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Directories Features in Detail
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PORTALPRODIGY can maintain an unlimited number of directories such as Member Directory, Vendor Directory, Sponsor Directory, Team Manager Directory, etc. Administration sets up a Directory Template once and the system automatically updates the directory any time a Contact Record is added or updated. Directories can be public or private subject to password security as set by Administration.

 

Visitors can click on the Directories link on the organization’s home page to access the list of available directories.

 

Clicking on the name of a Directory accesses the Directory Search Page.

 

 

 

 

The visitor can enter search criteria into any of the fields to narrow down selections from the directory or enter no criteria and click on the Search button to see all the listings in the selected directory.

By clicking on the View Profile link in the Found Directories Listing Page, visitors can visit a more detailed profile for the selected listing.

 

The visitor is directed to the Profile Page which displays according to the template customized by Administration during Directories Setup. The profiles page can include links to feature records related to the contact represented including Biography, Press Releases, Event Registrations, Exchange Records, Payments, Product Orders, Responses to Calls to Action, and Surveys.

Of course, it may not be prudent to activate the links to all these items because some contain private data. But, the links can be activated and password protected to allow only select visitors access.

 

 

Visitors can click on a Profile link, for example Press Releases, and access a list of the contact’s activities in that feature.

 

Clicking on a title in the Feature Access List displays the related item such as the press release below.

 

 


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