Conference Management

The Conferences page is used by Super Admin users to manage conference and event records in JMS.

This section helps admins keep track of planned, live, and completed conferences. It also allows admins to add conference details, manage follow-ups, and attach useful resources for each event.

Conferences list

The main page shows a table of existing conferences.

Each row represents one conference or event record.

The table includes:

Name: The conference or event name.
Category: The type of conference, such as Annual Conference or Sales & Marketing.
Location: Where the conference takes place. If no location is entered, it may show as N/A.
Date Range: The start and end dates of the conference.
Status: The current stage of the conference, such as planned, live, or completed.
Created: The date the conference record was created.

This page gives admins a quick overview of all conference records without needing to open each one.

Add Conference

Use Add Conference to create a new conference record.

When you click Add Conference, a form opens with three sections:

Details
Follow-ups
Resources

You can complete the conference details first, then add follow-ups or resources if needed.

Details tab

The Details tab stores the main information about the conference.

Fields include:

Conference Name: The name of the event. This is required.
Category: The type of conference, such as Annual Conference.
Status: The current stage of the event, such as Planned.
Location: The city, state, or venue where the event will take place.
Start Date: The first day of the conference. This is required.
End Date: The final day of the conference. This is required.
Description: Extra notes or details about the event.

After entering the required information, click Create Conference to save the conference.

Use Cancel if you do not want to save the record.

Follow-ups tab

The Follow-ups tab is used to record actions that need to happen before or after the conference.

For example, follow-ups may include:

Contacting attendees
Sending reminders
Preparing event material
Checking venue arrangements
Following up after the event

If no follow-ups have been added yet, the page will show that no follow-ups are available.

Click Add Follow-up to add a new follow-up item.

Resources tab

The Resources tab is used to attach or record useful materials for the conference.

Resources may include:

Agendas
Presentation files
Event documents
Training material
Links or supporting information

If no resources have been added yet, the page will show that no resources are available.

Click Add Resource to add a new resource item.

Edit Conference

To update an existing conference, open the conference record.

The edit form allows you to change the same information used when creating the conference, including:

Conference name
Category
Status
Location
Start date
End date
Description
Follow-ups
Resources

After making changes, click Save Changes.

Use Cancel if you do not want to keep the changes.

Delete Conference

The Delete Conference option removes a conference record from the list.

Only use this when the conference record is no longer needed.

Before deleting, make sure the conference is not still being used for planning, reporting, or follow-up work.

Conference status

The status helps admins understand where the event is in its lifecycle.

Common statuses include:

Planned: The conference is scheduled but has not started yet.
Live: The conference is currently active.
Completed: The conference has already finished.

Keeping the status updated helps the team know which events still need attention.

When to use this page

Use the Conferences page when you need to:

Create a new conference or event record
Review upcoming and past conferences
Update conference dates or locations
Track whether a conference is planned, live, or completed
Add follow-up actions for event planning
Add resources connected to the event
Keep conference records organized in one place

Important note

Conference records should be kept clear and up to date.

This helps admins and teams quickly understand what the event is, when it happens, what still needs to be done, and where supporting information can be found.