Configuring Custom Directory Search Options
Administrators have the ability to customize the various search options within the custom directory. These options determine the types of search fields available and control the format of the results generated.
To configure the custom directory search options, navigate to Website Management > Member Directories.
- Click the pencil icon next to the directory to be edited.
- Select the Search Options tab.
- Configure the options, as needed.
- Display Only Active Records in Search Results: Select "Yes" to restrict the records displayed to just active members (individuals or organizations with valid through dates). Select "No" to include expired members.
- Restrict Search Results To These Member Types, If Desired: Click into this area to populate a list member types that can be restricted to this directory.
- Include Individual Categories List: Toggle this box to include the Individual Categories to be searchable (configured in Member Management > Categories > Individual Member Records).
- Include Committee List: Toggle this box to include the Committee List to be searchable (configured in Member Management > Committees > Individual/Organization Member Records).
- Add A Custom Field As A Search Option: In the left column, select the relative Custom Fields to be displayed and move them to the right column. Configure the custom fields in Member Management > Custom Fields, and the data is entered on the Individual/Organization Custom tab.
- How Many Custom Fields To Display Per Row: Use the drop down menu to specify how many custom fields to display per row.
For more informaotin on Custom Member Directories, please see:
- "Creating Individual Directory"
- "Creating Organization Directory"
- "Configuring Directory Data Layout"
- "Configuring Search Options"
- "Displaying Directories on the Website"
- "Custom Directory Member Center Setup"