more details.
  • Meeting Participants: Click this button to load the profile's Customers application dashboard, which provides information on recent registrants, speakers, and sponsors. See Meeting User Customers Application for more details.
  • Registrations/Current Upcoming Meetings: A pivot table that provides information about the number of registrations for upcoming meetings and their corresponding orders. Note that this pivot table is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).
    
    
• Upcoming Meeting Registration Counts: A chart view that displays the current registration count for upcoming meetings. Clicking on a section of the chart opens the Upcoming/Current Meetings list view (described below) for the selected meeting.
  
  
• Upcoming/Current Meetings: This list view displays information about current and future meetings. The view includes four hierarchies to display information about the meeting's sessions, assigned resources, speakers, and sponsors. Note that this view is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).