Setup Directory Display Settings

Directory Display Settings control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc. A default directory listing, Standard Listing is seeded in the database upon setup. You can use this as designed or customize it to meet your needs.  To see how your selections will impact the display in your activity, see Understanding the Directory Display Options.

Use the following procedure to setup your Directory Listing Types:

1. Click Setup in the Navigation Panel
2. Click Directory Display Settings in the Website section. A list of the Directory Display Settings currently configured in your system will be displayed. NOTE: Standard Listing and Deluxe Listing are seeded into your database by default. The Standard Listing is used as the default when you create Membership Types.
3. Click Add.

   

4. On the Add/Edit Directory Display Settings configure the following:

   

   • Name: Provide a name for the Directory Display Settings.
   • Description: Provide a description of the Directory Display Settings.
   • Rank/Priority Placement: This setting allows you to dictate where organizations that are assigned to this directory listing this will be displayed the directory. Entering a value of 1 will place at the top of the directory, entering a value of 255 will place at the bottom of the directory. NOTE: If your directory is setup to display alphabetically, rank/priority will "trump" the alphabetical setting. 
   • RECOMMENDED: Click the Advanced Options check box for additional configuration options.

     

     • Show Individual Details: Select which details for your individuals/agents will be displayed when this directory display setting is used.
     • Show Contact Details: These settings are used for organization and individual based memberships. Select the checkbox for each piece of contact information you wish to display. When selected you will then choose type(s) that should be displayed. For Example: Select Phone Number and you will choose from Work, Home or Other.  which address, phone, and email information you would like displayed. IMPORTANT: If you are choosing a particular type of contact information (for example, toll free phone number) you MUST ensure that you have also identified the information of the appropriate type on the profile tab for the contact.
     • Show Custom Fields: Select the custom fields you want to display in the directory. The drop-down list will display the fields that have been configured for Directory Listings.

       

     • Display Additional Contacts:
       • Primary Contact/Organization: For organization, check this option if you wish the primary contact, of an organization,  to be identified with a banner. The individual must also be set as the primary with the organization AND set to display in directory. For individuals, check this option if you wish to display the individuals primary business in the directory. For an individual, select this option if you wish to identify the individuals primary organization with a banner.
       • With Membership: Select this option if you wish to display, within an organization listing, only those contacts who have an active membership.
       • Related: If selected, contacts related to the organization will be displayed on both the directory search results and on the organization's information page.
         • If the individual does not have a listing in the directory and you search for the organization/business, the individual will not display as a result in the search bar; if you select the search result for the organization/business, the person will display as a related contact within the organization/business listing.
         • If a individual does have a listing and you search for the organization/business, OR if you search for the individual, both the organization/business and the individual display in the search bar; you can select either result and go to the respective listing.
         • NOTE: At the individual contact level a selection may also be made to include or exclude an individual contact from displaying on the directory. See Add Individual Contact for further information on configuring show related contacts individually
     • Options:
       • Use Contacts Website for Listing page: Select this option if you wish to link directly to a contacts web page (vs. their page in your directory). Applicable only when assigned to a public directory (not available in the Hub).
       • Open Links in New tab: Select this option to allow the user to access the new page, but not close the directory
     • Show:
       • Public Web Content: Enable this option if you wish to display icons on the member's directory page when they have posted web content (i.e. job postings, hot deals, etc) 
       • Membership Type: Select this option if you wish to display the members' membership type
       • Search Logo - If selected the contact's primary image will be displayed when the directory is searched.
       • Search Description: If selected, and using V1 directory, the short description will be displayed in the directory list. If using the v2 public modules, this setting has no impact
       • Gallery: If selected, the member may display a gallery of photos on the web-page.
       • Map: If selected, the location of the organization will be displayed on map on the web-page.
       • Video: If selected, the member may display a video on the web-page. NOTE: At this time, only links to regular YouTube or Vimeo videos are supported. YouTube Shorts type videos WILL NOT WORK. It must be a full YouTube video and NOT a Short.
       • Highlights If selected, a highlights section will be displayed on the web-page. This is generally used for a bulletted list to identify member features
       • Bio/Description: If selected the Bio from a contact's More Info tab will be displayed
       • Show Membership Type: Select this option is you want to display a contact's membership type in the directory.
     • Retargeting
       • Google Tag Manager Container ID - Enter the Container Id you were provided on installation of Google Tag Manager. Google Tag Manager is a free tool that makes it easy for marketers to add and update website tags -- including conversion tracking, site analytics, remarketing, and more—with just a few clicks, and without needing to edit your website code.
5. Click Done.