Directories Management is accessed from the Administration
Menu by clicking on the add or Browse Directories icon.
Add Icon - Activates the Add a New
Directory function.
Browse Icon - Accesses the Directory
List.
Activates the Reports Menu.
The Directory Management page is used to create or update a
directory.
Page Settings
section:
- Use - select one of the following:
o Page
Type Default Settings use to
select the default Page Settings Collection for this feature. The Default Settings for each feature are set
from Page Type Manager which is listed on the Utilities Menu. When PortalProdigy is first installed, each
feature is set to inherit the Site Settings Collection.
o Other use to select a specific Page Settings
Collection from the list box.
- Add
New button
use to create a new Page Settings
Collection.
- Page
Manager button
use to open Page Manager to view and edit
the selected Page Settings Collection.
Management section:
- Directory Name
Field - Administration enters the name of the directory into the
Directory Name Field.
- Fields to
Display in Directory Checkboxes - Directories display as list tables
with each row representing a contact and each column a data field. It is
recommended that the Administration select a limited number of fields to
display so that the columns do not extend beyond the left side of a
visitors browser window. By including a Hyperlink to Profile, visitors can
be afforded a link to see more information related to a selected contact.
- Include
Hyperlink to Profile Box - Checking the Include Hyperlink to Profile
Box configures the directory table to have a View Profile link.
- Edit Profile
Page Link - Clicking the Edit Profile Page link accesses the Profile
Management Page where Administration can configure what data and
hyperlinks will be displayed on the profile page viewed by visitors to the
directory.
- Contact
Selection Boxes - Generally, a Directory is configured to display
contacts of a specific variety. Some examples of different directories
are: Member Directory; Directory of Board of Directors; Donors Directory;
and Sponsor Vendor Directory. A directory only displays contacts whose
contact record matches the filter criteria checked in the Contact Section
Form.
Contacts can be filtered by Contact
Type, Special Interest Group, or Security Group. Selecting down a column
affects an OR search while selecting across columns affects an AND search.
For example, selecting the boxes Client, Contractor and Contributor would
display in the directory contacts that are clicked as Client OR Contractor OR
Contributor and not necessarily a member of each Contact Type. On the other
hand, checking Member, Finance and Accounting, and Admin would display in the
directory contacts that are Members but must also be in the Financial and
Accounting Special interest Group and must have Admin privileges.
- Active
Selection Field - The Active selection field deactivates or activates
the specific directory.
§
Private
Selection Field - The Private selection field is used to password protect
the specific directory. Selecting Yes
activates the Security Group list form. By assigning Security Groups, only
contact within the checked Security Group can visit the directory provided they
are logged into the site.
