Category: Exhibit Management Software

ExhibitDay is the all-in-one Software-as-a-Service solution to track and manage your exhibits. Your trade shows, exhibit booths, travel plans, shipments, event sponsorships, and budgets– all managed in one place.

The Expert Grid

You can now view your list of events in ExhibitDay in a customizable grid format.

Use View Preferences drop-down (top-right corner of the main Events page) to switch to the Expert Grid view.

Expert Grid View of Trade Shows and Exhibits

Customizing the Grid

You can customize the Expert Grid to show the majority of the built-in event fields as well as any custom fields you may have configured under the Event [Info] and [Booth] tabs. The grid columns are sortable, filterable, groupable, and resizable.

Adding Columns to the Grid

You can add additional columns to the grid using the drop-down menu from any of the column headers. The new columns that you add appear in the right (unlocked) section of the grid.

Pro tip: In addition to the built-in ExhibitDay Event fields, you can add any custom fields you have configured under the Event [Info] and [Booth] tab.

Add column to the Events Grid

Moving Columns

You can change the position of a column by click-and-dragging the column’s header.

Resizing Columns

You can resize a column by click-and-dragging its right border.

Resizing a grid column

Locked Columns

Locked columns are frozen columns on the left section of the grid. Locked columns stay frozen on the screen as you scroll to the right section of the grid to view the remaining/unlocked columns.

How to Lock a Column

You can lock an unlocked column by either:

  • Click-and-dragging the column header into the left header section, or,
  • Using the column header drop-down menu.

Advanced Options (Filtering and Grouping)

You can filter your list of events using the filter button located on the top-right corner of the main events page. These filters are the most commonly used filters and cover the majority of use-cases. If you wish to enable additional filters on the grid, you can enable column-level filtering (and grouping) under the grid’s Advanced Options (accessible from the grid settings menu located at the top-right corner of the grid).

Full-Screen Mode

You can view the grid in Full-Screen mode using the full screen toggle button (located at the top-right corner of the grid).

Pagination

By default, the grid is paginated by groups of 50 events per page. You can use the navigation controls at the bottom of the grid to change the default page size and navigate through the pages.

Resetting the Grid Layout Back to Default Settings

For your convenience, ExhibitDay automatically saves the layout changes you make to the grid (e.g. when you add/lock/resize columns) so that the grid looks the same whenever you come back to it. You can reset the grid back to its original/default settings from the grid settings menu    (located at the top-right corner of the grid).

Video Tutorial

Grouping Events by Month and Participation Status

Steps:
  1. Make sure Grouping is enabled in your Grid Settings.
  2. Add the Event Month Column to the Grid.
  3. Group by Event Month and Participation.

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.

Specifying Shipping Logistics Categories for Asset Reservations

You can now specify a Shipping Logistics Category when you reserve an Asset in ExhibitDay.

To specify a Shipping Logistics Category (i.e. “Advance Warehouse” or “Direct Shipment”) for your reservation, use the Advanced Options section of the Asset reservation form.

Shipping Logistics

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.

Exporting Individual Event Tabs

You can now export most of the event tabs to .pdf, .docx, and .csv file formats. Use the export drop-down list button (located at the top-right corner of each tab, directly below the event tab strip) to see the export options available for the tab you are on.

Export Event Tabs

Sign up for a free ExhibitDay account to plan your trade shows, and collaborate on tasks with your event team.

Search for Users and Resources

In addition to searching for events, the search function (in the top navigation bar) can now be used to find Users and Resources in your ExhibitDay workspace.

Find Users and Resources for Trade Shows and Exhibits

Clicking on a User or a Resource in search results will open their profile; there, you can view the contact information (i.e. email, phone number, title) for the User/Resource. The profile dialog also displays the events that the User/Resource is tagged in, as well as their recent activity and logs. Additionally, for each event the user/resource is tagged in, you can view the nature of their involvement in the event.

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.

User Profiles and Contact Information

We just released the ability to view the profile of users and resources in your ExhibitDay workspace.

Viewing the Profile of a User or a Resource

You can view the profile of a user or a resource in your ExhibitDay workspace by clicking on their profile image (anywhere you see their profile image in ExhibitDay). The user profile pop-up dialog displays contact information (i.e. email, phone number, title) for the user/resource. The profile dialog also shows the events that the user is tagged in, as well as the user’s recent activity and logs. Additionally, for each event the user/resource is tagged in, you can view the nature of their involvement in the event.

User Profile

Editing the Contact Information for Users

A user’s Name, Email, Phone Number, Company, and Title can be edited under Workspace Settings > Users & Permissions. This information can also be edited by the user himself/herself when they log into their ExhibitDay Account (under My Profile & Preferences section).

As a workspace Administrator, you can add additional notes about the user (e.g. their frequent flyer number, or seat preference) when you edit the user (under Workspace Settings > Users & Permissions). The Admin Notes field will be displayed in the user’s profile pop-up dialog; this field is only visible to Admin users in your ExhibitDay workspace.

Editing the Contact Information for Resources

A Resource is a “non-user” in your ExhibitDay workspace (i.e. no ExhibitDay account / no access to your Events). Essentially, they are people who participate in your trade shows and exhibits, but don’t have the need to log into your ExhibitDay workspace; like: speakers, independent sales personnel, contractors, specialists, and temporary staff.

As a workspace Administrator, you can edit the contact information (Name, Company, Title, Email, and Phone Number), for all the resources in your ExhibitDay workspace under Workspace Settings > Users & Permissions.

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.