Create a directory

By creating a directory you can publish a list of either people or organisations from your contact database to a page on your website. 

  1. Create a page on which to place the directory. If necessary, go to the Access tab and restrict the page to members.
  2. If necessary, go to Website > Menus and position the new page in your menu.
  3. Go to Contacts > Segments and create a segment. The segment will define who is in the directory. For example, you may define a segment including all people with a certain type of membership. 
  4. Go to Contacts > Directories, choose either People or Organisations, and create a directory. 
  5. On the Settings tab, choose the appropriate segment, the directory title (optional) and the page on which to place the directory. 
  6. On the Person fields/Organisation fields tab, specify which fields you want to be visible and which you want to use for filtering. 
  7. Update to save and publish the directory.

Note that each contact has a 'display in directories' setting. This is OFF by default but can be edited by people in their My Account section or by administrators through the contact page. Contacts will only display in directories if this setting is ON

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