Skip to main content

Manage Contact Directory Listing

Updated

Contacts can be assigned to a directory automatically if they are given a membership type to which you have tied a directory listing. See Setup Membership Type Directories & Categories for instructions.

 

Alternately, you can assign the contact to a directory listing on the contact's Directory Listings section on the Overview tab.  

 

 IMPORTANT: If you assign a contact to multiple directory listings within the same directory, the contact will be displayed multiple times in that directory.

 

Add a Directory Listing to a Contact

  1. On the contact's Overview tab, scroll to the Directory Listings section.

  2. Click the   icon

  3. On the Add/Edit Directory Listing screen, configure the following (NOTE: The options that will be displayed for configuration will be dependent on your directory type listing configuration):
    • Directory: Select the desired directory from the drop-down list. This list will be populated with the directories that you have configure in your system.
    • Listing Level - Select the desired Directory Listing Type from the drop-down list. The list will be populated with the directory listing types you have configured in your system.
    • Alternative Display Name (Leave Blank if Same as Contact): This option allows you to enter a name other than the contact name to be displayed on the website. You will leave this field blank if you wish to display the contact name that is in the database.
    • Alternative Sort Name (Leave Blank if Same as Contact): This option allows you to enter a name other than the contact name to be used in the sorting function on the website. You will leave this field blank if you wish to display the contact name that is in the database.
    • Search Description: Enter a short description of this contact. This information may be displayed on the website when the contact is first displayed.
    • Description - This description is a more complete description of the contact which is displayed when the contact is selected on the web-page.
    • Keywords: Enter key words which can be used to search for this contact. Key Words are important! See this article for further information: What’s an SEO Keyword? Why it Matters and How to Use It.
    • Categories: Enter the directory categories under which this contact will be listed.
    • Highlights (for Directory): Enter highlights for this contact. (May not display depending on the settings for the directory listing being added/edited.)
    • Images: You may add images for this directory. (May not display depending on the settings for the directory listing being added/edited.)
  4. Click Done.

 

Change a Contact's Directory Listing Level

  1. On the contact's Overview tab, scroll to the Directory Listings section.

  2. Click the pencil icon for the directory you wish to change.

  3. Choose the desired Listing Level from the list
  4. Click Done

 

Remove a Directory Listing from a contact

  1. On the contact's Overview tab, navigate to the Directory Listing section.
  2. Click the pencil icon for the desired Directory.

  3. Click the Delete button on the Edit Directory Listing screen.
  4. Click OK to confirm that you wish to delete the Directory.

Related articles