PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Create a Member Directory, Yellow Pages or White Pages

Create a Member Directory, Yellow Pages or White Pages

 

  1. Read the chapter titled “Directories Feature in Detail” in the Administration Manual.

 

  1. Click on Directories add icon on Site Administration Menu.

 

  1. Enter directory name into Directory Name Field. 

 

  1. Select fields to display in the directory. Don’t confuse this with profile page. Select a limited number of so that the columns do not extend beyond the left side of a visitors browser window.

 

  1. Check Contact Type, Special Interest and Security boxes to configure filter.

 

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. 

 

  1. Set privacy status of directory.

 

  1. Check Include Hyperlink to Profile Box - Checking the Include Hyperlink to Profile Box configures the directory table to have a View Profile link. 

 

  1. Click the Edit Profile Page link.

 

  1. On the Contact Profile configure what data will be displayed on the profile page viewed by visitors to the directory by checking desired boxes.

 

  1. Click on a feature’s Title Box to causes a link to be displayed on the directory profile page. Clicking on the Private Box sets the requirement that a visitor be a member of a permitted Security Group and logged on in order to access the link. Highlighting one or more Security Group titles in the Security Group Selection Box determines which contacts can access.

 

  1. Click the Close button on Contact Profile Management Page and affirm save request.

 

  1. Click Save button on Directory Management page.